nuclear fusion
3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Jan 17, 2024 by Gabriel Kra · across every show →
Everything said about nuclear fusion, oldest first
Jan 17, 2024 bearish
Kra: Commercial grid fusion will not arrive before 2035 to 2040
“In twenty-thirty-five and twenty-forty, we're probably going to see some there in that range. We might see a first commercial reactor producing electrons onto the grid, but I think before that, it's all going to be, if we do well, it's going to be pilots and d…”
Mar 6, 2024 bearish
Janis: Nuclear and fusion will not address near-term power demand
“I definitely think that we over-index on counting on, quote, energy miracles, because, again, going back to what we were talking about before, it takes a long time to build this stuff. So we are not going to have significant contribution of, say, nuclear energ…”
Jun 3, 2024 bearish
Orthofer: Forecasts consistently overestimate fusion, hydrogen, and CCS progress
“So there's some sets of technologies that we consistently overestimated, and those are the technologies that are always just around the corner, but somehow they haven't panned out to the extent that we predicted. And those are things like nuclear fusion or thi…”