Europe’s Nuclear Pivot, Free‑Market Frictions, and the SMR Supply‑Chain Puzzle
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Europe’s Nuclear Pivot, Free‑Market Frictions, and the SMR Supply‑Chain Puzzle
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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.