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Podcast Episode Information
The nuclear industry is moving fast — but where are the real opportunities for investors?
In the August roundtable, Brennan Moore is joined by Andrew Meehan to cover the latest developments across nuclear energy. They break down new criticality milestones under DOE’s Reactor Pilot Program and the Nuclear Energy Launch Pad, plus the U.S. Army’s Project Janus microreactor selections with Antares, BWXT, General Atomics, Radiant, and Westinghouse. On the fuel side, they cover new supply agreements from X-Energy/Centrus and Standard Nuclear/Antares and Urenco’s enrichment capacity expansion. They also discuss Commonwealth Fusion Systems’ latest $1 billion raise, Oklo’s interconnection dispute with PJM over a previously undisclosed Virginia project, and why AP1000 economics are keeping major utilities on the sidelines for new large-scale builds.
Also check out the DOE fact sheet referenced in the show for all the major DOE and U.S. government initiatives helping advance nuclear energy: https://www.energy.gov/articles/fact-sheet-golden-era-american-nuclear-energy-has-arrived
About the Host
Brennan Moore, CFA
Brennan Moore is the host of The Nuclear Investing Podcast, a show exploring how nuclear energy is powering a clean, reliable future and what it means for investors.