nuclear energy
5 statements across 5 episodes · 2 bullish · 0 bearish · 5 people on the record · first statement Feb 16, 2023 by Brett Kugelmass · across every show →
Everything said about nuclear energy, oldest first
Feb 16, 2023 bullish
Kugelmass predicts Poland will lead the world in next-generation nuclear deployment
“I think the most activity that we've seen anywhere, like, once again, including with our own company, is in Poland. You know, there's, like, a confluence of circumstances there between, you know, sustained political and social support. Their energy security is…”
Nov 16, 2023 neutral
Lovering: Lack of demand-pull policy drove high US nuclear costs
“What's really been missing with nuclear in terms of policy to help bring down the cost is that demand pull policy. And so this is why you see that nuclear is cheaper and gets cheaper over time in places that have a lot of growth in demand for electricity becau…”
Jun 6, 2024 neutral
May 9, 2025 bullish
Hyperscalers and AI power demand will enable US nuclear deployment
“Back in the 2000, there was not really any demand growth. Now we're seeing phenomenal demand growth, which was strong to begin with, but just, I mean, really taken off with artificial intelligence driving it. And, you know, those trillion dollar balance sheet …”
Mar 26, 2026 neutral
Shafer: Tripling nuclear power generates 6,000–8,000 metric tons of waste annually
“Especially if you're seriously thinking about tripling or quadrupling nuclear, you end up in a scenario where you're not actually talking about 2000 metric tons of material. Per year, you're talking about six to 8000 metric tons of material per year.”