Nuclear Investing Podcast

Episode 3 of our Texas Nuclear Summit series, recorded on location in Houston at the summit hosted by the Texas Nuclear Alliance. Brennan Moore sits down with John Arnold, Co-Founder & Co-Chair of Arnold Ventures, and Reed Clay, Founder & President of the Texas Nuclear Alliance, right after their panel at the summit. They get into what nuclear can learn from the public backlash to data cen...

“...anyone with three traits is most exposed right now, and that’s long duration, cash burning, financing-dependent businesses.” Brennan Moore, CFA and Andrew Meehan of Neutron Power Ventures break down the sell-off in nuclear stocks, which names have held up, and how the project-level SPV behind CoreWeave’s financing (“the box”) shows up in nuclear projects too. Also in this episode - Why this do...

Episode 3 of our Texas Nuclear Summit series. This one was a privilege. Rod Adams has been making the case for nuclear since before most of the industry was listening. Atomic Insights started as a paper newsletter mailed to subscribers who paid by check in the 1990s, and the Atomic Show podcast has now passed 20 years and more than 350 episodes. For a lot of us getting into this business, it was w...

"We're building new nuclear by uprating our existing fleet." Brennan Moore, CFA and Andrew Meehan of Neutron Power Ventures break down the week of the uprates: Amazon/Constellation, Google/Constellation, and Vistra's conditional loan from DOE's Office of Energy Dominance Financing (EDF), with a hyperscaler behind each one. Also in this episode: - Why uprates are the most efficient means of near-te...

Episode 2 of our Texas Nuclear Summit series, recorded on location in Houston and hosted by the Texas Nuclear Alliance. Brennan Moore sits down with Jordan Robison, P.E., Chief Executive Officer of Natura Resources. Natura is building the MSR-1, a molten salt demonstration reactor at Abilene Christian University, and designing the MSR-100 to deliver power, clean water from oil field produced water...

Episode 1 of our Texas Nuclear Summit series, recorded on location in Houston and hosted by the Texas Nuclear Alliance. In this episode of the Nuclear Investing Podcast, host Brennan Moore sits down with frequent guest Andrew Meehan to discuss key trends across nuclear technology, financing, and market strategy. They explore recent corporate developments—including Holtec's withdrawn IPO and the Be...

What if nuclear waste wasn't actually waste — but one of the most valuable untapped resources in the nuclear industry?   In this episode of the Nuclear Investing Podcast, Brennan Moore sits down with Ed McGinnis, President & CEO of Curio, to talk through the business and investment case for recycling used nuclear fuel.   The conversation covers Curio's business model, including revenue streams...

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, BW...

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 tri...

Host Brennan Moore is joined by returning guests Mark Hinaman and Andrew Meehan for a roundtable on capital markets for nuclear investing. The conversation covers how the recent IPO class has traded since pricing, why private rounds have held up considerably better, the Westinghouse and Holtec filings, DOE's third round of HALEU allocations, the five finalist states for the Nuclear Lifecycle Innov...

A dynamic conversation unfolds between guest host Andrew Meehan and guest Ray Rothrock, a former nuclear engineer turned venture capitalist, as they reflect on the pivotal developments in nuclear and energy markets during the first half of 2026. They explore the surge of capital entering the sector, the rise of numerous reactor startups, and the evolving landscape of nuclear’s role alongside other...

In this follow-up episode of the Nuclear Investing Podcast, host Brennan Moore catches up with Bobby Gallagher, co-founder and CEO of Deployable Energy, after the company reached criticality on June 30th — becoming one of only four companies to meet the July 4th deadline set by the executive orders. Bobby walks through what it took to get there, the challenges along the way, and Deployable's next...

In this episode of the Nuclear Investing Podcast, host Brennan Moore interviews Bobby Gallagher, co-founder and CEO of Deployable Energy, about their innovative 1 MW, air-cooled mass-manufactured micro-reactor. Gallagher details how the company delivered a test reactor to Idaho National Lab in just 94 days through a strategic partnership with INL, and was recently selected for the Nuclear Energy L...

Host Brennan Moore interviews Sam Reiss of the National Reactor Innovation Center at Idaho National Lab regarding "the DOME" testing facility. Reiss outlines how NRIC's full cost-recovery model structurally de-risks advanced nuclear microreactors operationally, financially, and chronologically for commercial developers. Highlighting Radiant as the flagship facility's first upcoming developer, the...

Host Brennan Moore sits down with Dan Wachs, National Technical Director for the Advanced Fuels Campaign at Idaho National Lab, to explore the changing landscape of nuclear energy. Wachs details the industry's evolution from the "dark ages" of the 1990s to today's commercial renaissance driven by high-quality power demands. The conversation highlights critical supply chain bottlenecks in uranium c...

Josh Gillespie, COO of the National Reactor Innovation Center (NRIC), discusses the pivotal role of Idaho National Laboratory (INL) in launching the next era of commercial nuclear energy. Transitioning from a 20-year career in Navy nuclear propulsion, Gillespie explains how NRIC bridges the gap between government resources and private startups through programs like Launchpad. By repurposing histor...

What if the key to scaling nuclear isn't a new reactor design — it's rethinking how you build them? Jake Jurewicz, co-founder and CEO of Blue Energy, joins Brennan Moore and Andrew Meehan to break down how prefabricating nuclear plants in shipyards — borrowing from the LNG and offshore oil and gas playbook — could cut construction timelines in half, eliminate the traveling circus problem, and fina...

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...

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 Ira...

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 b...

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...

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 resilienc...

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 resha...

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, LE...

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.