Nuclear Investing Podcast

Lola Infante, Senior Programme Lead for Economics and Finance at the World Nuclear Association, joins the show to walk through WNA's new Roadmap to Mainstream Finance. The roadmap lays out three phases — Strategic Capital, Catalytic Capital, and Mainstream Finance — for how nuclear moves from government-backed financing today to a fully priced, liquid asset class. Lola and Brennan cover the $6 trillion capital need through 2050 (an overnight cost figure that excludes financing costs during construction), why China builds at roughly 20% of the cost and about half the time of Western projects, and how cost of capital and construction timelines compound to make or break project economics. They also preview the World Nuclear Symposium, taking place September 9–11 in London, where the full Investment Guide will be released.

What is Nuclear Investing Podcast?

The Nuclear Investing Podcast features thoughtful, in-depth conversations about one of the most important pieces of the global energy mix: nuclear power.

Through interviews with leading industry leaders, investors, and policymakers, the show explores how nuclear energy is becoming central to the clean energy transition — and how investors are gearing up to support it.

Each episode gets to the root of how companies plan to build, finance, and deploy next-generation nuclear projects — and how they aim to create lasting value for investors and society.

The goal: to advance awareness and informed participation in the future of clean, reliable energy.