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
Jul 16, 2024 positive
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 …”
Aug 12, 2026 bearish
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…”