China’s 150‑Reactor Sprint, AI‑Era Power Needs, and the Race to Secure Uranium
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China’s 150‑Reactor Sprint, AI‑Era Power Needs, and the Race to Secure Uranium
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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.