nuclear power

4 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement May 17, 2023 by Jigar Shah · across every show →

Everything said about nuclear power, oldest first

May 17, 2023
Insight
Shah: Deploying nuclear power creates an 80-year international relationship
“When you think about what it means to deploy nuclear power into a country, it means an eighty-year relationship with that country.”
Jigar Shah May 17, 2023 ▶ 58:29 Live: Is advanced nuclear ready for liftoff?
Jul 16, 2024 positive
Opinion
Shah: NRC is not currently the primary bottleneck for nuclear
“I would say that having done this nuclear stuff for the better part of three years, I don't know of a single project that was hurt in any material way by the NRC. Right? So I do see the NRC being a bottleneck where we're building 10 reactors a year, but we're …”
Jigar Shah Jul 16, 2024 ▶ 37:34 Our final episode: The top stories of 2024 so far
Aug 12, 2026 bearish
Insight
Jurowicz: New natural gas generation exposes AI providers to massive commodity risks
“Everyone's taking on an enormous amount of gas risk right now with all the new gas generation being built. Gas risk in the sense of gas is a volatile commodity in terms of price. Gas supply lines can be interrupted. If the EPA cracks down on emissions regulati…”
Jake Jurowicz Aug 12, 2026 ▶ 46:29 Did someone just figure out how to project finance nuclear?
Aug 12, 2026 negative
Assertion Supported
Jurowicz: Nuclear power has never been commercially project financed
“Nuclear power has never been project financed before. It has always been financed on the backs of taxpayers and ratepayers because it's been so prone to construction risk.”
Jake Jurowicz Aug 12, 2026 ▶ 22:17 Did someone just figure out how to project finance nuclear?
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