Scott Nolan

I think the fact that nuclear has not

become bigger as a US policy decision, and it's the nuclear industry maybe not pushing hard enough for progress, really defending themselves.

Because there's a lot of great people in nuclear who have believed in nuclear for decades and diligently worked away at it.

And it should be much bigger than it is.

Yeah, just to set the stage overall, if we just talk about the US, US has 94 reactors operating, produce 97 gigawatts, call it 100 gigawatts of electricity.

And that's roughly 18.5% of our grid energy production.

In terms of how big this could be I think total so You know call it 5x that for the overall grid average production and then total installed production capacity in the US is like 1250 gigawatts So a lot of that's not operating all the time.

That's like peaker plants.

It might be wind solar Not everything is baseload

and then just to calibrate internationally u.s and china and neck and neck in 2010 on production capacity on the grid since then china doubled by the end of the decade it'll triple so you can double and triple the grid if you want to they've done a lot of that through nuclear but much more with coal and so other countries are expanding and they're doing it not in the cleanest way so us doing it with nuclear us doing it with other things

You know, it displaces manufacturing that might happen there with a cleaner source of energy here.

So geopolitically, if you think about us versus China, people are worried about conflicts of all types, AI conflict, kinetic conflict, economic.

All three of those come back to energy.

So if you want to have the US being the lead on AI manufacturing or economic influence, you need to have the most energy.

It's directly linked to GDP.

As a company, we believe in high energy societies, energy societies that consume and use effectively a lot of energy.

And if you look at all the countries on Earth, there is not a single country that is low energy and high GDP.

Yeah.

If you want poor countries to get the standard of living that we have, it's going to take more energy.

So that's, you know, we can look at the global lens and that's simply the reality.