Part 1. Addressing the nuclear waste issue Nuclear power has been steadily regaining its political and public popularity for about a decade and a half. A number of new laws, head of state actions and international commission decisions have made it clear that nuclear energy’s reliability, contributions to economic growth, safety and cleanliness are valuable…
The Nuclear Company (TNC) describes itself as “a fleet-scale American nuclear deployment company.” TNC is a young, visionary company driven by what business author Jim Collins describes as a BHAG – “Big Hairy Audacious Goal” – in his best-selling book titled Built To Last. TNC’s intermediate goal is to deploy 6 large nuclear reactors in…
Julie Kozeracki was the lead author for a U.S. Department of Energy strategy document titled Pathways to Commercial Liftoff: Advanced Nuclear published in September 2024. The document was the result of a multi-agency, multi-lab effort to update a previously issued report. During our conversation, Kozeracki described how the report was informed by changes in the…
The Nuclear Company exited a period of operating in “stealth mode” about a month ago. That exit was sufficiently well planned and executed that it is likely that Atomic Insights readers have already heard of the company. The Nuclear Company was incorporated a year ago. Its founding team has been working diligently to build the…
Brian Gitt, the Business Development lead at Oklo, visited the Atomic Show to describe his employer’s business model and current prospects. Oklo is an advanced fission and fuel recycling company with an expansive vision for becoming a competitive clean energy supplier. It plans to provide heat and/or electricity as a service from a fleet of…
James Krellenstein is a physicist, consultant and nuclear energy historian. He is currently employed as a senior advisor to Global Health Strategies. He started up their decarbonization practice with an emphasis on nuclear energy along with renewables. He was the lead author on GEH’s report on ways to reduce global dependence on Russia for necessary…
I’ll start with a disclosure. I’m still long on NuScale in my personal portfolio and have no intention of changing that position in the near future. I believe that the company has a good product and excellent potential for growth. The image above with Jose Reyes and me is from a visit I paid to…
One good reason to attend industry conferences is to be able carefully listen to the thoughts of industry leaders, especially during unscripted panel discussions. When the executives are among colleagues and aren’t delivering prepared, vetted speeches with polished slides, it’s possible to glean valuable information that can help form the basis for future actions. As…
Non-attendees might dismiss it a just another nuclear industry conference full of talk signifying nothing, but the 2023 edition of the Advanced Reactor Summit (AR Summit) – hosted by the US Nuclear Industry Council in Charlotte, NC from Jun 20-21 – felt very different to me. This year, the US NIC AR Summit marked its…
The nuclear energy policy landscape in the US has changed significantly during the past 5 years. Once seen as an issue with enormous differences between the political parties, it has become one of the few topics on which both parties can have a civil discussion and agree on many key provisions in supportive legislation. Matt…
The 121 Mining Investment event held in Las Vegas on March 30 and 31 included a panel discussion with leaders from three uranium mining companies, each of which has an asset base of potentially lucrative mining prospects mostly located in North America. The fourth member of the panel was a managing partner at Nucleation Capital,…
Sizewell C is a project to build a 3,200 MWe power station consisting of two EPR units on the site that currently hosts a single large pressurized water reactor (Sizewell B). With the exception of site-specific foundations and structures, the new power station will be a copy of the station currently under construction at Hinkley…