The Great Nuclear Reshoring

In this episode, Chris Keefer speaks with Hadron Energy founder Samuel Gibson, the twenty four year old entrepreneur pursuing a ten megawatt integral pressurized water microreactor through a one point two billion dollar business combination with GigCapital7. Gibson outlines why he believes light water is the fastest licensing path, how he assembled a veteran nuclear team, and why Hadron shifted from a one megawatt concept to a ten megawatt design built around LEU plus fuel, modular plant layouts, and air cooled decay heat removal. Keefer presses on the harder questions: whether factory fabrication can overcome the fixed civil works and regulatory burdens that have crippled previous SMR efforts like NuScale and mPower, what off the shelf really means in a hollowed out US supply chain, and how long refueling cycles, fuel qualification, and decommissioning challenges scale at microreactor size. The conversation becomes a broader test case for whether startup optimism can meaningfully confront the industrial, economic, and physics grounded constraints that define real world nuclear deployment.Listen to Decouple on:• Spotify: https://open.spotify.com/show/6PNr3ml8nEQotWWavE9kQz• Apple Podcasts: https://podcasts.apple.com/us/podcast/decouple/id1516526694?uo=4• Overcast: https://overcast.fm/itunes1516526694/decouple• Pocket Casts: https://pca.st/ehbfrn44• RSS: https://anchor.fm/s/23775178/podcast/rss

Fan favourite, James Krellenstein, returns for a deep dive into the AP1000. We walk through how its conservative nuclear steam supply system is built from proven Westinghouse and Combustion Engineering lineage, and where its true innovation lies, in a radically passive safety architecture that removes the traditional race against diesel generators during LOCAs and station blackouts. From core makeup tanks and automatic depressurization to canned pumps, the in containment refueling water storage tank, the passive residual heat removal system and a containment that behaves like a heat exchanger, James explains how the AP1000 achieves passive safety and demonstrates the dynamism of the U.S Nuclear Regulatory Commission. This is an unvarnished look at a remarkable nuclear engineering achievement. Listen to Decouple on:• Spotify: https://open.spotify.com/show/6PNr3ml8nEQotWWavE9kQz• Apple Podcasts: https://podcasts.apple.com/us/podcast/decouple/id1516526694?uo=4• Overcast: https://overcast.fm/itunes1516526694/decouple• Pocket Casts: https://pca.st/ehbfrn44• RSS: https://anchor.fm/s/23775178/podcast/rssWebsite: https://www.decouple.media

In late October, amid the choreography of President Trump’s visit to Tokyo, two vast and curiously intertwined announcements were made: an $80 billion strategic partnership between the U.S. government and Westinghouse Electric Company, and a $550 billion investment framework between the United States and Japan.This episode of Decouple, hosted by AJ Camacho of Politico and E&E News, brought together Michael Seely, Yuri Humber and Chris Keefer this time in the guest seat to discuss the implications of this deal for the United States, Japan and Canada. Listen to Decouple on:• Spotify: https://open.spotify.com/show/6PNr3ml8nEQotWWavE9kQz• Apple Podcasts: https://podcasts.apple.com/us/podcast/decouple/id1516526694?uo=4• Overcast: https://overcast.fm/itunes1516526694/decouple• Pocket Casts: https://pca.st/ehbfrn44• RSS: https://anchor.fm/s/23775178/podcast/rssWebsite: https://www.decouple.media

This week on Decouple, I sit down with Aleksey Rezvoi, a veteran maritime nuclear engineer who began his career in the Soviet Union designing third- and fourth-generation submarine and icebreaker reactors before later working in the U.S. nuclear sector.We explore the hidden history and living reality of Russia’s civilian nuclear fleet—a line that began with the icebreaker Lenin in 1959 and continues today with the RITM-200, the world’s only serially produced small modular reactor.From Arctic logistics and reactor design philosophy to advanced fuels and industrial ecosystems, Rezvoi offers a rare insider’s view of what the West misses when it talks about “maritime nuclear.”

This week I sit back down with François Morin in his third appearance on the show. François is the World Nuclear Association’s point person on China. He works and travels inside China, speaks fluent Mandarin, and spends time at the conventional and advanced reactor sites that the rest of us argue about on Twitter. We cover how quickly China is really building nuclear power compared to the heyday of the French Mesmer plan, how that compares to Chinese coal and gas deployment, why Chinese nuclear is still mostly coastal, and the use case, build times and performance of the so-called “advanced reactors” that China is operating while Western startups are still in the powerpoint phase pitching to investors.Watch the full conversation on YouTube.Listen to Decouple on:• Spotify: https://open.spotify.com/show/6PNr3ml8nEQotWWavE9kQz • Apple Podcasts: https://podcasts.apple.com/us/podcast/decouple/id1516526694?uo=4 • Overcast: https://overcast.fm/itunes1516526694/decouple • Pocket Casts: https://pca.st/ehbfrn44 • RSS: https://anchor.fm/s/23775178/podcast/rss Website: https://www.decouple.media

This week on Decouple, I sit down with Dan Wang, a research fellow at Stanford’s Hoover History Lab and author of "Breakneck: China’s Quest to Engineer the Future." We trace how China became an “engineering state” while America turned into a “lawyerly society,” and what that means for infrastructure, energy, industry, birthrates, social security, and human lives. From Guizhou’s skyways to Jane Jacobs’ shadow over North American cities, Wang shows the upside of abundant state capacity and the dark side of excessive control.Buy Breakneck: https://danwang.co/breakneck/

This week, we zoom out to the broader intellectual themes that shaped Decouple’s origins five years ago. I’m joined by Jesse Ausubel, a visionary in sustainability and biodiversity research and the Director of the Program for the Human Environment at The Rockefeller University in New York City. In his long career, Ausubel pioneered the modern study of decarbonization and dematerialization in the late 1980s and early 1990s. He helped organize the first UN World Climate Conference in 1979 and spent the 1980s at the National Academies formulating U.S. and global climate research programs. In parallel, he has led major biodiversity initiatives including the decade-long Census of Marine Life, the DNA Barcode of Life project, and continues surveying ocean biodiversity using environmental DNA.In this conversation, Ausubel shows how the simple framework of logistic S-curves can illuminate fundamental trends across complex systems, including energy systems. Through this lens, we discuss the “environmental trifecta” of land-sparing, decarbonization, and dematerialization, and we explore whether apparent counter-trends challenge Ausubel’s framework. Suffusing the interview is Ausubel’s belief in the wisdom of long-term thinking and objectivity: simple, insightful frameworks are a starting point for admitting much-needed complexity into our worldviews. Join us in this rare examination of the mental models that claim to predict our environmental future.

Process heat accounts for two-thirds of industrial emissions. Yet talk of decarbonization often misses the engineering realities that separate viable solutions from expensive dead ends. To understand process heat and the technologies capable of providing it, I’m joined by returning guest Jesse Huebsch, a process engineer specializing in chemical plants. Our conversation ranges from steel and cement to plastics and ammonia, examining which processes can be electrified, where steam dominates, and why the most advanced high-temperature reactor designs may not be the answer.

Nuclear has entered its meme stock moment. Last week, Oklo hit a market capitalization of $20.7 billion—more than established nuclear giants BWXT, Curtiss-Wright, and AtkinsRéalis—despite having zero revenue, no NRC design certification, and a rejected license application. In my conversation with returning guest Michael Seely, aka AtomicBlender, we examine this preposterous valuation built on glossy renderings rather than demonstrated readiness. If Rosatom, with 70 years of R&D and thousands of specialized engineers, struggles to make sodium fast reactors commercially viable, how will a Silicon Valley startup accomplish it in two years? When this bubble bursts, the entire nuclear renaissance may pay the price.

This week, award-winning science writer Peter Brannen returns to Decouple to explore the 4.5 billion-year story of carbon dioxide on Earth. Grounding our discussion is his new book, The Story of CO2 Is The Story of Everything. From the alien world of the Hadean eon to humanity's emergence as the "pyromaniac ape," Brannen reveals how this trace gas has shaped every aspect of our planet's evolution, through Snowball Earth, mass extinctions, and the rise of complex life, culminating in humanity's unprecedented ability to burn fossil fuels.We talk about:The origin of life and early carbon chemistryWhy Earth needed fossil fuels to create an oxygen-rich atmosphereThe Great Unconformity and Snowball Earth's role in building the rock record The Carboniferous period as the age of giant insects and coal formationThe Permian mass extinction and Siberian Traps volcanismThe Paleocene-Eocene Thermal Maximum as a climate analogThe ice age world that shaped human evolution and the rise of agricultureHow megafauna extinctions marked the beginning of human planetary impact