Decouple

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?

Emmet Penney joins me to shoot the breeze and catch up on the whirlwind developments of the last few months.

Fan favourite, Mark Nelson, joins me for an update on California’s soaring electricity prices and worsening grid dysfunction.

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.

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.

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.

Art Berman joins me to discuss the likelihood and implications of cheap peak oil.

Stephen Stapczynski, Bloomberg Business senior reporter, joins me to discuss everything you always wanted to know about LNG but were afraid to ask.

Ontario Energy Minister Todd Smith joins me to discuss the phenomenon of Ontario’s centrality to the West’s nuclear energy aspirations.

James Krellenstein returns to deeper dive the lessons of Vogtle and VC Summer