In this episode of the Odd Lots podcast, the hosts dive into a comparison of the U.S. and Chinese energy systems, with a spotlight on nuclear power plant construction. They chat with David Fishman, an expert on China’s energy landscape, who outlines the country's impressive nuclear expansion, adding 37 reactors in just ten years, far outpacing the U.S. Fishman credits this rapid growth to state-owned enterprises, subsidized financing, and efficient modular construction methods. The conversation also explores the impact of renewable energy, electric vehicle adoption, and the rise of data centers in both nations, underlining the complexities and hurdles of shifting towards cleaner energy. Listeners will discover the contrasting approaches to energy infrastructure in the U.S. and China, as well as the challenges of replicating China's success elsewhere.
