Do Tech Companies Hold the Key to the Next Generation of Nuclear Power?

Do Tech Companies Hold the Key to the Next Generation of Nuclear Power?

The conversation explores the confluence between the utility and technology sectors in the context of nuclear energy and the growing demand for electricity. Justin and Trevor highlight the increasing electricity demand driven by the growth of data centers and AI technology. Tech companies, such as Microsoft, are making moves to generate their own power and resources, including building data centers powered by nuclear energy. The conversation also touches on the role of regulation and policy in supporting the growth of nuclear energy and addressing the challenges of meeting energy demand. The potential migration of data centers to regions with abundant resources, such as the Western US, is also discussed. The conversation concludes with a discussion on the labeling and nuances of renewable energy and the need for a deeper understanding of the environmental and societal impacts of different energy sources.

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

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 administ...

16 Jan 53min

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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