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
And yes, we are also modeling known battery deployments as a part of modeling this generating system across all fuel types.
A step function battery technology change could be something that would affect you, but that would affect some of these pieces that I described, winners and losers, in meaningful ways.
It would be a watershed moment that I would welcome.
because it would solve a problem that we're pretty concerned about.
If I were the US government, I would find a way to build entirely
from beginning to end, two to four AP1000 nuclear reactors.
That would de-risk the supply chain.
It would invite in and really open up doors to folks who want to see somebody do it first before they do it.
With the hopes that, like, we get more China, like, build 30 of them.
Currently, there are 10 to 20 envisioned by the U.S.
government through different groups in terms of nuclear reactors come on.
But no one wants to be first.
I think we're close to a few stepping forward.
But if the U.S.
just said, hey, we have $260 billion to spend at the...
loan program office, now the EDF.
It's 260 billion, I think, to spend by the end of 28.
We need to build four nukes with this.
That would de-risk this materially, and I think you would see a jumpstart, the nuclear equation.
Energy and resource availability, egress, and knowledge, we think are the biggest bottlenecks to...
Showing 361–380 of 466 · page 19 of 24
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