Decouple

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...

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 t...

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...

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 ceme...

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 glo...

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 plan...

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 scie...

This week, we talk about rare earth metals. What are they, where do they come from, and how are they redefining global power? I’m joined by David Abraham, a natural resource strategist who saw the future of rare earths in 2010 while working in Japan's Ministry of Economy, Trade and Industry. When China cut off rare earth exports over a territorial dispute, Abraham realized these obscure elemen...

This week, we talk about the rise of the global battery industry: its history, key players, raw material struggles, and how China came to dominate it. To do so, I’m joined by Henry Sanderson, author of "Volt Rush: The Winners and Losers in the Race to Go Green." We trace the story of electrification from Volta’s early experiments to the supply chains that now shape global power. Sanderso...

This week, we talk about Russian nuclear exports. Michael Seely, host of AtomicBlender , joins me to discuss the rise of Rosatom: Russia’s nuclear energy behemoth that now builds nearly half of the world’s new reactors. We trace its formation after the Soviet collapse, its grip on the nuclear fuel market, and its unmatched “turnkey” model for newcomer nations. Rosatom’s nuclear exports are more th...

This week, we travel to the edge of the map with Aleksandr Surtcev , an engineer who has crewed Russian nuclear icebreakers along the Northern Sea Route. We explore how Russia’s Arctic fleet keeps this strategic corridor open, why floating nuclear plants are powering remote communities and mines, and what life looks like in a place where polar bears trail ships for fish and resupply markets pop up...

This week, Mark Nelson joins us to deliver his second annual “State of the Atom” address. The nuclear power landscape has transformed in the last two years. Russia continues its nuclear export dominance while the West at last awakens from its stupor, driven by an unexpected force: artificial intelligence's insatiable appetite for baseload power. From Amazon's billion-dollar Susquehanna dea...

This week, we talk solar power—a long overdue topic on Decouple. In the past, guests have often been critical of the value of renewables on grids without extensive storage, and of the quality of jobs that politicians often claim when justifying renewables programs. Today, however, we drop preconceptions and get to the nuts and bolts. My guest is Seaver Wang, director of the Climate and Energy Rese...

We have an unusual episode today. One, because of its length (1 hour 40 minutes), and two, because I’m the guest. Joined by Aidan Morrison as acting host, I talk about a topic of intense interest to me: the Darlington SMR project in Ontario, Canada . I’ve been critical of this SMR project, which recently received its final investment decision, by calling for a pivot to CANDU reactors at the site....

This week, we return to nuclear power. Specifically, nuclear construction and “learning curves.” It is intuitive that doing something over and over makes you better at it. In industry, this means driving down costs and timelines and boosting efficiencies. In many industries, the truth of learning curves is readily apparent. However, in Western nuclear construction it has been largely absent for de...

This week, I’m joined by Kyle Chan, author of the recent NYTimes Op-Ed titled "In the Future, China Will Be Dominant. The U.S. Will Be Irrelevant." Exploring the intense competitive pressures of Chinese “involution capitalism” and America’s fixation on shareholder returns, we discuss America’s waning relevance in global technology and manufacturing, and how critical choices made now could shape th...

This week, I’m joined by Patrick McGee, a journalist and author of Apple in China: The Capture of the World’s Greatest Company . I recommended this book on LinkedIn as a MUST READ, and stand by it. Apple in China is an in-depth corporate history which examines one of the most important symbioses in economic history. It explains Apple's meteoric rise in market capitalization/revenue, as well as...

Last week, U.S. President Trump signed four executive orders to accelerate nuclear power deployment: Deploying Advanced Nuclear Reactor Technologies for National Security Reinvigorating the Nuclear Industrial Base Ordering the Reform of the Nuclear Regulatory Commission Reforming Nuclear Reactor Testing at the Department of Energy To help us understand the implications of these executive orders, I...

This week, we look beyond the physical infrastructure supporting our lives to the owners taking over that infrastructure: asset managers. Brett Christophers, an author, professor, and economic geographer at Uppsala University in Sweden, joins me to explore the troubling transformation of infrastructure ownership in today's economy. From housing to energy to water, massive asset management firm...

In the wake of Europe's largest blackout in decades, commodities investor Alexander Stahel helps us to understand the physics of power grids, and how Spain's celebrated renewable transition became its Achilles' heel. He introduces the “hellbrise” phenomenon—excessive, rather than too little, renewable generation—as he considers the role of grid inertia in preventing minor disruptions f...

This week, we cover the recent blackout on the Iberian peninsula. Guillem Sanchis Ramirez , a Spanish nuclear engineer and advocate, walks us through the event that plunged over 50 million people into powerlessness and the power grid on which it happened. We cover Spain’s precarious dance with renewable energy, its political resistance to nuclear power, possible paths forward for the country’s ene...

This week, we take a break from nuclear power to talk about larger systems: those of Planet Earth. Professor Andy Knoll, renowned Harvard geologist and author of A Brief History of Earth , reveals how life itself has shaped Earth's chemistry, climate, and geology. From the oxygenation of Earth's atmosphere to the potential colonization of Mars, we explore the constant and delicate dance be...

This week, we talk High Temperature Gas Reactors , or HTGRs, with a Decouple favorite: reactor designer and nuclear historian Nick Touran ( What Is Nuclear | X ). From the first conceptual sketch of an HTGR in wartime labs to today’s revival by players like X-energy and China’s fast-moving reactor fleet, we dissect what makes HTGRs unique—both in engineering promise and the difficulties that have...

This week, we talk tools. With precision machinist Noah Rettberg, we explore a facet of modernity as important as energy, for it is the technology that energy powers and the technology that makes that technology: machine tools. Noah draws from his professional knowledge and passion for history to takes from Roman metallurgy through the guild-protected craftsmanship of medieval Europe to the steam-...

This week, we talk radiation—the elephant in the room during many conversations about nuclear power. Nick Touran, a reactor designer and nuclear historian, helps us along. While nuclear advocates have made remarkable strides in dispelling public fears about radiation, Touran warns against the pendulum swinging too far toward complacency. We explore why maintaining a healthy respect for radiation r...