nuclear power
3 statements across 1 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 9, 2024 by Brad Gerstner · across every show →
Everything said about nuclear power, oldest first
Sep 9, 2024 bearish
Gerstner: Unlikely US nuclear build costs fall 70% to compete with gas
“The idea that we're going to bring the cost of building one of these things down by 70%, which is kind of the target needed to make this competitive in the open market with gas and everything else, I think is very, you know, it's hard to see.”
Sep 9, 2024
Gerstner: US nuclear provides 31% of global output and 20% domestic power
“We commissioned our first nuclear electricity generating plant in 1957. The majority of American plants are built in the seventies and eighties. We have 94 plants today online representing 31% of the world's total nuclear energy production. It's 20% of total U…”
Sep 9, 2024 positive
Gurley: Building next-gen nuclear requires ground-up deregulation and litigation immunity
“And if you want to go build this next generation level three plant, I think you've got to rewrite the regulation from zero ground up, like make it, Thinner and tighter. And two, I think we've gotten to the point where we got to say this is so important you can…”