nuclear

“None of the public ways you can invest in this are really good expressions of this theme are likely to succeed or have any real fundamental support.”

“And there have been high profile accidents with nuclear. You think of Chernobyl, Three Mile Island, Fukushima. But the actual risk associated with nuclear, despite those high profile incidents is still far, far lower than any other form of baseload energy.”

“The schedule to bring it online for the large gigawatt scale projects has been uncertain. The costs are often above what's projected. And when you look at the total package, it's not cheaper than coal. It's not cheaper than natural gas. It's not cheaper than h…”

“And so on, on first principles, nuclear should be an extremely affordable thing, potentially much more affordable than fossil fuels.”

“I think the way to make nuclear really compelling to people is actually to check the final box, which is cost.”