Nuclear Investing Podcast

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.

What defined nuclear energy in 2025? Regis Matzie, Nick Touran, and Andrew Meehan join host Brennan Moore to break down the year’s most consequential developments, including unprecedented executive orders, reactor restarts, and Big Tech’s growing support of advanced nuclear. The discussion reflects on which decisions from 2025 are likely to influence the future regulatory framework, new nuclear deployment, and investor thinking as the industry moves into its next phase.

Nuclear power isn’t just about electricity—it’s the backbone of a clean, reliable energy future with untapped potential beyond the grid. Join Brennan Moore and nuclear expert Regis Matzie as they unpack the characteristics of traditional and advanced reactors, the realities of cost and waste, and why the U.S. is poised for a nuclear renaissance. Tune in to discover how innovation and investment are shaping the next era of nuclear energy.

What does it take to build a next-generation nuclear company from the ground up? In this episode, Matt Loszak joins Brennan Moore to break down how Aalo Atomics is advancing a factory-built, sodium-cooled reactor designed to meet the massive power demands of data centers. Later in the episode, Reed Clay from the Texas Nuclear Alliance joins as a surprise guest. We discuss the team’s approach to rapid development, their vision for manufacturing in a gigafactory-style facility, and why Texas is emerging as a strategic hub for both nuclear manufacturing and deployment. Tune in for a candid look at the milestones ahead—and what it will take to move advanced nuclear from concept to criticality in the near future.

Terrestrial Energy CEO Simon Irish joins host Brennan Moore to explore the evolving landscape of nuclear capital markets, the strategic decisions behind molten salt reactor technology, and the critical path toward commercial deployment. With insights drawn from his unique blend of finance and nuclear industry experience, Simon sheds light on the challenges and opportunities shaping the future of nuclear energy innovation.

Texas is positioning itself as the future nuclear capital of the world, driven by bold leadership and a booming energy demand. Reed Clay, founder of the Texas Nuclear Alliance, shares how Texas is tackling nuclear deployment, fuel supply, and waste management to power the next generation—especially with innovative small modular reactors and strategic uranium extraction. Tune in to discover why nuclear is key to Texas’s energy renaissance and what that means for investors and the industry at large.