Projects that last as long as building nuclear reactors in the U.S. are analogous to extreme endurance competitions in which overall progress is the sum of all stages of the race. There is no magic reset button that allows recovery of time lost early in the race, even though the specific events that resulted in…
The Inflation Reduction Act (IRA) should make an important contribution towards mitigating future inflationary periods. It accomplishes this beneficial goal by providing important support for facilities that increase US clean electricity production. The key sections of the Inflation Reduction Act are new IRS code sections 45Y and 48E. Respectively, these are called the Clean Electricity…
Designers and developers of nuclear power systems that are substantially different from conventional light water reactors face a conundrum. They are required to provide sufficient information to regulators to allow them to confidently predict how the designs will behave under a comprehensive set of postulated operational and accident conditions. Proving their design is safe is…
Last Energy is an innovative new company governed by a philosophy of avoiding the invention of anything that has not been done before. They have created a business that is laser focused on building, owning and operating small (20 MWe), modular pressurized water reactors and selling the electricity they produce under long term power purchase…
Dr. Sama Bilbao y Leon, the Director General of the World Nuclear Association, visited the Atomic Show to provide an international perspective on the revival in interest in nuclear energy deployment. As the head of the organization that represents the global nuclear industry, provides education about all matters related to using nuclear technologies, and lobbies…
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 24th International Conference on Cold Fusion (ICCF24) was held at the lovely and spacious Computer History Museum in Mountain View, CA over four days in late July. As a venture investor looking at evaluating and investing in a wide range of advanced nuclear ventures, I was invited to participate and/or sponsor the event. While…
Small modular reactors (SMRs) are gaining increased attention as a major opportunity in clean power production. They are a welcome tool in the necessary transition from an energy system dominated by hydrocarbon combustion to one that produces more power for more people with dramatically reduced greenhouse gas emissions. As a partner in Nucleation Capital, a…
Marcus Seidl is a German nuclear professional who received his PhD in nuclear physics in 2002, a year after his home country decided that it would exit nuclear energy in favor of investing in a large roll out of renewable energy sources. He has worked for German utility companies, for a vendor erecting a state-of-the-art…
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…
The Assay is a media project of the 121 Group, based in Hong Kong, that serves investors, fund managers and analysts who are involved with and/or investing in a wide range of mining ventures. As part of their efforts to bring a greater understanding of the complex markets that control the prospects of mining ventures,…