Decouple

• "Better Water Reactors"

  This week, we talk Boiling Water Reactors (BWRs) with James Krellenstein, the CEO of Alva Energy. We dive into the engineering, history, and physics of these reactors, how they differ from other designs, and why the United States may have erred in not choosing the Advanced Boiling Water Reactor (ABWR) instead of the Westinghouse AP-1000 for the Vogtle nuclear power plant.For this episode, we’ve included a glossary below to help with unfamiliar terms:ABWR: Advanced Boiling Water ReactorATWS: Anticipated Transient Without ScramBORAX experiments: Historical experiments testing reactor limits through deliberate failuresBWR: Boiling Water ReactorCOPS: Containment Overpressure Protection SystemCRDM: Control Rod Drive MechanismESBWR: Economic Simplified Boiling Water ReactorFLEX: Diverse and Flexible Coping Strategies (post-Fukushima enhancements)FOAK: First of a kindIGSCC: Intergranular Stress Corrosion CrackingNOAK: N-nth of a kindNRC: Nuclear Regulatory CommissionNSSS: Nuclear Steam Supply System (N Triple-S)PRA: Probabilistic Risk AssessmentPWR: Pressurized Water ReactorRCIC: Reactor Core Isolation Cooling System RPV: Reactor Pressure VesselSLC: Standby Liquid Control SystemRead more on Substack!

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• The Industrialization Playbook

  This week, we talk industrial policy. Economist and author Steve Keen joins me to shine light on the present moment by exploring the historical use of tariffs and industrial policy in the development of industrial powers from Britain to China. In his usual style, Keen aims to dismantle the myths of free-market economics, explaining how virtually every successful industrial nation began with protectionist policies. With the US now engaged in a trade war with Canada and other nations under Trump's renewed tariffs, we examine whether such measures can effectively rebuild American industry without the comprehensive industrial policies that powered China's meteoric rise. Hint: Keen believes this simplistic tariff solutions may create more chaos than revival for America's industrial base.

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• Fuel for Thought

  Today, we talk uranium nuclear fuel. MIT Professor Koroush Shirvan, joins me to dive into the hidden complexities of nuclear fuels. From early fuel experiments that saw uranium rods turn into spaghetti-like structures under neutron bombardment to the intricate economics shaping the future of fuels like TRISO, Shirvan offers insights into the realities behind nuclear power’s remarkable yet challenging fuel technologies.Listen to discover how history shaped today's dominant fuel choices, why accident-tolerant innovations are critical, and about the economic realities that could either launch or limit the nuclear renaissance.

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• China, the Electrostate

  This week, we return to China. David Fishman, senior manager at The Lantau Group, joins me again to dissect the unprecedented scale of China’s electrification, which Fishman says is driven by a mix of state planning, brutal market competition, and strategic energy security concerns. Our discussion ranges from the world's largest hydro projects to a coal industry that refuses to die; the forces driving China's power sector; the balance between state planning and market competition; and how this all fits into the larger economic shift towards innovation-driven, rather than imitiation-driven, growth.Read extended shownotes on Substack.Follow David Fishman on X.

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• Mission: Recommission

  This week,Decouple Germany correspondent Noah Rettberg, a physics laboratory technician and precision machinist, talks about the potential to restart German nuclear reactors. Anew analysis from Radiant Energy Group examines Germany's potential to redeploy nuclear power using its existing reactor fleet. Through assessment of recently shuttered reactors, their report suggests Germany could restore up to 13 gigawatts of nuclear power to the European grid within eight years – potentially at much lower costs and faster speeds than new construction. As Germany's electricity imports have risen sharply – from 9 TWh in 2023 to 25 TWh by late 2024 – and its economy faces headwinds, the country's nuclear infrastructure might offer a path forward if the political will appears.

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