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🌊 The Case for a Nuclear Renaissance

Why fission might be the most under appreciated climate bet of our time.

We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel.

In this first of five episode, we dive into nuclear fission as a “fusion-level bet”, and unpack what it really takes to build a scalable, secure, and low-emissions energy system beyond hydrocarbons.

In our conversation, we covered:

→ Why hydrocarbons are still so hard to replace (and what they do exceptionally well)

→ The reality of nuclear safety, and why perception diverges from data

→ Cost, timelines, and why nuclear failed to scale in the West

→ China’s nuclear buildout, and what it teaches us

→ The rise of SMRs and Gen IV reactors, hype vs. reality

→ Why investing in nuclear is a “winner-takes-most” game

→ A different way to invest: betting on project development, not reactor design

→ Andy’s scorecard: cost, safety, emissions, speed, scalability

This is episode one of a five part series. Subscribe to receive every episode.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

[1/5] The Case for a Nuclear Renaissance | Andy Lubershane (Energy Impact Partners)