There are technologies that decouple human well-being from its ecological impacts. There are politics that enable these technologies. Join me as I interview world experts to uncover hope in this time of planetary crisis.
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AI hype has bled deep into the nuclear sector, and in this episode, Chris Keefer sits down with returning guest David Helmer, an engineer and AI advisory consultant with a decade advising the US government on machine learning and autonomous systems, to examine what the technology can actually do, who benefits from inflating those claims, and what a correction would mean for nuclear's investment story. The conversation covers the ELIZA effect and why human brains are hardwired to anthropomorphize...
David Helmer spent years working on cooling systems for GE jet turbines before moving to Boston Consulting Group, the Applied Physics Laboratory, and West Point. He joins Decouple to explain why the gas turbine, despite being conceptually understood for centuries, only became buildable in the crucible of the Second World War, and why mastering it remains beyond the reach of all but a handful of institutions on earth.The conversation covers the materials science at the heart of the technology, wh...
This episode features Grant Isaac, President and COO of Cameco, discussing the unique behavior of uranium as a commodity. He delves into its distinctive market structure, characterized by zero fundamental in-year demand, dominant long-term contracts, and reported (rather than discovered) spot prices. The conversation explores Cameco's history of vertical integration and supply discipline, contrasting it with Kazakhstan's shifting production strategy. Isaac also highlights the geopolitical fragmentation now bifurcating Western and non-Western supply chains, arguing for a more durable and less volatile future for uranium demand.
Nuclear construction once hit timelines that today sound implausible. First of a kind reactors completed in under four years, delivered at lower cost than mature designs, and executed with a level of coordination that the modern industry has largely lost. This episode uses the Advanced Boiling Water Reactor (ABWR) as a lens to examine that moment, not as a historical curiosity, but as a proof point that the constraints shaping today’s projects are not inherent to nuclear technology. The focus is...
In this episode of Decouple , Chris Keefer is joined once again by Michael Seely of the Atomic Blender to explore nuclear fuel reprocessing and the promise of unlocking vastly more energy from existing nuclear waste. We deep dive how processes like PUREX attempt to separate and reuse valuable materials like uranium and plutonium. Using real-world examples such as France’s La Hague reprocessing plant and the EBR-2 sodium fast reactor experiment, the episode situates reprocessing within its histor...
In this episode we are joined by Seaver Wang to discuss the physical foundations of China’s industrial dominance in solar, batteries, electric vehicles, semiconductors, rare earth magnets, and aluminum. We examine how these sectors are presented as evidence by climate activists that clean technology is delivering a new kind of green industrial superpower and interrogate that claim at the level of production. What sits upstream of the electrotech stack is not a network of modular green technologi...
Europe once treated energy as the foundation of civilization. After the oil shocks of the 1970s, it built nuclear at scale, opened the North Sea, and secured long term pipeline supply. That system produced resilience, surplus, and industrial strength. Today, the arithmetic has flipped. Europe consumes roughly 38 exajoules of hydrocarbons and produces about 6. This episode examines how that reversal happened, not as an accident, but as the result of political choices that prioritized higher order...
This episode features Joe St. Julian, President of Nuclear at AtkinsRéalis, outlining why Canada may be closer to a new nuclear fleet build than most observers realize. Drawing on his background delivering complex U.S. nuclear megaprojects, St. Julian explains why the recent refurbishment programs at Darlington and Bruce have rebuilt the workforce, supply chain, and execution capability needed for repeatable construction. The conversation explores the Monark concept, the strategy of replicating ...
The Iranian drone strike on Qatar’s Ras Laffan industrial complex has sent shockwaves through global energy markets, triggering force majeure on 20 percent of the world’s LNG supply and closing the Strait of Hormuz to commercial shipping. To understand what just happened and what comes next, Decouple is joined by Stephen Stapczynski, Bloomberg’s leading LNG correspondent and one of the few journalists who has spent years tracking the shadow fleets, supply chains, and geopolitics that sit behind ...
Nuclear fuel is nothing like the coal or gas it replaces. Where fossil fuels are destroyed in combustion, nuclear fuel must survive years of continuous fission inside a reactor and come out the other end looking almost exactly as it went in. In this episode, fuel engineer Michael Seely breaks down how uranium dioxide pellets are made, why the fuel rod is one of the most sophisticated manufactured objects in the world, and how an industry that once ran more than half its fleet on leaking fuel pin...
For two decades the nuclear conversation has revolved around new builds, advanced reactors, and megaproject risk. Meanwhile, forty Westinghouse pressurized water reactors continue operating at roughly the same thermal output they were commissioned at decades ago, leaving six to ten gigawatts of potential capacity sitting inside existing plants. In this episode, I speak with Robb Stewart and James Krellenstein of Alva Energy about why power uprates may be the fastest and most capital efficient wa...
In this episode of Decouple, Chris sits down with Kyle Chan of the High Capacity Substack to unpack what “AI with Chinese characteristics” actually means. Rather than framing artificial intelligence as a simple US–China race to AGI, they explore how each country is building AI inside very different institutional systems. The conversation covers DeepSeek, compute constraints, quantization, and the surprising reality that many Chinese AI labs operate with far less capital than their American count...
In this special episode of Decouple, Chris Keefer speaks with Ken Petrunik, one of the few leaders in the Western nuclear industry who has taken large reactors from first concrete to operation under budget and ahead of schedule. Petrunik’s career spans Canada’s nuclear golden age and its export era, with senior roles in Romania, Argentina, and China, including leading the Qinshan Phase III CANDU reactors, delivered ahead of schedule and under budget under a fixed price engineering, procurement, ...
In this episode of Decouple we deep dive the European Pressurised Reactor and what its troubled construction history reveals about the real constraints on nuclear build out in the modern West. The conversation traces how a design intended to satisfy every regulator through a design philosophy of extreme redundancy and conservative safety margins instead exposed the limits of Western construction capacity, supply chain readiness, and project management culture. The episode also places the EPR in ...
Why have we built nuclear ships before, proven they can operate, and still not made them commonplace? Nick Touran breaks down the history of maritime nuclear power, from the Nuclear Ship Savannah and Otto Hahn to Japan’s Mutsu and Russia’s Sevmorput, then pivots to floating nuclear power concepts such as the MH 1A Sturgis and the Offshore Power Systems program. We explore what worked, what failed, and what keeps blocking adoption, including port access rules, indemnity and international agreemen...
In this episode of Decouple , Dr. Jeff Waksman, Principal Deputy Assistant Secretary of the Army for Installations, Energy and Environment, explains how the U.S. Army is making a second attempt at making microreactors great again. The discussion situates the Janus microreactor program in the long history of the Army Nuclear Power Program and Project Pele, highlighting why earlier small reactor deployments failed to compete with diesel and grid power even in extreme environments, and why Janus re...
The first U.S. nuclear renaissance collapsed under the weight of cheap shale gas, lost institutional expertise, and disastrous projects like Vogtle and Summer. Today, America is planning a fleet of eight AP1000 reactors, backed by unprecedented federal incentives. But can the country actually build large nuclear again? In this video, we break down what really killed the 2000s revival, why Fukushima wasn’t the turning point, and how AP1000 and ESBWR passive safety performed in station-blackout an...
Saudi Arabia burns nearly one million barrels of oil per day to keep its lights on, yet it has cheaper and faster ways to replace this than by building large nuclear reactors. So why is the Kingdom pushing so hard for a civil nuclear deal? This episode walks through the strategic logic that has animated Riyadh’s nuclear ambitions for more than a decade. The answer lies in prestige, industrial capacity, and the latent fuel cycle capabilities that come with a power reactor programme, all set again...
In this episode, Chris Keefer speaks with Hadron Energy founder Samuel Gibson, the twenty four year old entrepreneur pursuing a ten megawatt integral pressurized water microreactor through a one point two billion dollar business combination with GigCapital7. Gibson outlines why he believes light water is the fastest licensing path, how he assembled a veteran nuclear team, and why Hadron shifted from a one megawatt concept to a ten megawatt design built around LEU plus fuel, modular plant layouts...
Fan favourite, James Krellenstein, returns for a deep dive into the AP1000. We walk through how its conservative nuclear steam supply system is built from proven Westinghouse and Combustion Engineering lineage, and where its true innovation lies, in a radically passive safety architecture that removes the traditional race against diesel generators during LOCAs and station blackouts. From core makeup tanks and automatic depressurization to canned pumps, the in containment refueling water storage ...
In late October, amid the choreography of President Trump’s visit to Tokyo, two vast and curiously intertwined announcements were made: an $80 billion strategic partnership between the U.S. government and Westinghouse Electric Company, and a $550 billion investment framework between the United States and Japan. This episode of Decouple , hosted by AJ Camacho of Politico and E&E News , brought together Michael Seely, Yuri Humber and Chris Keefer this time in the guest seat to discuss the impl...
This week on Decouple , I sit down with Aleksey Rezvoi , a veteran maritime nuclear engineer who began his career in the Soviet Union designing third- and fourth-generation submarine and icebreaker reactors before later working in the U.S. nuclear sector. We explore the hidden history and living reality of Russia’s civilian nuclear fleet —a line that began with the icebreaker Lenin in 1959 and continues today with the RITM-200 , the world’s only serially produced small modular reactor. From Arct...
This week I sit back down with François Morin in his third appearance on the show. François is the World Nuclear Association’s point person on China. He works and travels inside China, speaks fluent Mandarin, and spends time at the conventional and advanced reactor sites that the rest of us argue about on Twitter. We cover how quickly China is really building nuclear power compared to the heyday of the French Mesmer plan, how that compares to Chinese coal and gas deployment, why Chinese nuclear ...
This week on Decouple, I sit down with Dan Wang, a research fellow at Stanford’s Hoover History Lab and author of "Breakneck: China’s Quest to Engineer the Future." We trace how China became an “engineering state” while America turned into a “lawyerly society,” and what that means for infrastructure, energy, industry, birthrates, social security, and human lives. From Guizhou’s skyways to Jane Jacobs’ shadow over North American cities, Wang shows the upside of abundant state capacity and the dar...
This week, we zoom out to the broader intellectual themes that shaped Decouple ’s origins five years ago. I’m joined by Jesse Ausubel, a visionary in sustainability and biodiversity research and the Director of the Program for the Human Environment at The Rockefeller University in New York City. In his long career, Ausubel pioneered the modern study of decarbonization and dematerialization in the late 1980s and early 1990s. He helped organize the first UN World Climate Conference in 1979 and spe...
Process heat accounts for two-thirds of industrial emissions. Yet talk of decarbonization often misses the engineering realities that separate viable solutions from expensive dead ends. To understand process heat and the technologies capable of providing it, I’m joined by returning guest Jesse Huebsch , a process engineer specializing in chemical plants. Our conversation ranges from steel and cement to plastics and ammonia, examining which processes can be electrified, where steam dominates, and...
Nuclear has entered its meme stock moment. Last week, Oklo hit a market capitalization of $20.7 billion—more than established nuclear giants BWXT, Curtiss-Wright, and AtkinsRéalis—despite having zero revenue, no NRC design certification, and a rejected license application. In my conversation with returning guest Michael Seely, aka AtomicBlender , we examine this preposterous valuation built on glossy renderings rather than demonstrated readiness. If Rosatom, with 70 years of R&D and thousand...
This week, award-winning science writer Peter Brannen returns to Decouple to explore the 4.5 billion-year story of carbon dioxide on Earth. Grounding our discussion is his new book, The Story of CO2 Is The Story of Everything . From the alien world of the Hadean eon to humanity's emergence as the "pyromaniac ape," Brannen reveals how this trace gas has shaped every aspect of our planet's evolution, through Snowball Earth, mass extinctions, and the rise of complex life, culminating in humanity's ...
Professor Alex Wellerstein returns from the set of WIRED (watch his excellent appearance here ) to help me understand the origins of Middle Eastern nuclear programs and where they stand today. From France’s covert assistance to Israel’s bomb program in the 1960s to the mysterious Vela incident over the South Atlantic, Wellerstein shows how nuclear weapons spread through unofficial networks of scientists, spies, and opportunistic allies. We explore Iran’s strategic nuclear hedging, Israel’s polic...
