nuclear power
17 statements across 11 episodes · 9 bullish · 6 bearish · 10 people on the record · first statement Feb 25, 2022 by Jake DeWitt · across every show →
Everything said about nuclear power, oldest first
Feb 25, 2022 positive
Feb 25, 2022 positive
DeWitt: All US commercial nuclear waste fits on one football field
“Nuclear power has produced, you know, a lot of energy for decades right? Producing 20% of our energy for, well, I don't, 30 plus, 40 plus years, and then before that as well. And the amount of waste it's produced would fit on a football field, being like, you …”
Feb 25, 2022
Pierpoint: US and France saw reverse nuclear learning curves unlike South Korea
“The truth is that when you look at the United States and you look at France, two of the places that have built the most reactors in the world, you see reverse learning curves, actually, when it comes to the cost of nuclear power. It actually increased over tim…”
Jun 2, 2022 neutral
Lubershane: Renewables alone cannot decarbonize power; high-density sources like nuclear are needed
“I believe that renewables are not all we'll ever need for power sector decarbonization. Like, I do think we need some additional form of very power-dense, you know, something that can replace coal power from a land use standpoint. Something on, you know, new, …”
Feb 16, 2023 bullish
Kugelmass: Replicating 1968 nuclear blueprints would cut global energy costs fivefold
“If you, if we just like went into those facilities, like looked at the blueprints and the Built them exactly how they were built. We would decarbonize the entire planet, and every human being would have energy that's, like, five times cheaper than they're payi…”
Mar 2, 2023 bearish
Nov 16, 2023 positive
Lovering: Standardized series reactor construction drives down nuclear costs
“Really what, you know, what makes nuclear cheap and where nuclear is cheapest, whether you're looking at history or where it's cheap currently, it's where, you Countries and utilities are building a lot of reactors in series of a standardized design. And the, …”
Nov 16, 2023 negative
Lovering: US and Finnish nuclear projects reached ~$8,000 per kilowatt
“The Vogel project, which just finished in the U.S., is, is probably at the high end. I think the project that just came online in Finland is probably up at this level as well. It's about 8000 dollars per kilowatt, so four times more.”
Nov 16, 2023 positive
Nov 16, 2023 positive
Mar 28, 2024 bullish
Jun 6, 2024 bearish
Apr 17, 2025 bullish
May 1, 2025 bearish
Chaset: Policy Uncertainty Makes Capital-Intensive Climate Tech Uninvestable Near-Term
“So I would say none of them because they all require Large capital investments that require certainty and we are in a period of massive uncertainty across the board. So I would actually say I'm fairly bearish on all of those in the near term because I actually…”
May 20, 2025 bullish
Nuclear and gas lead times make batteries the immediate grid solution
“Nukes are probably five or 10 or more years out. New gas generation. You can't get a new gas generator for probably four or six years at the very shortest. And so the most immediate and economical solution is really that those renewables and batteries.”
Jul 17, 2025 bearish
Lubershain: New nuclear power will not scale in US until 2035+
“I don't think we're gonna see, we might see a little bit, you know, in the 2030, early 20 thirties time frame, but I think for the most part we're talking 2035 and beyond when we, when we'd actually have new nuclear power at scale coming online.”
Jul 17, 2025 bearish
Lubershain: Nuclear will never beat natural gas on pure economics
“Nuclear, my own view is really never gonna look great from a pure economic basis on paper, relative to, say, just more natural gas power generation, unless we have, like, significant gas, natural gas resource constraints, which we might have bottlenecks in, in…”