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In the 33rd installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with light notes on grout, a new smart lock, and Colorado’s wide-open neighborhoods before turning to Nuclear in the News. They weigh the Trump administration’s pause on several East Coast offshore wind projects, asking whether it is a needed security reset or an expensive mid-stream stop, and what government intervention does to project risk, financing, and ratepayers. From there, they dive into how risk really shows up in power prices, unpacking levelized cost of electricity through the lens of capital cost, firming, and both technical and non-technical risks. Examples include why nuclear in Ontario carries low completion and fuel risk, why gas looks very different in Texas than in Europe, and how solar and storage depend on long, fragile supply chains. They close by sketching a risk-adjusted LCOE framework and a case study idea comparing identical gas plants in Texas and Germany. Tune in for a practical look at policy shocks, project finance, and why the true cost of power depends on more than a single headline number.
By Goran Calic and Michael Tadrous5
22 ratings
In the 33rd installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with light notes on grout, a new smart lock, and Colorado’s wide-open neighborhoods before turning to Nuclear in the News. They weigh the Trump administration’s pause on several East Coast offshore wind projects, asking whether it is a needed security reset or an expensive mid-stream stop, and what government intervention does to project risk, financing, and ratepayers. From there, they dive into how risk really shows up in power prices, unpacking levelized cost of electricity through the lens of capital cost, firming, and both technical and non-technical risks. Examples include why nuclear in Ontario carries low completion and fuel risk, why gas looks very different in Texas than in Europe, and how solar and storage depend on long, fragile supply chains. They close by sketching a risk-adjusted LCOE framework and a case study idea comparing identical gas plants in Texas and Germany. Tune in for a practical look at policy shocks, project finance, and why the true cost of power depends on more than a single headline number.

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