fusion

7 statements across 4 episodes · 3 bullish · 0 bearish · 5 people on the record · first statement Dec 23, 2021 by Shayle Kann · across every show →

Everything said about fusion, oldest first

Dec 23, 2021 neutral
Insight
Kann: Commercial fusion will not render renewables or other energy sources obsolete
“Just because we achieve fusion does not mean all other energy sources suddenly become superfluous. And conversely, just because we have cheap renewables and storage does not mean fusion would have no role in the market.”
Shayle Kann Dec 23, 2021 ▶ 3:21 Is nuclear fusion getting close?
Dec 23, 2021 positive
Disclosure
Hsu: Singapore and Japan are optimal early target markets for commercial fusion
“In fact, we identified, you know, these types of places exactly. Singapore, Japan, you know, highest electricity prices of today. As a good first market for fusion.”
Dr. Scott Hsu Dec 23, 2021 ▶ 39:45 Is nuclear fusion getting close?
Aug 23, 2024 bullish
Opinion
Johnson: Geologic hydrogen rivals nuclear fusion in potential decarbonization impact
“I think geologic hydrogen should be mentioned in the same breath”
Pete Johnson Aug 23, 2024 ▶ 47:01 Hunting for geologic hydrogen
Nov 18, 2025
Assertion Contradicted
Black: Fission, fusion, and fracking were all invented in New Mexico
“Fission, fusion, and fracking were all invented in New Mexico.”
Rob Black Nov 18, 2025 ▶ 6:00 New Mexico proves America can still build [partner content]
May 21, 2026 neutral
Assertion Partly supported
Von Munch: Every fusion approach must breed its own tritium to be economical
“Every fusion approach out there needs to breed its own tritium to be economical, so make tritium from fusion events using deuterium and lithium.”
Carrie Von Munch May 21, 2026 ▶ 31:50 A blueprint for scalable fusion power
May 21, 2026 bullish
Opinion
Von Munch: Nothing prevents fusion from being as cheap as any energy source
“If you look at the capital cost of the driver, if you look at the capital cost of balance of plan equipment if you look at the fusion game that you need to believe in, there's nothing preventing fusion from being as cheap as anything else out there”
Carrie Von Munch May 21, 2026 ▶ 29:25 A blueprint for scalable fusion power
May 21, 2026 neutral
Insight
Von Munch: Milestone-gated financing requires clear terminal value but unpriced intermediate steps
“I think the, there are two things that kind of have to be true for a structure like this to make sense. I think one of them is that you have to have Very high conviction in how the market will value this big end thing. Or not end thing, but like this big inter…”
Carrie Von Munch May 21, 2026 ▶ 37:31 A blueprint for scalable fusion power
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.