Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner
Timestamps:
(00:00) Intro
(04:14) Maureen Zawalick | VP at Diablo Canyon
(06:13) The Need for Diablo
(10:07) The Importance of Nuclear Power
(15:50) License Renewal and the Future of Diablo
(18:39) Hope for Expanding Nuclear Power
(25:22) Nuclear Waste
(30:29) Cost Differential: US vs China
(38:56) Factors Contributing to Cost Differential
(45:07) Implications of China’s Nuclear Leadership
(47:42) Nuclear Energy and AI Supremacy
(50:58) The Innovation Gap and Gen 4 Reactors
(57:27) Overcoming Challenges
(01:03:45) A Call for Government Support
Available on Apple, Spotify, http://www.bg2pod.com
Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
****
Shownotes:
US Navy Nuclear Propulsion Program 2020
https://www.energy.gov/sites/default/files/2021-07/2020%20United%20States%20Naval%20Nuclear%20Propulsion%20Program%20v3.pdf
ITIF.org - How Innovative Is China in Nuclear Power
https://itif.org/publications/2024/06/17/how-innovative-is-china-in-nuclear-power/
NYTimes - Nuclear Power Can Save the World
https://www.nytimes.com/2019/04/06/opinion/sunday/climate-change-nuclear-power.html
Reuters - Constellation talking to Pennsylvania on Three Mile Island restart
https://www.reuters.com/business/energy/constellation-talking-pennsylvania-three-mile-island-restart-sources-say-2024-07-02/
Julie Dewahl - Nuclear Past Present Future
https://juliadewahl.com/nuclear-energy-past-present-future
Breakthrough Institute - China’s Impressive Rate of Nuclear Construction
https://thebreakthrough.org/issues/energy/chinas-impressive-rate-of-nuclear-construction
Next Big Future - US Nuclear Cost 5-10x More Than China
https://www.nextbigfuture.com/2023/11/us-nuclear-reactors-cost-5-to-10-times-more-than-china.html
Energy.gov - Newly Signed Bill to Boost Nuclear
https://www.energy.gov/ne/articles/newly-signed-bill-will-boost-nuclear-reactor-deployment-united-states
Advanced Nuclear - Nuclear Commercial Liftoff
https://t.co/I156PormsH
LA Times - Loan to keep Diablo Canyon nuclear plant open
https://lat.ms/3TJF9Tx
South Korea Builds Nuclear Plants Quickly and Cheaply
https://brief.bismarckanalysis.com/p/south-korea-builds-nuclear-plants?utm_campaign=post&utm_medium=web
Nuclear Power in South Korea
https://world-nuclear.org/information-library/country-profiles/countries-o-s/south-korea
Westinghouse Electric's Chinese 'Trojan Horse'
https://www.forbes.com/sites/kenrapoza/2016/05/17/westinghouse-electrics-chinese-trojan-horse/
Friends of the Earth sues DOE over Billion Dollar Award to Diablo Canyon
https://foe.org/news/lawsuit-doe-diablo-canyon/
Revitalizing America’s Nuclear Energy Supply Chain
https://www.thirdway.org/blog/revitalizing-americas-nuclear-energy-supply-chain
Idaho Natl Laboratory - Recommendations to Improve the Nuclear Regulatory Commission Reactor Licensing and Approval Process
https://inldigitallibrary.inl.gov/sites/sti/sti/Sort_65730.pdf
5 charts to explain why nuclear power is making a comeback:
https://www.semafor.com/article/05/17/2023/nuclear-power-comeback-charts
Podcast - The cost of nuclear - Catalyst w/ Shayle Kann
https://apple.co/47noXNk
RIC 2024 Opening Session - Remarks by NRC Chair Christopher T. Hanson
https://www.youtube.com/watch?v=pLnVoB_ha58
A One-on-One with NRC Chair Christopher Hanson
https://youtu.be/ThPIfFqeKRQ?si=Lo8txUlURFuAN4YE
Bill Gates on Bipartisan Support for Nuclear Power
https://www.youtube.com/watch?v=2FSVg6heBiE
Podcast w/ PG&E CEO Patricia Poppe
https://apple.co/3zjEqB9
Germany Reacts to Trump's UNGA Speech
https://www.youtube.com/watch?v=FfJv9QYrlwg
#BillGurley #BradGerstner #Bg2PodShow More
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