Nuclear's future hinges on solving hidden bottlenecks like uranium conversion — a critical but often overlooked step in the fuel cycle. Nick Smith, founder of Raven-Flint and former Director at Idaho National Lab, brings deep nuclear engineering expertise to modernizing this step and helping advanced reactors scale faster and more safely. In this episode, he digs into the complexities of advancing nuclear technology, the chemistry behind efficient conversion, and how Raven-Flint is working to resolve a supply chain vulnerability with implications for both national security and the future of nuclear energy.

Join host Brennan Moore, Andrew Meehan, and Canon Bryan as they unpack X-Energy's upcoming IPO, TerraPower's NRC construction permit, the new regulatory Path 53 that could expand nuclear approval in the near future, and much more. This month's roundtable has the latest news in the world of nuclear energy, including news from CERAWeek, their thoughts on cost-effective energy, and how the war in Iran proves the resilience of nuclear energy infrastructure.

Benton Arnett, Senior Director of Markets and Policy at the Nuclear Energy Institute (NEI), joins Brennan Moore to break down how new nuclear projects are actually getting financed today.

We cover key takeaways from NEI’s Nuclear Financing Summit, why traditional nuclear players still have an edge in market perception, and how the DevCo model is emerging as a practical path to getting projects built.

Benton also explains the different “currencies” in nuclear financing today, from government support to corporate PPAs, and why big tech wants exposure to nuclear without owning the assets outright.

If you’re trying to understand what’s real vs. theoretical in nuclear deployment, this is a useful primer.

What happens when the hype around SMRs meets the harsh realities of public markets? Join Andrew Meehan and Mark Hinaman as we unpack why many SMR stocks have struggled recently despite soaring interest and explore where true investment opportunities lie between private innovation and uranium’s rising momentum. This month's roundtable has the latest news in the world of nuclear energy, including a look at prediction markets on which company achieves criticality first, whether it's better to be a public or private company in the industry right now, a conversation on uranium markets, and much more.

Madi Hilly and Andrew Meehan join host Brennan Moore in this inaugural monthly roundtable of the Nuclear Investing Podcast to unpack the latest developments in nuclear energy. From Madi’s viral pregnancy photos at Idaho National Lab underscoring public perception challenges to deep dives on advanced nuclear deals, state policy twists in Illinois, views on nuclear waste, and evolving grid resilience amid extreme weather, this episode offers a rich blend of insight and candid conversation with one of the leading advocates in the space.

Nuclear waste disposal is often seen as a political hurdle, but what if technology could revolutionize how we think about nuclear waste products? Rod Baltzer of Deep Isolation reveals how advanced directional drilling techniques—refined over decades by the oil & gas industry—offer a modular, cost-effective solution to safely bury spent nuclear fuel deep underground. This innovation could reshape spent fuel management and significantly improve the capital efficiency of nuclear waste disposal. Join host Brennan Moore as he and Rod also explore the financial and investment landscape shaping this vital aspect of the nuclear fuel cycle.

What if the future of nuclear fuel lies not in the earth, but in the ocean? Canon Bryan, founder of SuperCritical Materials and co-founder of Terrestrial Energy, explains how his company is pioneering industrial-scale extraction of uranium and critical metals from seawater—unlocking a virtually unlimited fuel source for nuclear energy. Tune in for a primer on uranium enrichment categories (LEU, LEU+, HALEU) and how AI-driven energy demand is reshaping the nuclear landscape.

What does 2026 hold for the nuclear industry?
Andrew Meehan, Nick Touran, and Regis Matzie join host Brennan Moore to share forward-looking views on uranium pricing, SMR approvals, U.S. projects under construction, AP1000 announcements, and the likelihood of IPOs and SPAC activity. The conversation frames which signals investors should watch most closely as nuclear deployment accelerates in 2026.