Decouple

David Fishman, a senior manager at The Lantau Group and expert in China's power sector, discusses the country’s ambitious electrification strategy in response to pollution and energy security. He explains how state capitalism drives rapid investments in nuclear power, electric vehicles, and renewables. Fishman delves into the competitive landscape of solar and wind industries, the historical context of energy dependence, and the geopolitical tensions affecting supply routes. He also compares urban experiences in Shanghai and New York, reflecting on post-COVID changes.

Mark Nelson, managing director of Radiant Energy Group and an expert on energy complexities, dives deep into the fascinating world of oil. He traces oil's journey from ancient plankton to its pivotal role in shaping empires and military strategies. The discussion highlights the critical impact of high-octane fuel during WWII aviation, the evolution of oil exploration techniques, and the intricate drilling process. Nelson also connects past geological events to our current carbon challenges, showcasing the environmental implications of this vital resource.

In a thought-provoking discussion, James Krellenstein, CEO of Alva Energy, and Ted Nordhaus, executive director of The Breakthrough Institute, debate the future of nuclear technology. They explore the merits of large light water reactors versus advanced small modular reactors. Topics include the challenges of building large reactors in the U.S., financial and regulatory obstacles, and the importance of consensus in nuclear advocacy. Their nuanced conversation promotes collaboration to navigate the complex landscape of nuclear energy innovation.

Jeff Waksman, Program Manager for Project Pele at the Department of Defense, dives into the exciting world of military microreactors. He unpacks the powerful role of reliable energy in modern warfare and the logistics challenges faced by armed forces. Discussing Project Pele, he reveals the complexities of developing transportable nuclear reactors while balancing innovation with safety. Waksman also highlights the historical significance of nuclear power, advocating for its potential to enhance military energy resilience amidst evolving conflicts.

Steve Keen, a notable economist and author recognized for his critiques of neoclassical economics, dives deep into the critical misunderstanding of energy's role in modern economics. He discusses how traditional models fail to account for climate risks and the evolution of economic systems from feudalism to capitalism. Keen critiques the oversimplifications of neoclassical theories and emphasizes the need for new economic models that address ecological limits. He warns of the potential authoritarian measures needed to avert ecological collapse, highlighting the urgent need for nuanced economic thinking.

Phil Chaffee, Editor of Nuclear Intelligence Weekly, provides insider insights on the future of U.S. nuclear energy amidst potential political shifts. He discusses how a second Trump administration could impact nuclear power purchase agreements and the viability of carbon pricing. The conversation dives into the delicate balance of free-market ideals versus necessary government support for nuclear projects. Chaffee also highlights the complexities of U.S.-China nuclear collaborations and the broader geopolitical implications for energy policy.

Jean-Baptiste Fressoz, a French historian of science and technology and co-author of "Chaos in the Heavens," dives into the historical roots of climate discourse. He discusses how early European colonizers, like Columbus, shaped climate perceptions to justify their actions. Fressoz highlights deforestation debates dating back to the 16th century and how climate instability influenced political upheavals, such as the French Revolution. The conversation reveals how our modern understanding of climate is steeped in centuries of history, illustrating the complex interplay between environment and society.

Aidan Morrison, director of energy research at Australia’s Centre for Independent Studies, takes us to the depths of Australia’s security predicament as a country near Maritime Southeast Asia dependent on liquid hydrocarbon imports. We discuss military strategy, the use of nuclear and diesel-electric submarines, and the continent’s precarious dependence on maritime trade and military alliances.

Nick Touran, a nuclear engineer and manager at TerraPower, delves into the intricate world of microreactors. He highlights the sobering realities and fundamental challenges these technologies face, like neutronic constraints and production limitations. Touran discusses the historical significance of military microreactors and the complexities of radiation safety. He emphasizes the economic hurdles in the nuclear fuel market and the innovative solutions needed to enhance microreactor efficiency, while also navigating the hype around their commercialization.

Nick Touran tells the story of Admiral Hyman Rickover, the “Father of the Nuclear Navy” and author of the legendary "Paper Reactor" memo. We discover how Rickover’s hard-driving management and obsession with practical engineering shaped not just the US nuclear navy, but the entire landscape of modern nuclear power. Touran is manager of digital engineering at TerraPower and creator of Whatisnuclear.com. Decouple Substack: https://www.decouple.media/