Jigar Shah

speaker

684 appearances 3 recordings 3 series first heard Sep 2024 last heard 29 Apr

Jigar Shah’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

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Odd Lots · Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival · 30 Sep 2024 podcast

But if you have all these people working there and you only do one reactor, well, then a lot of people are like, well, we have a lot of time on our hands and we're going to like study your application a lot more.

Right.

And so

the efficiency comes from people using the NRC more and actually like pushing a lot more reactors through.

So I think the first piece is why, right?

Yeah.

And I think the why part of this is as you suggested, there are three aspects to load growth, right?

One is data centers.

And frankly, AI is not really a big part of it.

It's mostly just clouds and expansion of cloud, but then there's some AI sprinkled in.

That's at least twenty five thousand megawatts of new load by the end of the decade.

Right.

Then you've got all this success we've had with, you know, the president's agenda around onshoring and reshoring.

And so there's a bunch of 500 kilowatt and two megawatt and four megawatt manufacturing facilities that are popping up everywhere.

800 new manufacturing facilities that have been announced, right?

And that are under construction or expanding.

And then the third piece is you have this electrify everything movement where a lot of people are buying electric vehicles and they're doing heat bumps and they're doing all these things.

And so, so you've got all three of these.

And, you know, then the question becomes like, how do you want to meet the load growth?

And for a lot of the electric utility companies, remember, you know, they haven't had load growth in 30 years, right?

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