Find the research behind this episode in the show notes here.

In this episode, the hosts discuss the current state and future potential of nuclear power worldwide, detailing the number of nuclear reactors and their capacity in leading countries like the U.S., China, and France. They explore the pressing need for expanding nuclear capacity in the U.S. in light of growing demand from data centers, AI, and crypto mining. The challenges of uranium supply, regulatory hurdles, and differing construction timelines are also examined. The conversation touches on government efficiency, the complexities of nuclear technology selection, and the strategic importance of Greenland’s rare earth elements and Arctic shipping routes. The episode concludes with a brief update on recent fossil fuel market trends, including natural gas withdrawal and crude oil inventory levels.