Cameron Wade

macro-energy systems // decarb // mathematical modelling // bicycles

[Cameron Wade @_clameron]

@andrew_leach Ha! We’ve got a family camp just a tube ride away in Blackville. In fact my parents and sister are there fishing bass today. Enjoy your time in NB!

[Aniruddh Mohan @aniruddh_mohan]

Is new nuclear going to happen? At scale? Fast?

Finance & dev folks don't think so. Bearish comments here esp on SMRs
- SMRs 'long way off, early 2030s not realistic'
- Nuclear "not viable at scale w/o govt support"
- Btw NYSERDA modeling found even Fed support not enough, NY State must be involved
- Developer: "You have to pay nuclear $200/MWh at 2am, or it will not pay back its debt"
- But note best in class financial modeling shows $200/MWh is for a brownfield AP 1000 + federal ITC + debt support, greenfield is >$250/MWh. With no government subsidies >$400/MWh for greenfield 😳
- NYSERDA "initial nuclear projects are likely not commercially viable without any NY State support, even when incorporating existing federal supports such as the Investment Tax Credit and DOE-backed debt"
- "Economics continue to be the problem"
- Designs so early stage they have "not thought through the permitting risks"

Folks allocating capital simply do not think this is a financeable product, yet. How to create one is the main challenge, not a novel 'better' reactor design

[Cameron Wade @_clameron]

@Afinetheorem Is Sonnet better than Opus for writing tasks?

[Cameron Wade @_clameron]

@Rory_Johnston Rory I’ve really appreciated your analysis on this - thank you! Curious how you square the relatively tame price shock we’re seeing when you compare it to past conflicts in real terms

https://t.co/UP8mWZJbDL

[Jason Furman @jasonfurman]

Remember when oil topped $150/barrel in the wake of the 2011 Libya strikes? And stayed above that price for most of the next 2 yrs?

OK, you may not remember because you probably weren't thinking about oil in 2026 prices back then. But if you were that's what you would have seen.

[John Bistline @JEBistline]

@atrembath I love the annual Cembalest paper, but he's making me tap the sign on this one.

[Cameron Wade @_clameron]

@Leigh_Phillips Congrats Leigh! Hope you are well

[Kevin A. Bryan @Afinetheorem]

This is great. What should middle powers do on AI? Axiom 1: you need frontier AI. Axiom 2: you don't control the full stack to do so, nor even foundation model capability. What to do? The one thing I'd add from when we advised Canada is: be essential to stack to gain leverage 1/2

[Cameron Wade @_clameron]

@TheStalwart @tylercowen

[Cameron Wade @_clameron]

@xiaowang1984 @duncancampbell Would love to know more details on the raspberry pi setup!

[Cameron Wade @_clameron]

@fatboiThomas @Eddie_Steele97 Congrats Jake!

[Cameron Wade @_clameron]

@DenySully I wouldn’t read too much into that map. I’m bullish on EGS, but it likely overstates Nova Scotia’s resource strength/potential. Regional work paints a more tempered picture:

https://t.co/is284H22cb

https://t.co/AY5gk7frKN

[Matthew Zeitlin @MattZeitlin]

starting to think polymarket may be presenting this info in a way to encourage buying and selling of prediction contracts

[Cameron Wade @_clameron]

@DenySully Great piece! My favourite instance of new, high FAR, Halifax aesthetic builds is the initial stretch on Princess Place just off the Commons. I didn't realize for years that they were new builds (part of the adjacent condo). Would love to see more of this.

[Deny Sullivan 🇨🇦 @DenySully]

This was a fun chart to make - Halifax's old low density homes are ~twice as dense as more recent construction.

And yet people LOVE the old stuff!

[Matt @IrregularMatt]

that’s a terrible name for a baby

[Cameron Wade @_clameron]

@DenySully Thank you for your service 🫡

[Cameron Wade @_clameron]

@macrocephalopod https://t.co/4UYB66ueDs

[Deny Sullivan 🇨🇦 @DenySully]

New blog features this chart on @VIA_Rail train speeds on the Ocean, linkinbio

[Rep. Marie Gluesenkamp Perez @RepMGP]

Car headlights are too damn bright, and I'm doing something about it.

Brightness has doubled in the last decade, but manufacturing standards haven't budged in 40 yrs.

Drivers AND oncoming traffic deserve visibility – it matters for seniors & rural roads.
https://t.co/xgpcewkJ0d