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 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

It for sure for 20 years, and then very slow load growth in the 90s.

And so they're now saying, can we do this with the tools that we have in front of us?

And it looks like

Like it's gonna be really hard.

For them to do it with the tools that they're used to using.

And so they're saying, we're going to need to figure out this nuclear thing, but also we're going to have to figure out how to use geothermal, expanded hydro, et cetera.

And so then the question becomes you know, how does one wrap their brain around doing this, right?

Because the electric utility companies are filled with people who run them who generally were running a dividend.

Yield stock, right?

Like these are shareholders who are like, we want no volatility and we just want our dividends, right?

Right, right, right.

And now you see like JP Morgan's infrastructure fund and others that are taking some of these utilities private and saying, we think you're a growth stock.

And we don't think that we could actually do this in the public market.

So we're going to take you private and give you all the tools you need to become a growth stock, right?

And so, so there's some of those dynamics going on.

And you've got a lot of governors who are yelling at the utilities saying, I spent so much time attracting all these manufacturers to our territory.

And now you're giving them a three or four year timeline to interconnect.

What the heck?

Right.

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