#27: September Roundtable | Week of the Uprates w/ Andrew Meehan
Impossibile aggiungere al carrello
Rimozione dalla Lista desideri non riuscita.
Non è stato possibile aggiungere il titolo alla Libreria
Non è stato possibile seguire il Podcast
Esecuzione del comando Non seguire più non riuscita
#27: September Roundtable | Week of the Uprates w/ Andrew Meehan
-
Letto da:
-
Di:
"We're building new nuclear by uprating our existing fleet."
Brennan Moore, CFA and Andrew Meehan of Neutron Power Ventures break down the week of the uprates: Amazon/Constellation, Google/Constellation, and Vistra's conditional loan from DOE's Office of Energy Dominance Financing (EDF), with a hyperscaler behind each one.
Also in this episode:
- Why uprates are the most efficient means of near-term nuclear deployment
- Korea's U.S. nuclear commitment (up to $120bn): six AP1000s and two APR1400s
- Why cost is nuclear's biggest hurdle in the West
- Why capital keeps flowing to early-stage advanced reactors in private markets
- BWRX-300 vs. first-of-a-kind advanced reactors on $/kW, plus TVA's Clinch River permit
- General Matter applies for an NRC license
- Community buy-in, Antares' NASA award, and momentum abroad