Peter Zeihan

Why people have trouble with that statement bothers me.

I mean, I live at 7,500 feet above Denver.

I get 330 days of sunshine a day.

Of course I have solar panels on my roof.

But if I lived outside of Toronto, I would get one fifth solar radiation per year.

Why would I be so stupid as to put solar panels on my roof in Toronto?

It's like this idea that the technology works everywhere is really a problem.

And that goes for the others too, natural gas, oil, nuclear, all of them.

Because if you have to have the infrastructure that goes with it, and if that infrastructure is there, why would you burn that power source?

Nukes are getting interesting.

The United States seems to, in bits and pieces, be moving on from 1973, finally.

It's only been 51 years, 52 years.

The hope is that the small modulars will work.

But right now we still have yet to build a prototype.

And so until there is a prototype, I can't tell you what the supply chain might look like.

But the sexy nature of it is if you can fit a nuclear reactor into a 20-foot container unit and just plug it into a decommissioned coal plant's transformer network...

and basically produce as much power as the old coal plant did for 5% of the cost of building a new power plant?

Well, that sounds great.

if the technology works.

We were supposed to get the prototype last November, and then the company went belly up.