Episodes
While the west struggles to deliver nuclear plants and dreams about novel reactor technologies China is deploying it all: large LWR, SMR and MSR/HTGR. World Nuclear Association China lead Francois Morin joins me to catch us up on recent developments and trends.
Published 05/08/24
In the early days of nuclear power uranium was thought to be a critically rare mineral. Nuclear engineers sought to solve this problem with a special type of reactor that produced more fissile material than they consume. Nick Touran joins me to discuss and explore the long term sustainability of nuclear power.
Published 04/22/24
The Grand Finale is here. We wrestle with the question of whether nuclear can find its groove and the positive learning rates that have eluded it so frequently. Vogtle unit 4 came in 40% cheaper than unit 3. Can those gains continue downwards? Is Vogtle 5 more likely to follow this cost reduction curve compared to a new AP1000 elsewhere?
Published 04/16/24
Emmet Penney joins me to shoot the breeze and catch up on the whirlwind developments of the last few months.
Published 04/09/24
Fan favourite, Mark Nelson, joins me for an update on California’s soaring electricity prices and worsening grid dysfunction.
Published 03/30/24
Seaver Wang, oceanographer and co-director of climate and energy at the Breakthrough Institute joins me to unravel controversies surrounding deep sea mining for the polymetallic nodules of the abyssal plains.
Published 03/26/24
James Krellenstein joins me to explore the extraordinary power requirements of the AI revolution and how this demand for vast amounts of baseload generation will impact the nuclear sector.
Published 03/18/24
David March CEO of Exergy/Energy joins me to discuss the sharp decline in power quality from increasing penetration of intermittent generation and the impact its having on mission critical industries and manufacturing.
Published 03/08/24
Art Berman joins me to discuss the likelihood and implications of cheap peak oil.
Published 03/06/24
Stephen Stapczynski, Bloomberg Business senior reporter, joins me to discuss everything you always wanted to know about LNG but were afraid to ask.
Published 02/27/24
Ontario Energy Minister Todd Smith joins me to discuss the phenomenon of Ontario’s centrality to the West’s nuclear energy aspirations.
Published 02/23/24
James Krellenstein returns to deeper dive the lessons of Vogtle and VC Summer
Published 02/20/24
Chris Popoff returns to talk unconventional oil with a focus on oil sands. What is it? What are its energy economics? How is it like a battery? What does it have to do with peak cheap oil and how does nuclear fit into the picture?
Published 02/16/24
James Krellenstein and I continue our deep dive analysis of what went wrong at Vogtle.
Published 02/12/24
As Canada embarks on a new nuclear build out of SMRs and large Reactors, Professor Duane Bratt joins me to provide a political scientists perspective on the history and future of the Canadian nuclear sector.
Published 02/09/24
Noah Rettberg walks us through an in depth exploration on the challenges of decarbonizing process heat.
Published 02/07/24
Ed Conway author of “Material World” joins me to explore the material world underpinning the ethereal world of our perceived reality. He explains how sand, salt, iron, copper, oil and lithium are transformed with technology and energy into the building blocks of our built world and how fragile, vulnerable and complex these processes have become.
Published 01/31/24
James Krellenstein returns to dig into what went wrong at Vogtle and why the nuclear “Renaissance” of the early 2000’s ended up a flop.
Published 01/25/24
Alberta, sitting on massive reserves of oil and gas, found itself teetering on the edge of blackout this week as temperatures in the negative 40 degree ranges led to multiple grid alerts. As a new record for peak demand was set at 12,384 MW, Alberta's 4481MW wind fleet went AWOL. This raises major concerns regarding electricity planning with a country wide federal mandate for Net Zero electricity by 2035 having already generated significant political controversy in Alberta which has imposed a...
Published 01/17/24
Nathan Myhrvold, former CTO at Microsoft and vice chairman of TerraPower joins me to discuss his experience bridging the world of software and nuclear power.
Published 01/08/24
Sec Ernie Moniz and I chat about best practices for “embarking” and “re-embarking” nations as 24 countries pledge to triple nuclear energy by 2050.
Published 12/28/23
Humanity went from inducing the first fissions of heavy elements in 1938 to a nuclear powered submarine in just 16 years. Why has that tremendous pace of nuclear innovation seemingly slowed down to a crawl? Nuclear historian Nick Touran joins me for an in depth analysis of the historic preconditions of nuclear innovation and its opportunities and limits going into the future.
Published 12/22/23
Robert Bryce joins me for a COP28 “reactions” episode and drops some hard truths on the world’s ever increasing appetite for coal.
Published 12/17/23
Dr. Keefer sat down with some of the Titans of the nuclear fuel cycle at the “Net Zero Nuclear Summit” on the sidelines of COP28 in the UAE where 24 countries have pledged to triple nuclear energy by 2050. The topic: How to scale up Uranium mining, enrichment and advanced fuel manufacturing in the context of our emerging multipolar world and the West’s dependence on Russia for almost 1/4 of its enrichment needs. Enjoy! Feat. Tim Gitzel CEO Cameco, Dan Poneman CEO Centrus, Boris Schucht CEO...
Published 12/12/23
The cancellation of the Carbon Free Power Project was a massive blow to US SMR front runner NuScale. James Krellenstein joins me for a deep dive.
Published 12/02/23