The nuclear industry is moving fast — but where are the real opportunities for investors?
In the August roundtable, Brennan Moore is joined by Andrew Meehan to cover the latest developments across nuclear energy. They break down new criticality milestones under DOE's Reactor Pilot Program and the Nuclear Energy Launch Pad, plus the U.S. Army's Project Janus microreactor selections with Antares, BWXT, General Atomics, Radiant, and Westinghouse. On the fuel side, they cover new supply agreements from X-Energy/Centrus and Standard Nuclear/Antares and Urenco's enrichment capacity expansion. They also discuss Commonwealth Fusion Systems' latest $1 billion raise, Oklo's interconnection dispute with PJM over a previously undisclosed Virginia project, and why AP1000 economics are keeping major utilities on the sidelines for new large-scale builds.
Also check out the DOE fact sheet referenced in the show for all the major DOE and U.S. government initiatives helping advance nuclear energy:
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.