This week, we return to China. David Fishman, senior manager at The Lantau Group, joins me again to dissect the unprecedented scale of China’s electrification, which Fishman says is driven by a mix of state planning, brutal market competition, and strategic energy security concerns. Our discussion ranges from the world's largest hydro projects to a coal industry that refuses to die; the forces driving China's power sector; the balance between state planning and market competition; and how this all fits into the larger economic shift towards innovation-driven, rather than imitiation-driven, growth.

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This week,Decouple Germany correspondent Noah Rettberg, a physics laboratory technician and precision machinist, talks about the potential to restart German nuclear reactors. Anew analysis from Radiant Energy Group examines Germany's potential to redeploy nuclear power using its existing reactor fleet. Through assessment of recently shuttered reactors, their report suggests Germany could restore up to 13 gigawatts of nuclear power to the European grid within eight years – potentially at much lower costs and faster speeds than new construction. As Germany's electricity imports have risen sharply – from 9 TWh in 2023 to 25 TWh by late 2024 – and its economy faces headwinds, the country's nuclear infrastructure might offer a path forward if the political will appears.

This week, we talk carbon capture. Canadian engineer and entrepreneur Ian MacGregor joins me to explore this misunderstood technology through the lens of someone who's actually built it. MacGregor, the architect behind the Alberta Carbon Trunk Line—the largest carbon capture and storage project in the world—cuts through the hype to discuss the thermodynamic and economic realities that govern this technology. Informed by decades of hands-on experience, he challenges popular narratives while offering a pragmatic vision for how carbon capture might realistically develop.

Read more on Substack.

This week, we go to China. I spoke with David Fishman, senior manager at The Lantau Group, on the motivations and strategy behind China’s world-leading electrification efforts. What seems like a climate-action utopia to Western analysts appears to be a pragmatic response to pollution and energy security concerns. China's vulnerability to maritime oil blockades has spurred aggressive electrification across transport, industry, and urban infrastructure; and its state capitalist model has enabled a pace and scale of investment in nuclear power, electrified transport, and renewable energy that makes Western efforts to achieve an energy transformation look piecemeal.

Watch on YouTube.

Mark Nelson, managing director of Radiant Energy Group, joins us for a Masterclass on the slippery subject of oil. We zoom from ancient plankton to modern empires to see how a mysterious black liquid birthed from prehistoric seas now powers our civilization, touching on the complex chemistry, geology and history of oil.

Two thought leaders in the nuclear energy conversation, James Krellenstein and Ted Nordhaus, join Decouple for a “debate” over the question of reactor size: should advanced, small nuclear technologies lead the way for nuclear energy, or should conventional large reactors? What could have been a heated debate over nuclear energy's future ended up a nuanced discussion about the industry’s challenges—and how to overcome them.

James Krellenstein is the co-founder and CEO of Alva Energy. Ted Nordhaus is the co-founder and executive director of The Breakthrough Institute.

Jeff Waksman, program manager for Project Pele, joins Dr. Chris Keefer to discuss the impetus for the military microreactor project, the logistics and energy challenges at the heart of modern warfare, and the technical considerations of microreactor development. Few voices are more qualified to speak on the state-of-the-art in tiny nuclear reactors. Tune in.

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Steve Keen, economist and author, joins me to explain how modern economics has catastrophically misunderstood the role of energy in our world and underestimated the risks of climate change through oversimple models. In this in-person conversation, we discuss the evolution of economic thinking since feudalism, the shortcomings of prevailing economic models, modern monetary theory, the role of state capitalism in funding large infrastructure projects, and much else. Tune in!

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Phil Chaffee, Editor of Nuclear Intelligence Weekly and Bureau Chief of Energy Intelligence’s New York offices, joins me to discuss the implications of a second Trump administration on U.S. nuclear energy. Will the tantalizing nuclear power purchase agreements signed by hyperscalers evaporate as carbon pricing becomes less likely? Will free-market ideology manage to sustain the government support needed to deploy nuclear power at scale? We speculate about these questions and more.

Note: This interview was recorded on 20 November 2024.

Jean-Baptiste Fressoz, a French historian of science & technology, shares how European societies grappled with climate change centuries before modern science proved the scale and breadth of its impact, revealing a forgotten saga where colonial ambitions and volcanic winters shaped our earliest understanding of Earth's shifting climate.

Grounding our discussion is his Fressoz’s 2024 book Chaos in the Heavens: The Forgotten History of Climate Change, co-authored with Fabien Locher.