00:00The Iran war is amplifying a nuclear renaissance that was underway already, and now we're seeing
00:08that momentum accelerated. Three factors that are driving the nuclear renaissance is geopolitical,
00:17so countries realizing that energy dependence is a vulnerability. They're looking for homegrown
00:22sources of energy. The second is really industrial policy, energy-hungry countries
00:28looking for ways to provide energy for their people. The third is the recognition that data
00:35centers, which are going to be the future of the global economy, are energy-intensive and have a
00:41insatiable demand for energy. I don't think nuclear is a long-term solution. It is not a long-term
00:48solution and a short-term solution. It can't answer to the speed and cost-effectiveness that countries,
00:53businesses, and people now need, especially in the crisis that we have right now.
00:57What the crisis has exposed is very simple. If your energy system depends on imported fossil fuels,
01:05you import volatility too. And the fastest and most cost-effective response is not more fossil fuels,
01:11and not new nuclear either. It is renewables plus electrification.
01:27What's going on in the Pacific, which I actually brought to you bynicas?
01:29deteriorated, so you can definitely see the energy that same is a boil. You can't
01:29political pourrait, but I don't mean he doesn't prohibit this in an eight-point space. Everything is
01:29going to be completely different. So let me see that a little bit more about an auto-screen
Comments