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
Assertion Partly supported
DeWitt: Nuclear requires the least materials per lifetime gigawatt-hour
“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.”
Jake DeWitt Feb 25, 2022 ▶ 13:46 Will advanced reactors solve nuclear's problems?
Dec 13, 2022 bullish
Opinion
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.”
Marion Hill Dec 13, 2022 ▶ 4:14 The trends shaping the energy transition [partner content]
Nov 3, 2023 neutral
Insight
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…”
David Roberts Nov 3, 2023 ▶ 30:59 The Volts crossover episode
Nov 16, 2023 bullish
Assertion Supported
Kann: Nuclear costs are falling in some international markets
“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.”
Shayle Kann Nov 16, 2023 ▶ 5:15 The cost of nuclear
Mar 28, 2024 bullish
Prediction Held up
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…”
Andy Lubershane Mar 28, 2024 ▶ 40:55 The electricity gauntlet has arrived
May 23, 2024 bullish
Prediction Not checkable as stated
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 …”
Jigar Shah May 23, 2024 ▶ 39:55 Could VPPs save rooftop solar?
Jun 13, 2024 bearish
Prediction Not checkable as stated
Janus: Nuclear Power Will Not Solve Data Center Bottlenecks This Decade
“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.”
Brian Janous Jun 13, 2024 ▶ 28:31 Under the hood of data center power demand
May 9, 2025 neutral
Assertion Not checkable as stated
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.”
Chris Colbert May 9, 2025 ▶ 9:53 The U.S. nuclear groundswell
Oct 16, 2025 neutral
Prediction Not checkable as stated
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.…”
Shayle Kann Oct 16, 2025 ▶ 38:52 Calibrating hype with Akshat Rathi
Oct 16, 2025 positive
Assertion Supported
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…”
Shayle Kann Oct 16, 2025 ▶ 34:30 Calibrating hype with Akshat Rathi
Mar 5, 2026 neutral
Assertion Not checkable as stated
Kann: Proven clean baseload power is limited to hydro, nuclear, and geothermal
“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.”
Shayle Kann Mar 5, 2026 ▶ 2:31 Digging deep for super hot geothermal
Jul 9, 2026 neutral
Assertion Not checkable as stated
Eliahu-Ontiveros: Most hyperscaler clean energy contracts are non-binding
“The type of contracts that have been signed so far are for the most part non-binding subject to milestones.”
Jeremy Eliahu-Ontiveros Jul 9, 2026 ▶ 41:16 Inside the AI power wars
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