The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lovering: Handful of advanced nuclear projects will come online before 2030
“I think we'll probably see ground start to get broken in maybe the next five years, and probably, I would say, a handful of projects coming online before 2030.”
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.”
Lovering: China Builds Nuclear Power at Roughly $2,500 per Kilowatt
“We can say China's probably building at about 2500 dollars per kilowatt, so not quite as cheap as South Korea, but, you know, nowhere near the U.S., and again, that's probably because they're building a lot of the same design.”
Lovering: The nuclear island is only 12% of total AP1000 plant cost
“The actual, like, nuclear Component was called the nuclear island, so it's like the reactor, the pressure, containment structure. That's only like, 12% of the total cost, so that nuclear part is very small.”
Lovering: US will not see eight nuclear companies build thousands of reactors
“And so, I don't think we're gonna have, you know, eight companies building thousands of reactors in the U.S. But I do think we're gonna get demonstrations of several, and we'll probably see which ones work, and some of them aren't gonna work”
Lovering: SMR developers may offer fixed-price contracts for early reactor builds
“So you might see something similar like that, probably not for the first of a kind, but for the second, third, fourth of a kind, saying, okay, we're going to, you are going to pay, you know, 3000 per kilowatt fixed price, no matter what it costs us.”
Lovering: Microreactor developers are shifting to build-own-operate PPA models
“And then some other companies, particularly more on the microreactor side, are looking at doing more like a build-own-operate model, where they'd be selling electricity through a power purchase agreement, which, you know, looks very different. So the company w…”
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.”
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.”
Lovering: China Has 22 Nuclear Reactors Under Construction, Will Surpass France
“China's, has the most nuclear under construction of any country. It has about, ah, I think, 22 reactors under construction right now. When those are Complete. Actually, just when a few more come online, they will surpass France as having the largest fleet of n…”
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…”