Podcasts about smr

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Best podcasts about smr

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Latest podcast episodes about smr

DeLaCremePodcast
Ep.6. Samir - "Quand on veut, on peut... c'est faux ?"

DeLaCremePodcast

Play Episode Listen Later Jun 11, 2026 69:38


On a parlé de son processus créatif, de recherche d'approbation, de ce qu'est la réussite pour lui, de l'importance de transmettre et de se sentir utile, de l'accent mis sur la quantité dans l'industrie musicale, de la tact crousty génération, de ce que lui a appris son épisode dépressif et de l'équilibre de ces deux dons (la musique et l'illustration)Je reçois Samir dans mon canap. J'ai beaucoup aimé son point de vue sur le "quand on veut, on peut" qu'on nous assène depuis tout petit.Samir est musicien, rappeur et illustrateur. Avec lui, on explore ce que signifie vraiment créer quand on enlève le regard des autres du coeur du cheminement.On parle de son processus créatif, de la pression de la quantité dans l'industrie musicale ultra capitaliste, et de cette quête permanente de validation qui peut parfois éloigner de l'essentiel.On aborde aussi sa vision de la réussite — plus personnelle, plus ancrée dans la transmission et le sentiment d'être utile — ainsi que ce que lui a appris son épisode dépressif sur le rythme, le sens et la création.On parle aussi de comment Samir trouve cet équilibre entre ses deux dons, la musique et l'illustration, et la manière dont ils coexistent dans sa vie d'artiste.Un échange pour tou.te.s les créatif.ve.s qui sentent parfois le tiraillement entre produire, plaire, et rester alignés avec ce qu'ils sont vraiment.Samir, SMR sera au Botanique le 14/10/26: infos et tickets: https://botanique.be/fr/concert/smr-2026Sa page insta: https://www.instagram.com/smr_veilleux/Ecoutez sa musique sur toutes les bonnes plateformes :)Pour suivre DeLaCrēme, c'est par ici https://www.instagram.com/delacreme_podcast/Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Sexy Marriage Radio
Understanding Isn’t The Problem #784

Sexy Marriage Radio

Play Episode Listen Later Jun 10, 2026 29:18


This episode of Sexy Marriage Radio Pam and I talk about the challenges of applying relationship knowledge in real life, emphasizing the importance of self-awareness, emotional regulation, and system disruption to foster genuine change in marriage. Enjoy the show! On the Xtended version … We go through what it really looks like to make better self-respecting moves in life and marriage Let's explore more. Sponsors … Evree: Our favorite intimate product! Get 10% off every order with our code SMR - https://smr.fm.evree Academy: Join the Academy and go deeper. https://smr.fm/academy The post Understanding Isn't The Problem #784 first appeared on Sexy Marriage Radio.

academy smr sexy marriage radio xtended
Tony Katz + The Morning News
Tony Katz and the Morning News 1st Hr 6-9-26

Tony Katz + The Morning News

Play Episode Listen Later Jun 9, 2026 26:08 Transcription Available


One step closer to SMR's. Israel and Iran take a pause. For now. Gary airport to expand as a result of the Bears move? Zionsville Town Council member pressured a resident on her deathbed to sign over property? Not all Dems are thrilled that Beau Bayh is their nominee for SOSSee omnystudio.com/listener for privacy information.

Tony Katz + The Morning News
Tony Katz and the Morning News Full Show 6-9-26

Tony Katz + The Morning News

Play Episode Listen Later Jun 9, 2026 74:53 Transcription Available


One step closer to SMR's. Israel and Iran take a pause. For now. Gary airport to expand as a result of the Bears move? Zionsville Town Council member pressured a resident on her deathbed to sign over property? Not all Dems are thrilled that Beau Bayh is their nominee for SOS Indiana has the cheapest pizza. Today’s Popcorn Moment: Dems upset that Trump is noticing the election fraud in California, Today on the Marketplace: Recently Discontinued Soda. What is AI doing to the economy? Todd Blanche nominated for AG. Let's prosecute the fraud. Greg Bovino '28? Ukraine preparing missiles for Moscow. California is why we question election results. Indianapolis crime spreading to the donut counties. TV Theme Song: This Old HouseSee omnystudio.com/listener for privacy information.

Pozeráme Game of Thrones
Začal nadávať cudzím ľuďom a netušil prečo. Dnes jeho príbeh pozná celý filmový svet

Pozeráme Game of Thrones

Play Episode Listen Later Jun 5, 2026 48:40


157. epizóda Vertiga bude opäť bohatá na predstavenie noviniek z kín a online priestoru. Kiná lákajú na šiestu časť Scary Movie, rovnako aj na snaživý surreálny horor Backrooms, čaká vás aj výnimočný britský film so slovenským distribučným názvom Prisahám, že za to nemôžem, či španielska artovka Romería z festivalu v Cannes. Zo streamov sme vybrali pozoruhodné seriály Spider-Noir a Hviezdne mestečko, ale aj dark fantasy komédiu štúdia A24 – Smrť jednorožca. Zoznam filmov a seriálov z epizódy: 00:00 Úvod 00:54 Scary Movie 12:25 Backrooms: Za stenou / Backrooms 19:35 Prisahám, že za to nemôžem / I Swear 25:59 Romería 31:13 Spider-Noir (Prime Video) 36:30 Hviezdne mestečko / Star City (Apple TV+) 42:06 Smrť jednorožca / Death of a Unicorn (SkyShowtime) 48:24 Záver _ Ak nám chcete napísať, ozvite sa na vertigo@sme.sk _ Ďakujeme, že počúvate podcast Vertigo a zaujímate sa o filmový svetSee omnystudio.com/listener for privacy information.

Sexy Marriage Radio
From the Swingers Club to Sunday Morning #783

Sexy Marriage Radio

Play Episode Listen Later Jun 3, 2026 25:57


This episode of Sexy Marriage Radio explores the complex dynamics of desire, intimacy, and past experiences in marriage, focusing on a couple's journey from swinging to a faith-based relationship. We discuss how desire, exhaustion, and personal values influence sexual intimacy and how couples can navigate these challenges with understanding and intentionality. Enjoy the show! On the Xtended version … We explore in more detail about the dilemma of the emailer asking is they should open up their marriage again and how that aligns with her Christian faith. Let's explore more. Sponsors … Evree: Our favorite intimate product! Get 10% off every order with our code SMR - https://smr.fm.evree Academy: Join the Academy and go deeper. https://smr.fm/academy The post From the Swingers Club to Sunday Morning #783 first appeared on Sexy Marriage Radio.

academy sunday morning smr swingers club sexy marriage radio xtended
The Water Tower Hour
Deep Isolation: Isolated from Competition, Enriched with Opportunity

The Water Tower Hour

Play Episode Listen Later Jun 2, 2026 24:19


Send us Fan MailIn this episode of the WTR Small‑Cap Spotlight podcast, Rod Baltzer, CEO of Deep Isolation, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, along with WTR Analyst Eric Goldstein.Deep Isolation is an innovative nuclear waste disposal technology company focused on protecting human health and the environment by addressing one of the most persistent challenges of the nuclear age. The company has pioneered a patented, directionally drilled deep‑borehole disposal system that places spent nuclear fuel and high‑level radioactive waste approximately one mile underground — twice the depth of a traditional mined repository, at roughly 70% lower cost, and achievable in months rather than decades.At the core of the platform is Deep Isolation's Universal Canister System, a single integrated solution for storage, transportation, and permanent disposal. By eliminating the need to repackage waste, the system helps avoid a potential $30 billion liability embedded in the current U.S. dry‑cask stockpile. With more than 100 patents; strategic partnerships with Halliburton, Amentum, Navarro, and Westinghouse; over $6 million in DOE and ARPA‑E grants; and no direct global competitor in the borehole disposal space, Deep Isolation sits at the nexus of the nuclear renaissance, the SMR buildout, and a $155 billion global waste backlog expected to nearly double by 2050.

Prehospital Paradigm Podcast
Spinal Motion Restrictions for EMS - Part 1

Prehospital Paradigm Podcast

Play Episode Listen Later Jun 1, 2026 17:50


Dr. Hill, Scott and A.J. Joseph gather to talk about the NAEMSP journal of prehospital care research topic of SMR, Spinal Motion Restrictions.  Hits been a hot topic for years. The research paper associated with this topi is the most downloaded paper in the history of NAEMSP.  Are we harming patients with our backboards and cervical collars?

Vybrali jsme pro vás
Jak pokračují opravy sáňkařské dráhy ve Smržovce, zjišťoval na místě náš regionální stopař

Vybrali jsme pro vás

Play Episode Listen Later May 30, 2026 2:55


Sáňkařská dráha ve Smržovce by opět mohla získat zpátky svůj věhlas a místní klub by zase mohl začít vychovávat budoucí reprezentanty a olympioniky. Než se tak ale stane, je potřeba ji pořádně opravit.Všechny díly podcastu Vybrali jsme pro vás můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Lužifčák podcast
Vaping a nikotínové sáčky nie sú nevinná náhrada cigariet - Michal Pečík (Lekár zo záchranky)

Lužifčák podcast

Play Episode Listen Later May 29, 2026 96:43


Hosťom epizódy je Michal Pečík, lekár, zdravotnícky záchranár, letecký záchranár, akrobatický pilot, parašutista a doktorant na STU, kde prepája medicínu s technológiami a výskumom dýchania v záťažových podmienkach.Rozprávame sa o záchrankách, vrtuľníkoch, alkohole, fajčení, prevencii, slovenskom zdravotníctve, nadužívaní urgentnej starostlivosti, kvalite života, smrti, resuscitácii a o tom, prečo zdravotná starostlivosť nie je zadarmo, aj keď je bezplatná.Ak sa vám epizóda páči, necenzurovaná verzia s otázkami od patreonov (o 54 minút dlhšia) je na:

Sexy Marriage Radio
Best of SMR: Initiation Mistakes Married People Make #782

Sexy Marriage Radio

Play Episode Listen Later May 27, 2026 29:45


In this Best of SMR episode we discuss common mistakes that married couples make when it comes to initiating sex.  There are dynamics of higher desire and lower desire and patterns that make these mistakes so easy to make. We cover six common mistakes: getting annoyed at being the one who initiates, using covert or roundabout methods of initiation, joking or crude initiations, feeling the need to be as turned on as your partner, using the same initiation method every time, and talking yourself out of initiating.  Enjoy the show! On the Xtended version … What make authenticity and vulnerability in marriage so difficult? Is it the motivations behind the vulnerability? The reactions to vulnerable moments? Both? Let's explore more. Sponsors … Evree: Our favorite intimate product! Get 10% off every order with our code SMR - https://smr.fm.evree Academy: Join the Academy and go deeper. https://smr.fm/academy The post Best of SMR: Initiation Mistakes Married People Make #782 first appeared on Sexy Marriage Radio.

The Human Upgrade with Dave Asprey
This Epic Device Gives You A SUPERBRAIN : 1472

The Human Upgrade with Dave Asprey

Play Episode Listen Later May 22, 2026 15:00


Light Therapy, 40Hz Gamma & Brainwave Entrainment: How BrainTap Resets Sleep, Clears Brain Fog, and Boosts Productivity by 26% Your brain is being starved of the one nutrient it needs most, and it is not a supplement, not a nootropic, not a fasting protocol. It is light, and a 40 hertz flicker delivered at the right frequency can break up amyloid plaque, reset your nervous system, and get you 26 percent more productive in a single session. -Watch this episode on YouTube for the full video experience: https://www.youtube.com/@DaveAspreyBPR -Go to https://braintap.com/dave/ for an exclusive offer for The Human Upgrade listeners Host Dave Asprey sits down with Dr. Patrick Porter, PhD, award-winning author, educator, entrepreneur, and founder of BrainTap, who has spent over 35 years at the forefront of neurotechnology helping millions of people achieve mental and emotional resilience through cutting-edge brain entrainment tools. Backed by 72 peer-reviewed studies and research conducted alongside Google, Microsoft, universities in Brazil, and veteran treatment programs, Dr. Porter is one of the most experienced and validated practitioners in applied neuroscience and brain optimization working today. Together, Dave and Dr. Porter break down exactly how flickering light and binaural sound delivered through the BrainTap headset feeds the brain through the electron transport chain, triggers nitric oxide release, boosts mitochondrial energy, and drives neuroplasticity through frequency following response. They cover how 40 hertz gamma light breaks up amyloid plaque and why that same frequency is linked to reversing dementia, how BrainTap reset the circadian rhythms of coal miners in under three weeks, how 490,000 students in Brazil raised their GPA using brain wave entrainment, and how AI now builds personalized 21-day brain training protocols from 3,000 available sessions. If you are serious about biohacking your brain, upgrading sleep optimization, and doing smarter not harder work on your mind, this episode delivers the science and the tools. You'll Learn: Why light is the most underrated nutrient for brain health and how BrainTap delivers it directly to every cell in your body How 40 hertz gamma frequency breaks up amyloid plaque, restores blood flow, and may reverse dementia and Alzheimer's progression Why binaural beats and isochronic tones trigger frequency following response and what that does to your focus, metabolism, and energy How three 10-minute BrainTap sessions per day produces 26 percent more work output according to studies with Google and Microsoft How BrainTap restored deep sleep and REM cycles in coal miners with destroyed circadian rhythms in under three weeks Why 90 percent of autistic children in one study began speaking after six weeks of pulsed light therapy targeting alpha wave production How AI inside BrainTap now generates personalized brain training protocols based on your specific stress, sleep, and performance goals Why the vagus nerve is the hidden target of BrainTap's ear lights and how triggering it drives parasympathetic recovery How SMR brain waves create the optimal state for focus and concentration and why elite athletes use this for both performance and academic results What the NeuroCheck system measures across nine parameters of the nervous system in five minutes and how it validates your biohacking results Thank you to our sponsors! - AirDoctor | Go to https://airdoctorpro.com/daveasprey and save up to $300 on Air Purifiers. - AquaTru | Go to https://aquatruwater.com/daveasprey and save $100 on all AquaTru water purifiers. - iRestore | Reverse hair loss at www.irestore.com/DAVE and get exclusive savings on the iRestore Elite, use code DAVE Dave Asprey is a four-time New York Times bestselling author, founder of Bulletproof Coffee, and the father of biohacking. With over 1,000 interviews and 1 million monthly listeners, The Human Upgrade brings you the knowledge to take control of your biology, extend your longevity, and optimize every system in your body and mind. Each episode delivers cutting-edge insights inhealth, performance, neuroscience, supplements, nutrition, biohacking, emotional intelligence, and conscious living. New episodes are released every Tuesday, Thursday, Friday, and Sunday (BONUS). Dave asks the questions no one else will and gives you real tools to become stronger, smarter, and more resilient. Keywords: Dr. Patrick Porter, BrainTap, brainwave entrainment, light therapy, sound therapy, binaural beats, isochronic tones, 40 hertz gamma, gamma frequency, amyloid plaque, Alzheimer's prevention, dementia reversal, neuroplasticity, brain optimization, neurotechnology, frequency following response, SMR brain waves, alpha waves, delta waves, theta waves, vagus nerve, vagal stimulation, parasympathetic nervous system, nitric oxide, mitochondria, electron transport chain, sleep optimization, circadian rhythm reset, deep sleep, REM sleep, Oura Ring, HRV, cognitive performance, focus and concentration, productivity, nootropics, brain entrainment, photobiomodulation, red light therapy, near infrared light, biohacking, human performance, anti-aging, longevity, neurohacking, mental resilience, stress reduction, anxiety relief, autism therapy, pulsed light therapy, AI personalization, personalized wellness, meditation technology, Dave Asprey, Beyond Biohacking Conference, NeuroCheck, nervous system assessment, brain health, mental performance Resources: • Go to https://braintap.com/dave/ for an exclusive offer for The Human Upgrade listeners • Get My 2026 Clean Nicotine Roadmap | Enroll for free at https://daveasprey.com/2026-clean-nicotine-roadmap/ • Dave Asprey's Latest News | Go to https://daveasprey.com/ to join Inside Track today. • Danger Coffee: https://dangercoffee.com/discount/dave15 • My Daily Supplements: SuppGrade Labs (15% Off) • Favorite Blue Light Blocking Glasses: TrueDark (15% Off) • Dave Asprey's BEYOND Conference: https://beyondconference.com • Dave Asprey's New Book – Heavily Meditated: https://daveasprey.com/heavily-meditated • Join My Substack (Live Access To Podcast Recordings): https://substack.daveasprey.com/ • Upgrade Labs: https://upgradelabs.com Timestamps: 00:00 – Trailer 00:30 – Intro & Guest Welcome 01:45 – BrainTap: Light & the Brain 04:15 – 40Hz Gamma & Alzheimer's 05:55 – Sound & Binaural Beats 07:26 – Usage Protocol & Results 08:37 – Sleep & Circadian Reset 09:29 – AI-Personalized Sessions 10:47 – Conference Preview 12:19 – Vagus Nerve & Ear Lights 13:33 – Closing & Offer See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sexy Marriage Radio
SMR Honest Reflections #781

Sexy Marriage Radio

Play Episode Listen Later May 20, 2026 38:32


Corey is celebrating a milestone birthday this year, so this episode explores the recurring themes in marriage, personal growth, and the importance of self-awareness. Join us as we reflect on lessons learned over years of marriage and shared experiences, emphasizing the value of courage, authenticity, and continuous self-improvement. Enjoy the show! Sponsors … Evree: Our favorite intimate product! Get 10% off every order with our code SMR - https://smr.fm.evree Academy: Join the Academy and go deeper. https://smr.fm/academy The post SMR Honest Reflections #781 first appeared on Sexy Marriage Radio.

The Energy Gang
Stress test: the Iran war and a US grid under pressure | Live from the ACORE Finance Forum, Day two

The Energy Gang

Play Episode Listen Later May 14, 2026 93:27


The war with Iran has put a spotlight on the security and resilience of energy and supply chains around the world. In this second special episode from the ACORE Finance Forum in New York, host Ed Crooks explores what that means for the US power industry, at a moment when rising electricity demand was already putting the grid under strain.Lori Ann LaRocco, a trade and supply chain expert and author of Trade War: Containers Don't Lie, explains the global impacts from the closure of the Strait of Hormuz. She tells us that there are 70,000 products made from petrochemicals, including the components that go into solar panels, the chips for data centers, and your cell phone. Supplies of those products are being crunched because of the disruption to exports from the Gulf. Some are already in short supply. Even if the strait reopened tomorrow, the physical realities of repositioning tankers, clearing mines and restoring export infrastructure would mean supply chains would take at least a year to normalise. Her advice: know your supply chain not just to the first tier, but to the fifth, sixth and seventh.José Antonio Miranda, chief executive of Avangrid, talks about the opportunities and challenges created by rising electricity demand. He says investment needs to start now and keep going. His one word advice for policymakers: certainty. Investors have the capital and the expertise to deliver the new grid and generation capacity that policymakers want, he says. What the private sector cannot work with is retroactive rule changes and unpredictable permitting outcomes.Harry Krejsa, director of studies at the Carnegie Mellon Institute for Strategy and Technology, is a former official in both the Trump and Biden administrations who is focused on the relationship between energy and national security. He argues that worries about depending on China for clean energy technology often conflate two issues: cybersecurity risk, and supply chain dependency. His principle is guard the smart stuff, buy the dumb stuff, and build the future.Kara McNutt, Wood Mackenzie's head of power and renewables consulting for the Americas, shares her concerns about grid reliability. The share of dispatchable generation on the US grid is declining as coal-fired power plants shut down and new wind and solar capacity is added. Nuclear is genuinely exciting, with the global SMR pipeline nearly doubling in the past year, but it is a 2030s story rather than a solution for today.Benoy Thanjan, founder of Reneu Energy and host of the Solar Maverick podcast, is a solar developer. He is seeing surging interest in behind-the-meter storage, driven in part by concerns about energy security and resilience brought to the surface by the Iran war. The FEOC (Foreign Entities of Concern) rules, intended to stop unfriendly countries benefiting from US tax credits, remain a real point of friction. Customers want US-manufactured equipment, but the price gap between compliant and non-compliant products is still very large.Ray Long, president and chief executive of ACORE, closes by sharing his key takeaways from the forum. He says three things need to change to remove obstacles to investment: federal permitting reform, clear FEOC guidance from the Treasury, and faster approvals from the Departments of Interior, War and Energy for new projects. Follow the show wherever you're listening so you don't miss an episode. Let us know what you think. We're on X, at @theenergygang.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sexy Marriage Radio
3 Habits To Improve Your Marriage This Summer | Gary and Lisa Thomas #780

Sexy Marriage Radio

Play Episode Listen Later May 13, 2026 51:24


In this episode of Sexy Marriage Radio, Pam and I are joined by Gary and Lisa Thomas as we talk through some simple habits you can do this summer that will have impact on your marriage. Enjoy the show! Sponsors … Evree: Our favorite intimate product! Get 10% off every order with our code SMR - https://smr.fm.evree Academy: Join the Academy and go deeper. https://smr.fm/academy The post 3 Habits To Improve Your Marriage This Summer | Gary and Lisa Thomas #780 first appeared on Sexy Marriage Radio.

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Forget SMR… $2 “Hidden” Nuclear Stock is the REAL Trade

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later May 13, 2026 16:51


Nuclear stocks are blowing up right now… but here's the thing no one's really saying out loud. Not every “hot” trade is actually worth your money.This video breaks down what's really going on behind the surge, starting with SMR and the sudden wave of hype hitting the nuclear sector. Yeah, the story sounds powerful. Government backing, energy demand, AI growth… it all checks out on paper. But when you slow it down and actually look at the charts and signals, the picture gets a lot more interesting.Because a good story doesn't always equal a good trade.You'll see how OVTLYR is used to cut through the noise and focus on what actually matters. Not opinions. Not hype. Just real data and confirmation.Here's what stands out:✅ Why nuclear energy is suddenly everywhere right now✅ What that SMR breakout really means (and what it doesn't)✅ How to read market, sector, and stock signals the right way✅ The warning signs of overhyped or sponsored stock picks✅ A smarter approach to avoid getting caught in bad setupsThere's also a real conversation here about something most people ignore… how easily hype can turn into a trap if you're not paying attention.If price isn't confirming the move, it doesn't matter how good the story sounds.Watch it through, stay sharp, and don't just follow the crowd.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Vlan!
#394 Ce que l'on refuse de comprendre sur l'énergie avec Julien Villeret (partie 1)

Vlan!

Play Episode Listen Later May 12, 2026 47:27


Julien Villeret dirige l'innovation du groupe EDF, on s'est retrouvés un jour de pluie, ce qui tombait plutôt bien pour parler d'énergie. Julien est l'un de ces rares interlocuteurs capables de parler du mix énergétique français sans perdre la nuance ni tomber dans le discours institutionnel. Il connaît le sujet de l'intérieur, et il n'a pas peur d'aller là où ça grince.Dans cet épisode, nous parlons de nucléaire, bien sûr, mais aussi de ce qu'on ne comprend pas sur l'électricité en général. J'ai questionné Julien sur les déchets nucléaires (leur volume réel vous va surprendre), sur les compétences qu'on a perdues en arrêtant de construire des centrales, sur pourquoi une voiture électrique en Allemagne, c'est techniquement une voiture au charbon, et sur l'hydrogène, qu'on nous vend comme la grande révolution alors que la réalité est beaucoup plus complexe.On parle aussi de fusion nucléaire, de SMR, de la panne en Espagne, du compteur Linky, de l'IA et de sa consommation d'énergie, et des SAF, ces carburants d'aviation qui permettent de voler à neutralité carbone dès aujourd'hui.Ce qui m'a frappé dans cet échange, c'est la posture. Julien ne survend pas, il ne minimise pas. Il essaie juste de remettre des faits là où il y a trop souvent des fantasmes.CITATIONS MARQUANTES1. "Si on n'a plus d'énergie, on n'a plus de plastique. Et si on n'a plus de plastique, on n'a plus d'hôpitaux." (Julien Villeret, ~0:03:44)2. "Tous les déchets nucléaires produits par le parc français depuis les années 60, c'est en gros deux piscines olympiques en volume." (Julien Villeret, ~0:17:25)3. "Une centrale nucléaire, ça ne peut pas exploser. C'est un fantasme." (Julien Villeret, ~0:36:26)4. "Les plus grandes batteries du monde aujourd'hui, ce sont des barrages." (Julien Villeret, ~0:11:15)5. "On a arrêté de construire des centrales pour des raisons idéologiques. Les gens qui savaient faire sont partis à la retraite." (Julien Villeret, ~0:26:25)IDÉES MARQUANTES1. L'énergie est consubstantielle à la civilisation, pas optionnelle Timestamp : ~0:02:51 L'énergie n'est pas un confort ou un luxe, c'est le socle de tout : la santé, la nourriture, la fabrication industrielle, la vie moderne dans son entier. Le rejet d'une écologie radicale par les populations vient en partie de là : on leur demande de renoncer à quelque chose qui est aussi fondamental que l'air qu'ils respirent. Pourquoi c'est important : tant qu'on ne pose pas ce cadre, on ne peut pas avoir un débat énergétique honnête.2. L'électricité propre ou sale dépend de comment elle est produite, pas de comment elle est consommée Timestamp : ~0:07:00 Une voiture électrique en France est l'une des plus propres au monde. La même voiture en Allemagne fonctionne au charbon. Ce n'est pas l'usage qui définit l'empreinte carbone, c'est la chaîne de production entière. Pourquoi c'est important : ça remet en question beaucoup de discours simplistes sur la mobilité électrique et force à penser en systèmes.3. Les barrages hydrauliques sont les plus grandes batteries du monde Timestamp : ~0:10:18 L'eau stockée dans un barrage, c'est de l'électricité en réserve. On ouvre ou on ferme selon le besoin. C'est une batterie géante, naturelle, disponible immédiatement. La France l'utilise pour réguler son réseau depuis des décennies. Pourquoi c'est important : cette réalité physique remet en question l'idée que le stockage d'électricité est un problème sans solution.4. Les compétences nucléaires se perdent quand on arrête de construire Timestamp : ~0:26:08 La France a arrêté de construire des centrales pour des raisons politiques. Résultat : les ingénieurs et soudeurs spécialisés ont vieilli et pris leur retraite, et les jeunes ne se sont pas formés sur des métiers qu'on disait sans avenir. Aujourd'hui, EDF recrute 10 000 personnes par an pour rattraper le retard. Pourquoi c'est important : les décisions politiques sur l'énergie ont des conséquences industrielles qui prennent des décennies à corriger.5. Penser l'énergie en statique est une erreur de raisonnement Timestamp : ~0:47:53 Il y a 15 ans, on prédisait que les data centers représenteraient 10% de la consommation mondiale d'électricité. Aujourd'hui on est à 2,2%. Pourquoi ? Parce que les technologies deviennent plus efficaces au fur et à mesure. Tirer la droite et extrapoler lineairement est une erreur systématique dans tous les grands débats énergétiques. Pourquoi c'est important : c'est le même réflexe qu'on applique aujourd'hui à l'IA, et probablement avec les mêmes erreurs de projection.6. La fusion nucléaire : entre le Graal et la promesse impossible Timestamp : ~1:01:58 La fusion produirait une énergie presque illimitée, décarbonée, peu coûteuse et quasi sans déchets. C'est la centrale nucléaire idéale sur le papier. Sauf qu'on ne sait pas encore si on arrivera à la construire, et que les horizons varient de 2035 (optimistes) à 2070 (scientifiques). Les premières centrales en production : probablement 2080-2100. Pourquoi c'est important : ça relativise les discours apocalyptiques sur l'énergie et rappelle qu'on a des décennies pour construire, pas juste quelques années.7. L'hydrogène vert : trop cher, trop dangereux pour la mobilité légère Timestamp : ~1:07:41 EDF ne croit pas à l'hydrogène pour les voitures particulières. Trop cher à produire, trop dangereux à stocker sous pression, infrastructure à construire from scratch. En revanche, pour les bus et les camions approvisionnés depuis une station centralisée, ça peut faire du sens. Les avions, eux, se tournent vers les SAF (Sustainable Aviation Fuels), qui sont opérationnels dès aujourd'hui. Pourquoi c'est important : l'hydrogène est massivement sur-promu dans le débat public, et la réalité industrielle est beaucoup plus about de niche use cases que de révolution générale. QUESTIONS POSÉES DANS L'INTERVIEWQu'est-ce que les gens ne comprennent pas sur l'énergie, et ce serait bien qu'ils comprennent ?Est-ce que le rejet de l'écologie radicale vient du fait qu'on demande aux gens d'arrêter quelque chose de consubstantiel à leur vie ?Comment chez EDF observez-vous l'évolution de la consommation d'énergie, notamment la tension entre développement des usages et efficacité énergétique ?Quelle est l'intermittence réelle des éoliennes et des panneaux solaires, en chiffres concrets ?Qu'est-ce que le compteur Linky exactement, et pourquoi a-t-il généré autant de fantasmes ?Où en est-on de l'innovation sur les déchets nucléaires, et peut-on les recycler ?La France a-t-elle perdu des compétences nucléaires en arrêtant de construire ? Lesquelles ?Est-ce que les SMR (Small Modular Reactors) peuvent accélérer le déploiement du nucléaire ?Est-ce que l'IA et la blockchain vont créer une pénurie d'électricité, ou est-ce une projection trop statique ?Pourquoi l'hydrogène ne fonctionnera probablement pas pour la mobilité légère, et où peut-il avoir du sens ?RÉFÉRENCES CITÉESSites / DonnéesOur World in Data (mentionné comme "The World in Data") : site recommandé par Julien pour visualiser l'évolution du bien-être mondial sur 100-300 ans. (~1:16:20)Agence mondiale de l'énergie (AIE) : citée sur les prévisions de consommation électrique liée à l'IA. (~0:49:30)Institutions / OrganismesANDRA (Agence nationale pour la gestion des déchets radioactifs) : gestion des déchets nucléaires en France. (~0:17:25)Autorité de Sûreté Nucléaire (ASN) : régulation et surveillance du parc nucléaire français. (~0:17:25)ITER : projet international de fusion nucléaire basé en France. (~1:03:30)Enedis : opérateur du réseau de distribution électrique, gestionnaire du compteur Linky (distinct d'EDF). (~0:14:44)RTE : réseau de transport d'électricité française. (~0:44:12)ANSI / ANSSI : agence nationale de sécurité des systèmes d'information, mentionnée pour la cybersécurité des infrastructures. (~0:46:45)Projets / TechnologiesCIGEO : projet d'enfouissement des déchets nucléaires dans des couches géologiques profondes, mené par l'ANDRA. (~0:18:30)Flamanville 3 : prochain réacteur nucléaire français, sur le point d'être raccordé au réseau. (~0:21:03)Hinkley Point C : réacteur en construction au Royaume-Uni par EDF. (~0:28:18)Sizewell : projet de réacteur au Royaume-Uni. (~0:28:18)New World (projet EDF) : SMR développé par EDF. (~0:42:17)SAF / e-fuel (Sustainable Aviation Fuels) : carburant d'aviation bas carbone, obligation réglementaire croissante en Europe. (~1:12:32)ÉvénementsAccident de Fukushima : analysé en détail comme tsunami avant d'être un accident nucléaire, utilisé comme base d'apprentissage mondial. (~0:19:00)Panne électrique en Espagne et Portugal : analysée comme "orage parfait" lié à la nature analogique de l'électricité. (~0:51:33)Record d'exportation d'électricité EDF : 90 TWh exportés, record historique. (~0:48:11)Découverte scientifiqueHydrogène blanc : gisement potentiellement record découvert en France, hydrogène naturel présent dans le sol. (~1:06:40)TIMESTAMPS CLÉS (YouTube)00:00 Introduction : et si on se réjouissait à nouveau du futur ? 01:55 Présentation de Julien Villeret, directeur de l'innovation EDF02:05 L'énergie, c'est quoi au fond ? Ce que les gens ne comprennent pas L'énergie est consubstantielle à la civilisation depuis toujours. Sans électricité aujourd'hui, on perd tout : la santé, la nourriture, la fabrication industrielle. C'est le cadre que pose Julien avant d'aborder quoi que ce soit.04:18 Pourquoi l'écologie radicale ne passe pas dans l'opinion publique Le rejet du discours radical vient d'une réalité simple : on ne peut pas demander aux gens d'arrêter quelque chose d'aussi fondamental que l'énergie. La vraie question n'est pas d'arrêter, c'est comment produire et consommer différemment.06:29 Le pic du charbon et la réalité du mix énergétique mondial On continue de brûler beaucoup de charbon pour produire de l'électricité, notamment en Allemagne et en Pologne. Ce qui explique directement le sujet suivant.06:51 Voiture électrique en Allemagne = voiture au charbon ? Si l'électricité est produite au charbon, une voiture électrique n'est pas vertueuse. La chaîne complète de production compte, pas seulement le mode de transport. La France à 98% sans CO2 est une exception mondiale.08:37 Peut-on imaginer 100% d'énergie renouvelable ? Techniquement oui, économiquement non. Le problème de l'intermittence (les renouvelables produisent environ 25-30% du temps) et du coût du stockage rendrait la facture 10 à 20 fois plus élevée qu'aujourd'hui.10:18 Les barrages : les plus grandes batteries du monde L'eau stockée dans un barrage, c'est de l'électricité en réserve. Un lac, c'est une batterie géante naturelle. Les barrages hydroélectriques sont aussi des outils de régulation du réseau, activés ou coupés selon les besoins du moment.13:30 L'intermittence des renouvelables en chiffres concrets Éoliennes et panneaux solaires produisent à pleine puissance environ 25 à 30% du temps. Le pic de production solaire est autour de midi, soit rarement au moment des pics de consommation (matin, soir).14:34 Le compteur Linky : derrière les fantasmes, la réalité Linky ne surveille personne. Il envoie l'index de consommation une fois par jour, pendant 10 secondes, via les fils électriques, sans aucune émission d'ondes. Le détail au quart d'heure est opt-in. Ce sont surtout des fraudeurs que Linky a gênés.17:05 Les déchets nucléaires : vraiment deux piscines olympiques depuis les années 60 Tout le parc nucléaire français depuis le début des années 60 a produit environ 4 000 m3 de déchets à longue vie, soit deux piscines olympiques. Ils sont stockés à La Hague dans de l'eau (meilleur protecteur contre les radiations), avec un projet d'enfouissement géologique profond (CIGEO).21:47 Peut-on recycler les déchets nucléaires ? Oui, une partie du combustible usé est retraitée et réinjectée dans les centrales. Des recherches sont en cours pour fermer complètement le cycle : des réacteurs qui réutilisent en permanence le même combustible sans presque générer de déchets. Horizon : 2050-2070.22:53 Dépendances géopolitiques : uranium, gaz, pétrole, panneaux solaires Le pétrole et le gaz viennent du Moyen-Orient, de Russie et des États-Unis. Les panneaux solaires viennent quasi-exclusivement de Chine. L'uranium, lui, est présent dans de nombreux pays, n'est pas cher, et est stocké sur plusieurs années par sécurité.26:08 Les compétences nucléaires perdues et les 10 000 recrutements par an En arrêtant de construire des centrales pour des raisons politiques, la France a perdu des savoir-faire spécifiques : béton nucléaire, générateurs de vapeur, soudure qualifiée. EDF recrute maintenant 10 000 personnes par an pour reconstruire ces compétences. Un soudeur nucléaire gagne entre 3 000 et 4 000 euros par mois.32:04 Où seront construits les 6 nouveaux réacteurs français ? Sur les terrains déjà acquis à côté des centrales existantes (ex : Penly). Les riverains d'une centrale sont généralement très favorables : emplois, taxes locales, vie locale développée. Une centrale qui ne tourne pas, c'est un million d'euros de pertes par jour.36:21 Une centrale peut-elle exploser ? Les accidents nucléaires démystifiés Non, les centrales françaises ne peuvent pas exploser. Fukushima était d'abord un tsunami, pas un accident nucléaire au sens strict. Depuis, toutes les centrales françaises ont été équipées de générateurs diesel en hauteur et de récupérateurs (les "cendriers") pour le cas où le coeur fondrait.41:42 Les SMR (Small Modular Reactors) : l'avenir du nucléaire ou juste une promesse ? Aucun SMR n'est encore construit à ce jour. L'idée : des petits réacteurs plus rapides à déployer, moins coûteux, qui peuvent remplacer une centrale charbon en plug and play. Les Américains y croient surtout pour décarboner leur vieux parc charbon.45:13 Cybersécurité des centrales : isolées d'internet par principe physique Les systèmes qui font fonctionner les centrales nucléaires ne sont pas connectés à internet. C'est une barrière physique, pas logicielle. EDF mobilise plusieurs centaines de personnes à temps plein sur la cybersécurité.46:45 IA et consommation d'énergie : une vraie menace ou un raisonnement trop statique ? Il y a 15 ans, on prédisait que les data centers allaient représenter 10% de la consommation mondiale d'électricité. On en est à 2,2%. Les projections en ligne droite tombent toujours à côté parce qu'elles ignorent les gains d'efficacité technologique. En France, la marge est très large : EDF a exporté un record historique de 90 TWh l'année dernière.51:33 La panne en Espagne-Portugal : l'analogique contre le numérique L'électricité est analogique : production doit en permanence égaler consommation. Un écart provoque l'effondrement. En Espagne, une suite de problèmes improbables arrivés en même temps (un "orage parfait") a déstabilisé le réseau. La France s'est déconnectée pour éviter d'être entraînée dans la chute.56:41 Géothermie : pourquoi elle n'a pas décollé en France La géothermie dépend des choix de subvention publique. L'Allemagne l'a financée, la France non. En France, l'électricité est peu chère et faiblement carbonée, donc l'incentive est quasi nul. Installer de la géothermie en retrofit exige de tout creuser. La géothermie profonde pose en plus des risques sismiques.1:01:58 Fusion nucléaire : le Graal énergétique, entre 2035 et 2070 La fusion produirait une énergie quasi-illimitée, décarbonée, peu coûteuse et presque sans déchets. Les scientifiques parlent de premiers prototypes vers 2060-2070, les start-ups d'une dizaine d'années plus tôt. On a récemment réussi pour la première fois à produire plus d'énergie qu'on n'en consomme dans une réaction de fusion. Même si ça arrive, les premières centrales en production seront probablement vers 2080-2100.1:06:40 Hydrogène : blanc, vert, gris. Ce que chacun veut dire vraiment L'hydrogène gris (produit industriellement) est très polluant. Le vert (via électrolyse) est très cher. Le blanc (naturel, dans le sol) est encore expérimental. EDF ne croit pas à l'hydrogène pour les voitures particulières : trop dangereux, trop cher, réseau à construire from scratch. Pour les bus et camions sur station centralisée, ça peut avoir du sens.1:11:23 Aviation à hydrogène et SAF : ce qu'on peut espérer vraiment Airbus a repoussé son projet d'avion hydrogène à 2050. L'aviation mise aujourd'hui sur les SAF (Sustainable Aviation Fuels) : des carburants produits à partir de CO2 capté dans l'air, déjà présents dans les réservoirs des avions Air France. C'est l'horizon réaliste, avant peut-être un avion électrique pour les courtes distances (Paris-Berlin, lignes régionales), d'ici 2030.1:15:50 Pourquoi il y a quand même des raisons d'espérer Julien conclut sur une conviction : en regardant sur le temps long, le monde va mieux. The World in Data le montre sur 200 ans. Dans l'énergie, on est passé des voitures à particules des années 50 à l'électricité bas carbone d'aujourd'hui, en 60-70 ans. Et on surestime toujours les transformations à court terme tout en les sous-estimant à long terme.1:19:44 Clap de fin : ouvrir la porte à la nuance Suggestion d'autres épisodes à écouter : #391 L'indépendance énergétique est-elle sous nos pieds? Avec Pierre Brossolet (https://audmns.com/fcRUEpN) #187 Energy Observer: envisager le futur de l'énergie avec Louis Noel Viviès (https://audmns.com/vJdRdXI) Vlan #131 Transition énergétique: ce qu'un adulte devrait savoir avec Matthieu Auzanneau (https://audmns.com/SPHszOf)Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Vlan!
#394 Ce que l'on refuse de comprendre avec l'énergie avec Julien Villeret (partie 2)

Vlan!

Play Episode Listen Later May 12, 2026 35:10


Julien Villeret dirige l'innovation du groupe EDF, on s'est retrouvés un jour de pluie, ce qui tombait plutôt bien pour parler d'énergie. Julien est l'un de ces rares interlocuteurs capables de parler du mix énergétique français sans perdre la nuance ni tomber dans le discours institutionnel. Il connaît le sujet de l'intérieur, et il n'a pas peur d'aller là où ça grince.Dans cet épisode, nous parlons de nucléaire, bien sûr, mais aussi de ce qu'on ne comprend pas sur l'électricité en général. J'ai questionné Julien sur les déchets nucléaires (leur volume réel vous va surprendre), sur les compétences qu'on a perdues en arrêtant de construire des centrales, sur pourquoi une voiture électrique en Allemagne, c'est techniquement une voiture au charbon, et sur l'hydrogène, qu'on nous vend comme la grande révolution alors que la réalité est beaucoup plus complexe.On parle aussi de fusion nucléaire, de SMR, de la panne en Espagne, du compteur Linky, de l'IA et de sa consommation d'énergie, et des SAF, ces carburants d'aviation qui permettent de voler à neutralité carbone dès aujourd'hui.Ce qui m'a frappé dans cet échange, c'est la posture. Julien ne survend pas, il ne minimise pas. Il essaie juste de remettre des faits là où il y a trop souvent des fantasmes.CITATIONS MARQUANTES1. "Si on n'a plus d'énergie, on n'a plus de plastique. Et si on n'a plus de plastique, on n'a plus d'hôpitaux." (Julien Villeret, ~0:03:44)2. "Tous les déchets nucléaires produits par le parc français depuis les années 60, c'est en gros deux piscines olympiques en volume." (Julien Villeret, ~0:17:25)3. "Une centrale nucléaire, ça ne peut pas exploser. C'est un fantasme." (Julien Villeret, ~0:36:26)4. "Les plus grandes batteries du monde aujourd'hui, ce sont des barrages." (Julien Villeret, ~0:11:15)5. "On a arrêté de construire des centrales pour des raisons idéologiques. Les gens qui savaient faire sont partis à la retraite." (Julien Villeret, ~0:26:25)IDÉES MARQUANTES1. L'énergie est consubstantielle à la civilisation, pas optionnelle Timestamp : ~0:02:51 L'énergie n'est pas un confort ou un luxe, c'est le socle de tout : la santé, la nourriture, la fabrication industrielle, la vie moderne dans son entier. Le rejet d'une écologie radicale par les populations vient en partie de là : on leur demande de renoncer à quelque chose qui est aussi fondamental que l'air qu'ils respirent. Pourquoi c'est important : tant qu'on ne pose pas ce cadre, on ne peut pas avoir un débat énergétique honnête.2. L'électricité propre ou sale dépend de comment elle est produite, pas de comment elle est consommée Timestamp : ~0:07:00 Une voiture électrique en France est l'une des plus propres au monde. La même voiture en Allemagne fonctionne au charbon. Ce n'est pas l'usage qui définit l'empreinte carbone, c'est la chaîne de production entière. Pourquoi c'est important : ça remet en question beaucoup de discours simplistes sur la mobilité électrique et force à penser en systèmes.3. Les barrages hydrauliques sont les plus grandes batteries du monde Timestamp : ~0:10:18 L'eau stockée dans un barrage, c'est de l'électricité en réserve. On ouvre ou on ferme selon le besoin. C'est une batterie géante, naturelle, disponible immédiatement. La France l'utilise pour réguler son réseau depuis des décennies. Pourquoi c'est important : cette réalité physique remet en question l'idée que le stockage d'électricité est un problème sans solution.4. Les compétences nucléaires se perdent quand on arrête de construire Timestamp : ~0:26:08 La France a arrêté de construire des centrales pour des raisons politiques. Résultat : les ingénieurs et soudeurs spécialisés ont vieilli et pris leur retraite, et les jeunes ne se sont pas formés sur des métiers qu'on disait sans avenir. Aujourd'hui, EDF recrute 10 000 personnes par an pour rattraper le retard. Pourquoi c'est important : les décisions politiques sur l'énergie ont des conséquences industrielles qui prennent des décennies à corriger.5. Penser l'énergie en statique est une erreur de raisonnement Timestamp : ~0:47:53 Il y a 15 ans, on prédisait que les data centers représenteraient 10% de la consommation mondiale d'électricité. Aujourd'hui on est à 2,2%. Pourquoi ? Parce que les technologies deviennent plus efficaces au fur et à mesure. Tirer la droite et extrapoler lineairement est une erreur systématique dans tous les grands débats énergétiques. Pourquoi c'est important : c'est le même réflexe qu'on applique aujourd'hui à l'IA, et probablement avec les mêmes erreurs de projection.6. La fusion nucléaire : entre le Graal et la promesse impossible Timestamp : ~1:01:58 La fusion produirait une énergie presque illimitée, décarbonée, peu coûteuse et quasi sans déchets. C'est la centrale nucléaire idéale sur le papier. Sauf qu'on ne sait pas encore si on arrivera à la construire, et que les horizons varient de 2035 (optimistes) à 2070 (scientifiques). Les premières centrales en production : probablement 2080-2100. Pourquoi c'est important : ça relativise les discours apocalyptiques sur l'énergie et rappelle qu'on a des décennies pour construire, pas juste quelques années.7. L'hydrogène vert : trop cher, trop dangereux pour la mobilité légère Timestamp : ~1:07:41 EDF ne croit pas à l'hydrogène pour les voitures particulières. Trop cher à produire, trop dangereux à stocker sous pression, infrastructure à construire from scratch. En revanche, pour les bus et les camions approvisionnés depuis une station centralisée, ça peut faire du sens. Les avions, eux, se tournent vers les SAF (Sustainable Aviation Fuels), qui sont opérationnels dès aujourd'hui. Pourquoi c'est important : l'hydrogène est massivement sur-promu dans le débat public, et la réalité industrielle est beaucoup plus about de niche use cases que de révolution générale. QUESTIONS POSÉES DANS L'INTERVIEWQu'est-ce que les gens ne comprennent pas sur l'énergie, et ce serait bien qu'ils comprennent ?Est-ce que le rejet de l'écologie radicale vient du fait qu'on demande aux gens d'arrêter quelque chose de consubstantiel à leur vie ?Comment chez EDF observez-vous l'évolution de la consommation d'énergie, notamment la tension entre développement des usages et efficacité énergétique ?Quelle est l'intermittence réelle des éoliennes et des panneaux solaires, en chiffres concrets ?Qu'est-ce que le compteur Linky exactement, et pourquoi a-t-il généré autant de fantasmes ?Où en est-on de l'innovation sur les déchets nucléaires, et peut-on les recycler ?La France a-t-elle perdu des compétences nucléaires en arrêtant de construire ? Lesquelles ?Est-ce que les SMR (Small Modular Reactors) peuvent accélérer le déploiement du nucléaire ?Est-ce que l'IA et la blockchain vont créer une pénurie d'électricité, ou est-ce une projection trop statique ?Pourquoi l'hydrogène ne fonctionnera probablement pas pour la mobilité légère, et où peut-il avoir du sens ?RÉFÉRENCES CITÉESSites / DonnéesOur World in Data (mentionné comme "The World in Data") : site recommandé par Julien pour visualiser l'évolution du bien-être mondial sur 100-300 ans. (~1:16:20)Agence mondiale de l'énergie (AIE) : citée sur les prévisions de consommation électrique liée à l'IA. (~0:49:30)Institutions / OrganismesANDRA (Agence nationale pour la gestion des déchets radioactifs) : gestion des déchets nucléaires en France. (~0:17:25)Autorité de Sûreté Nucléaire (ASN) : régulation et surveillance du parc nucléaire français. (~0:17:25)ITER : projet international de fusion nucléaire basé en France. (~1:03:30)Enedis : opérateur du réseau de distribution électrique, gestionnaire du compteur Linky (distinct d'EDF). (~0:14:44)RTE : réseau de transport d'électricité française. (~0:44:12)ANSI / ANSSI : agence nationale de sécurité des systèmes d'information, mentionnée pour la cybersécurité des infrastructures. (~0:46:45)Projets / TechnologiesCIGEO : projet d'enfouissement des déchets nucléaires dans des couches géologiques profondes, mené par l'ANDRA. (~0:18:30)Flamanville 3 : prochain réacteur nucléaire français, sur le point d'être raccordé au réseau. (~0:21:03)Hinkley Point C : réacteur en construction au Royaume-Uni par EDF. (~0:28:18)Sizewell : projet de réacteur au Royaume-Uni. (~0:28:18)New World (projet EDF) : SMR développé par EDF. (~0:42:17)SAF / e-fuel (Sustainable Aviation Fuels) : carburant d'aviation bas carbone, obligation réglementaire croissante en Europe. (~1:12:32)ÉvénementsAccident de Fukushima : analysé en détail comme tsunami avant d'être un accident nucléaire, utilisé comme base d'apprentissage mondial. (~0:19:00)Panne électrique en Espagne et Portugal : analysée comme "orage parfait" lié à la nature analogique de l'électricité. (~0:51:33)Record d'exportation d'électricité EDF : 90 TWh exportés, record historique. (~0:48:11)Découverte scientifiqueHydrogène blanc : gisement potentiellement record découvert en France, hydrogène naturel présent dans le sol. (~1:06:40)TIMESTAMPS CLÉS (YouTube)00:00 Introduction : et si on se réjouissait à nouveau du futur ? 01:55 Présentation de Julien Villeret, directeur de l'innovation EDF02:05 L'énergie, c'est quoi au fond ? Ce que les gens ne comprennent pas L'énergie est consubstantielle à la civilisation depuis toujours. Sans électricité aujourd'hui, on perd tout : la santé, la nourriture, la fabrication industrielle. C'est le cadre que pose Julien avant d'aborder quoi que ce soit.04:18 Pourquoi l'écologie radicale ne passe pas dans l'opinion publique Le rejet du discours radical vient d'une réalité simple : on ne peut pas demander aux gens d'arrêter quelque chose d'aussi fondamental que l'énergie. La vraie question n'est pas d'arrêter, c'est comment produire et consommer différemment.06:29 Le pic du charbon et la réalité du mix énergétique mondial On continue de brûler beaucoup de charbon pour produire de l'électricité, notamment en Allemagne et en Pologne. Ce qui explique directement le sujet suivant.06:51 Voiture électrique en Allemagne = voiture au charbon ? Si l'électricité est produite au charbon, une voiture électrique n'est pas vertueuse. La chaîne complète de production compte, pas seulement le mode de transport. La France à 98% sans CO2 est une exception mondiale.08:37 Peut-on imaginer 100% d'énergie renouvelable ? Techniquement oui, économiquement non. Le problème de l'intermittence (les renouvelables produisent environ 25-30% du temps) et du coût du stockage rendrait la facture 10 à 20 fois plus élevée qu'aujourd'hui.10:18 Les barrages : les plus grandes batteries du monde L'eau stockée dans un barrage, c'est de l'électricité en réserve. Un lac, c'est une batterie géante naturelle. Les barrages hydroélectriques sont aussi des outils de régulation du réseau, activés ou coupés selon les besoins du moment.13:30 L'intermittence des renouvelables en chiffres concrets Éoliennes et panneaux solaires produisent à pleine puissance environ 25 à 30% du temps. Le pic de production solaire est autour de midi, soit rarement au moment des pics de consommation (matin, soir).14:34 Le compteur Linky : derrière les fantasmes, la réalité Linky ne surveille personne. Il envoie l'index de consommation une fois par jour, pendant 10 secondes, via les fils électriques, sans aucune émission d'ondes. Le détail au quart d'heure est opt-in. Ce sont surtout des fraudeurs que Linky a gênés.17:05 Les déchets nucléaires : vraiment deux piscines olympiques depuis les années 60 Tout le parc nucléaire français depuis le début des années 60 a produit environ 4 000 m3 de déchets à longue vie, soit deux piscines olympiques. Ils sont stockés à La Hague dans de l'eau (meilleur protecteur contre les radiations), avec un projet d'enfouissement géologique profond (CIGEO).21:47 Peut-on recycler les déchets nucléaires ? Oui, une partie du combustible usé est retraitée et réinjectée dans les centrales. Des recherches sont en cours pour fermer complètement le cycle : des réacteurs qui réutilisent en permanence le même combustible sans presque générer de déchets. Horizon : 2050-2070.22:53 Dépendances géopolitiques : uranium, gaz, pétrole, panneaux solaires Le pétrole et le gaz viennent du Moyen-Orient, de Russie et des États-Unis. Les panneaux solaires viennent quasi-exclusivement de Chine. L'uranium, lui, est présent dans de nombreux pays, n'est pas cher, et est stocké sur plusieurs années par sécurité.26:08 Les compétences nucléaires perdues et les 10 000 recrutements par an En arrêtant de construire des centrales pour des raisons politiques, la France a perdu des savoir-faire spécifiques : béton nucléaire, générateurs de vapeur, soudure qualifiée. EDF recrute maintenant 10 000 personnes par an pour reconstruire ces compétences. Un soudeur nucléaire gagne entre 3 000 et 4 000 euros par mois.32:04 Où seront construits les 6 nouveaux réacteurs français ? Sur les terrains déjà acquis à côté des centrales existantes (ex : Penly). Les riverains d'une centrale sont généralement très favorables : emplois, taxes locales, vie locale développée. Une centrale qui ne tourne pas, c'est un million d'euros de pertes par jour.36:21 Une centrale peut-elle exploser ? Les accidents nucléaires démystifiés Non, les centrales françaises ne peuvent pas exploser. Fukushima était d'abord un tsunami, pas un accident nucléaire au sens strict. Depuis, toutes les centrales françaises ont été équipées de générateurs diesel en hauteur et de récupérateurs (les "cendriers") pour le cas où le coeur fondrait.41:42 Les SMR (Small Modular Reactors) : l'avenir du nucléaire ou juste une promesse ? Aucun SMR n'est encore construit à ce jour. L'idée : des petits réacteurs plus rapides à déployer, moins coûteux, qui peuvent remplacer une centrale charbon en plug and play. Les Américains y croient surtout pour décarboner leur vieux parc charbon.45:13 Cybersécurité des centrales : isolées d'internet par principe physique Les systèmes qui font fonctionner les centrales nucléaires ne sont pas connectés à internet. C'est une barrière physique, pas logicielle. EDF mobilise plusieurs centaines de personnes à temps plein sur la cybersécurité.46:45 IA et consommation d'énergie : une vraie menace ou un raisonnement trop statique ? Il y a 15 ans, on prédisait que les data centers allaient représenter 10% de la consommation mondiale d'électricité. On en est à 2,2%. Les projections en ligne droite tombent toujours à côté parce qu'elles ignorent les gains d'efficacité technologique. En France, la marge est très large : EDF a exporté un record historique de 90 TWh l'année dernière.51:33 La panne en Espagne-Portugal : l'analogique contre le numérique L'électricité est analogique : production doit en permanence égaler consommation. Un écart provoque l'effondrement. En Espagne, une suite de problèmes improbables arrivés en même temps (un "orage parfait") a déstabilisé le réseau. La France s'est déconnectée pour éviter d'être entraînée dans la chute.56:41 Géothermie : pourquoi elle n'a pas décollé en France La géothermie dépend des choix de subvention publique. L'Allemagne l'a financée, la France non. En France, l'électricité est peu chère et faiblement carbonée, donc l'incentive est quasi nul. Installer de la géothermie en retrofit exige de tout creuser. La géothermie profonde pose en plus des risques sismiques.1:01:58 Fusion nucléaire : le Graal énergétique, entre 2035 et 2070 La fusion produirait une énergie quasi-illimitée, décarbonée, peu coûteuse et presque sans déchets. Les scientifiques parlent de premiers prototypes vers 2060-2070, les start-ups d'une dizaine d'années plus tôt. On a récemment réussi pour la première fois à produire plus d'énergie qu'on n'en consomme dans une réaction de fusion. Même si ça arrive, les premières centrales en production seront probablement vers 2080-2100.1:06:40 Hydrogène : blanc, vert, gris. Ce que chacun veut dire vraiment L'hydrogène gris (produit industriellement) est très polluant. Le vert (via électrolyse) est très cher. Le blanc (naturel, dans le sol) est encore expérimental. EDF ne croit pas à l'hydrogène pour les voitures particulières : trop dangereux, trop cher, réseau à construire from scratch. Pour les bus et camions sur station centralisée, ça peut avoir du sens.1:11:23 Aviation à hydrogène et SAF : ce qu'on peut espérer vraiment Airbus a repoussé son projet d'avion hydrogène à 2050. L'aviation mise aujourd'hui sur les SAF (Sustainable Aviation Fuels) : des carburants produits à partir de CO2 capté dans l'air, déjà présents dans les réservoirs des avions Air France. C'est l'horizon réaliste, avant peut-être un avion électrique pour les courtes distances (Paris-Berlin, lignes régionales), d'ici 2030.1:15:50 Pourquoi il y a quand même des raisons d'espérer Julien conclut sur une conviction : en regardant sur le temps long, le monde va mieux. The World in Data le montre sur 200 ans. Dans l'énergie, on est passé des voitures à particules des années 50 à l'électricité bas carbone d'aujourd'hui, en 60-70 ans. Et on surestime toujours les transformations à court terme tout en les sous-estimant à long terme.1:19:44 Clap de fin : ouvrir la porte à la nuanceHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Shadow Warrior by Rajeev Srinivasan
Ep. 191: Gulf War 3 has become a quagmire; India has no option but to pursue energy self-reliance

Shadow Warrior by Rajeev Srinivasan

Play Episode Listen Later May 11, 2026 19:54


A version of this essay has been published by rediff.com at https://www.rediff.com/news/column/gulf-war-crisis-why-india-will-take-a-huge-hit/20260511.htmIn the heat and dust of elections, many of us have forgotten that there is a war going on. But the PM's warning about sacrifices and conservation reminds us that this essentially unwinnable war, and the on-again, off-again negotiations to bring it to a closure, are going to hit every one of us in our wallets.On 30th April, the Pentagon announced that the US had so far spent $25 billion on the West Asia war. This is a staggeringly huge number, and I was startled because I had casually thrown around this number as the ultimate cost of the war for all parties. Clearly I underestimated the damage, if this is the US' cost alone. Add the other frontline states, and then the untold misery and cost imposed on all of us innocent bystanders. And it's not over yet by any means.Pete Hegseth, the US secretary of war (self-fulfilling prophecy, isn't it, they changed the name from secretary of defense, and lo! they went to war immediately thereafter) bristled at the idea of a quagmire, according to The Economist. But I am old enough to remember Vietnam, and then Afghanistan. These forever wars are easy to get into, but hard to get out of.Indeed, the war has become not only an impasse, but also a charade. Even considering how the narrative gets bizarre from all sides during every war, this one seems especially messed up. So much so that there literally is no point in paying attention to the day-to-day events, because they don't seem to make much difference. Except of course, when the price of Brent crude hits $120, as it did on April 30th, twice what it was before the war. Ouch! And Hormuz is still closed.India is reeling under a heatwave, and we live under the Damocles' sword of power cuts. Kerala announced a half hour of rolling cuts (anodyne euphemism: “load shedding”) every night, but they will not tell you when or where the cuts will be. This is like the Malayalam proverb: “the guy who got hit by lightning was then bitten by a snake”. Incidentally, there's been a number of deaths from snakebites in Kerala as the reptiles enter houses seeking cooler temperatures.If this El Nino weather holds up, India's assumptions about load (maximum 270 GW) will be challenged: we hit a record on April 25th of 256 GW peak demand, and the fact that the grid didn't collapse is admirable, but being so close to the maximum is worrying. In Kerala, the grid cannot absorb the solar electricity produced by many households during the day because the Electricity Board did not purchase enough storage batteries: so much for on-grid.I am also fairly confident that once the elections are over, the government will be forced to increase fuel prices. Petrol has held steady at pump prices of Rs. 107.45/liter for a few years, but as crude oil prices have doubled, I see an inevitable rise not of Rs. 28 or so as speculated, but Rs. 50-100 based on how much inflation the Reserve Bank is willing to tolerate. In passing, I remember seeing somewhere that petrol prices have reached Pak Rs. 500/liter in that country.Therefore I have stopped paying much attention to the daily press releases and JUST IN, BREAKING NEWS types of ‘analysis' (some of the most prominent of these are clear AI slop, possibly manufactured by Chinese troll farms). The big picture is that the Straits of Hormuz remain blocked, the amount of oil and gas coming from the Persian Gulf remains diminished dramatically, and recovery may take months, if not years, even if the strait is unblocked.The chances are increasing that this will become a protracted war, as the principals are standing by their maximalist positions, where this is little reason to believe they will be able to arrive at a via media and a lasting ceasefire.It is not business as usual. This is the biggest energy shock since 1973, and as always, it is developing countries that will be most seriously affected. India is going to take a large hit, with inflation rising by, say, 2%, and GDP growth falling from 7+% to 6%.There are several things India needs to do urgently:* Strive for self-reliance (“Atmanirbhar”) in a variety of areas* Diversify its sources of hydrocarbons to other geographies eg. Africa, South America, Central Asia (through Chabahar), and accelerate exploration of its own (offshore and onshore) blocks as Mumbai High and Assam fields are aging rapidly* Pursue other forms of energy:* Renewables* Coal, including carbon sequestration* Biofuels* Nuclear (both SMR and FBR)* Shift households from LPG to LNG, including tapping Krishna Godavari wells, coal gasification, biomassEspecially at a time when electricity demand for new industries (eg. generativeAI data centers, semiconductors) is ramping up, it is important for India's manufacturing rise to ensure that this does not become a constraint. From a consumer perspective, increased affluence brings increased electricity demand.In addition, the Indian migrant worker population of about 10 million in West Asia, and their inward remittances of some $40-$50 billion per annum (total of $120 billion globally) may be increasingly under pressure if oil/gas production does not go back to pre-war levels.There is one more factor: India needs military muscle. As I said about Pax Indica, the Indian Ocean needs a strong, impartial facilitator of trade in the Hormuz to Malacca sea-lanes, and India is best placed to do this, harking back to Rajendra Chola re-opening Malacca in 1025 CE. But this requires three things:* Major container ports: Trivandrum (Vizhinjam), Vadhavan, Great Nicobar (Galathea Bay)* The ‘switch' to ease multiparty, multi-protocol trade: the India Stack* Security: three aircraft carrier groups, two dozen SSBNs, SSNs, AIP diesel submarinesThis is the time for India to plan forward fully, with the goal of Atmanirbharata, and energy security. The Persian Gulf is no longer a reliable source. The war is indeed a quagmire.950 words This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe

Klima-Labor von ntv: Wie retten wir die Erde?
"Mit einem Auto fährt man eine halbe Stunde durch unser Solarkraftwerk" | Andreas Schell (ib vogt)

Klima-Labor von ntv: Wie retten wir die Erde?

Play Episode Listen Later May 10, 2026 33:49 Transcription Available


Deutschland eiert herum. Raus aus der Atomkraft. Rein in die Atomkraft. Dann wieder raus. Jetzt wieder rein? Andreas Schell hat die Nase voll. "Ich verstehe nicht, warum diese Diskussion immer wieder aufgebracht wird." Der Chef von ib vogt wirft Atomkraft-Befürwortern im Podcast vor, unaufrichtig zu argumentieren - und Antworten auf entscheidende Fragen zu verschweigen: "Wir reden doch nicht davon, eine Küche auszutauschen." Ein Kernkraftwerk sei deutlich komplexer als Katastrophenprojekte wie Stuttgart 21 oder der Berliner Flughafen. Andreas Schell setzt stattdessen auf Solarkraftwerke. Kein Wunder, die baut er selbst. "Wenn man mit einem Auto durch unsere spanische Anlage in Segovia fährt, braucht man mehr als eine halbe Stunde." Aufgrund ihrer Größe verursachen Solarkraftwerke ebenfalls Flächenkonflikte. Nicht nur in dicht besiedelten Ländern wie Deutschland. Auch die Bürgermeisterin von Segovia war anfangs nicht von dem Projekt begeistert. Die Anwohner auch nicht. Wie haben Schell und ib vogt die Leute mitgenommen? Und wie ist er überhaupt von Dieselmotoren und Gaskraftwerken bei Solarkraftwerken gelandet? Gast: Andreas Schell ist seit Juni 2025 Chef des Solarunternehmens ib vogt. Er hat mehr als 25 Jahre Berufserfahrung in der Energie-, Luft- und Raumfahrt- sowie Automobilindustrie gesammelt, unter anderem als CEO von EnBW und Rolls-Royce Power Systems. Moderation: Clara Pfeffer und Christian Herrmann Wir freuen uns über Feedback und Zuschriften: klimalabor@ntv.de Ihr möchtet uns unterstützen? Dann bewertet das "Klima-Labor" bei Apple Podcasts oder Spotify Das Interview als Text? Einfach hier klicken. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, melden Sie sich hier: datenschutz@julep.de

The 7investing Podcast
NuScale Power Deep Dive | Why We Are Recommending (SMR) Again | 7investing Live 04/30/26

The 7investing Podcast

Play Episode Listen Later May 8, 2026 30:15


7investing founder Simon Erickson explains why his firm just re-added NuScale Power (NYSE:SMR) to its scorecard — a stock they originally recommended in 2022, sold in December 2023, and are now buying back at $12/share. The thesis centers on a seismic shift in energy demand: AI data centers are now consuming power at gigawatt scale, and the list of viable baseload solutions is extremely short. With natural gas, solid oxide fuel cells from Bloom Energy (NYSE:BE), and small modular reactors as essentially the only technologies capable of delivering 5+ gigawatts of emissions-free on-demand power, NuScale's position as the sole NRC-certified SMR design in the United States has become dramatically more valuable than it was when Simon first recommended it.The key new catalyst is a $400 million Department of Energy grant awarded to the Tennessee Valley Authority, which then partnered with the Intra-1 utility to target up to 6 gigawatts of nuclear power deployment — with NuScale as the strategic technology partner. Simon walks through why this partnership alone could represent a $50 billion+ capital project and potentially a 20-bagger from current prices, while also detailing the very real risks: cost overruns (the original Utah project collapsed when SMR power costs jumped from $58 to $89 per megawatt hour), regulatory uncertainty, long timelines of 5–10 years to operational status, and the financial pressure on a company generating only $31 million in annual revenue.Simon also reviews the prior energy companies on 7investing's watch list — including Schneider Electric (EPA:SU) for power systems infrastructure and Bloom Energy (NYSE:BE), which has surged 125%+ since being highlighted in March 2026 — and explains why SMRs specifically fit a demand need that solar, wind, and even fuel cells can't fully address at scale.Stocks Mentioned:NuScale Power (NYSE:SMR)Bloom Energy (NYSE:BE)Schneider Electric (EPA:SU)Oracle (NYSE:ORCL)Meta Platforms (NASDAQ:META)Constellation Energy (NASDAQ:CEG)Southern Company / Georgia Power (NYSE:SO)#NuScalePower #SMR #SmallModularReactors #NuclearEnergy #NuclearStocks #EnergyStocks #AIDataCenters #BloomEnergy #GrowthStocks #StocksToWatch #CleanEnergy #StockAnalysis #7investing #Simonerickson

Sexy Marriage Radio
Nobody Talks About This #779

Sexy Marriage Radio

Play Episode Listen Later May 6, 2026 33:27


In this episode of Sexy Marriage Radio, Pam and I explore into the complex reality of sexual lust, shame, and the unseen battles that many marriages face, especially those with a history of hypersexuality, trauma, or previous infidelity. This conversation explores what wives and husbands can do when confronting the persistent mental and emotional remnants of past struggles. Enjoy the show! On the Xtended version … We keep going into the exploration of what we can do with our history and how it impacts our present. But that very process can also be something that creates a much closer marriage than we thought possible. Sponsors … Evree: Our favorite intimate product! Get 10% off every order with our code SMR - https://smr.fm.evree Academy: Join the Academy and go deeper. https://smr.fm/academy The post Nobody Talks About This #779 first appeared on Sexy Marriage Radio.

academy smr sexy marriage radio xtended
NeuroNoodle Neurofeedback and Neuropsychology
BCIA Says Wrong, Neurology Says Right: Jay Cold-Reads 50yo Brain

NeuroNoodle Neurofeedback and Neuropsychology

Play Episode Listen Later Apr 30, 2026 44:51


BCIA would mark this EEG wrong — Jay Gunkelman calls it vascular ischemia anyway. Jay goes in **blind** — no diagnosis, no report — and disagrees with Joshua's TBI read on the exact same 50-year-old EEG. Joshua reviewed it live on The Brain Bar the night before. The next day on Thursday Carnac, Jay cold-reads the slow alpha at PZ, lands on hyperbaric + 40 Hz photobiomodulation, and shows how neurofeedback fits into the treatment plan. Read the brain, treatment follows the brain. The story doesn't matter. 

Sexy Marriage Radio
The Little Things | Alexandra Stockwell #778

Sexy Marriage Radio

Play Episode Listen Later Apr 29, 2026 30:24


In this episode of Sexy Marriage Radio, Dr. Alexandra Stockwell joins me again to explore practical ways to deepen intimacy in marriage through everyday interactions, vulnerability, and collaborative decision-making. Discover how small, intentional acts can transform your relationship and foster lasting connection. Enjoy the show! On the Xtended version … We go further into the idea of compromise, and what happens when you reach uncompromising moments in marriage? Sponsors … Evree: Our favorite intimate product! Get 10% off every order with our code SMR - https://smr.fm.evree Academy: Join the Academy and go deeper. https://smr.fm/academy The post The Little Things | Alexandra Stockwell #778 first appeared on Sexy Marriage Radio.

Hacker Public Radio
HPR4628: Nuclear Power Technology Follow Up

Hacker Public Radio

Play Episode Listen Later Apr 29, 2026


This show has been flagged as Clean by the host. -------------------- 01 Introduction This is a follow up to my 8 part series on nuclear power. In this episode I will answer questions posed by listeners in the comments to the series. I would like to start by thanking these people for taking the time to submit interesting questions. -------------------- Costs of Small Versus Large Reactors 02 brian-in-ohio asked two questions The first was for a cost comparison between large and small reactors. The second was for nuclear plant safety compared to conventional power plants. 03 Answer I think that any answer to the second question is going to be perceived by some people as politically controversial, so it's probably not a good topic for HPR to address. 04 The first question though about cost of small versus large reactors is an interesting one, although not one that is easy to give an answer to. I will restrict the answer to just grid scale electric power production and ignore use cases such as industrial process heat or power for remote mines and communities. 05 This question comes down to economies of scale versus economies of replication. Economies of scale centre around increased efficiencies of use of materials and labour when making something bigger. For example, the amount of steel used by a pipe increases linearly with its diameter, but the amount of fluid that it transports increases with the square. 06 Economies of replication come from increasing efficiencies which result from serial production. As you repeat the same design over and over again, you learn how to do things better and make fewer mistakes. 07 The exact same principles apply to shipbuilding. Indeed, a lot of the inspiration for Small Modular Reactors comes from the shipbuilding industry. If you build a series of identical ships, then each subsequent ship will cost less and be built faster. There are of course diminishing returns to this process, so the improvements are less with each additional unit and after a sufficient number of units the cost and time reductions level off. 08 However, this doesn't discount the benefits of economies of scale. What it does mean is that there are two ways of approaching the problem, and which way works in any given scenario depends on such conditions as how big the local electricity market is how fast the demand for electricity is growing, the ownership and financing structure of the electricity market, and the geography of the area, which may pose limits on the number of sites. 09 According to the finance people who have crunched the numbers, there are two sizes of reactor which make the most sense in the above context. These are 300 MW and 1000 MW. However, take those as very rough numbers rather than immutable laws of nature and other sizes may work as well. 10 The key point is that there are cases to be made for both small and large reactors, with the large reactor being several times the size of the small one. 11 An additional factor is that building only one reactor does not reap the benefits of efficiency of replication. You need to build a series of them on the same site. So if you are building a power plant, you don't build a power plant that has just one reactor unless you are in a small market which can only use that much power. Instead, you should build between 4 and 6 reactors in sequence next to one another. 12 If you are supply a large population with a growing demand for electricity, then 4 or 6 large 1000 MW reactors gains both economies of scale and economies of replication. If you are supplying a smaller population with slow growth in demand for electricity, then 4 or 6 300 MW reactors at least gets you economies of replication. 13 There is what could be viewed as an interesting example in terms of the above taking place just east of Toronto. There they are building four 300 MW SMRs on a site next to an existing nuclear power plant. 14 Here are the cost estimates from the Government of Ontario. All costs are in Canadian dollars. Unit 1 is $6.1 billion, plus $1.6 billion in costs which are shared by all four unit.s Unit 2 is $4.9 billion. Unit 3 is $4.2 billion. Unit 4 is $4.1 billion. 15 As you can see, building a series of reactors sequentially on the same site results in declining overall costs. They are very confident in these costs as they used data from a series of major nuclear power plant refurbishment projects in Ontario which have been coming in on time and on budget. 16 Construction began last year and the plant is expected to have a 65 year operating life. 17 However, the province of Ontario also has plans for expansion of electrical generation by about 15,000 MW by 2050 in order to meet net zero targets. 18 Given the heavy concentration of population in the Toronto region, and the very high cost and difficulty of building long distance transmission lines, and the limited number of sites which could host new power generation facilities of any sort, I suspect it is quite likely that subsequent reactors will be large 1,000 MW ones rather than SMRs. 19 The Wesleyville site (which is further east of Toronto) is tentatively scheduled for a 10,000 MW nuclear power plant. That would seem to make ten 1,000 MW reactors more likely than 34 300 MW reactors. 20 I don't have a comparable set of numbers for building large reactors to give an exact apples to apples comparison of costs. Different countries use different accounting and financing systems, and finance makes a huge difference to overall costs for nuclear power as operating costs are a relatively small share of the total. 21 Now to look at another side of this equation, the provinces of Saskatchewan and New Brunswick wish to replace their coal fired power plants with nuclear power plants. The populations of these provinces are too small to absorb a large new power plant into their grids, and studies assuming large reactors have foundered on this issue. 22 New Brunswick already have a nuclear power plant, but it was build in the days when reactors were much smaller. Both provinces however are very interested in small reactors, even individual ones, in order to replace the coal fired plants that are of similar size. 23 I think this covers the cost versus size issue. The more I look into it, the more it becomes apparent that there is no simple one size fits all answer but rather there are a series of trade-offs which must be taken in light of local circumstances. -------------------- MOX Fuel in the USA 24 The next question comes from mnw who asked about the use of MOX fuel in the USA. 25 mnw asked I am enjoying and look forward to the rest of the series. Do you think the US will ever wake up and start recycling its spent fuel? It seems like such a huge waste just to try and keep a small amount of fuel away from"the bad guys" or whatever they are imagining. Answer 26 My answer to this is as follows. I think I've addressed this in the original series, although not directly with respect to the US so I can provide some more detail on that aspect of it. 27 First though I will review what plutonium-uranium mixed oxide (MOX) fuel is. As mentioned in previous episodes, military grade plutonium is not the same as the plutonium which comes out of commercial power reactors. Just as military grade uranium requires nearly pure U-235 isotope, military grade plutonium requires nearly pure Pu-239 isotope. 28 What comes out of a commercial power reactor as spent fuel is not usable for weapons purposes as the proportion of Pu-239 is much too low. However, plutonium recovered from spent fuel can be used as fuel for nuclear reactors in place of uranium 235 when mixed with uranium 238 either left over from enrichment or extracted from spent fuel. This is what is known as MOX fuel. 29 To look at the US history of this however, here's the sequence of events. The US banned fuel reprocessing in 1976. However, this ban was repealed in 1981. 30 In 2005, the US began building a mixed-oxide (MOX) fuel plant at Savannah River in the state of South Carolina. However, this plant was not intended as a normal commercial operation and it was not intended to recycle commercial nuclear power plant fuel. It was instead intended to convert surplus military grade plutonium into commercial fuel in order to get rid of it as part of an arms control program. 31 The program was suspended in 2018. There were apparently many complex political issues involved in these on-again off-again decisions and I won't pretend to have the time or interest to explore all the details nor do I think most listeners would be interested in hearing abou them. 32 As of March 2026, the US are looking at reviving part of the Savannah River plant to produce limited amounts of fuel for testing of advanced reactors. The issue driving this is the shortage of uranium enriched to just below 20%. This fuel is used in certain types of small SMR. 33 The main commercial supplier of this material was a plant in Russia, but "certain events in Europe in recent years" shall we say, have resulted in that supply no longer being available to commercial operations in the US. MOX fuel based on surplus weapons grade plutonium is intended as a short term quick fix for that problem. 34 Another driving force is legal requirements following from domestic commitments for the US government to dispose of certain stockpiles of weapons grade plutonium from certain sites in the US where it is "temporarily" stored, and the solution to that is seen as burning it up in power reactors. 35 So the history is the US banned fuel reprocessing. Then a few years later they un-banned it. Then the US government started building a MOX plant which was intended to get rid of surplus weapons grade material by burning it up in power reactors. Then they decided they didn't want to do that. Then they decided they may want to make MOX fuel after all to replace supplies of special grades of fuel for experimental or prototype reactors. 36 What is missing from the above history is any actual interest from the US commercial nuclear industry in MOX fuel. The reason for this is, as mentioned in the previous episodes, uranium is so cheap and abundant that fuel made from fresh uranium is cheaper than MOX fuel. 37 Some countries such as France wish to recycle spent fuel to reduce their dependence upon imports. Recall that France's drive to build nuclear power plants was in response to the 1970s era energy crisis when oil imports from the Middle East were suddenly cut off. However, the US are not concerned about this issue and so do not make it national security policy as France did. 38 As a result, US commercial demand is for cheaper fuel made from fresh uranium rather than for MOX fuel. Until such time as fresh uranium greatly increases in price there is little economic incentive for the use of MOX fuel in the US. 39 However, there is another aspect to this. If you recall in previous episodes I described molten salt reactors which used dissolved uranium fuel. These reactors inherently reprocess fuel as part of their normal operation. They just do it as part of maintaining the molten salt chemistry at the correct values rather than doing it as a separate process. 40 If these types of reactors become widely used then they would be achieving the same thing as creating MOX fuel, but without an explicit separate step. 41 As a final footnote to the above, the US has almost exclusively use enriched uranium light water reactors. As mentioned in previous episodes, there are ways of recycling spent fuel from light water reactors which do not involve chemically reprocessing it to make MOX fuel. 42 Experiments have been done involving South Korea, China, and Canada which take spent fuel from light water reactors and repackage it to fit it into natural uranium heavy water reactors. What is used up or "spent" fuel for a light water reactor is high grade fuel to a natural uranium reactor. However, the US has, for whatever reason, never built commercial natural uranium reactors such as are used in a number of other countries around the world. 43 If they were to do so, then nuclear fuel could be used twice, once in a light water reactor, and again in a natural uranium reactor, all without having to turn it into MOX fuel in a separate reprocessing step. However, this particular alternative would likely face the same issue in the sense that fresh fuel would still be cheaper than reusing spent fuel. -------------------- A Variety of Questions from Clinton 44 Next we have a variety of questions from Clinton. Clinton asked I would like some commentary in the current situation, why has hinkley gone off the rails, the new american approach, the odd things done after fukushima, the new radiation rules in the states. 45 Question 1 why has hinkley gone off the rails, 46 Answer The question refers to cost overruns at the Hinkley Point nuclear power project in the UK. The UK government looked into this issue in a more general sense in 2025. They published a report on it titled Nuclear Regulatory Review 2025 Enabling nuclear delivery through regulatory reform John Fingleton There is a link to the report in the show notes. https://assets.publishing.service.gov.uk/media/692080f75c394e481336ab89/nuclear-regulatory-review-2025.pdf 47 As the report is 162 pages long, I won't try to cover it all in this answer. I will however give a few simple examples. The report focuses on civilian nuclear power and the defence nuclear industry as well. However it also draws examples from outside the nuclear industry to show that the problem is not limited to nuclear. It shows that the same problems exist in the offshore wind industry, and in the HS2 High Speed Rail project. 48 In the view of the authors of the report, the essence of the problem seems to be a lack of any degree of proportionality in terms of mitigating negative effects from any project. Big nuclear projects make the headlines because they are inherently big projects, but as I have just mentioned, they affect things like wind power development and rail transport as well. 49 I will pick one example from Hinkley Point specifically. This is "Case Study: Hinkley Point C Fish Protection" A summary of this is that they spent £700 million of additional money on the cooling water intakes to protect an estimated 0.083 salmon per year, along with 0.028 sea trout, 6 river lamprey, 18 Allis shad, and somewhere between 100 and 528 twaite shad. The report points out that there are ways to protect far more fish for far less money by spending it in other areas, and gives some examples. Again, this problem is not limited to nuclear power, and they give similar examples connected with offshore wind development and HS2 High Speed Rail. 50 I would like to emphasize that I am not expressing an opinion on whether or not any of these decisions were good or bad ones or whether the money was well spent. I am just summarizing the report's explanation of why large projects of all sorts initiated and approved by the UK parliament were not turning out as initially expected. I will leave it up to people in the UK to decide whether or not they are satisfied with the current situation. 51 Question 2 the new american approach, 52 Answer The US have apparently announced changes to their regulatory system. I don't know enough about the subject to really judge the practical effects of regulation within the US. However, I have read and listened to many interviews of people from both the industry and the regulatory side of things who are from outside the US but are familiar with it. They generally contrast two different approaches to regulation. On the one hand there is the US approach, which they see as being more of a box ticking exercise than an in depth safety review. This makes it very hard to get a design other than a traditional PWR or BWR approved in the US. 53 It has the advantage from the regulator side of things though in that it reduces the amount of work required as it primarily requires just following a set of defined procedures. These people then contrast that approach with the one used in the UK and in Canada, both of which they see as being very similar to one another. In those two countries, regulators work with industry to review designs from basic principles rather than just seeing if it meets a pre-defined list of criteria. This is a results oriented system rather than a process oriented system as used in the US. 54 As a result of this, designers of new nuclear reactors are going to the UK and Canada first to go through preliminary review there, and only going to the US later. What designers are looking for is feedback on their design as they go along in order to align the design with what safety regulators see as being required from their standpoint. They want to go into a review process before the design is finalized so they can get guidance on how they should approach things rather than trying to add safety as additional features on top of a finished design. 55 It would take someone with deep familiarity with nuclear regulation systems to understand the practical effects of recent changes in US regulatory systems, but it is quite possible that people within the regulatory structure in the US have been taking the above on board and trying to adapt to current circumstances. However, I can only speculate on that. This is about the best answer that I can give. 56 Question 3 the odd things done after fukushima, 57 Answer This covers a lot of topics, some of which are probably political and so are not suited to HPR. I will try to list a few events however. As a brief summary if the Fukushima events go however, a historic scale earthquake and tsunami in Japan in 2011 caused huge loss of life and widespread damage. About 20,000 people were killed by the earthquake and tsunami. Three nuclear reactors based on 1960s era GE BWR designs were seriously damaged by hydrogen explosions caused by loss of power to backup generators when they were flooded by the tsunami. However, there were no radiation related deaths or cases of radiation sickness. 58 Following events in Japan was a general review of designs around the world, with various improvements made in some areas, particularly backup generators and hydrogen management. It seems to be conventional wisdom that the Fukushima event caused a number of countries to decide to phase out nuclear power. 59 However, when I tried to make a list of such countries for this episode I found things were not as is often heard. The countries which decided to get rid of nuclear power had largely started down that road at least a decade before then and generally for reasons unrelated to any specific events outside of their own country. In other cases they reversed that decision or are in the process of doing so. Japan itself has restarted many of their nuclear power plants and plant to replace decommissioned nuclear power plants with new ones, although many of the older and smaller ones were considered not economically worth upgrading at this point in their life to restart them. 60 The one possible exception to this may be Taiwan which decided to phase out nuclear power in 2016. However, I don't know enough about Taiwanese politics to state with any confidence that their decision in 2016 was based on anything related to events in Japan, or whether in fact they were a byproduct of other political changes within Taiwan and the shut down of nuclear plants happened to be carried along with those. Currently Taiwan get their electricity primarily from natural gas and coal. 61 Meanwhile across mainland Asia from Turkey to China, large numbers of nuclear power plants were built or are under construction. Taken together on a global scale, did anything really change after Fukushima, or did the countries which had already decided to close down their nuclear power plants simply continue to do so, and those countries who decided they wanted more of them continue to build them? That's a good question for which I don't think anyone has the perspective to answer at this point. 62 Another side of this which is hard to disentangle from it though is the increased use of natural gas for electric power generation which was happening at around the same time. Increased use of fracking in a number of countries, plus increased supplies from Russia and LNG from the Middle East and other places resulted in falls in natural gas prices in many places. Since combined cycle natural gas turbines form the main competitor to nuclear power, anything which improves the economics of natural gas will act to reduce demand for nuclear power. This makes it hard to decide to what degree the reduction in the number of reactors being built was due to the political effects of the earthquake and tsunami and to what degree it was due to cheaper natural gas through fracking and other means. I'll leave that question at that. 63 Question 4 the new radiation rules in the states. 64 Answer I'm not deeply familiar with US radiation rules, but I will attempt to answer the question. Apparently there are wide variety of different things being addressed, only some of which have any relevance to the nuclear power industry. One of these is an epidemiological study on the current exposure limits for workers in the nuclear industry. This study will take place over about 5 years. In the end it may not result in any changes. This is for a number of reasons. 65 One is that US exposure thresholds for workers are currently aligned with international standards. It would be difficult for the US industry to operate on a different basis than the rest of the world when supply chains are global and kit is designed to meet currently recognized standards. Another is that apparently the nuclear industry are not, so far as I can discern, asking for any changes to limits. They instead are looking for changes to how some of the details are being applied, such as for example the criteria for deciding when respirators are required in low risk environments. 66 Some point to recent changes in UK regulations as an example of what they are looking for. I will post a link to the new (November of 2025) UK regulations in the show notes. https://www.gov.uk/government/publications/nuclear-industry-principles-to-guide-the-application-of-as-low-as-reasonably-practicable-alarp-and-best-available-techniques-bat/ways-of-working-principles-to-guide-the-application-of-alarp-and-bat-in-the-nuclear-industry-accessible-webpage This is about as much detail as I think I can comment on when it comes to this question, as I think it is a subject that requires a fair bit more practical knowledge of than I have in order to give a thorough and balanced answer. -------------------- 67 Question from Antoine Were/are the designs patented? Hi, Whiskeyjack. Nice ep. You said AGR, based on Magnox, was a nuclear reactor type that did not sell well outside the UK. I then started thinking if it were (is) possible to another countries to develop by themselves based on that project, or if it had (has) a commercial restriction for exploration of the technology. I have yet to listen to the following episodes (doing little by little) and may learn better on the choices, but I felt free to present the question by now... Thanks! 68 Answer This is a very good question because it offers the opportunity to talk about a number of interesting things that haven't been touched on yet. Let's cover a bit of background first. 69 A patent is a time limited right to exploit a defined bit of valuable technical knowledge. Patents were involved from the very earliest days of commercial nuclear power, and I will give an example of this later. A key point to keep in mind though is that the nuclear power field moves very slowly and it takes a long time for new knowledge to make it from the lab to commercial application. Patents will often expire before they reach the point where they can be used. 70 Contracts on the other hand are legally enforceable agreements between two parties. A contract may have a time limited life, but that is an arrangement between the parties. A commercial nuclear power plant is a very large and complex bit of kit and not easily copied in detail. It can be far more effective to cover designs under contracts and licenses than to rely on patents. If a country wished to build their own nuclear power plants rather than buying them from someone else, there are a large number of companies who have commercial designs they are willing to license to third parties for them to build themselves. Indeed a number of these companies base their business around licensing of designs or have other reasons for wishing to do so. 71 From a licensee perspective, it could take decades of work and hundreds of millions or even billions of dollars to take a design from first principle to the ready to build state, wheras licensing a design give you a proven design right away. As mentioned in previous episodes, there many types of reactor in the world. The selection of what sort of reactor a country decides to buy often depends more on commercial considerations revolving around licensing terms and conditions than it does with respect to any technical considerations. Here's an example which shows how South Korea decided to license a design, build it for themselves, and then export it to other countries. 72 KunMo Chung - Professor at the Korea Advanced Institute of Science and Technology, stated in an interview in 2019 that South Korea wanted to standardize on a single reactor technology in the early 1980s. They had reactors from multiple different vendors, but wanted to license an existing successful design to produce for themselves and for the export market. One of the major factors in deciding to standardize was to allow them to improve operator training by focusing on one design. Professor Chung stated that one of the key factors in selecting a design from ABB-Combustion Engineering was that he personally knew and had a good relationship with the Chief Technical Officer of ABB-Combustion Engineering going back to a time when Professor Chung had been studying and working in the USA. 73 On their side, ABB-Combustion Engineering were having financial problems and they needed a partner to help further develop their new PWR design. Also they stood to gain revenue from this partnership as well. Based on this relationship, the two sides came to a business agreement and South Korea began producing reactors based on this design, while also continuing to develop and improve it further. 74 Here's an example of a case where the developers of a promising technology decided that they had more to gain by not patenting their technology. Instead they decided to freely share their information in order to get other researchers elsewhere to help to advance the technology so that all could benefit from it. 75 In an interview Wacław Gudowski - Prof. Emeritus, Royal Institute of Technology KTH Stockholm stated that the Soviets and later the Russian were the leaders in lead-bismuth cooled reactors. These reactors use lead-bismuth liquid metal alloy as a coolant. In the 1990s the Russian institute working on commercializing this technology were working with Western partners on nuclear technology in general. They considered patenting this technology, but in the end decided to simply publish it openly. 76 Professor Gudowski had even smuggled $60,000 in cash into Russia to finance the patent application in order to get the Russian institute to publish their technology, but the money was not needed. They based this decision on the judgment that it would take 20 years of R&D before the technology was ready for the commercial market, so they wouldn't see a penny on any patents anyway. They were right on this, as it was another 20 years of R&D in Europe, Russia, China, and Korea before lead-bismuth technology was ready for commercial use. 77 It had already seen use in submarine reactors, but the commercial market demanded a more thoroughly developed technology to satisfy commercial needs. By deciding to not patent the technology, the original developers gained from shared R&D rather than chasing the illusary gains from patent licenses on technology that was not ready for the commercial market anyway. 78 I said that patents were involved in nuclear technology from the very earliest days, and I will now turn to that story. When I say the earliest days, I mean probably earlier than you are imaging. I am talking about before WWII. 79 First though I need to give some background information. France and Britain were working on nuclear weapons from the very earliest days of WWII. In Britain's case this was called Tube Alloys. Canada also was conducting nuclear experiments, including building an "atomic pile", but it's not clear if this had any clear practical goals or was done to understand the physics better. 80 If you read the Wikipedia version of history, it states that Tube Alloys was merged into the Manhattan Project. However, participants have stated in interviews that this was not the case, and the Quebec Agreement which supposedly merged them makes no such mention of any merger of the projects, just the setting up of a board to coordinate efforts between the three countries, that is the US, UK, and Canada. In fact the two projects didn't get along that well, and as we shall see below, a big part of that was disputes over patents. ### 81 The following is based on a paper written by Bertrand Goldschmidt, a French nuclear scientist. Two of his colleagues, Hans Halban and Lew Kowarski played a critical role in early nuclear research. Halban in particular was one of the greatest scientific names in nuclear fission. In March of 1939 Halban conducted an experiment showing that neutrons were emitted by the fissioning of uranium. 82 In April Joliot, Halban, Kowarski and Perrin had a pretty good idea of how to use nuclear fission to produce energy and to make an explosive device and decided to file patents on their invention. Each of the four would receive a 5% share of any benefits and the other 80% would go to the research instittute they worked at in Paris. I will now quote from Goldschmidt's paper. 83 The first two patents concerned energy production and were entitled "Device for energy production" and "Method for stabilizing a device for energy production." They roughly defined the principles of the main components of our present power reactors: moderator in heterogeneous or homogeneous arrangements, cooling fluid, control rods, protection shield. The third patent called "Method for perfecting explosive charges" was less brilliant from a foresight point of view though it proposed valid solutions for the trigger, the tamper, and the rapid obtainment of the critical assembly of a possible explosive device. Finally, nearly a year later, after Alfred Nier's experimental confirmation in March 1940 of Niels Bohr's theoretical prediction that uranium 235, the rare isotope of the mixture in natural uranium, was responsible for fission by slow neutrons, the French took out an additional patent on the advantage of using enriched uranium for the chain reaction. End of quote. 84 In May of 1940, the CNRS, the French research institute in Paris, negotiated an agreement with Belgian mining company Union Miniere, who were the world's biggest producer of uranium, at the time a byproduct of radium mining, about a partnership for the world wide exploitation of these patents. However the agreement was not finalized due to the ongoing events in the war. At the beginning of the war, the French government had approved the development of an energy generator - or a nuclear reactor as we would say today, with the intention of creating an engine for submarines. 85 With the fall of France, Halban and Kowarski travelled to the UK with their supply of heavy water where they were received by their UK counterparts, James Chadwick and John Cockroft. The British were already working on an atomic bomb. In the UK the two conducted an experiment showing that it was possible to create nuclear energy using natural uranium and heavy water. In 1941 the British nuclear project was reorganized and given the name Tube Alloys. In 1942 it was decided to move the work on a plutonium bomb to Canada, and Canada would pay for the project. A lab was set up in Montreal and Halban was put in charge of the project. 86 Halban had negotiated this arrangement by offering to arrange to have the French patents for world wide rights outside of France and the French empire transferred to the UK. In return the French team were to be given a key role in the British nuclear project. The author of the paper I am referencing, Bertrand Goldschmidt, was a section leader in Montreal and a colleague of Halban from France. The Montreal group cooperated with the American Manhattan Project and the two shared information and exchanged visits. 87 However, relations between the two began to break down, with a major cause of this being the Americans being unhappy about the French patents and Halban's arrangement to give the British world wide rights to them. The postwar commercial potential for nuclear power was seen to be huge, and this was a major bone of contention. The extensive participation of ICI (Imperial Chemical Industries) engineers in the Tube Alloys project was also objectionable to the Americans. Presumably this had something to do with potential for ICI being involved in future commercialization of the technology. The American Dupont company, a commercial rival of ICI, was also heavily involved in the American atomic bomb project. The eventual result of this was that the US cut off cooperation with the UK-Canada nuclear project. 88 Finally Halban was forced out of the project at the insistence of the Americans, and he was replaced by John Cockroft who moved to Montreal to take charge of the project. The Americans now restore limited cooperation. Kowarski was put in charge of building a heavy water moderated natural uranium reactor at a new site north of Ottawa at Chalk River. This reactor was turned on on the 5th of September, 1945, three days after Japan's surrender. So in what was supposedly a titanic war for survival, key allies were falling out with respect to their ultimate weapon over issues of patents covering post war commercialization. 89 With the end of the war, the nuclear weapons project in Montreal and Chalk River was wound up. Halban, Kowarski, and Goldschmidt returned to France and Cockroft to the UK where they all played senior roles in the nuclear programs of their respective countries. John Cockroft played an important role in the development of the Magnox reactors which Antoine asked about. The Chalk River Site remains as Canada's main nuclear research centre to this day, and Canada was to continue development of heavy water moderated natural uranium reactors. 90 The first commercial nuclear power plant was commissioned in the UK in 1956, roughly 17 years after the original French nuclear patents. At that time, UK patents had a term of 16 years. While I am not a patent lawyer, it would appear that these patents would likely have expired before nuclear power was ever commercialized. So to answer the question about patents, the first patents on nuclear energy date to before WWII started, and the very first two were about nuclear power plants and it was only the third one which covered nuclear weapons. -------------------- 91 Thanks to other listeners. A number of other listeners made comments saying they were really enjoying the series. I would like to thank the following for their kind words of encouragement. They helped make the work required to do this worthwhile. They are brian-in-ohio mnw Clinton Antoine bjb Kevin O'Brien Trey L'andrew Archer72 Jim DeVore If you have commented but I have forgotten your name, or if the show was recorded before I got a chance to read your comment, I would still like to thank you. 92 Conclusion I would like to thank all the listeners for their kind comments and insightful questions. I hope that I have answered these questions to the satisfaction of everyone. I look forward to hearing from all of you in future podcast episodes including those on other topics. -------------------- Proceedings of the 29th annual conference of the Canadian Nuclear Association and 10th annual conference of the Canadian Nuclear Society. V. 1-3 https://inis.iaea.org/records/m2s41-40917 This has a paper by Bertrand Goldschmidt about the work of the French scientists in Canada. -------------------- Provide feedback on this episode.

Aujourd'hui l'économie
Quarante ans après Tchernobyl: où en est le nucléaire mondial?

Aujourd'hui l'économie

Play Episode Listen Later Apr 27, 2026 3:28


Quarante ans après la catastrophe de Tchernobyl, l'énergie nucléaire s'impose à nouveau dans le débat énergétique mondial. Entre relance, enjeux climatiques et rivalités géopolitiques, le secteur connaît une transformation profonde, portée par de nouveaux acteurs et de nouvelles technologies. L'explosion du réacteur numéro 4 de la centrale nucléaire de Tchernobyl a durablement marqué l'histoire énergétique mondiale. Quatre décennies plus tard, le nucléaire entre dans une nouvelle phase, marquée par un déploiement relancé. Cette dynamique s'explique par deux facteurs majeurs : l'objectif de neutralité carbone à l'horizon 2050 et la recherche de souveraineté énergétique dans un contexte géopolitique tendu. Selon l'Agence internationale de l'énergie atomique, environ 440 réacteurs sont aujourd'hui en fonctionnement dans une trentaine de pays. Un chiffre clé résume son poids: le nucléaire représente près de 9 % de l'électricité mondiale. Derrière ces chiffres généraux, il faut réaliser que le nucléaire est concentré dans un nombre limité de pays. Les États-Unis restent la première puissance nucléaire civile mondiale, suivis par la France. Mais c'est la Chine qui s'impose désormais comme le moteur du secteur. Pékin construit aujourd'hui plus de réacteurs que le reste du monde réuni. Pour les autorités chinoises, le nucléaire répond à plusieurs objectifs : réduire la dépendance au charbon, sécuriser l'approvisionnement énergétique et soutenir la croissance. Cette dynamique se retrouve aussi en Inde ou au Moyen-Orient, notamment aux Émirats arabes unis, qui ont récemment développé leurs capacités nucléaires. En Europe, la situation est plus contrastée. L'Allemagne a fait le choix de sortir du nucléaire, tandis que d'autres pays, comme la France, relancent leurs programmes. Avec 56 réacteurs, elle reste l'un des pays les plus dépendants au nucléaire, mais doit faire face au vieillissement de son parc. Un secteur entre relance industrielle et innovations technologiques L'enjeu est désormais de renouveler les infrastructures, avec notamment la construction de nouveaux réacteurs de type EPR, plus puissants et plus performants. Car le nucléaire est aussi devenu un enjeu de compétitivité industrielle. S'il nécessite des investissements très élevés au départ, il permet ensuite une production d'électricité stable, pilotable et faiblement émettrice de CO₂ sur le long terme. Parallèlement, de nouvelles technologies émergent, comme les SMR (petits réacteurs modulaires). Plus compacts et flexibles, ils suscitent un intérêt croissant, notamment de la part d'acteurs privés. Les grandes entreprises industrielles et du numérique, dont les besoins énergétiques explosent, envisagent désormais de financer leurs propres installations. Une évolution majeure qui marque une ouverture du secteur au-delà des seuls États. Des défis persistants pour l'avenir Malgré cette relance, le nucléaire reste confronté à des défis importants : gestion des déchets radioactifs, coût du démantèlement, acceptabilité sociale. Quarante ans après Tchernobyl, le secteur est à un tournant. Il doit répondre à une équation complexe, à savoir devenir plus sûr, plus rapide à déployer et plus acceptable, tout en restant compétitif. Plus que jamais, la question n'est plus seulement celle du recours au nucléaire, mais bien celle de ses conditions de développement dans un monde en transition énergétique.

CruxCasts
Eagle Nuclear Energy (NASDAQ:NUCL) - Fully Funded to Drill America's Largest Uranium Deposit

CruxCasts

Play Episode Listen Later Apr 24, 2026 25:30


Interview with Mark Mukhija, Director & CEO of Eagle Nuclear EnergyRecording date: 22nd April 2026Eagle Nuclear Energy (NASDAQ:NUCL) is developing the Aurora Uranium project in southeastern Oregon, which the company describes as the largest minable measured and indicated uranium deposit in the United States. The resource stands at 32.75 million pounds indicated and approximately five million pounds inferred, established through more than 600 historical drill holes and formalised under both a JORC report and a subsequent SK-1300 technical report completed by Eagle.The strategic context is unambiguous. The United States operates 94 nuclear reactors consuming approximately 50 million pounds of uranium annually, yet domestic production reached only two million pounds in 2025. That gap of nearly 48 million pounds is filled by imports, primarily from Kazakhstan, Canada, and Australia. The US Prohibiting Russian Uranium Imports Act and a series of 2025 executive orders have placed domestic uranium supply at the centre of American energy policy, creating a policy environment that did not exist for uranium developers even three years ago.Eagle is fully funded to execute its near-term programme. With approximately $30 million in cash, the company prepares $4.7 million drill programme commencing by summer 2026 eyeing 47 holes, 27,000 feet, and a subsequent pre-feasibility study targeted for completion by end of 2027, without requiring additional capital raises. The drill programme is designed to deliver metallurgical data, hydrogeological information, rock mechanics results, and resource expansion potential, with several historical holes having terminated in mineralisation suggesting upside at depth.The deposit itself presents a technically straightforward profile. Mineralisation is shallow, flat, and tabular, hosted in altered clays and volcanic tuffs within the McDermott Caldera. The high-grade zone at 400–500 ppm uranium sits above the lower-grade halo at a 100 ppm cut-off, which is favourable for early-stage economics and payback modelling. Management's internal estimates, preliminary and subject to PFS confirmation, indicate potential production of one to four million pounds per year over a 14-year mine life.The company's intention is to process uranium independently, with a potential processing plant on private land in Nevada separate from the Oregon mine site. Eagle has held preliminary discussions with the Department of Energy and other federal agencies, and while no formal support mechanisms have been confirmed, management believes federal engagement will increase as the supply deficit widens.Two secondary value drivers sit alongside the core uranium story. The deposit's overburden contains lithium at grades above 1,200 ppm though no formal resource has been defined. Eagle also holds early-stage proprietary SMR technology, currently in the concept validation phase, with a nuclear regulatory licensing specialist on staff to guide the R&D process.For investors, the near-term catalysts are clear: drill results from summer 2026, PFS initiation by year-end, and any developments in federal uranium support mechanisms. The risk profile is that of an early-stage developer with no formal economics yet, permitting in early stages, and production still years away. The asset, however, is genuinely rare in the US context, and the macro backdrop for domestic uranium supply has seldom been more compelling.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

Sexy Marriage Radio
We Bought Dolls For Our Sex Life #777

Sexy Marriage Radio

Play Episode Listen Later Apr 22, 2026 34:13


In this episode of Sexy Marriage Radio, we explore a couple's unconventional approach to addressing intimacy and trauma within their marriage, including the use of love dolls as a means of connection and healing. We analyze the emotional dynamics, projections, and underlying issues that influence their decisions, offering insights into navigating complex relationship challenges. Sponsors … Evree: Our favorite intimate product! Get 10% off every order with our code SMR - https://smr.fm.evree Academy: Join the Academy and go deeper. https://smr.fm/academy The post We Bought Dolls For Our Sex Life #777 first appeared on Sexy Marriage Radio.

Sexy Marriage Radio
Flowers Don’t Fix This #776

Sexy Marriage Radio

Play Episode Listen Later Apr 15, 2026 24:37


In this episode of Sexy Marriage Radio, we explore the complex dynamics of marriage, intimacy, betrayal, and personal growth through a detailed listener email. We analyze issues like unmet expectations, loneliness, shame, and the impact of past trauma on marital intimacy, offering insights into healing and connection. Enjoy the show! On the Xtended version … We go in depth about what the emailer must face in her situation and about herself. Sponsors … Evree: Our favorite intimate product! Get 10% off every order with our code SMR - https://smr.fm.evree Academy: Join the Academy and go deeper. https://smr.fm/academy The post Flowers Don't Fix This #776 first appeared on Sexy Marriage Radio.

academy flowers smr sexy marriage radio xtended
華視三國演議
以實力求和平 對話不取代嚇阻!|#谷立言 #李志德 #汪浩|@華視三國演議|20260411

華視三國演議

Play Episode Listen Later Apr 11, 2026 52:22


美國在台協會(AIT)處長谷立言在《三國演議》專訪中,針對能源安全、軍工供應鏈及台海局勢發表深度見解。他首先指出,美國在中東的軍事行動展現了全球唯一的壓倒性實力投射能力,但強調夥伴國家必須維持自我防衛戰力,共同分擔責任。 谷立言特別點出「無人機」已改變現代戰爭。他高度讚賞台灣在安全無人機供應鏈的發展,並透露美方已媒合數十家頂尖企業來台尋找夥伴。此外,工研院更獲得授權,調查台灣公司是否符合美軍採購標準,這是美國海外唯一的此類合作,顯見美方極度重視台灣的技術產能。他呼籲台灣應將民間產品開發經驗轉化為軍工產能,這不僅能強化嚇阻能力,更能貢獻民主陣營。 在能源方面,面對全球能源波動,谷立言強調能源安全與國家韌性息息相關。美國正積極協助台灣分散能源來源,減少對中東的依賴。針對AI產業的電力需求,他指出美方樂意分享小型模組化反應爐(SMR)等新核能技術。他觀察到日、台民間對核能態度的轉變,認為多元穩定的能源是經濟發展的基石。 針對兩岸關係,谷立言重申「對話不可取代嚇阻」,穩定的美中關係與友好的台美關係並行不悖。透過第一島鏈的實質合作與充足的嚇阻力,方能確保台海和平與經濟安全。精彩訪談內容,請鎖定@華視三國演議! 本集來賓:#谷立言 #李志德 主持人:#汪浩 以上言論不代表本台立場 #鄭習會 #川習會 #國防特別預算 #能源安全 電視播出時間

Pravda
Užitočná pravda: Koľko dnes stojí dôstojná rozlúčka? Pozreli sme sa na ceny, príspevky od štátu a anomálie, ktoré vás môžu prekvapiť

Pravda

Play Episode Listen Later Apr 8, 2026 41:51


Smrť blízkeho je šok, ktorý mnohí zneužívajú na rýchly zisk. Stalo sa vám, že vám lekár alebo záchranár namiesto útechy podsunul vizitku konkrétneho pohrebníctva? Ladislav Stríž, predseda Slovenskej asociácie pohrebných a kremačných služieb, v otvorenom rozhovore varuje pred nekalým marketingom priamo v bytoch pozostalých. Dozviete sa, ako sa nenechať dotlačiť k predraženým službám, kedy máte nárok na príspevok od štátu a či je v dnešnej dobe možné vybaviť dôstojnú rozlúčku aj na splátky.  

The 7investing Podcast
Mar 27, 2026: MIT Top Tech (Part 3) - Best AI & Nuclear Energy Stocks to Buy Now

The 7investing Podcast

Play Episode Listen Later Apr 7, 2026 30:54


In Part 3 of our MIT Tech Review Breakthrough Technologies 2026 series, Simon Erickson goes deep on the three most investable opportunities from the list's two top trends: Hyperscale AI Data Centers and Next Generation Nuclear. This episode features detailed breakdowns of Broadcom (NASDAQ:AVGO), Lumentum (NASDAQ:LITE), and NuScale Power (NYSE:SMR) — covering their business models, revenue growth, competitive advantages, and why they could be among the biggest winners of the AI infrastructure buildout.From Broadcom's $64B revenue empire and custom ASIC chip design powering hyperscale data centers, to Lumentum's explosive 65% revenue growth as NVIDIA's key optical transceiver partner, to NuScale's small modular reactor (SMR) technology and a potential $120–$180B contract with the Tennessee Valley Authority — this episode covers picks-and-shovels investing at its finest.Whether you're focused on AI infrastructure stocks, semiconductor stocks, clean energy stocks, or nuclear power investing, this is a must-watch for long-term growth investors. Subscribe and catch the full three-part series at 7investing.com.

Reviewer 2 does geoengineering
Sustaera - electric DAC

Reviewer 2 does geoengineering

Play Episode Listen Later Apr 4, 2026 74:27


@geoengineering1 interviews Cory Sanderson, CTO and co-founder of Sustaera, a North Carolina-based Direct Air Capture (DAC) startup focused on low-cost carbon capture, separations chemistry, and process scale-up.Sanderson traces his journey from Air Products, where he worked on vacuum swing adsorption CO₂ capture for an SMR hydrogen plant and encountered economic and infrastructure constraints, to founding Sustaera. He also explains the company's shift from CO₂-to-methane materials, which depended on costly clean hydrogen, to a pure DAC approach.He then outlines Sustaera's system, which utilises a fixed, cartridge-based monolithic contactor with laminar-flow channels and a conductive, structured sorbent that integrates resistive (Joule) heating directly into the material, thereby improving efficiency, stability, and regeneration speed.He highlights the novelty of the design, noting that Sustaera has achieved over 90% heating efficiency in lab tests, 20-30 minute adsorption cycles, and multi-year sorbent lifetimes. With a modular, catalytic-converter-style manufacturing approach, the company is currently at TRL 5, has pre-sold removals at $700/ton to Stripe and Shopify, and is raising $8.6M to build its first outdoor commercial unit.For more details, visit: https://www.sustaera.com/To stay updated on all things geoengineering-related, subscribe to:Carbon Removal Updates Substack: https://carbonremovalupdates.substack.com/Solar Geoengineering Updates Substack: https://solargeoengineeringupdates.substack.com/

Le focus Éco
Nucléaire : des mini-réacteurs à base de sels fondus avec Nicolas Breyton, fondateur et président de Stellaria

Le focus Éco

Play Episode Listen Later Apr 1, 2026 5:06


Dans cet épisode de "Comment j'ai réussi ?", les auditeurs sont conviés à découvrir l'univers fascinant des mini-réacteurs nucléaires développés par Nicolas Breyton, fondateur et président de Stellaria. Loin des centrales nucléaires traditionnelles, ces SMR (petits réacteurs modulaires) offrent une solution innovante et flexible pour répondre aux besoins énergétiques de demain.Tout au long de l'entretien, Nicolas Breyton lève le voile sur les spécificités techniques de ces réacteurs modulaires, qui se distinguent par leur taille réduite et leur fonctionnement à base de sels fondus. Cette technologie de pointe permet une adaptation rapide de la puissance, offrant ainsi une alternative intéressante aux centrales à gaz ou à charbon. Mais au-delà des aspects techniques, l'invité aborde également les enjeux de sécurité et de sûreté inhérents à ce type de réacteurs, rassurant sur leur conception sécurisée, capable de résister à des événements extrêmes.Si le défi technologique semble en bonne voie, avec un prototype prévu pour 2031 à Cadarache, Nicolas Breyton ne cache pas les obstacles financiers auxquels Stellaria est confrontée. Face à la concurrence des énergies renouvelables largement subventionnées, le financement de ces mini-réacteurs nucléaires peine à trouver sa place, malgré leur potentiel à long terme pour assurer la souveraineté énergétique de la France et de l'Europe.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Energy News Beat Podcast
Building America's Nuclear Future: From Uranium to SMRs

Energy News Beat Podcast

Play Episode Listen Later Mar 31, 2026 21:51


This was a fun podcast with Mark Mukhija, Eagle Nuclear Energy Corp. (NASDAQ) NUCL." Did you know that a singular ChatGPT search is equivalent to leaving your light bulb on for 20 minutes? "Mark Mukhija, Eagle Nuclear Energy Corp, NUCLI learned a lot from Mark, and this was an absolute blast to find out how much uranium we need just to update our nuclear fleet, and how much we still buy from other countries.If you have listened to the Energy News Beat Podcast, you have heard me say that Energy Security Starts at Home, and Energy Dominance comes through your Exports. Well, Mark and the team at Eagle Nuclear Energy Corp, NUCL, are on top of the largest Uranium deposit in the US, and this is critical. Let's look at their shovel-ready combination and get some permits moving today. Their deposits are on Federal Land, so this should be a Trump dance waiting to happen. I can hear the band staring up as President Trump gets Lee Zeldin to sign the EPA approvals to get the mine moving in months, not years. The average time to open a mine is 20 years, and we will be tracking this one as it is mission-critical.1. Nuclear Energy's Future Role in the U.S.The transcript emphasizes that nuclear energy is critical for powering emerging technologies like AI, data centers, and quantum computing. The U.S. currently operates around 94 nuclear reactors but will need approximately 180 more in the near future to meet growing power demands.2. Eagle Nuclear Energy's Business ModelEagle Nuclear Energy is positioned as an integrated nuclear fuel supply chain company, focusing on:Uranium mining operationsSmall modular reactor (SMR) technology developmentOwnership of one of the largest uranium deposits in the U.S. (in the measured and indicated category)3. Industry Challenges & OpportunitiesKey challenges include:Lengthy permitting and approval processes for nuclear projectsNeed for significant capital investment and project accelerationImportance of domestic uranium production for national security and energy independence4. Financial & Strategic PositioningThe company has $31 million in current funding for exploration and pre-feasibility workFocus on executing key milestones to build investor confidence and secure additional fundingPlans for potential partnerships to address different aspects of the nuclear fuel cycleCheck out Eagle Nuclear Energy Corp. (NASDAQ) NUCL https://eaglenuclear.com/Also, a shout-out to our great Sponsors:A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcasthttps://reeseenergyconsulting.com/.A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-reportAnd check out The Energy News Beat Substack at https://theenergynewsbeat.substack.com/

On n'arrête pas l'éco
Pourquoi l'Europe se relance dans la course aux petits réacteurs nucléaires modulaires

On n'arrête pas l'éco

Play Episode Listen Later Mar 28, 2026 8:47


durée : 00:08:47 - On n'arrête pas l'éco - A la mi-mars, la Commission européenne a annoncé son intention de soutenir les SMR, de petits réacteurs nucléaires modulaires. Mais Bruxelles ne décide-t-elle pas trop tardivement de se relancer dans cette course où la concurrence se fait avec les Américains, les Chinois ou les Russes ? - réalisation : Anaëlle Verzaux Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Beginner's Mind
EP 173: Bret Kugelmass | The West Bet on the Wrong Energy Future

Beginner's Mind

Play Episode Listen Later Mar 28, 2026 63:32 Transcription Available


Power demand is rising faster than the systems meant to support it.AI, electrification, and industry all need stable energy, but the dominant story sold to the public was far simpler than reality. In this episode, Bret Kugelmass explains why the real bottleneck was never just climate ambition, but how the West misunderstood energy itself.For years, nuclear was framed as too dangerous, too slow, too expensive, and politically untouchable. Meanwhile, electricity demand kept rising, industrial resilience became strategic again, and the gap between energy ambition and physical reality widened.This conversation gets underneath the narrative. (Recorded November 2023)Bret Kugelmass, Founder and CEO of Last Energy, argues that the nuclear debate was never only about science or safety. It was also about incentives, regulation, public perception, delivery models, and the failure to distinguish what is inherent to the technology from what is imposed by the system around it.Drawing on his path from Silicon Valley entrepreneurship into deep energy infrastructure, Bret explains why he believes the West solved for the wrong variables, why wind and solar alone cannot carry modern industrial societies in many regions, and why the real breakthrough in nuclear may not come from reinventing the reactor, but from reinventing how power plants are built, sold, and deployed.As he puts it: (00:33:11) “Solve the wrong problem brilliantly and you'll be the only one who cares.”This episode is not just about nuclear energy. It is about first-principles thinking, product-market fit in deep tech, and the kind of contrarian founder logic required to build where politics, infrastructure, and capital collide.What You'll Learn in This Episode 1️⃣ Why Bret says the West misunderstood the real energy bottleneck 2️⃣ Why net zero may be the wrong framing for climate ambition 3️⃣ What most people still get wrong about nuclear waste, safety, and Fukushima 4️⃣ Why nuclear's real challenge is cost and construction, not physics 5️⃣ How Last Energy reframed the business by selling electricity, not reactors 6️⃣ What founders can learn from solving the right problem before scalingSelected Timestamps (00:04:29) Introduction (00:04:29) Defining climate goals beyond net zero (00:13:46) Bret discovers nuclear mission and truth (00:19:44) Chernobyl versus Fukushima what truly matters (00:21:39) Nuclear's unmatched physics for abundant energy (00:30:08) Ideal world nuclear plants in 18 months (00:36:02) Solving the right problem before building (00:42:58) First principles simplicity as Last Energy's edge (00:51:16) Securing 30 billion through true product market fit (00:54:05) Last Energy vision for tens of thousands of gigawatts (00:56:12) Taking ultimate responsibility to drive massive global progress

台灣最前線
【台灣最前線】2026.03.28 老神在在? 柯重判後率眾吃羊肉爐 郝市府官員認證?柯罪刑1500金流? 動員討公道?藍蹭白收割小草票? 濫卡軍購!將軍泛淚藍竟嗆別演?

台灣最前線

Play Episode Listen Later Mar 28, 2026 100:57


Wieder was gelernt - Ein ntv-Podcast
Ingenieure lehnen SMR ab: "Minireaktoren sind technisch gesehen zu klein, ineffizient und teuer"

Wieder was gelernt - Ein ntv-Podcast

Play Episode Listen Later Mar 23, 2026 12:28 Transcription Available


Ursula von der Leyen setzt auf moderne Mini-Atomreaktoren. Markus Söder auch. Die USA ohnehin. Die Politik möchte etliche Milliarden Euro und Dollar in SMR investieren. Tatsache bleibt: Auch nach jahrzehntelanger Forschung sind effiziente Minireaktoren nur Wunschtraum, keine Realität. "Das hat technische Gründe", sagt Leonhard Gandhi vom Fraunhofer-Institut für Solare Energiesysteme (ISE) im "Klima-Labor" von ntv. "Kleine Reaktoren brennen Kernbrennstoff schlechter ab. Deswegen sind SMR per se deutlich teurer als große Anlagen." Die Branche weiß ihm zufolge um ihre Ineffizienz, aber "scheitert krachend" mit allen Alternativen. Gast: Leonhard Gandhi, Wissenschaftler am Fraunhofer-Institut für Solare Energiesysteme (ISE). Der Diplom-Ingenieur leitet die Plattform Energy-Charts. Diese erfasst zahlreiche Daten zu Stromsystem, Stromproduktion und Stromverbrauch in ganz Europa. Sie haben Fragen? Schreiben Sie eine E-Mail an podcasts@ntv.de Sie möchten "Wieder was gelernt" unterstützen? Dann bewerten Sie den Podcast gerne bei Apple Podcasts oder Spotify. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de

NeuroNoodle Neurofeedback and Neuropsychology
Frontal Theta, Mu & the DSM Problem — Jay Gunkelman | NeuroNoodle Neurofeedback Therapy Podcast

NeuroNoodle Neurofeedback and Neuropsychology

Play Episode Listen Later Mar 19, 2026 50:59


Jay Gunkelman just shaved his beard for $5,000 — donated to student neurofeedback research — and showed up looking like Paul Giamatti. That's not even the most interesting thing that happened. Jay, Dr. Mari Swingle, and Pete dig deep into one of the most confused topics in clinical EEG: the difference between tonic theta, frontal midline theta, slowed alpha, and mu — and why mixing them up can lead practitioners completely astray.We also tackle the DSM head-on. Jay and Dr. Mari lay out exactly why psychiatric diagnosis without biomarkers is like a cardiologist treating chest pain without an EKG. Plus: The Brain Bar is officially born, Jay shares live EEG data on screen, and we announce a new NeuroNoodle album.

IQ - Wissenschaft und Forschung
Sind Mini-AKW sicherer und billiger?

IQ - Wissenschaft und Forschung

Play Episode Listen Later Mar 18, 2026 17:53


Kleine modulare Reaktoren, sogenannte SMR, sollen der Atomkraft ein Comeback verschaffen. Die EU-Kommission will sie fördern. Das Versprechen: weniger Atommüll, billige Serienproduktion. Dieser Podcast fragt: Kommt damit Atomstrom ohne Gefahren?

NeuroNoodle Neurofeedback and Neuropsychology
SMR vs. Mu Waves: Jay Gunkelman Clears Up the Confusion | NeuroNoodle Neurofeedback Therapy Podcast

NeuroNoodle Neurofeedback and Neuropsychology

Play Episode Listen Later Mar 12, 2026 53:00


Jay Gunkelman — the man who's read over 500,000 brain scans — sits down with Pete Jansons to settle one of neurofeedback's most persistent debates: SMR and Mu are not the same thing. Even AI gets this wrong. Jay explains the developmental trajectory of sleep spindles, the mirror neuron system behind Mu, and why confusing the two leads to flawed training decisions. We also go deep on K Complexes, low-power EEG, growth hormone during sleep, and the one thing Jay says every tech person should walk away knowing. Plus: Jay teases his upcoming beard shave for the Suisun Summit.

WDR 5 Quarks - Wissenschaft und mehr
Demokratie - Kernenergie - Heuschnupfen

WDR 5 Quarks - Wissenschaft und mehr

Play Episode Listen Later Mar 11, 2026 84:49


Warum Antisemitismus ein Lackmustest für Demokratie ist; Lost in NRW mit Google Maps; Gibt es eine Renaissance der Kernenergie? Neue Chancen dank SMR?; Darum beginnt Heuschnupfen immer früher; Große Fragen in zehn Minuten: Beeinflusst Sprache unser Handeln?; QD Ergonomie - seriös oder Marketing?; Exzellenzuniversitäten - Wären weniger mehr?; Moderation: Johannes Döbbelt. Von WDR 5.

Motley Fool Money
Exciting (But Crowded) Opportunities

Motley Fool Money

Play Episode Listen Later Mar 10, 2026 24:01


A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - What space investments look exciting - Areas of the sector that are overcrowded - Why they are cautious about buying into the nuclear hype - Investing stories they are following right now Companies discussed: MOG.A, SES, OKLO, SMR, HHH, JOBY, ACHR Host: Tyler Crowe Guests: Lou Whiteman, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Options Insider Radio Network
The Hot Options Report: 03-06-26

The Options Insider Radio Network

Play Episode Listen Later Mar 6, 2026 13:44


The market may be melting down, but the options tape is heating up! Join us for the Friday, March 6th edition of The Hot Options Report as we wrap up a volatile week. We're diving deep into the "1K Oddball Scan" to uncover massive spreads hidden outside the major indexes and breaking down the massive volume moving the needle in the top 10 most active symbols. In this episode, we cover: The 1K Oddball Scan: Why SM, SMCI, SILJ, ORCL, and SMR are lighting up the scanners with massive ratio spreads. Marvell's (MRVL) Earnings Banger: A nearly 18% rally despite a broader market sell-off—did the $90 calls pay off? The "Almost Index" Volume: Why SoFi (SOFI) is seeing massive 160k contract prints on the March 23 calls. Tech Under Pressure: Breaking down the late-day action and "worthless" sweeps in Nvidia (NVDA), Apple (AAPL), and AMD. Tesla (TSLA) & Amazon (AMZN): A look at the battle for the "Par" strikes as the week comes to a close. Whether you're tracking golden sweeps or hunting for stealthy badges, we have the flow you need to stay ahead. Visit TheHotOptionsReport.com for real-time scans and professional options data.

Mining Stock Education
Uranium Insider's Justin Huhn on Kazatomprom's India Deal, Supply Tightness, SMRs & Uranium Stocks

Mining Stock Education

Play Episode Listen Later Feb 28, 2026 62:38


Host Brian Leni interviews Justin Huhn of UraniumInsider.com about uranium market fundamentals and investing. Huhn explains Kazatomprom's India supply deal as a large long-term contract that signals more Kazakh production being committed to eastern sovereign buyers, tightening availability for Western utilities. He discusses opaque contracting terms, utility inventory practices, producer forward sales, and expected production declines at major mines, plus Kazatomprom's sulfuric acid constraints and value-over-volume strategy. Huhn outlines how contract structures have shifted from fixed pricing to market-referenced contracts with floors and high ceilings, supporting upside price exposure. He cites key risks such as a major nuclear accident, while arguing supply deficits persist on a 5–7 year view. They cover “Project Vault” uncertainty, geopolitics, China's role in Namibia, data centers de-risking reactor life extensions, potential tech offtake financing for NexGen's Arrow, SMR progress in the US and Canada, conversion as a bottleneck, and his view that small-cap uranium explorers/developers offer strong equity upside with a $150–$200/lb price target. 00:00 Uranium Bull Case 00:38 Kazatomprom India Deal 03:45 How Much Supply Is Left 08:41 Sulfuric Acid Constraints 14:00 Contract Terms Shift 20:28 Bear Case Scenarios 26:42 Project Vault Impact 28:52 Deglobalization Strategy 31:26 Uranium Trade Diversification 31:59 Geopolitics In Africa 33:58 Namibia And China Control 35:38 Data Centers Demand Debate 36:38 Life Extensions And Upgrades 40:21 Hyperscalers Fund Uranium 44:39 Small Modular Reactors 50:01 Fuel Cycle Bottlenecks 53:32 Equity Upside And Cycles 57:07 Where To Follow Justin 58:26 Supply Fragility Wrap Up https://www.uraniuminsider.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Podcast Lepiej Teraz
PLT #417 Tadeusz Kościuszko (Część 2): Przez Atlantyk do Benjamina Franklina

Podcast Lepiej Teraz

Play Episode Listen Later Feb 25, 2026 49:20


Co zrobisz, gdy stracisz dosłownie wszystko – w środku oceanu?W tym odcinku Kościuszko opuszcza Europę z marzeniem i… prawie nie dociera do celu.Czeka Cię:  Rejs, o którym nie piszą w podręcznikach Plaża, na której zaczyna się prawdziwa historia Spotkanie, które zmieniło losy wojny o niepodległość Ameryki Od zera do pułkownika – w 2 miesiąceMyślisz, że Ci w życiu trudno?Posłuchaj tego odcinka. Wesprzyj mój podcast: Będę wdzięczny za postawienie mi kawy → suppi.pl/lepiejteraz Zostań Mecenasem odcinka→ patronite.pl/podcastlepiejterazŹRÓDŁA ODCINKAŹródła główne:Alex Storożynski, The Peasant Prince: Thaddeus Kosciuszko and the Age of Revolution (2009) – porwanie Sosnowskiej, ucieczka, spotkanie z FranklinemTadeusz Korzon, Kościuszko: Biografia z dokumentów wysnuta (1894/1896) – stanowisko sceptyczne wobec relacji o porwaniu, cytat: „Jest wiele opowiadań o tej miłości…”Monica Gardner, Kościuszko: A Biography (1920, Project Gutenberg) – wersja ataku w domuGottlieb Mittelberger, Journey to Pennsylvania (1750/1756) – relacja z rejsu transatlantyckiego: warunki na statku, śmierć dzieci, jakość wody i jedzeniaSmithsonian Magazine, 2017 – rekonstrukcja spotkania z Franklinem: „Kręcone brązowe włosy młodego mężczyzny…”Źródła uzupełniające:„Nowiny” (gazeta pijarów), 16 kwietnia 1777 – list Kościuszki do Czartoryskiego, jedyne zachowane świadectwo rozbicia statkuHektoen International – artykuł akademicki o warunkach zdrowotnych na statkach XVIII w.Ludwik-Sebastian Mercier, Tableau de Paris – rytm dnia w Paryżu lat 70. XVIII w.William Coxe, Travels in Poland, Russia, Sweden and Denmark – drogi w RzeczypospolitejPublishers Weekly – recenzja The Peasant Prince, wzmianka o misji Beaumarchais'aUSNI Proceedings – ocena skuteczności blokady brytyjskiej 1775–1778Chronicles of America – opis nabrzeży FiladelfiiEncyclopedia of Greater Philadelphia – dźwięki i atmosfera miasta 1776polishhistory.pl – wywiad ze StorozynskimCiekawostkiHistoryczne.pl – relacja Kościuszki o pierwszych krokach w Amerycebreedshill.org – wersja z listami polecającymi od Lee i CzartoryskiegoLRT (Lithuanian Radio and Television) – wersja litewska o tajnym ślubieCytaty źródłowe:„Wzdłuż przystani leżały masywne…” – Chronicles of America„Synogarlice nie dla wróbli…” – Storożynski, The Peasant Prince, rozdz. 1; potw. prof. P. Ugniewski, dzieje.pl„Trzej mężczyźni, którzy znali Kościuszkę…” – Storożynski, The Peasant Prince, przypis 6 w rozdziale 1„Jest wiele opowiadań o tej miłości…” – Tadeusz Korzon, Kościuszko„Kilku jeźdźców dogania ich galopem…” / „Zamiast walczyć z ojcem ukochanej…” – Storozżynski, The Peasant Prince, rozdz. 1„Nie śmiejąc liczyć na zgodę ojca…” – Gardner, Kościuszko: A Biography (1920)„Losy szczęścia dziwnej Opatrzności Bożej zrządziły…” – „Nowiny”, 16 kwietnia 1777„Smród tak obrzydliwy, że nie sposób go sobie wyobrazić” – Hektoen International, cytujące relacje z epoki„Często bardzo czarna, gęsta i pełna robaków…” – Mittelberger, Journey to Pennsylvania„Przerżnięte czerwonymi robakami i pajęczymi gniazdami” – Mittelberger, Journey to Pennsylvania„Statek jest nieustannie rzucany z boku na bok…” – Mittelberger, Journey to Pennsylvania„Dzieci w wieku od jednego do siedmiu lat…” – Mittelberger, Journey to Pennsylvania„Kręcone brązowe włosy młodego mężczyzny…” – Smithsonian Magazine, 2017„Kto miałby przeprowadzić taki egzamin…” – Storożynski via NPR

The 7investing Podcast
Feb 9, 2026: Elon's TeraFab Plan: Can He Build 20% of Global Chip Supply? | The Future of the Semiconductor Industry

The 7investing Podcast

Play Episode Listen Later Feb 20, 2026 44:08


Feb 9, 2026: The Future of the Chip Industry1) Elon Musk wants Tesla to bypass Taiwan Semi and to build his own massive "TeraFab" facilities that would supply 20% of the world's chips.2) Datacenters that are launched into Low Earth Orbit would operate more efficiently with lower temperatures, zero-gravity, and with abundant solar power.3) Meta Platforms' new 5 gigawatt Hyperion AI lab will require more power than the current output of America's largest nuclear power plant.These aren't just science fiction ideas, nor are they purely academic discussions.These are actual projects on the table, which would cost hundreds of billions of dollars and years of dedicated effort to complete.And their technological, commercial, and geopolitical implications would be felt everywhere across the world.I recently spoke with Robert Quinn about the future of the semiconductor industry.Robert has spent three decades advising companies, investors, and institutions on how to design and operate fabs and then to optimize their yields.On our show, we discuss Elon's latest ambitions, whether "the AI Bubble" is actually "an inflection point of demand" and several of the important bottlenecks the industry is facing.We also describe investing opportunities, including chip designer NVIDIA, equipment provider ASML, and quantum innovator IonQ.

NeuroNoodle Neurofeedback and Neuropsychology
LORETA, Linked Ears & Male vs Female Brains | NeuroNoodle Neurofeedback Therapy Podcast

NeuroNoodle Neurofeedback and Neuropsychology

Play Episode Listen Later Feb 19, 2026 47:46


Join EEG legend Jay Gunkelman (500,000+ brain scans read) and host Pete Jansons for a deep dive into how montage selection changes what you see in brain maps — and why it matters for clinical accuracy.From LORETA source analysis to the newly validated male vs. female EEG differences, Jay breaks it all down with his signature "bad art" screen shares, landmark UCLA research, and real-world clinical insight.

The Green Insider Powered by eRENEWABLE
An Innovative Nuclear Waste Disposal Solution

The Green Insider Powered by eRENEWABLE

Play Episode Listen Later Jan 19, 2026 22:54


This episode of The Green Insider featured an interview with Rod Baltzer, President and CEO of Deep Isolation, who discussed the company’s innovative approach to nuclear waste disposal using horizontal drilling techniques. Rod explained Deep Isolation’s solution for spent nuclear fuel disposal and their global consultancy work in nuclear decommissioning and waste management, highlighting projects in various countries and their collaboration with national radioactive waste management organizations Deep Isolation's Solution Proposes a less expensive, faster alternative using small, modular, and transportable disposal systems. Utilizes directional drilling to bury canisters with spent fuel up to 2 miles underground. Each borehole can be drilled in under 2 months, holds about 200 canisters, and 20 boreholes can accommodate 60 years of fuel from a large reactor. Global Consultancy Projects Deep Isolation consults internationally, including with the UK Decommissioning Authority, Estonia, Croatia, Slovenia, and Bulgaria. Recent work includes a U.S. grant to help Bulgaria align its regulations with International Atomic Energy Agency standards. Nuclear Waste Management Focus Consultancy covers regulatory gap analysis, geology, waste form safety, and economics. Collaborate's with national waste management organizations and advanced reactor companies like Kairos and Curio. Nuclear Energy's Role in Sustainability Nuclear energy is seen as essential for meeting future energy demands, especially for AI and data centers. Acceptance of nuclear energy depends on effective waste disposal solutions and public perception. European regulations penalize new nuclear projects without operational disposal facilities by 2050. Universal Canister System Deep Isolation's universal canister allows storage, transport, and disposal without repackaging, reducing costs and worker risk. Small Modular Reactors (SMRs) SMRs offer market expansion potential due to their transportability and efficient construction. Deep Isolation can design disposal solutions for various SMR waste types, supporting both co-located and centralized repositories. The discussion concluded with insights on the future of nuclear energy, including its role in meeting growing energy demands and the importance of developing disposal solutions to increase its acceptance, with plans for a full-scale demonstration project in 2026. To be an Insider Please subscribe to The Green Insider powered by ERENEWABLE wherever you get your podcast from and remember to leave us a five-star rating. This podcast is sponsored by UTSI International. To learn more about our sponsor or ask about being a sponsor, contact ERENEWABLE and the Green Insider Podcast. The post An Innovative Nuclear Waste Disposal Solution appeared first on eRENEWABLE.