Bob Mumgaard
speaker
238 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Bob Mumgaard’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
We're in the same phase as that.
If you look at buying a gas turbine from like a GE Vernova, right, that wait list is actually, you're not gonna get that turbine until the early 30s anyway.
And so this is at a similar time scale.
It's got you know a little bit different risk in the sense that like it's harder to understand.
You can't go and see a fleet of them that have already been installed, but you can't do that with SMRs either.
And so we think it's a really important part of the near-term portfolio.
It's a quite essential part to the long term performance.
We gotta be really careful when we start to talk about like the cost.
So if you think about like baseload power, power that you can build an economy on.
You think about power that does data centers, factories, the industrial processes, solar and batteries are a long, long way from doing that.
And and many, many studies have shown that in order to actually power that, the amount of overbuild that you would have to do is pretty large.
You're talking factors of like 10.
So we're
Not close to powering the world with solar and batteries.
And then that's a global view, right?
If you start to go market by market, because remember, electricity is not a global market, it is a local spot market, space and time.
You have places that just simply can't make that work.
If you put solar panels all over Singapore, you get like 7% of their energy.
We're in Massachusetts, we'd have to take the whole western part of Massachusetts.
And pave those solar panels just for the fundamental physics to work to power Massachusetts.
Showing 61–80 of 238 · page 4 of 12
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