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Have you heard the news?
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We're in a clean energy revolution.
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And where I live in Berkley, California,
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it seems like every day I see a new roof
with new solar panels going up,
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electric car in the driveway.
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Germany sometimes gets
half its power from solar,
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and India is now committed
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to building 10 times more solar
than we have in California
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by the year 2022.
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Even nuclear seems to be
making a comeback.
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Bill Gates is in China
working with engineers,
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there's 40 different companies
that are working together
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to try and race to build the first
reactor that runs on waves,
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that can't melt down
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and is cheaper than coal.
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And so you might start to ask:
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is this whole global warming problem
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going to be a lot easier to solve
than anybody imagined?
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That was the question we wanted to know,
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and so my colleagues and I decided
to take a deep dive into the data.
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We were a little skeptical of some parts
of the clean energy revolution's story,
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but what we found really surprised us.
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So the first thing is that clean
energy has been increasing.
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This is electricity from clean energy
sources over the last 20 years.
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But when you look at the percentage
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of global electricity
from clean energy sources,
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it's actually been in decline
from 36 percent to 31 percent.
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And if you care about climate change,
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you've got to go in the opposite direction
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to 100 percent of our electricity
from clean energy sources
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as quickly as possible.
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Now you might wonder,
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"Come on, how much could five percentage
points of global electricity be?"
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Well, it turns out to be quite a bit.
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it's the equivalent of 60 nuclear plants
the size of Diablo Canyon --
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California's last nuclear plant --
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or 900 solar farms,
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the size of Topaz,
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which is one of the biggest
solar farms in the world
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and certainly our biggest in California.
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The big part of this
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is just simply that fossil fuels
are increasing faster than clean energy.
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And that's understandable.
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There's just a lot of poor countries
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that are using wood and dung and charcoal
as their main source of energy,
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and they need modern fuels.
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But there's something else going on,
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which is that one of those clean
energy sources in particular
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has actually been on the decline
in absolute terms ...
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not just relatively.
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And that's nuclear.
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You can see it's generation
has declined seven percent
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over the last 10 years.
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Now solar and wind have been
making huge strides,
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and so you hear a lot of talk
about how it doesn't really matter
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because solar and wind is going
to make up the difference,
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but the data says something different.
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When you combine all the electricty
from solar and wind,
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you see it actually barely makes up
half of the decline from nuclear.
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Let's take a closer look
in the United States.
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Over the last couple of years --
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really 2013, 2014 --
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we prematurely retired
four nuclear power plants.
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They were almost entirely
replaced with fossil fuels,
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and so the consequence
was that we wiped out
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almost as much clean energy
electricity that we get from solar.
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And it's not unique to us.
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People think of California as a clean
energy and climate leader,
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but when we looked at the data
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what we found is that in fact
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California reduced emissions more slowly
than the national average
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between 2000 and 2015.
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What about Germany?
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They're doing a lot of clean energy.
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But when you look at the data,
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German emissions have actually
been going up since 2009,
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and there's really not anybody
who's going to tell you
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that they're going to meet
their climate comittments in 2020.
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The reason isn't hard to understand.
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Solar and wind provide power
about 10 to 20 percent of the time,
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which means that when
the sun's not shining,
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the wind's not blowing,
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you still need power for your hospitals,
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your homes,
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your cities,
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your factories.
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And while batteries have made some
really cool improvements lately,
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the truth is that they're just never going
to be as efficient as the electrical grid.
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Every time you put electricity
into a battery,
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you take it out,
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you use about 20 to 40
percent of the power.
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That's why when in California,
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we tried to deal with all
of the solar we brought on line --
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we now get about 10 percent
of electricity from solar --
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when the sun goes down
and people come home from work
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and turn on their air conditioners
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and their TV sets
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and every other appliance in the house,
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we need a lot of natural gas backup.
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So what we've been doing
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is stuffing a lot of natural gas
into the side of a mountain.
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And that worked pretty well for a while,
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but then late last year,
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it sprung a leak.
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This is Aliso Canyon,
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and so much methane gas was released,
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it was the equivalent of putting
half a million cars on the road.
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It basically blew through all of our
climate commitments for the year.
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Well, what about India?
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Sometimes you have to go places
to really get the right data,
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so we travelled to India
a few months ago.
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We met with all the top officials --
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solar, nuclear, the rest --
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and what they told us
is they said,
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"we're actually having
more serious problems
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than both Germany and California.
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We don't have backup,
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we don't have all the natural gas
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and that's just the start of it.
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Say we want to get to
100 gigawatts by 2022,
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but last year we did just five
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and the year before that we did five."
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So let's just take
a closer look at nuclear.
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The United Nations and our governmental
panel on climate change
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has looked at the carbon content
of all these different fuels,
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and nuclear comes out really low.
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it's actually lower even than solar.
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And nuclear obviously
provides a lot of power --
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24 hours a day,
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seven days a week.
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During a year a single plant can
provide power 92 percent of the time.
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And what's interesting is that when
you look at countries
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that have deployed different
kinds of clean energies,
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there's only a few that have done so
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at a pace consistent with dealing
with the climate crisis.
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So nuclear seems like
a pretty good option,
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but there's this big problem with it,
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which all of you I'm sure are aware of,
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which is that people really don't like it.
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There was a study --
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a survey done of people
around the world --
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not just in the United States or Europe --
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about a year and a half ago,
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and what they found
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is that nuclear is one of the least
popular forms of energy.
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Even oil is more popular than nuclear.
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And while nuclear kind of edges out coal,
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the thing is,
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people don't really fear coal in the same
way that they fear nuclear,
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which really operates on our unconscious.
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So what is it that we fear?
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There's really three things.
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There's the safety
of the plants themselves --
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the fears that they're going to melt
down and cause damage.
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There's the waste from them.
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And then there's
the association with weapons.
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And I think understandably,
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engineers look at those concerns
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and they want to look
for technological fixes.
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That's why Bill Gates is in China
developing advanced reactors --
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40 different entrepreneurs
are working on this problem,
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and I myself have been
very excited about it.
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We did a report:
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how to make nuclear cheap.
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In particular the Thorium reactor
shows a lot of promise.
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And so when the climate scientist
James Hansen asked
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if I wanted to go to China with him
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and look at the Chinese
advanced nuclear program,
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I jumped at the chance.
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We were there with MIT
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and UC Berkley engineers.
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And I had in my mind
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that the Chinese would be able
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to do with nuclear what they did
with so many other things.
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Just start to crank out small
nuclear reactors on assembly lines,
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[ship] them up like iPhones
of MacBooks
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and send them around the world --
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I would get one at home in Berkley.
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But what I found was somewhat different.
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The presentations were all
very exciting and very promising,
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and they have mutiple reactors
that they're working on.
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The time came for the Thorium reactor
and a bunch of us were excited.
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They went through the whole presentation,
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they got to the timeline,
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and they said,
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"We're going to have a Thorium
molten salt reactor
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ready for sale to the world by 2040."
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And I was like, "What?"
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(Laughter)
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I looked at my colleagues and I was like,
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"Excuse me,
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can you guys speed that up a little bit?"
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Because we're in a little bit
of a climate crisis right now --
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and your cities are really
polluted by the way.
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And they kind of responded back,
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they were like,
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"I'm not sure what you've
heard about or thorium program,
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but we don't have a third of our budget
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and your department of energy
hasn't been particularly forthcoming
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with all that data you guys
have on testing reactors."
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And I said, "Well I've got an idea.
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You know how you've got 10 years
where you're demonstrating that reactor?
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Let's just skip that part
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and let's just go right
to commercializing it.
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That will save money and time."
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And the engineer just looked at and said,
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"Let me ask you a question.
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Would you buy a car that had
never been demonstrated before?"
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So what about the other reactors?
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There's a reactor that's
coming on line now,
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there's starting to sell it.
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It's a high temperature gas reactor.
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It can't melt down.
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But it's really big and bulky.
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That's part of the safety
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and nobody thinks it's going to get
cheaper than the reactors that we have.
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The ones that use waste as fuel
are really cool ideas,
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but the truth is
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we don't actually know how to do that yet.
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There's some risk that you actually
will make more waste,
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and most people think
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that if you're including that waste
part of the process,
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it's just going to make the whole
machine a lot more expensive --
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it's just adding another complicated step.
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And the truth is
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that there's real questions about
how much of that we're going to do.
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We went to India and asked
about the nuclear program,
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the government said before Paris,
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the climate talks,
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that they were going to do something
like 30 new nuclear plants.
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But when we got there
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and we interviewed people
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and we even looked
at the internal documents,
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they're now saying they're
going to do about five.
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And in most of the world,
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especially the rich world,
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they're not talking
about building new reactors.
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We're actually talking
about taking reactors down
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before their lifetimes are over.
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Germany's actually pressuring
its neighbors to do that.
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I mentioned the United States --
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we could lose half of our reactors
over the next 15 years,
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which would wipe out 40 percent
of the emissions reductions
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we're supposed to get under
the clean power plan.
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And of course in Japan,
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they took all their
nuclear plants offline,
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replaced them with coal,
natural gas, oil-burning,
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and they're only expected to bring online
about a third to two-thirds.
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So when we went through the numbers,
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and just added that up:
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how much nuclear do we see China
and India bringing online
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over the next 15 years,
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how much do we see at risk
of being taken offline.
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This was the most startling finding.
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What we found is that the world
is actually as risk
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of losing four times more clean energy
than we lost of the last 10 years.
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In other words,
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we're not in a clean energy revolution,
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We're in a clean energy crisis.
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So it's understandable that engineers
would look for a technical fix
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to the fears that people have of nuclear.
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But when you consider that these
are big challenges to do,
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that they're going to take
a long time to solve,
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there's this other issue,
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which is that
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are those technical fixes really
going to solve people's fears?
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Let's take safety.
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You know, despite what people think,
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it's hard to figure out how
to make nuclear power much safer.
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I mean every medical
journal that looks at it --
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this is the most recent study
from the British journal Lancet,
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one the the most respected
journals in the world --
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nuclear is the safest way
to make reliable power.
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Everybody's scared of the accidents.
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So you go look at the accident data --
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Fukushima,
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Chernobyl --
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World Health Organization
finds the same thing:
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the vast majority of harm
is caused by people panicking --
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and they're panicking
because they're afraid.
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In other words,
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the harm that's caused isn't
actually caused by the machines
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or the radiation.
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It's caused by our fears.
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And what about the waste?
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Everyone worries about the waste.
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Well the interesting thing about the waste
is how little of it there is.
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This is just from one plant.
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If you take all the nuclear waste
we've ever made in the United States,
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put it on a football field,
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stacked it up,
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it would only reach 20 feet high.
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And people say it's poisoning people
or doing something --
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it's not, it's just sitting there,
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it's just being monitored.
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There's not very much of it.
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By contrast,
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the waste that we don't control
from energy production --
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we call it pollution
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and it kills seven million people a year
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and it's threatening very serious
levels of global warming.
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And the truth is that even if we get
good at using that waste as fuel,
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there's always going to be
some fuel left over,
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and that means there's always going to be
those people that think it's a big problem
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for reasons that maybe don't have to do
with the actual waste as we think.
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Well, what about the weapons?
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Maybe the most surprising thing
is that we can't find any examples
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of countries that have nuclear power
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and then, "Oh," decide to get a weapon.
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In fact it works the opposite.
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What we find is that
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the only way we know how to get rid
of large numbers of nuclear weapons
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is by using the plutonium in the warheads
as fuel in our nuclear power plants.
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And so if you are wanting to get
the world rid of nuclear weapons,
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then we're going to need
a lot more nuclear power.
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(Applause)
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As I was leaving China,
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the engineer that brought Bill Gates there
kind of pulled me aside
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and he said,
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"You know, Michael,
I appreciate you interest
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in all the different nuclear
supply technologies,
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but there's this more basic issue,
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which is that there's just not
enough global demand.
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I mean we can crank out
these machines on assembly lines,
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we do know how to make things cheap,
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but there's just not enough
people that want them."
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And so let's do solar and wind
and efficiency and conservation.
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Let's accelerate the advanced
nuclear programs.
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I think we should triple the amount
of money we're spending on it.
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But I just think the most important thing,
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if we're going to overcome
the climate crisis,
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is to keep in mind that the cause
of the clean energy crisis
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isn't from within our machines,
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it's from within ourselves.
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Thank you very much.
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(Applause)