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

Because they have to do subsequent license renewals of their plants that are reaching 60 years old to extend the life to 80 years, right?

And so a lot of folks are saying, well, you know, that's also a risky bet.

That's probably going to be $10 billion of CapEx to do that.

Well, if I had off-take agreements from the hyperscale data center companies, that would be a safer way for me to.

make that bet, right?

Because they're really risk averse.

I mean, even like I would say up to like two weeks before this announcement around the restarting of the Crane Clean Energy Center, a lot of folks were like, I don't know like what how the stock market's gonna react to this, right?

Right.

So they were really nervous, right?

And now with they've got the validation, I think that it gives them even more of an incentive to figure it out.

To make more

But also the electric utilities, right?

It's it gives the electric utilities an an incentive to say, like, why are we being so risk averse?

Like our shareholders will probably reward us for becoming a growth stock.

Well, I mean, you know, the reason why we're in the middle of this is because the loan programs office has this expanded authority and we are in the middle of all these conversations because everybody wants to figure out whether they can use the money out of the

energy infrastructure reinvestment program that we were given out of the Inflation Reduction Act or our traditional innovative clean energy program where we've got uh you know probably a hundred and fifty billion dollars between the two of those programs of loan authority.

And then you saw the big announcement from all the big banks this week saying that they are now pro nuclear.

I don't exactly know what that means.

Yeah I was gonna ask

Yeah, I was gonna

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