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The State of the Atom (2025)

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Manage episode 497008180 series 2690047
Content provided by Dr. Chris Keefer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Chris Keefer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week, Mark Nelson joins us to deliver his second annual “State of the Atom” address. The nuclear power landscape has transformed in the last two years. Russia continues its nuclear export dominance while the West at last awakens from its stupor, driven by an unexpected force: artificial intelligence's insatiable appetite for baseload power. From Amazon's billion-dollar Susquehanna deal to Three Mile Island's resurrection, Big Tech is discovering what nuclear advocates have long known: that when you need reliable electricity around the clock, few other generation sources compare. Nelson maps the new nuclear battlefield where Chinese reactors scale up to 1,700 megawatts, European phase-outs crumble, and Western teams scramble to assemble the talent and capital needed to compete.

  • Read more on Substack.

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    292 episodes

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    The State of the Atom (2025)

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    Manage episode 497008180 series 2690047
    Content provided by Dr. Chris Keefer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Chris Keefer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

    This week, Mark Nelson joins us to deliver his second annual “State of the Atom” address. The nuclear power landscape has transformed in the last two years. Russia continues its nuclear export dominance while the West at last awakens from its stupor, driven by an unexpected force: artificial intelligence's insatiable appetite for baseload power. From Amazon's billion-dollar Susquehanna deal to Three Mile Island's resurrection, Big Tech is discovering what nuclear advocates have long known: that when you need reliable electricity around the clock, few other generation sources compare. Nelson maps the new nuclear battlefield where Chinese reactors scale up to 1,700 megawatts, European phase-outs crumble, and Western teams scramble to assemble the talent and capital needed to compete.

  • Read more on Substack.

  •   continue reading

    292 episodes

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