Nuclear in a Box: Sam Gibson on Hadron Energy's Factory-Fabricated Microreactors

Nuclear in a Box: Sam Gibson on Hadron Energy's Factory-Fabricated Microreactors

Trevor Hall and Justin Huhn kick off this episode of Going Nuclear by analyzing how the ongoing conflict in the Middle East has accelerated a "snowballing" global theme of sovereign energy security. The hosts discuss the current market conditions and the strategic importance of long-term uranium contracting, specifically highlighting India’s recent massive procurement of nearly 50 million pounds. They also examine Germany’s public expressions of regret regarding its shuttered nuclear fleet while noting positive regulatory momentum for life extensions at California's Diablo Canyon.


The conversation then shifts to the frontier of nuclear technology with Sam Gibson, CEO of Hadron Energy, who is developing a 10-megawatt micro-reactor small enough to fit in a shipping container. Gibson details how his company leverages 70 years of light water reactor history to create factory-fabricated units that can be transported by semi-truck and are currently leading the way in NRC licensing. He explains that while remote communities and military bases offer vital use cases, data centers are the fastest-moving early adopters currently driving the company's multiple gigawatts of potential demand. Finally, the episode explores Hadron's transition to the public markets through a strategic merger, positioning the company to own and operate the resilient, carbon-free energy infrastructure of the 2030s.

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The Uranium Market’s Quick Sentiment Reversal with Important News from the US Tech Sector

The Uranium Market’s Quick Sentiment Reversal with Important News from the US Tech Sector

Justin Huh connect with Cory Fleck for an important discussion on the developments out of the US nuclear energy space. Microsoft has signed a power purchase agreement with Constellation which will als...

29 Sep 202442min

Uranium's Boring Summer a Perfect Setup for Contrarian Investors; Market Analysis with Fabi Lara

Uranium's Boring Summer a Perfect Setup for Contrarian Investors; Market Analysis with Fabi Lara

Trevor and Justin discuss the recent updates in the uranium market and nuclear energy sector. They highlight the quiet summer in the uranium market and the underperformance of equities. They also disc...

16 Aug 20241h 7min

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 ...

17 Juni 202429min

Biden Bans Russian Uranium and a Potential Genius Move from NexGen

Biden Bans Russian Uranium and a Potential Genius Move from NexGen

In this episode of Going Nuclear, Trevor and Justin discuss the implications of the US ban on uranium imports from Russia. They explore the challenges this ban poses for utilities and the potential im...

17 Maj 202431min

Jenifer Avellaneda Diaz: Nuclear Advocacy and and Growing Support for Nuclear Energy

Jenifer Avellaneda Diaz: Nuclear Advocacy and and Growing Support for Nuclear Energy

Jenifer Avellaneda Diaz, a nuclear energy advocate and engineer for Westinghouse, discusses her passion for nuclear energy and the misconceptions surrounding it. She emphasizes the safety and security...

5 Apr 202451min

Why Kuppy Believes this Uranium Cycle Will Go Higher than He Originally Expected

Why Kuppy Believes this Uranium Cycle Will Go Higher than He Originally Expected

Justin and Trevor welcome in Kuppy, CIO of Praetorian Capital and author of Kuppy’s Korner blog. Kuppy is one of the most outspoken investors who's known for being early into major asset moves. His ur...

28 Jan 202439min

Doomberg on this Year's Nuclear Energy Challenges

Doomberg on this Year's Nuclear Energy Challenges

Justin and Trevor welcome in Doomberg, the outspoken green chicken, in this latest episode of Going Nuclear. Doomberg over the past few years has been a supporter of growing nuclear energy systems in ...

11 Jan 202457min

Uranium's Pivotal Year and Where Supply Heads in the New Year

Uranium's Pivotal Year and Where Supply Heads in the New Year

We're back to wrap up the final year of the Going Nuclear Podcast with Justin and Trevor. No guest today as the two focus on the incredible year of nuclear energy and uranium equities. Justin opens up...

15 Dec 202327min

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