Rethink Energy Podcast · 2025-06-01 · 1h 8m
In this episode Toronto-based energy consultant and analyst Ed Ho joins us to discuss the present situation of the nuclear power industry - and the prospects for future deployments. We ask - what is the "true" cost of nuclear power - is it more like the recent Western new-build overruns on cost and construction time which resulted in levelized cost of electricity (LCOE) north of $150 per MWh due to repeated overruns, or is the surface-level $40 per MWh for nuclear power on South Korea's power market more realistic? The discussion also covers prospects for several major future markets such as Poland and the US - and the potential for South Korea's KEPCO to develop projects in other countries as it has so successfully with the Barakah power plant in the UAE.
Rethink Energy Talks Ep. 18: Nuclear Power with Ed Ho, Part 267 / 100Rethink Energy 231: US nuclear strategy, China's future manufacturing dominance, BESS exports up over 400%Rethink Energy 230: Flying cars to redouble all-solid-state R&D; VPP progress to accelerate EV adoption via V2GRethink Energy 229: Rio Tinto bets on future lithium price recovery; trends in TOPCon solar technologyRethink Energy 228: the latest renewable energy capex costs