nuclear
12 statements across 11 episodes · 6 bullish · 1 bearish · 9 people on the record · first statement Feb 25, 2022 by Jake DeWitt · across every show →
Everything said about nuclear, oldest first
Feb 25, 2022 bullish
Dec 13, 2022 bullish
Hill: Clean energy financing sizes are reaching oil and gas scale
“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.”
Nov 3, 2023 neutral
Roberts: Nuclear power is just one firm clean balancing option
“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…”
Nov 16, 2023 bullish
Mar 28, 2024 bullish
Lubbershane: Hyperscalers will pay a premium for early-stage clean energy technologies
“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…”
May 23, 2024 bullish
Shah: Existing grid capacity can handle load growth through 2034–2035
“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 …”
Jun 13, 2024 bearish
May 9, 2025 neutral
Nuclear development costs hundreds of millions upfront, far exceeding renewable projects
“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.”
Oct 16, 2025 neutral
Kann: The nuclear reactor market will consolidate into a three-OEM oligopoly
“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.…”
Oct 16, 2025 positive
Kann: Energy Secretary Chris Wright is highly bullish on geothermal and nuclear
“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…”
Mar 5, 2026 neutral