Matthew Smith
speaker
466 appearances
1 recordings
1 series
first heard Jul 2026
last heard 21 Jul
Matthew Smith’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Maybe more interestingly, as it relates to some of our discussions in the past,
Residential solar, which has been suffering from really the first removal of tax incentives to install residential solar since like the late 70s.
Residential solar assets are really one of the only ways to protect yourself from
what's going to happen during the time of 10 a.m.
to 6 p.m.
once gas gets really tight in the electricity markets, what you pay for electricity at your house.
So we think residential solar grows exponentially from here, even without tax incentives.
For the first time, it's very economic with where electricity prices are likely to go to install solar, especially when it accompanies batteries, which make the electricity much more available around the clock.
What we're talking about is a complex dynamic system where there will be choices to consume electricity or not at different times.
And as I go through this, I want to make sure I acknowledge that there's no silver bullet solution for this.
what I described as a convex situation with natural gas and therefore electricity prices as the decade closes.
And there's no bridge fuel other than solar and wind because currently natural gas is the only flex fuel to get us to when we can bring on nuclear.
We've spent a fair amount of time as well in the nuclear ecosystem.
To us, large-scale nukes are the only solution that makes sense, which point us primarily to the AP-1000 Westinghouse units that... Don't those take like five years to build or something like that?
More than that, but at least they have a story past and very brief history.
We've built two nuclear reactor units in 30 years in the U.S., Vogel III and IV.
Around that time, we also tried to build one in South Carolina called VC Summer, another nuclear project at the time, nearly bankrupted Scana, which was later pushed into the arms and the project was shut down.
The muscle memory from trying to build large-scale nuke, especially in the back of Fukushima in 2011,
Chernobyl, Three Mile Island.
For three decades, nuclear engineers and scientists and companies moved away from nuclear.
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