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What's Really Standing in the Way of a Nuclear Renaissance? | Odd Lots

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October 23, 2023

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The US is taking a fresh look at nuclear power. After a dearth of construction, and de-commissioning of working nuclear plants, people are talking, yet again, about it as a source of steady, affordable, carbon-free electricity. But of course, nuclear has its drawbacks, particularly on the financial side, as new plants have been plagued by cost over-runs, contributing to utility bankruptcies. So what would need to happen to get the economics working again? On this episode we speak with Mark Nelson, the founder of Radiant Energy Group, to discuss the state of the industry, the state of the technology, and what it would take to bring nuclear back into the mix.

Intro -- 0:00

Why were nuclear reactors shutting down? — 05:15

Nuclear power plants are actually hard to build, but worth doing — 09:30

How much a megawatt hour costs — 15:22

France had an anti-nuclear ruling elite for a number of years — 18:20

The evangelic moment that got Mark into nuclear — 20:57

What does “advanced” really mean in nuclear? — 23:11

Differentiating sizes of reactors — 26:40

How did the UAE tackle nuclear? — 34:10

Who builds nuclear power plants? — 38:33

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Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.

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Guests & Subjects Covered

The USMark NelsonRadiant Energy GroupBloomberg's Joe WeisenthalTracy AllowayBloomberg Podcasts CheckOdd Lots GetOdd Lots

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