small modular reactors

also referred to as: smr · smrs

12 statements across 8 episodes · 2 bullish · 7 bearish · 9 people on the record · first statement Feb 16, 2023 by Brett Kugelmass · across every show →

Everything said about small modular reactors, oldest first

Feb 16, 2023 negative
Opinion
Kugelmass: Most modern small modular reactors are neither small nor truly modular
“Most of them that are thought of as the SMRs in this generation are neither small, some of them are bigger than the original reactors, and they're not modular. Like, they are using traditional construction techniques that maybe have, like, a little bitty bit o…”
Brett Kugelmass Feb 16, 2023 ▶ 6:34 Strong opinions on SMRs
Feb 16, 2023 negative
Assertion Supported
Kugelmass: Small modular reactor designs have crept up to 700 megawatts
“The industry started with small being like 200 or 300 megawatts, which is only slightly smaller than the original fleet of reactors that we built out, which was 506 hundred megawatts. And now those very models have climbed up to 405 107 hundred megawatts, and …”
Brett Kugelmass Feb 16, 2023 ▶ 7:31 Strong opinions on SMRs
Nov 3, 2023 bearish
Opinion
Roberts: The commercial nuclear industry is historically corrupt and incompetent
“What I don't want is the sort of generalized hype around SMRs to translate into just yet another round of a large and historically Corrupt and incompetent industry getting another giant round of subsidies dumped on its head for ultimately nothing, which is wha…”
David Roberts Nov 3, 2023 ▶ 36:03 The Volts crossover episode
Nov 3, 2023 neutral
Assertion Supported
Roberts: DOE prioritizes standardized nuclear construction practices over modular hardware
“If you talk to the people at the DOE, the loans office, they'll tell you what needs to be replicated and done the same way over and over again is not necessarily the hardware, the chunks of hardware, it's construction practices. It's the construction sub parts…”
David Roberts Nov 3, 2023 ▶ 32:39 The Volts crossover episode
Nov 16, 2023 bearish
Assertion Supported
Kann: Cost overruns have hit basically every recent US nuclear project
“On the expensive side, you can look at the cost overruns that have hit basically every recent reactor development in the United States and in some other countries, whether traditional reactor types or so-called small modular reactors.”
Shayle Kann Nov 16, 2023 ▶ 5:03 The cost of nuclear
Nov 16, 2023 positive
Assertion Supported
Lovering: Studies show smaller energy technologies have faster learning rates
“So one is Wilson et al. 20 20 and Swartz et al. 20 20, but they both look at the size of energy technologies and their learning rates, and they find that across all sorts of energy technologies, batteries, generators, the smaller they are, the faster they lear…”
Jessica Lovering Nov 16, 2023 ▶ 26:58 The cost of nuclear
Mar 11, 2025
Disclosure
Terra Praxis uses AI to identify coal sites for nuclear repowering
“We have a partnership with a, with an NGO called Terra Praxis. And with Terra Praxis, we are identifying coal power sites for repowering to nuclear and SMR, so small modular reactors.”
Laurent Bueneau Mar 11, 2025 ▶ 14:05 How AI is solving real utility challenges [partner content]
Apr 23, 2025 bearish
Prediction Open · timeframe Dec 2035
Waters: SMRs will not be a viable power source until the mid-2030s
“The challenge there is that between permitting and technology development that needs to happen, you're probably talking about, you know, mid 20 thirties before you see that become a real play.”
Jeff Waters Apr 23, 2025 ▶ 5:30 What’s next for the battery storage boom? [partner content]
May 9, 2025 neutral
Assertion Supported
Small modular reactors for tech companies fit on 100 acres or less
“The smaller plant sizes, the small modular reactors you're looking at for Google, can probably fit about a hundred acres or so or less.”
Chris Colbert May 9, 2025 ▶ 28:53 The U.S. nuclear groundswell
May 9, 2025 positive
Insight
Multi-unit SMR sites reduce factory and field cost curves faster
“And when you have multiples at a site and multiples in a deployment, you can get down those cost curves both in the factory and in the field more readily than you could with a large reactor.”
Chris Colbert May 9, 2025 ▶ 15:12 The U.S. nuclear groundswell
Oct 16, 2025 negative
Assertion Supported
Rathi: Russia and China alone have functioning civilian small modular reactors
“But the reality is the only countries that have functioning civilian small modular reactors are Russia and China.”
Akshat Rathi Oct 16, 2025 ▶ 37:19 Calibrating hype with Akshat Rathi
Oct 23, 2025 bearish
Prediction Not checkable as stated
Lubershain: The nuclear industry cannot sustain a Cambrian explosion of reactor designs
“There just can't be a Cambrian explosion of new reactors. The, Industrial logic of the nuclear industry just doesn't lend itself to that. I think best case scenario, it's bad for the industry if you end up with, you know, four or five competing reactor designs…”
Andy Lubershane Oct 23, 2025 ▶ 23:12 Five big questions about the future of energy
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