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 it works, it doesn't work, right?

So then a lot of this low cost.

So our wind money is saying.

That seems strange.

You're saying I could like have a cost overrun because it you don't fail per se in enhanced geothermal.

It might just be you have to build another hot pocket.

Like instead of five, you build six or seven, right?

And so then cost a little bit more.

I don't want to take that risk.

I think someone else should take that risk.

And after you've certified with you know inspector that you've done everything correctly, then we'll buy the project because we don't want to take that risk, right?

And

And so they're going through this pathway where they need to find money from people who actually like taking that risk.

And so that's why it was important to see that Fervo raised money from Devon Energy, which is clearly an expert at managing this kind of risk for fracking.

Wait.

And so they are not afraid of this risk at all, right?

But their cost of capital is clearly higher than super low-cost solar and wind money, but they're willing to go faster.

Because they are very comfortable with these risks.

And so this whole thought process and how we're thinking this through is something that I had to do when I started Sun Edison back in 2003 and got all the

big financial firms who thought solar was too risky to come in to the market.

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