Western world, every mention
5 scenes (2023) · ← back to Western world
tap a year for its mentions
every year 2023 anyone Marko Papic 10James Aitken 8Adam Rodman 7Louis-Vincent Gave 5Rashmi Kwatra 2Leda Braga 2Fabrice Grinda 2Sandra Robertson 1Rob Citrone 1Kiyan Zandiyeh 1
Verbatim, from the transcripts: the passages where Western world comes up
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 10:11 Kiyan Zandiyeh And what that effectively meant was that all the business models that we had become accustomed to in the more developed world or the Western world
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 16:00 Adam Rodman But what was interesting about the market and what was being priced in the market, this was a time when we were planning to shut 30% of nuclear generation in the Western world. 2 times in the scene
- ▶ 20:51 Adam Rodman Yeah, so, especially in the geopolitical climate that I just outlined, reliable Western sources of uranium becomes incredibly important. 3 times in the scene
- ▶ 23:06 Adam Rodman And very quickly, through lifetime extensions in the West, China's build policy advanced, you know, the Russian war went into tight supply, and prices have gone up in advance.
- ▶ 23:42 Adam Rodman 45, 47% of it has been run by Russia's Rosatom, Tenex, and you hadn't seen them direct sanction yet, mostly in our opinion, because to do so overnight, we will cripple the Western nuclear fuel markets.