Decouple

The cancellation of the Carbon Free Power Project was a massive blow to US SMR front runner NuScale. James Krellenstein joins me for a deep dive.

Chris Adlam joins me to discuss Ontario’s attempt to imitate Germany’s Energiewende. It began as an attempt to kickstart a green energy industry by retooling struggling automotive plants in the aftermath of the global financial crisis. The lucrative 20 year feed in tariff contracts for wind and solar will end up costing Ontario more than 62 billion dollars.

One in 20 American homes are powered by Russian enriched uranium because the USA lacks sufficient enrichment capacity to meet its own needs. Energy and fuel security are supposed to be a strong point of the technology but the US nuclear industry faces further reputational risk because no-one is taking responsibility and adequately planning adequate solutions despite NRC licenses being in place. James Krellenstein returns to take our proverbial hands and walk us through the front end of the nuclear fuel cycle. Enjoy!

The recent cancellation of two large wind projects in New Jersey are the latest in a series of setbacks for the nascent US offshore wind industry. Mark Nelson joins me to analyze whether the nuclear industry is vulnerable to the same cost drivers plaguing this sector.

James Krellenstein joins me to discuss the rationale underlying small modular reactors and in particular the challenges of getting novel reactor concepts from the experimental stage to reliable commercial operation.

Jacopo Buongiorno joins me to discuss the cost drivers of nuclear and how we can drive them down. For a deeper dive check out this MIT study that Jacopo led. studyhttps://energy.mit.edu/research/future-nuclear-energy-carbon-constrained-world/

Dr Keefer’s Testimony at the House of Commons Natural Resources Committee on what Canada can learn from the Inflation Reduction Act’s “good union jobs” provisions. In the words of NYT labour reporter Noam Scheiber “The green economy is shaping up to look less like the industrial workplace that lifted workers into the middle class in the 20th century and more like an Amazon warehouse with grueling work schedules, few unions, middling wages and limited benefits.” Dr. Keefer outlines the problem and prescribes a solution: Nuclear Energy

Muckraking physicist and data scientist Aidan Morrison has thrown doubt on the oft repeated mantra in Australia that wind and solar are the lowest cost option for a clean energy transition. He discovered that the modelling used to justify these claims leaves out the massive investments in storage and transmission required to balance the system treating them as sunk costs. See Aidan’s own excellent video deep diving the topic here. https://youtu.be/W-GwnPWTwmU?si=VmM98aSuYGC2Z32o

Dr. Keefer’s speech at Minerals Week in Australia sharing the story of Ontario’s coal phaseout & the decarbonization of its electricity grid.

Enhanced geothermal has been a scientific white whale since the 1970’s but a recent breakthrough announcement is causing waves. Is Baseload cool again? Will enhanced geothermal eat nuclear’s lunch or for that matter renewable’s lunch? The potential to unlock the energy potential of hot dry rocks by leveraging hydraulic fracturing opens up a vast geography for exploitation as 98% of worlds geothermal resources are made up of these geologic formations.