Nuclear

“It's nuclear, but it's like significantly less complicated than a rocket engine, for example.”

“I think this attribute is standing out to make nuclear really unique, and I think it's going to get priced into, ah, how you're starting to see energy infrastructure decisions get made.”

“What's happening in nuclear right now is unbelievable for somebody like me who has spent my entire career in nuclear. I believe we're in a full-on renaissance.”

“The type of contracts that have been signed so far are for the most part non-binding subject to milestones.”

“And there have been high profile accidents with nuclear. You think of Chernobyl, Three Mile Island, Fukushima. But the actual risk associated with nuclear, despite those high profile incidents is still far, far lower than any other form of baseload energy.”

“And so on, on first principles, nuclear should be an extremely affordable thing, potentially much more affordable than fossil fuels.”

“I think the way to make nuclear really compelling to people is actually to check the final box, which is cost.”

“The schedule to bring it online for the large gigawatt scale projects has been uncertain. The costs are often above what's projected. And when you look at the total package, it's not cheaper than coal. It's not cheaper than natural gas. It's not cheaper than h…”

“The list of clean baseload power generation sources is sadly pretty short, and as far as proven technologies go, sorry, wave power, is really just hydro, nuclear, and geothermal.”

“The backlash can have an actual impact. So you should not just write it off and be like, well, obviously AI is going to happen. So this is, you know, it's inevitable. It's like, no, these, like we live in a democracy. Like if they vote, no more data centers. L…”

“The classical example of nuclear is like, it's a lot of centrifugation, a lot of ultra centrifugation, a lot of high pressure or high RPMs. And so it, It's just, you can maybe get smarter about how to set up, you know, the economy of scale to do that with an L…”

“We're going to need nuclear. Wind is not going to be enough. Solar is not going to be enough. Let's just all acknowledge that we'll take it. We'll take everything we can. But the fact that matters, I think for the next decade, natural gas, you know, is probabl…”

“None of the public ways you can invest in this are really good expressions of this theme are likely to succeed or have any real fundamental support.”

“The, like, percentage point change we've seen in the last five to 10 years is almost 20 points. I mean, it's like 17 points or something. Yes. So it's 60 plus percent of people support nuclear.”

“Actually to get true hundred percent, 24 seven coverage, the battery or the excess build out is massive. It is really expensive. It's on, it's like basically on par with nuclear costs.”

“Our new administration, our Secretary of Energy in particular, Chris Wright is super bullish on geothermal in general. He likes geothermal and nuclear, and those are the two sort of, like, overlapping clean energy things that, that I think he is full-throatedl…”

“I personally think in the long run, nuclear probably ends up looking like gas turbines look today, which is there, you know, in the gas turbine world, there are basically three Three OEMs that control like 70, 75% of the market. It's an oligopoly, essentially.…”

“Eventually in the 10 or 15 or 20 year timeframe, you'll have an abundance of electrons from nuclear. In the meantime, you have an abundance of electrons from net gas. You have an abundance of electrons, frankly, from solar. And all of these things will ultimat…”

“Nuclear is small. It's interesting, but it's the pimple on the dog's ass.”

“Some statistics say that our data center capacity will require us to double our overall electricity production in the 20 thirties. We could, I think it's possible to do that, and Sarah, you pointed out that if we want to re-industrialize, you know, the, those …”

“Nuclear in the last 40 to 50 years has been sort of a one-off industry. You have a plant built here, a plant built there. There were a couple of models and units of reactors built in duplicates around the world. But nobody has really been able to manufacture l…”

“It'll, it'll still be around like eight or nine percent nuclear. Solar is going to tick up a little bit, but honestly, oil and gas is growing as well.”

“Nuclear, that's another case where I think for decades and decades, the climate lobby and the doomers that kind of stop any real efforts over there.”

“What we're seeing, you know, maritime, nuclear, aerospace, is that we're not getting bombarded with a million different maritime-specific feature requests. Right. We're seeing a lot of commonality across these industries. Folks want the same answers. They want…”

“If we could wave a magic wand and triple our output of all of our renewables, And include nuclear in there. Triple all of that. That doesn't get us to 52,000 terawatts. You still need fossil fuel. You still need oil. You still need coal. And in fact, we're goi…”

“Unlike renewables, where the development cost might be in the tens of millions of dollars at most It's hundreds of millions of dollars for nuclear, and you can't just have a power purchase agreement to make that kind of investment as a developer.”

“Eventually batteries and nuclear Will be the base load, and it won't be natural gas, but it's being shipped elsewhere in the world, and where it's going to is needed for base load, because they need that, that base load power, or it's replacing coal, which is …”

“The fastest that you can get nuclear turned on is 2035.”

“I think like nuclear ends up coming down, will end up coming down to like brand, like who got something working early on and like, you know, nobody ever got fired for buying like reactor company X that is good enough and cheap enough and whatever else and safe…”

“Nuclear is super clean. The new nuclear technology is extremely safe. I mean, the, and even the old technology is very safe compared to oil which is really kind of the alternative or coal”

“The focus that these companies have right now is getting data centers online in the next, Two, three, four years, and nuclear is not going to solve that problem.”

“But I also worked on Hyperloop and on the boring company, kind of ideas that came from that while I was there and on Mars systems, which is how I started to look at nuclear.”

“The amount of load growth that we can handle, within the actual system that we've already paid for is gargantuan. It can easily take us through probably 2034, 20 35, right? Which, by which time we think nuclear will be more cost effective, enhanced geothermal …”

“Energy is very likely to go to new companies, particularly in the area of nuclear.”

“I think we're gonna see that particularly when it comes to customers who are willing to pay a premium for You know, perhaps newer technology that is not yet come very far down the cost curve. And, you know, I, again, I think what we're gonna see it from compan…”

“You know, another good example is like data centers, as you noted you know, these regions where a lot of these data centers are located are expecting huge growth in energy demand to the point now that some large hyperscalers are looking at things like nuclear …”

“So that's why it's so important that, you know, it's not going to be all nuclear, all solar, all wind, or all natural gas, because there are situations where pipes freeze and so it becomes very, very complex and it's not as simple as, you know, just connect as…”

“On the cheap side, you can look both at the past, when we have actually built pretty cheap nuclear, and at the rest of the world today, where in some countries, costs have been going down and continuing to get lower and lower.”

“We're going to do quantum computing. We are going to go through the energy transition. I think probably via nuclear and hopefully via fusion. These things are going to happen in your lifetime and my lifetime.”

“I just want people to see nuclear, not as some sort of special, unique kind of power, but simply one of the options on the table for balancing longer term Renewable energy. One among others, there are other options. There's geothermal, there's longer term stor…”

“One of our favorite themes has been and continues to be uranium and nuclear.”

“Most may not be aware, but nuclear is a bipartisan support issue for the first time in probably 40 years or so.”

“These are tremendous size of portfolios and financings that really starting to reflect the size of financing in oil and gas or nuclear industries, and attracting some major larger players to come into the space and be able to write these type of check sizes.”

“Now if you look at the way the energy system works right now, statewide, it's pretty good. It's, like, 50% zero emission. A lot of that's actually hydro and the nuclear that you all have allowed to continue running.”

“So all the renewables that we have been having that, that are presented as the solution in order to reduce natural gas are actually not enough to compensate the drop in In hydro and in nuclear.”

“When you think about the amount of materials that are required to make energy levelized over its life cycle, nuclear requires the least. So it should be the cheapest and the most sustainable just because it uses the least materials.”

“If someone believes that global warming is a big challenge, And then they haven't looked, they don't believe in nuclear. It seems like maybe they're not serious about the global warming stuff.”

“And when you look at that, nuclear by far requires the least of all energy sources available to us today. And it's a significant difference in advantage.”