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 now we have to promote this exact kind of thinking across geothermal, long duration energy storage, nuclear, hydro, like all these technologies that we've been researching for twenty or thirty years and like it's ready for prime time.

People are like, wait a second, that looks a little different than what I did yesterday, right?

Well, we definitely have a huge problem with trained craftsmen.

Right.

And so, you know, I think that we're probably between five hundred thousand and a million people short, depending on your assumptions for how fast folks are gonna retire from the craft.

And so it's an extraordinary thing, right?

I mean, you could start at 16 years old, become a union craftsman, be making six figures by the time you're 30, and you know, have a family sustaining job.

So, like, I think there's a lot of people who thought for a long time that their kids going into the trades was probably like not what they wanted to brag about at cocktail parties.

But it's great to see that like in the last year I've seen people start to brag about their kids going and becoming an electrician or a plumber.

And so some of that stigma is going away, which is great because a lot of people need to go into the trades.

And frankly, a lot of people don't want to take on the college debt, etc.

I think the other constraints that

Though are really around the grid, which we talked about before, which is that no matter how much stuff we do to build new HVDC, you know, high voltage DC lines, or like grid enhancing technologies, reconductoring existing lines to put new materials in there that can carry twice as much power, like we're still gonna be grid constrained, right?

So then the question becomes: how efficiently are we using the grid?

Geothermal and nuclear operate.

between seventy-five and ninety-two percent of the time.

And so it's pumping electrons into the grid at that rate.

Solar, you know, if you add two hours, four hours of battery storage might get from 25% to maybe 35%, right?

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