I suspect you are right; I sense that ultimately the planet's energy policy map will end up at some form of the nuclear option; it just depends on the routes that individual jurisdictions take to get there. Some countries are going there quite directly (some are already there); others are going to arrive there via some kinds of circuitous routes.
But one thing is quite discernable in the debate around energy, and that is that there is some meaningful walking back of the Wind+Solar combination:
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Even this guy - the father of the ESG fad - seems to have had some kind of Road to Damascus experience:
https://x.com/newstart_2024/status/1796502112492540376
"The world is going to be short power, short power. And to power these data companies you cannot have just this intermittent power like wind and solar. You need dispatchable power because you can't turn off and on these data centers."
BlackRock CEO Larry Fink.
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