@chrisnelder @TransitionShow
Jigar said something about their models showing that, after predicted wind and solar deployment there would still be a huge shortfall in power needs. He didn't say which models and I forget the size of the shortfall, but it was a lot.

@TransitionShow But Jigar pointed out how AMZN et al. are willing to pay more for low carbon electricity for their AI and data centers. He said MSFT alone estimates its AI will need 10 GW by 2050. He sees AP1000 filling that need.

@TransitionShow I've got an article struggling to make it out of Renewable and Sustainable Energy Reviews about the unexamined challenge of siting SMRs - personally I think the siting challenges are the major reason we won't see SMRs - finances are a death knell too, but the industry has always been good at getting taxpayers to pay the costs - as Jim noted in the podcast several times.

@TransitionShow Plus, Jigar admitted SMRs are neither small nor moduler, but they are reactors! Jigar noted that, of the 90+ reactors built in the USA, no 4 are the same. Standardization could lower costs and improve reliability, but the DOE and industry seem to be heading in the opposite direction.

@TransitionShow #209 with Jim Green was a good show. I'm not of the church of nuclear, but it's interesting to compare your show with Dave Roberts last interview with Jigar Shaw. He thinks we will see more AP1000s built. And he made the fair point that the price of Vogtle is so high because we did not have the trained workforce. The next two reactors at Vogtle will be cheaper.

@chrisnelder I agree. I loved that episode.

@chrisnelder I'm on board with the energy transition, Chris! Just saying, once we decarbonize, the real challenge still lies ahead. We are consuming several times over what Earth can provide.