nuclear reactor
also referred to as: nuclear reactors
3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 17, 2023 by Jigar Shah · across every show →
Everything said about nuclear reactor, oldest first
May 17, 2023 bullish
Shah: 20 nuclear orders will come in by 2025 or 2026
“And the goal, I think, is by 20, 25, 26, right, when OPG is in full construction for there to be 20 orders that come in, right, and I think I think once that happens, then I think all the electric utilities will come very quickly, because they have a huge amou…”
Jul 16, 2024 bullish
Shah: New nuclear, geothermal, and hybrid storage all cost ~$100/MWh
“And now, with all of the additional incentives, you can build a new nuclear reactor, as long as, you know, get some of the bonus credits, like energy communities, etc., at a hundred dollars a megawatt hour. Guess what else is a hundred dollars a megawatt hour?…”
Sep 24, 2025 neutral
An out-of-tolerance pressure vessel could be fatal to commercial nuclear projects
“If this was The reactor, and the vessel was out of tolerance, you would have a, it could be fatal to the project, depending on what you're looking at, or at least would be a huge delay, because you wouldn't have to just replace the vessel, you'd have to do roo…”