The Compound and Friends cover image

Worse Than Enron

The Compound and Friends

00:00

Gregor McConnel, Ladies and Gentlemen, I Have Fun Today

As a stock, a chemical, you probably know it's CCJ, that's like the nuclear play. Nuclear has a big upfront cost, and then it still has a big opx cost going forward. But if you think about nuclear as one nuclear plant nested in this vast inventory of wind and solar, you can start to say, okay, now we've got some versatility in the system.

Play episode from 01:25:56
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app