Tennessee Valley Authority ($TVC) podcast mentions
Per Ticker.id: 1 Tennessee Valley Authority ($TVC) mention across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-09-15.
I'm so glad you brought that one up because a lot of folks believe that that project is maybe the most important SMR project in the world. GE Hitachi Nuclear is leading the advanced nuclear race with Ontario Power Generation's Darlington project. It's the first project of its kind to begin construction among G7 countries and could be the first to commercialize in North America. How that project goes stands to dramatically shift the SMR landscape here in the US. The Tennessee Valley Authority is exploring use of that same BWRX-300 reactor design used in the Darlington project for its own Clinch River project, and it's already secured significant federal funding, though it is in much earlier stages than Darlington. So I'd say if you want to watch this space, Those are two projects to definitely keep a close eye on.
Abby Bennett · Energy Evolution · AI demand is intensifying the race to build advanced nuclear reactors · 2026-09-15Yeah, in Ontario. And they have plans to build several other ones there. They have plans in Europe, Tennessee Valley Authority.
Ben Kallo · The Real Eisman Playbook · AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69 · 2026-07-21Yeah, yeah, exactly. When you have the pinch on natural gas like they do, I think they're moving in that direction. But then also in different parts of the United States, Tennessee Valley Authority in the Southeast, they're going to build out some. And this is part of the Japanese investment in the US. And I think if anyone can do this, and there's lots of skepticism, I would say I'm more skeptical on the timeline of some of these companies, smaller companies, and that they have very aggressive timelines around like 2035 and having dozens of these plants out there. I think GEV is targeting late 2030s to bring on enough where it moves the needle.
Ben Kallo · The Real Eisman Playbook · AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69 · 2026-07-21Going well, going well. My daughter's there, take care of her. She's right there next in the same state, same state. What's going on? Look, love it, great state. Well, Jim, I got a stock for you today. We got power-hungry AI data centers, we got the Tennessee Valley Authority, they're going global, a billion dollars in liquidity, and they're not getting any love. Tell me about NuScale. Power. It's too speculative for me. I like GEV. And I didn't tell the truth, my daughter lives in Montana, but she's right on the border. She's right on the border. GEV is safer. GEV safer. Let's go to Justin in Maine. Justin.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/1/26 · 2026-07-01I would note in line with what you're saying, in North America, it is those public power entities like the Tennessee Valley Authority and Ontario Power Generation, a Crown corporation, that are making more aggressive moves towards nuclear than investor-owned utilities so far. Yeah, yeah.
Dan Testa · Energy Evolution · Cameco makes the case for large nuclear reactors · 2026-06-23well, and then I'm going to interrupt you again because I want to— you get to the core of my beef with Abundance, the book, which is, as people know, Abundance, the book, kicks off with a vision of 2050 which is very urbanist. It's very San Francisco. It's very West Coast, East Coast, upper middle class, you know, drones are delivering your GLP-1s. There's all of this abundance, things are green. And what the book should have done, especially in terms of convincing a skeptical— not even just left audience, but like skeptics on sort of the broad liberal base of Ezra's listenership perspective— is it would, it would root abundance within— once again, this is why I love stories— within the story of American liberalism over the 20th century. So the abundance story I would tell at the beginning would be, you know, I'm near the Hill Country in Texas, and there's this huge section of The Path to Power, the first of Robert Caro's, uh, you know, 4-going-on-hopefully-5-volume biography of Lyndon Johnson, that talks about how the New Deal's public-private partnerships to that brought electrification to the Hill Country took people from the 18th century to the 20th century. Electrification fundamentally transformed things. The same thing is true of the Tennessee Valley Authority. Like, it just was not true in terms of 20th century history that growth was just another way of saying we're going to do tax cuts on the rich. That's where a lot of, like, the liberal skepticism of the word growth is going to come from. And to your point about Gary, I like Gary a lot. Gary's been on the podcast. But because they are not rooted in American liberal history, and I think because they are too wonky and econ-focused, I just don't think they have the political sort of antennae or just sort of awareness of the fact that you have to talk about growth within an ideological context and basically say for 30 years— and they don't like the word neoliberal because they think it's sort of unfair to their political view because they are kind of neoliberal, is sort of the spoiler. It is actually true that they are neoliberals. I mean, that's actually a problem. But what you would say politically, let's say at a conference, is one of the big mistakes of the neoliberal era is that we allowed the idea of growth to be captured by people who only define growth as upper income tax cuts, or not deregulation to make government work better, which is the articulation of abundance, but deregulation as a means of serving financialization, of helping the wealthy, of empowering corporations, of attacking labor unions. That was not the way that the heyday of American liberalism, the Democratic Party, '30s to 1960s, conceived of as growth. Like, they saw growth that is something— there was no tax cut that was going to electrify the whole country. It actually took like an active, directed government effort to do that, and that's how you got that growth. The Tennessee Valley Authority would not have occurred if not for growth. You know, growing up back in Oregon, so many things that people really like about the state, whether it's sort of Even the lodge on Mount Hood, that was built by the Civilian Conservation Corps. Growth is actually something that government can deliver, but you need to place that contextualization of that articulation within that. And then you would say to yourself, abundance basically is reckoning. And they do tell this story, but they don't add in the 30 years of history I told. They basically say, and then Ralph Nader came around and he made everyone care about restraining government, and then we sort of lost our way. No, no, like there's a whole other set of things you need to build into that.
Marshall Kosloff · The Realignment · 599 | Henry Tonks: The Realignments Comes for the Democrats - Lessons from Liberalism's 1970s-1990s Wilderness Years · 2026-03-31