Nuclear Energy // Deconstructing the Bear Case

There's extreme bearish and bullish outlooks on Nuclear Energy. So who is right? This is the first video in a new series on nuclear energy, and today I'll be deconstructing the bear case. In future videos I'll walk you through nuclear in the context of ultra cheap generation like solar, and the potential of next generation nuclear energy technologies like small modular reactors.

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Timeline
00:00 Introduction
02:22 Inflexible vs Flexible vs Variable Generation
07:21 The RethinkX Bear Case for Nuclear
08:00 Nuclear is “Must-Run”
09:55 Existing vs New Nuclear Costs
13:09 The Impact of the AI Boom
16:46 Exponential Growth in Electricity Demand
18:41 Summary

Intro Music by Dyalla: Homer Said