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

And so, you know, I think in general those big banks like to do balance sheet related investments.

And so in some ways, I think they're signaling to the electric utility companies where, you know, a lot of these big banks own the debt for a lot of these companies that say, Hey, you know, we're gonna be pro you guys doing nuclear power.

So I think that's good.

I don't quite know exactly what they're gonna do differently, but the it used to be that they, you know,

Like a lot of the utility companies thought that their stock would be downgraded if they announced a new nuclear plant, right?

So I mean, at the very least, I think everyone's sending a signal that we're not going to downgrade you.

We actually want you to do this stuff.

We want you to promote economic growth in the United States of America.

And we're actually going to like, you know, give you tailwinds.

And so I think that message is being sent.

Yeah.

So geothermal is a very interesting technology.

You know, as you may know, traditional geothermal is you basically have to find a liquid that like sits under the earth, like sort of near a hot pocket.

And then you basically like tap into it and then you let the liquid go up and down and then, you know, and that's sort of how you do geothermal.

This new enhanced geothermal allows you to create your own pockets.

And so use modern hydraulic fracturing technologies.

You drill, you know, mile down or whatever it is, wherever you think that heat pocket is, and then you fracture the rock there and you put pipe in there, and then you basically

Allow the working flow to go down there, it gets super hot and it comes back up and now can turn a turbine, right?

And so as a result, you can do it anywhere.

You can do it in New York State, you can do it in North Carolina, you can do it in Nevada, you can really do it anywhere.

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