The 'Breakneck' Push to Onshore US Nuclear Security

The 'Breakneck' Push to Onshore US Nuclear Security

Steffan Szumowski, a 16-year US Nuclear Navy veteran and author of "The Nuclear Review," joins the show to discuss the accelerating momentum of the domestic nuclear industry under the current administration. The conversation covers the Department of Energy's ambitious "breakneck" push to have three new reactors attain criticality by July 4, 2026, supported by new pilot programs for both reactors and fuel. Szumowski explains the strategic effort to onshore the supply chain by awarding $900 million contracts to companies like Centris and Orano to build domestic enrichment capacity and eliminate reliance on Russian supply. The guests explore how the massive power needs of AI data centers are driving "hyperscaler" deals with advanced reactor companies like Oklo and TerraPower, even as debate continues over the future of large-scale AP1000 deployments. Szumowski shares insights from his experience operating submarine reactors and highlights why real engineering progress is the only way to win the race among 126 different small modular reactor designs.


Support for this podcast and all of Clear Commodity Network comes from TerraHutton.

Episoder(32)

Andrew Weekly on Camouflaged Risk: Why Government Funding Can’t Solve the Uranium Expertise Deficit

Andrew Weekly on Camouflaged Risk: Why Government Funding Can’t Solve the Uranium Expertise Deficit

In this episode of Going Nuclear, Andrew Weekley of Smith Weekly Research joins the program to discuss the necessity of adaptation and capital preservation amidst heightening global volatility and geo...

12 Mar 1h 4min

Blue Energy's Jake Jurewicz on De-Risking New Nuclear Power

Blue Energy's Jake Jurewicz on De-Risking New Nuclear Power

Jake Jurewicz, co-founder and CEO of Blue Energy, discusses the innovative approaches his company is taking to address the challenges of nuclear energy development. He emphasizes the importance of fin...

17 Feb 1h

Uranium Market Musings: Spot Remains Strong while Equities Correct

Uranium Market Musings: Spot Remains Strong while Equities Correct

Trevor and Justin discuss the current state of the uranium market, focusing on recent trends, Cameco's quarterly financials, and strategic partnerships in the nuclear sector. They analyze the implicat...

6 Nov 202522min

From Order Book to Construction: X-Energy Accelerates TX-1 and Project Delivery

From Order Book to Construction: X-Energy Accelerates TX-1 and Project Delivery

The latest episode of Going Nuclear welcomes Dr. Benjamin Reinke, Vice President of Global Business Development and Deputy Chief Commercial Officer at X-Energy. X-Energy is a leading American nuclear ...

6 Okt 20251h 7min

Inside the Uranium Market Surge and Holtec's Historic Palisades Restart

Inside the Uranium Market Surge and Holtec's Historic Palisades Restart

In the first half of the show, Trevor and Justin dive into the latest developments in the uranium market. Fresh off a trip to the World Nuclear Association's 50th-anniversary conference in London, Jus...

26 Sep 202555min

Beyond the Spot: Understanding Uranium's Long-term Contracts

Beyond the Spot: Understanding Uranium's Long-term Contracts

In this episode of "Going Nuclear," Justin and Trevor dive into the complexities of long-term contracting in the uranium market. They discuss the recent trends, including the strategic moves by utilit...

14 Aug 202529min

Implications on the Uranium Spot Market following SPUT's $200M Bought Deal

Implications on the Uranium Spot Market following SPUT's $200M Bought Deal

Trevor Hall and Justin Huhn discuss the explore the recent developments in the spot uranium market, including significant financial movements by the Sprott Physical Uranium Trust, and the implications...

19 Jun 202526min

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