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The Atomic Exchange Podcast

The Atomic Exchange Podcast

Auteur(s): Goran Calic and Michael Tadrous
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The Atomic Exchange Podcast is your gateway to the world of nuclear energy and beyond. Join Dr. Goran Calic, a business school professor at McMaster University, and Michael Tadrous, his research assistant and co-host, as they spark engaging, dynamic conversations on the latest developments in nuclear science, energy policy, and global innovation. With compelling discussions and authentic perspectives, Atomic Exchange is the fusion of news, ideas, and dialogue you’ve been waiting for.Goran Calic and Michael Tadrous Politique
Épisodes
  • Birthdays, Free-Speech Jitters, and Nuclear's Fuel, Finance & Gas Reality
    Sep 15 2025

    In the 34th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with a personal check-in, global-events insomnia on one side and a birthday week on the other, before launching into Nuclear in the News. First up: Oklo’s plan for a used-fuel recycling plant in Oak Ridge and the BWXT–Kairos tie-up to scale TRISO fuel, and what that signals for a domestic advanced-fuel supply chain. Then to London, where WNA said it is “difficult to overstate” institutional investor demand while Microsoft joined as the Association’s first big-tech member, alongside new data on industrial “clustering” around nuclear sites. Back home, they parse Reuters’ build sheet, about 114 GW of new U.S. gas in the pipeline vs about 36 GW hydro and about 8 GW nuclear, and weigh pro-nuclear rhetoric against near-term gas realities. Along the way they ask whether to recycle fuel now or prioritize R&D, why TRISO is interesting, how depreciation rules (MACRS) tilt LCOE, and which messages actually move public support. Tune in for a candid, numbers-first tour of fuel cycles and finance signals.

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    43 min
  • DIY Weekends, Offshore Wind Halts, and Risk-Adjusted LCOE
    Sep 8 2025

    In the 33rd installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with light notes on grout, a new smart lock, and Colorado’s wide-open neighborhoods before turning to Nuclear in the News. They weigh the Trump administration’s pause on several East Coast offshore wind projects, asking whether it is a needed security reset or an expensive mid-stream stop, and what government intervention does to project risk, financing, and ratepayers. From there, they dive into how risk really shows up in power prices, unpacking levelized cost of electricity through the lens of capital cost, firming, and both technical and non-technical risks. Examples include why nuclear in Ontario carries low completion and fuel risk, why gas looks very different in Texas than in Europe, and how solar and storage depend on long, fragile supply chains. They close by sketching a risk-adjusted LCOE framework and a case study idea comparing identical gas plants in Texas and Germany. Tune in for a practical look at policy shocks, project finance, and why the true cost of power depends on more than a single headline number.

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    55 min
  • Warm Rivers, Cool Reactors, and What the Data Really Says
    Aug 29 2025

    In the 32nd installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with weekend notes and then roll into another Good Science vs Bad Science. They unpack their new working paper, "Cooling Under Fire" (now on SSRN), a response to “Atomic Rivers,” asking whether inland, water-cooled nuclear can stay reliable in a warming world. They quantify heat/drought curtailments (rare and small), separate planned, regulatory derates from true technical limits, and contrast nuclear’s steady capacity factors with wind/solar variability. They note that only a minority of plants use once-through river cooling, walk through technical fixes, and discuss when warmer outflow can help or harm local biota. The takeaway: modest adaptations keep output resilient, and policy should judge options on apples-to-apples grid realities. So, tune in for a clear, numbers-first tour of nuclear’s thermal resilience.

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    33 min
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