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China to become world's largest nuclear operator
The guest argued China's nuclear build-out is so rapid and efficient that its fleet will surpass the US to become the world's largest by 2030, driving substantial demand growth.
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The story so far
REVIVED · 23 MENTIONS · 17 EPISODES · 12 SHOWS
31 JUL 2025 — 16 AUG 2026 · 2D AGO
17 SUPPORT · 1 CHALLENGE · 3 UPDATE · 2 MENTIONED
- MACROVOICES
10 EPISODES BETWEEN · 14 MENTIONS
- SMARTERMARKETS
- THE TIM FERRISS SHOW
- BARRON'S STREETWISE · 2 MENTIONS
- THE DERIVATIVE
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MACROVOICES
- MACROVOICES
- THE DERIVATIVE · 3 MENTIONS
- PLANET MICROCAP PODCAST · 2 MENTIONS
- MACROVOICES
- MACROVOICES · 2 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- China to become world's largest nuclear operator · THIS IDEA
- Western nuclear renaissance with AP1000 reactors
- ODD LOTS
- WHAT BITCOIN DID
- THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD