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(33)

Rolls Royce Small Modular Reactors - British Engineering of Clean Energy

Rolls Royce Small Modular Reactors - British Engineering of Clean Energy

In this episode we welcome in Harry Keeling, Head of Industrial Markets with Rolls Royce Small Modular Reactors. Mr. Keeling provides a backdrop of how Rolls Royce began developing is SMR technology a...

1 Nov 20231h 15min

Rehashing Uranium's Wild September

Rehashing Uranium's Wild September

Justin and Trevor connect for another installment of the podcast after a very wild and bullish month of September for uranium's spot market and its equities. The two cover a number of different topics...

6 Okt 202331min

Adam Rozencwajg on this Uranium Bull Market's Early Innings

Adam Rozencwajg on this Uranium Bull Market's Early Innings

It has been a very eventful summer for uranium and the nuclear energy industry. Not only has spot price for Uranium run over $60 per pound, but the narrative and sentiment surround nuclear energy also...

6 Sep 20231h 4min

Jeff Geringer on Why Nuclear Energy Remains the Domain of the Optimist

Jeff Geringer on Why Nuclear Energy Remains the Domain of the Optimist

In this latest episode of Going Nuclear, Justin and Trevor welcome Jeff Geringer. Jeff has worked in many different roles within the nuclear energy cycle. From mine developer to engineering and fuel b...

5 Jul 20231h 1min

Introducing the Uranium Managed Certificate from Zuri Invest

Introducing the Uranium Managed Certificate from Zuri Invest

Today, Justin and Trevor welcome in Bram Vanderelst. Bram is a uranium trader and Director, Head of uranium at Curzon. Curzon is working with Zuri Invest to lauch a new physical uranium investment too...

25 Mai 20231h 1min

Andrew Weekly: Engineering Firms are Noticing Nuclear Energy Opportunities while the Equities are a Mess

Andrew Weekly: Engineering Firms are Noticing Nuclear Energy Opportunities while the Equities are a Mess

In this installment of Going Nuclear, Justin and Trevor hash out a few of the news headlines regarding nuclear energy and uranium exploration from the past couple weeks, including some good news for n...

3 Apr 20231h 22min

Summoning Oliver Stone and a High-Level Education of Uranium Deposits in the Athabasca Basin

Summoning Oliver Stone and a High-Level Education of Uranium Deposits in the Athabasca Basin

Justin Huhn of Uranium Insider and Trevor Hall of Mining Stock Daily reconnect for another installment of "Going Nuclear with Justin Huhn and Trevor Hall". The past month gave the two lots to discuss,...

14 Feb 20231h 4min

Uranium Fundamentals, the Foundations of SPUT, and a Breakdown of Zeihan's Nuclear Energy Comments

Uranium Fundamentals, the Foundations of SPUT, and a Breakdown of Zeihan's Nuclear Energy Comments

Justin Huhn of Uranium Insider and Trevor Hall of Mining Stock Daily are together for the first installment of this new podcast series. Today we launch "Going Nuclear" with a well-known executive in t...

13 Jan 20231h 9min

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