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The Lithium Isotope Bottleneck Between Nuclear Breakthroughs and Power Plants

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Advanced nuclear could have a lithium isotope problem long before it has a commercial power plant. Promising reactor designs need specialist materials that are barely produced at industrial scale.


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AI’s Power Boom Could Pull Factory-Built Nuclear Down the Cost Curve

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AI data centres are creating an extraordinary new demand for electricity. The harder question is whether clean, firm power can be built quickly enough to meet it, without falling back on gas.

My guest in this episode is


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Enhanced Rock Weathering’s Scaling Bottleneck Is Proof, Not Rock

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Enhanced rock weathering looks deceptively simple: crush suitable rock, spread it on farmland and let chemistry remove CO₂. The harder question is whether you can prove that removal reliably enough to make the economics work.

...


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The 15-Litre Engine Opens Heavy-Duty Trucking to RNG—Economics Decide What Scales

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For years, renewable natural gas had a basic problem in heavy-duty trucking: it lacked a 15-litre engine capable of doing the work fleets expect from diesel. That barrier is disappearing. The harder question now is whether the econo...


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Carbon Removal’s Real Bottleneck Isn’t Technology. It’s Demand.

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Carbon removal is often framed as a technology problem. But what if the harder constraint is demand, and what if waiting decades to remove a tonne of CO₂ carries a climate cost of its own?

My guest is


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