Decouple

While the west struggles to deliver nuclear plants and dreams about novel reactor technologies China is deploying it all: large LWR, SMR and MSR/HTGR. World Nuclear Association China lead Francois Morin joins me to catch us up on recent developments and trends.

In the early days of nuclear power uranium was thought to be a critically rare mineral. Nuclear engineers sought to solve this problem with a special type of reactor that produced more fissile material than they consume. Nick Touran joins me to discuss and explore the long term sustainability of nuclear power.

The Grand Finale is here. We wrestle with the question of whether nuclear can find its groove and the positive learning rates that have eluded it so frequently. Vogtle unit 4 came in 40% cheaper than unit 3. Can those gains continue downwards? Is Vogtle 5 more likely to follow this cost reduction curve compared to a new AP1000 elsewhere?

Emmet Penney joins me to shoot the breeze and catch up on the whirlwind developments of the last few months.

Fan favourite, Mark Nelson, joins me for an update on California’s soaring electricity prices and worsening grid dysfunction.

Seaver Wang, oceanographer and co-director of climate and energy at the Breakthrough Institute joins me to unravel controversies surrounding deep sea mining for the polymetallic nodules of the abyssal plains.

James Krellenstein joins me to explore the extraordinary power requirements of the AI revolution and how this demand for vast amounts of baseload generation will impact the nuclear sector.

The podcast explores the fragility of the energy grid due to intermittent generation, impacting critical industries. Topics include power quality issues, grid instability, challenges in managing energy transition, and the influence of ideological factors on decision-making. The discussion also touches on energy poverty, sustainability movements, and the role of artificial intelligence in revolutionizing energy consumption.

Art Berman joins me to discuss the likelihood and implications of cheap peak oil.

Stephen Stapczynski, Bloomberg Business senior reporter, joins me to discuss everything you always wanted to know about LNG but were afraid to ask.