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The JD Rucker Show

Over the past 25 years, the world electricity demand doubled. All indications are that it will double again over the next 25 years. In fact, the time span is likely to be much shorter. The emergence of more electricity-intensive consuming technologies such as data centres is causing electricity demand to rise more steeply. Then one must add the rising demand of developing countries in which. People are moving from cooking dinner over an open fire outdoors to acquiring an electrical stove and fridge.

The image of electricity demand is a large boulder rolling down a hill, it is not stopping or slowing. In fact it is rolling faster and faster.

Without doubt fossil fuels will continue to be the backbone of world electricity generation for decades to come. But equally certain is that nuclear power is making a rapid advance across the globe. That means not only for the traditional large, industrialised countries, but also for the less developed, or much smaller countries. Rapid development of Small Modular Reactor technology is also accelerating the options for the adoption of nuclear power on a large scale. South Africa was the first country in the world to start developing a commercial Small Modular Reactor, and has continued with the work for over 30 years.

Some years ago, South Africa announced its intention to add an additional 2500 MW of new nuclear to its existing nuclear base. Early in 2024, the energy minister confirmed the acceleration of this goal. The intention, from inception, was to build a new 2400 MW coastal nuclear plant, but also to dedicate 100 MW to the development of SMR’s for inland use. In September 2024, the energy minister gave a public address in which he stated that we must go ahead on the basis of science and facts, and not be ‘fighting in the mud’ with activists who rely more on emotion than reality. […]

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America First Report