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Lola Infante
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Sep 24, 2026
Who’s gonna pay for nuclear build out?
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Well, what I'm keen to find out from you is what needs to change for nuclear to shift from bespoke government-led financing towards a mainstream infrastructure asset class?

Lola InfanteGUEST
It's really the central question that we're trying to address with this investment guide.

Lola InfanteGUEST
That's how we build the guide around that, uh, that premise, that central, um, idea.
8 MINS LATER
#22: $6 Trillion by 2050 | Nuclear's Roadmap to Mainstream Finance with Lola Infante
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Lola InfanteGUEST
... part of this, uh, roadmap, it's also a simple analysis that we did to estimate, uh, how much would the current government ambitions, um, need in terms of capital to, to happen.

Lola InfanteGUEST
Uh, so again, government ambitions globally, they're a little bit more than, than tripling.

Lola InfanteGUEST
And, and what we're saying that governments say they want to achieve, their targets as of, as of the la- the end of last year was around 1,400.

Lola InfanteGUEST
So achieving those targets would require around $6 trillion between now and 2050.
21 MINS LATER
The first World Nuclear Investment Guide unveiled
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1:08Alex HuntHOST
Lola, could we start with a bit of the thinking behind the plan for producing the Nuclear Investment Guide?

Lola InfanteGUEST
So as you just said, uh, the guide is meant to bring the nuclear and finance industries together to try to move forward the nuclear financing challenge.

Lola InfanteGUEST
As we all know, financing is a key piece of the equation, so again, thank you so much for having us and having given us the opportunity to talk about it.

Lola InfanteGUEST
So yes, the genesis of the guide happened last September during the Financial Summit, which is part of the World Nuclear Symposium, where we heard loud and clear from the financial community and the nuclear industry on two related things.

Lola InfanteGUEST
One, that there was a structural gap, a disconnect between the two industries that needed to be bridged.

