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
Assertion Supported
DeWitt: Nuclear provides under 20% of US power but majority of clean electricity
“You know, on average, it makes about nine percent of the world's energy. In the U.S., it makes just under 20% and does make the majority of the U.S.'s clean power, which is a pretty important piece of it.”
Jake DeWitt Feb 25, 2022 ▶ 4:44 Will advanced reactors solve nuclear's problems?
Feb 25, 2022 positive
Assertion Supported
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 …”
Jake DeWitt Feb 25, 2022 ▶ 1:02:26 Will advanced reactors solve nuclear's problems?
Feb 25, 2022
Assertion Supported
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…”
Lara Pierpoint Feb 25, 2022 ▶ 39:40 Will advanced reactors solve nuclear's problems?
Jun 2, 2022 neutral
Opinion
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, …”
Andy Lubershane Jun 2, 2022 ▶ 37:15 Climate tech’s surprising bottleneck – land access
Feb 16, 2023 bullish
What-if
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…”
Brett Kugelmass Feb 16, 2023 ▶ 38:26 Strong opinions on SMRs
Mar 2, 2023 bearish
Assertion Supported
Bullard: Nuclear projects average 120% cost overruns, 55% exceed budget by 50%+
“Nuclear power has a mean cost overrun of a 120%. And 55% of projects have a 50% plus cost overrun.”
Nat Bullard Mar 2, 2023 ▶ 29:08 More 2023 trends: EVs, onshoring, and the three ages of decarbonization
Nov 16, 2023 positive
Insight
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, …”
Jessica Lovering Nov 16, 2023 ▶ 15:31 The cost of nuclear
Nov 16, 2023 negative
Assertion Supported
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.”
Jessica Lovering Nov 16, 2023 ▶ 12:39 The cost of nuclear
Nov 16, 2023 positive
Assertion Supported
Lovering: US existing nuclear electricity is second-cheapest after hydro
“In the US, nuclear, existing nuclear power, the electricity generated is the second cheapest only after hydroelectric.”
Jessica Lovering Nov 16, 2023 ▶ 14:04 The cost of nuclear
Nov 16, 2023 positive
Assertion Supported
Lovering: South Korea builds the cheapest nuclear reactors at ~$2,200/kW
“I would say that the cheapest nuclear in the world, and I'm so glad that your audience can understand if I say dollars per kilowatt is in South Korea, and that's about 2200 dollars per kilowatt.”
Jessica Lovering Nov 16, 2023 ▶ 12:10 The cost of nuclear
Mar 28, 2024 bullish
Prediction Not checkable as stated
Lubbershane: Surging electricity demand makes a nuclear energy renaissance all but certain
“I think that the gauntlet makes it all but certain that that's one pathway we will turn towards.”
Andy Lubershane Mar 28, 2024 ▶ 21:25 The electricity gauntlet has arrived
Jun 6, 2024 bearish
Assertion Supported
Baglino: Nuclear capital cost per kilowatt exceeds highly curtailed renewables
“When you look at the capital cost per kilowatt of nuclear with everything that is known today, it's much more expensive than even highly curtailed renewables.”
Drew Baglino Jun 6, 2024 ▶ 23:50 Drew Baglino on Tesla’s Master Plan
Apr 17, 2025 bullish
Assertion Supported
Friedmann: Gas with carbon capture beats nuclear cold in many markets
“In many markets, that's competitive with wind, solar, and batteries. In many markets, that just beats nuclear cold.”
Julio Friedmann Apr 17, 2025 ▶ 15:14 Serving data center load with carbon capture
May 1, 2025 bearish
Opinion
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…”
Nick Chaset May 1, 2025 ▶ 37:41 Catalyst Live at SF Climate Week
May 20, 2025 bullish
Assertion Not checkable as stated
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.”
Tristan Doherty May 20, 2025 ▶ 23:20 A former race car engineer on battery safety and supply chains [partner content]
Jul 17, 2025 bearish
Prediction Open · timeframe Dec 2034
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.”
Andy Lubershane Jul 17, 2025 ▶ 29:03 Five big questions emerging from the OBBB
Jul 17, 2025 bearish
Opinion
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…”
Andy Lubershane Jul 17, 2025 ▶ 29:31 Five big questions emerging from the OBBB
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