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nuclear plants

also referred to as: nuclear plant

4 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Dec 12, 2023 by Eric Wesoff · across every show →

Everything said about nuclear plants, oldest first

Dec 12, 2023 neutral
Assertion Supported
Wesoff: China has 22 nuclear plants under construction and 70 planned
“China has 22 nuclear plants under construction today. 22. And 70 planned.”
Eric Wesoff Dec 12, 2023 ▶ 29:54 Making sense of advanced nuclear’s stumbles
Dec 12, 2023
Insight
Wesoff: South Korea aligns nuclear construction incentives better than the U.S.
“In places like, say, South, South Korea, the folks who design The nuclear plant and build the nuclear plant are also the same people, in many cases, are the same people who operate and maintain the nuclear plant, and all of their incentives are aligned, and th…”
Eric Wesoff Dec 12, 2023 ▶ 34:08 Making sense of advanced nuclear’s stumbles
Aug 12, 2026 negative
Assertion Supported
Jurowicz: Accrued financing interest accounts for a third of nuclear project costs
“Because these things are taking 10 plus years to build, the interest accrues, and that ends up being a third of the total project cost.”
Jake Jurowicz Aug 12, 2026 ▶ 13:34 Did someone just figure out how to project finance nuclear?
Aug 12, 2026 neutral
Assertion Supported
Jurowicz: Reactor equipment accounts for only 7% of nuclear build costs
“The reactor and the nuclear equipment are not the reason nuclear plants are expensive. If you look at historical data, it only represents about seven percent of the cost of historical builds.”
Jake Jurowicz Aug 12, 2026 ▶ 12:11 Did someone just figure out how to project finance nuclear?
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