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John Arnold

๐Ÿ‘ค Speaker
791 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

I talked to a lot of federal politicians on both sides of the aisle.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

One of the things I hear from almost all of them is this need to figure out how to permit and build faster and more efficiently in the United States.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

So there is very broad agreement at the top level, but you can get disagreements about the details about how to go about that.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

I remain reasonably optimistic that we can get federal permitting reform done.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

This year, it'll be the only bipartisan legislation that happens besides maybe a budget.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

But there is this will that I sense that is unlike any other issue in D.C.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

right now, is that there is this realization that this can set the country back.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

And people would look at it for different reasons.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

Again, people have prioritized those goals in different ways.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

So how can you do a bill that helps all of those goals?

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

Promising, but very, very difficult.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

The innovation hasn't been proven.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

We can build the AP1000.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

The AP1000 is the latest of the traditional nuclear power plant.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

We know it's a very, very costly electron.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

It was the last nuclear plant to be built in the United States, finished, I think, in 2024.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

Vogel Units 3 and 4 are AP-1000s and have a very advanced safety design for a nuclear power plant.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

The Vogel plants were...

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

enormously expensive.

Invest Like the Best with Patrick O'Shaughnessy
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

And if anything, they've gotten harder to build since then because they require a very significant amount of labor in generally rural parts of this country.