China is going to build 150 new nuclear reactors in the next 15 years

My personal take on "what china does" is that the only numbers you can rely on appear in the 5/13 year planning. Anyone who puts a figure on the table which wasn't agreed to in a plenary, is going to face the reality that only the plenary commitments count.

IPv6 (for instance) was made a plenary commitment. I think that is what really drove the Chinese internet industry to do deployment, no amount of non-directed economic rationalisations got them there.

Failing to meet the five year plan is a big boo-boo. If the nukes are in the plan, then they're going to break ground. If not, "it depends"

What's Alec Stapp's background in nuclear energy?

Here's the 2021 Bloomberg article that he screenshotted: https://www.bloomberg.com/news/features/2021-11-02/china-cli...