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  • Europe’s Nuclear Pivot, Free‑Market Frictions, and the SMR Supply‑Chain Puzzle
    2025/06/05

    In the 20th installment of The Atomic Exchange Podcast, co‑hosts Dr. Goran Calic and Michael Tadrous mark their double‑digit milestone by tackling Europe’s sudden rethink on atomic energy. From Italy’s plan to end its 40‑year ban, to Germany’s flirtation with SMRs after a decade of phase‑outs, to Spain’s soul‑searching after the Iberian blackout, they ask what’s really driving the policy U‑turn: AI‑supercharged demand, the shock of Russian gas, or a belated recognition of grid physics? Along the way they spar over free‑market theory versus regulatory reality, debate whether large PWRs or factory‑built 300‑MW modules make more sense for Europe’s patchwork grids, and game‑out the labour, fuel‑cycle and supply‑chain bottlenecks that could stall a renaissance. There’s even room for golf handicaps, sleep‑apnea LSAT prep, and a lively dog‑versus‑cat detour. Tune in for a wide‑ranging, policy‑packed conversation on how (and whether) nuclear can truly anchor Europe’s next‑generation power mix—and why the clock is already ticking.

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    52 分
  • Trump’s 18‑Month Clock, Pentagon Power Plays, and America’s New Nuclear Race
    2025/05/30

    In the 19th installment of The Atomic Exchange Podcast, co‑hosts Dr. Goran Calic and Michael Tadrous dissect President Trump’s four May 23rd executive orders—the most sweeping U.S. nuclear directives since Eisenhower’s “Atoms for Peace.” They break down the headline mandates: an 18‑month cap on every NRC license, Department of Defense and Energy fast‑tracking micro‑reactors for AI data centers and bases, a whole‑of‑government push to mine, convert, enrich and even recycle domestic fuel, and DOE loans to restart shut‑down plants while breaking ground on ten new gigawatt‑scale reactors by 2030.

    Along the way they ask whether the NRC can really shrink multi‑year reviews to a year‑and‑a‑half without eroding its “gold‑standard” independence, debate the safety optics of letting the Pentagon self‑license reactors, and run the numbers on fuel‑cycle bottlenecks—HALEU, workforce, and state mining bans. Goran argues the orders finally level the regulatory playing field; Michael probes the risks of weaker transparency and public trust. They zoom out to the geopolitical stakes, weighing how Washington’s 400‑GW-by‑2050 ambition squares with China’s 150‑reactor sprint and what it means for AI‑driven electricity demand that’s already doubling data‑center loads every few years. Tune in for a spirited, data‑rich tour of America’s nascent nuclear renaissance—where policy meets engineering, markets meet megawatts, and the clock on U.S. energy dominance has officially started ticking.

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    49 分
  • China’s 150‑Reactor Sprint, AI‑Era Power Needs, and the Race to Secure Uranium
    2025/05/21

    In the 18th installment of The Atomic Exchange Podcast, co‑hosts Dr. Goran Calic and Michael Tadrous dissect China's headline plan to roll out 150 new reactors—at roughly US $2.5–3 billion per gigawatt—before 2035. They probe how dirt‑cheap state loans, a 700 000‑person nuclear workforce, and factory‑style repetition let China pour concrete in five‑year cycles, and why the same formula could prove harder for India the U.S. to replicate. Along the way they tackle looming uranium bottlenecks, Generation IV fast‑breeder ambitions, and the jaw‑dropping electricity appetite of AI data centers that’s pushing policymakers back to baseload realities. Tune in for a fast‑moving discussion that blends engineering detail with geopolitical stakes, asking whether the West can—or even should—match China’s nuclear sprint.

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    49 分
  • Air Quality Trade‑Offs, Birth‑Weight Impacts, and Regulatory Ripples
    2025/05/15

    In the 17th installment of The Atomic Exchange Podcast, co‑hosts Dr. Goran Calic and Michael Tadrous unpack a 2017 Nature Energy study by Edson Severnini that tracks what happened when two TVA nuclear reactors went offline in the 1980s. They walk through how each megawatt‑hour lost to nuclear was replaced one‑for‑one by coal, sending particulate pollution soaring by roughly 10 µg/m³—enough to erase two years of Clean Air Act gains—and why the most exposed counties saw newborns lose an average of ~137 g at birth. Along the way they debate the wisdom of ultra‑strict NRC oversight, the hard choices regulators face when trading catastrophic‑risk mitigation against everyday public‑health outcomes, and why natural gas or renewables didn’t bridge the gap back then. Tune in for a deep dive on air‑quality trade‑offs, regulatory incentives, and what this forgotten corner of energy history tells us about our present challenges.

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    33 分
  • Apple’s AI Overpromise, Spain’s Blackout, and the Perils of Over‑Renewabilization
    2025/05/08

    In the 16th installment of The Atomic Exchange Podcast, co‑hosts Dr. Goran Calic and Michael Tadrous unpack two seismic energy stories that reveal critical blind spots in today’s transition debates. First, they dissect Apple’s high‑profile “Apple Intelligence” Siri demo—how a colorful animation hid genuine AI features that insiders say never worked, sparking leadership shakeups, lawsuits for false advertising, and a belated pivot to open‑source large‑language models. Then, they turn to Europe, analyzing Spain’s nationwide blackout on April 28th—a historic grid failure driven by the sudden collapse of solar generation and inadequate inertial backup. What does this wake‑up call say about grids overloaded with intermittent renewables? Tune in for a deep dive into the risks of over‑promising on AI, the vital role of rotational inertia on power systems, and why neither tech hype nor renewables maximization can replace a balanced, resilient energy strategy.

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    53 分
  • Sovereign Wealth, Nuclear Transitions, and the Politics of Canadian Energy
    2025/05/01

    In the 15th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous reflect on a recent talk by Equinor’s Chief Economist, Eirik Wærness, delivered at the Ivey Business School. The keynote challenged prevailing energy narratives—arguing that we are not transitioning away from fossil fuels, but rather layering renewables on top. Goran and Michael dive deep into the implications for nuclear, carbon budgets, and why keeping global warming below 1.5°C may already be out of reach without unprecedented infrastructure buildout. But the episode doesn’t stop at energy. The conversation shifts into a candid discussion about Canadian politics, sparked by comparisons between Norway’s $1.7 trillion sovereign wealth fund and Canada’s failure to create anything similar. What makes resource coordination across Canadian provinces so difficult? Is political unity even possible in a federation so deeply divided along economic, linguistic, and ideological lines? And could Mark Carney be the leader to finally bridge the East-West divide? From nuclear energy math and decarbonization realism to interprovincial pipelines and election analysis, this episode is a wide-ranging exploration of how politics, policy, and engineering intersect in the climate era. Tune in for a thought-provoking exchange on sovereign wealth, strategic trade-offs, and the kind of leadership Canada needs to meet the moment.

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    45 分
  • Wind vs. Nuclear in Sweden and Why Your Politics Might Predict Your Energy Preferences
    2025/04/24

    In the 14th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous dive into a newly published paper in Energy Policy titled “The Polarization of Energy Preferences: A Study on Social Acceptance of Wind and Nuclear Power in Sweden.” The study explores how public support for wind and nuclear energy is increasingly shaped not by safety or economics—but by political ideology and worldview. Goran and Michael unpack the findings, examine why nuclear tends to attract right-leaning supporters while wind appeals more to the political left, and discuss how gender and cultural values also factor into energy attitudes. They also explore broader questions about the future of energy engagement: Why are men more likely to support nuclear than women? Why do Swedes like wind power—just not in their own backyard? And what does it mean when energy decisions are driven more by identity than data? Tune in for a thoughtful discussion on politics, polarization, and the surprising ways our values shape our view of the grid.

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    51 分
  • Atomic Rivers, Misleading Intermittency Claims, and Another Case of Bad Science
    2025/04/16

    In the 13th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous dissect a newly published paper in Energy Policy titled “Atomic rivers. The (Un)sustainability of nuclear power in an age of climate change.” The authors argue that nuclear plants relying on once-through cooling are environmentally unsustainable, legally problematic, and increasingly intermittent. But do the claims hold up? Goran and Michael break down why this study falls short—from its lack of quantitative analysis and misleading language to its sweeping conclusions based on narrow case studies. They explore the broader issue of bad science in energy policy, the dangers of taking academic research at face value, and the critical difference between presenting data and pushing a narrative. They also discuss why nuclear power is still one of the most reliable energy sources on the planet, how capacity factor data contradicts the study’s claims, and what needs to change in both academic publishing and public discourse to better inform decision-making. Tune in for a deep dive into thermal discharge, capacity myths, and the growing need for scientific literacy in climate and energy conversations.

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    43 分