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Underway is different from completed. They have an important role to play. But China is building reactors than any other country. Just one, Linglong-1 on Hainan, is an SMR — and just barely by the standards of how big small some proposed reactors are. The rest are gigawatt-scale units. That should tell you something.

Yes, SMR is used to describe plants that aren’t SMRs

SMRs are needed but the tech remains a long way off imo

The physics are hard

Spent a decent amount of time looking at investments in the value chain but too early; better opportunities in renewables value chain

It’s mostly a branding exercise I think.