The Grand Finale is here. We wrestle with the question of whether nuclear can find its groove and the positive learning rates that have eluded it so frequently. Vogtle unit 4 came in 40% cheaper than unit 3. Can those gains continue downwards? Is Vogtle 5 more likely to follow this cost reduction curve compared to a new AP1000 elsewhere?

0:00 - Intro: The Impact of Vogtle 3 & 4 on the Nuclear Industry
2:31 - Will the Next AP1000 Be Cheaper? Lessons Learned from Vogtle
8:42 - The AP1000 Supply Chain: Can it be Rebuilt?
12:15 - The Mesmer Plan vs. AP1000: Centralization and Standardization in Nuclear Construction
16:26 - Speeding Up Construction: The Efficiency of Modular Design and a Robust Supply Chain
19:36 - Design Stability: Are Chinese AP1000s Modified?
20:40 - The Counterintuitive Truth About SMRs and On-Site Labor Costs
28:26 - Learning Curves and Standardized Design: The Importance of Fleet Buildout
33:01 - Multi-Unit Sites: The Canadian Advantage and the Potential for Vogtle 5
36:57 - The Future of Nuclear in the US: One Design or Six? The Case for Standardization
41:29 - Regulatory Challenges to Standardization: The Historical Context and Part 52
47:11 - Fukushima and Design Changes: The Resilience of the AP1000
50:51 - The Aftermath of Vogtle: Lessons Learned and the Path Forward
56:43 - The Importance of Project Management Innovation in Nuclear Construction
59:36 - Developer-Based Project Delivery: Learning from the Gas Turbine Industry
1:06:21 - The "Sexiness" Factor: Why Reliability and Affordability Matter More Than Hype
1:08:18 - The Role of Big Tech in Decarbonization: Will They Invest in Nuclear?
1:09:15 - Conclusion: The Need for Action and Optimism for the Future of Nuclear

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