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
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…”
Feb 16, 2023 negative
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 …”
Nov 3, 2023 bearish
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…”
Nov 3, 2023 neutral
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…”
Nov 16, 2023 bearish
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.”
Nov 16, 2023 positive
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…”
Mar 11, 2025
Apr 23, 2025 bearish
May 9, 2025 neutral
May 9, 2025 positive
Oct 16, 2025 negative
Oct 23, 2025 bearish
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…”