Podcasts about smrs

This week, our guest is Dr. Heather Exner-Pirot, a Senior Fellow and Director of Energy, Natural Resources and Environment at the Macdonald-Laurier Institute in Ottawa, a Special Advisor to the Business Council of Canada, and a Research Advisor to the Indigenous Resource Network. Heather has twenty years of experience in Indigenous, Arctic and resource development and governance. She has published on Indigenous economic and resource development, energy security, and politics. Here are some of the questions that Peter and Jackie asked Heather: Does Canada have defense and security issues in the north? Politicians, including our Prime Minister, support Arctic export ports—do you expect to see new export corridors to the north? The Russians ship LNG from the Arctic, so why not Canada? What are your concerns about Prime Minister Mark Carney's climate policy, as outlined in his Liberal leadership and election platforms? What are the issues with Canada's greenwashing rules that were made law about one year ago? How would you recommend Canada move forward with speeding up the development of large projects—should the Impact Assessment Act (Bill C-69) be scrapped or just modified? What are the prospects for deploying small or micro nuclear reactors (SMRs) in the north? What does the future hold for Indigenous equity participation in major projects? Content referenced in this podcast:Northern Corridors: Hype or Hope? Macdonald-Laurier Institute, April 2025 Heather Exner-Pirot: Mark Carney's climate plan is already outdated, The Hub, February 2025 Canada's Greenwashing Amendment: A failure of process and policy, Macdonald-Laurier Institute, February 2025 From emergency to miracle – Germany's LNG Acceleration Law shows that Western states can still build when they need to, Macdonald-Laurier Institute, January 2024 Learn more about Ontario Power Generation's SMR project, including a video of the site preparation progress, Spring 2025Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Matt Loszak is CEO and co-founder of Aalo Atomics, a startup designing 50-megawatt nuclear power plants made of pods of five 10-megawatt reactors each, targeting the data center market. Inspired by the MARVEL test reactor that his CTO Yasir Arafat led at Idaho National Lab, Aalo pursues parallel DOE and NRC pathways, betting that factory-built, pad-ready nuclear plants can slash cost, schedule, and grid-interconnection delays. Now 45 teammates strong and raising a Series B, Aalo aims to break ground on its first plant within 12 months and go critical the year after, powering the AI era with compact, clean, always-on fission.In this episode, we cover: [02:31] From SaaS to fission: Matt's founder journey[07:08] Yasir's path and the Marvel reactor at INL[08:56] How national labs help launch commercial nuclear[12:12] Aalo's dual regulatory path: DOE + NRC[13:45] Why Aalo is building reactors for data centers[17:19] Designing for mass manufacturing, not megaprojects[21:50] Security differences across nuclear facility types[25:03] Fuel and enrichment: what Aalo had to consider[28:02] Switching to LEU+ for supply chain resilience[31:04] Comparing XMRs, SMRs, and micro‑reactors[33:25] Inside the Aalo Pod: 5 x 10MW modules with built-in redundancy[37:15] Regulatory updates on NRC civilian licensing[38:43] Nuclear + AI: mutually transformative technologies[41:35] Hiring at Aalo: who they need nextEpisode recorded on April 23, 2025 (Published on May 19, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

In this interview, TG Watkins, Director of Stocks at Simpler Trading and Editor of Profit Pilot, returns with a recap of his S&P 6,000 market call, a forecast he made three weeks ago when sentiment toward U.S. equities was deeply bearish. Not only did his contrarian view play out, but TG also shares how he turned $46K into $719K in just 30 days, trading SOXL call options.   What you'll learn in this episode: How TG predicted the S&P's surge to 6,000 despite overwhelming pessimism Why the Moody's downgrade may have accelerated the bullish setup The market implications of a China-U.S. trade thaw and upcoming tax/deregulation initiatives Key sectors he's watching next - AI, robotics, SMRs (small modular reactors), and specific names like OKLO TG's current stance on gold after its blow-off top and technical levels to monitor TG breaks down: Why sentiment, positioning, and capital flows were perfectly aligned for a melt-up His use of leveraged ETFs and options for maximum reward The tactical shift from mega-caps to selective small-cap opportunities   Click here to watch TG explain how he made 1,463% in Just 30 Days. 

Nuclear power is back in favour, as more countries across the world consider ways to cut carbon emissions to combat climate change. Countries like China and Japan are planning to build more reactors, but should nations in Africa invest in renewable sources of generating electricity, like solar panels, wind turbines and geo-thermal power, instead of nuclear? We examine how energy generated from nuclear fission has huge advance costs which would mean African governments finding loans from willing investors, but that might cede more economic influence to China or Russia. We also hear how Amazon, Google and Microsoft are investing in nuclear power, using smaller modular reactors to run data storage centres in the United States, as demand for electricity is expected to surge when artificial intelligence is running at full capacity. Could the developing technology of SMRs prove useful in Africa?If you would like to get in touch with the show, please email: businessdaily@bbc.co.ukPresented and produced by Russell Padmore(Picture: The Koeberg nuclear power station, Cape Town, South Africa. Credit: Getty Images)

Canada approves its first Small Modular Reactor (SMR), but critics argue it's a costly, high-risk distraction from cheaper, proven renewables. Ontario Clean Air Alliance explains the financial and security risks Plug-and-play solar is finally coming to the U.S., launching in Utah this summer with no permits or installers required. EcoFlow's new modular solar kits, with similar kits already popular in Europe and China, they could revolutionize backyard and balcony power for American homeowners. Support The Clean Energy Show on Patreon for exciting perks! Also this week: Thames Water warns that London may face water restrictions following the driest spring in nearly 70 years. As Brian plans his summer visit, the city's leaky infrastructure—losing enough water daily to fill 230 Olympic-sized pools—adds urgency to the crisis. – EcoFlow's new “Stream” solar energy system starts at $599, with optional battery backup. See ZDNet. – Manitoba's skyrocketing EV charging prices spark backlash—$700 for two hours? – Mazda switches to Tesla's NACS charging plug in Japan, adding to the global shift.  The Lightning Round: – U.S. budget cuts all tax incentives for new nuclear – Sweden hits 63.3% EV adoption – U.S. could be powered 1x over by solar-covered parking lots – GM unveils a lithium manganese-rich battery promising higher range and lower costs – Plus: A look at Onox, the all-electric tractor with swappable battery packs via Electrek Email us at CleanEnergyShow@gmail.com or leave a voice message at speakpipe.com/cleanenergyshow Donate via PayPal.

Bienvenido a un nuevo episodio de Invierto para ganar dinero.Hoy te hablo de un tema tan polémico como rentable: la energía nuclear.Comentamos por qué España está cerrando centrales mientras Microsoft y Amazon invierten millones en construir las suyas.Descubres qué son los SMRs, cómo la inteligencia artificial está disparando la demanda energética, y sobre todo, qué empresas cotizadas ya se están beneficiando de esta nueva ola nuclear.También te cuento:Qué empresas han subido un +700% en pocos mesesCómo invertir en IPOs nucleares sin ir a ciegasY por qué la nuclear no es el enemigo, sino la oportunidad que casi nadie quiere verUn episodio directo, con crítica, con datos... y con oportunidades reales de inversión.Así que sin más dilación, empezamos.════════════════

In this edition of Our Burning Planet on CapeTalk’s Afternoon Drive, Graeme Raubenheimer is joined by environmental journalist Ethan van Diemen to unpack Eskom’s controversial new direction for South Africa’s coal-fired power stations. Departing from its original Just Energy Transition (JET) commitments, Eskom is now exploring plans to repurpose ageing coal plants to run on gas, nuclear, or even so-called 'clean coal' technology.  Afternoon Drive with John Maytham is the late afternoon show on CapeTalk. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30 pm. CapeTalk fans call in, in an attempt to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live – Afternoon Drive with John Maytham is broadcast weekdays between 15:00 and 18:00 (SA Time) https://www.primediaplus.com/station/capetalk Find all the catch-up podcasts here https://www.primediaplus.com/capetalk/afternoon-drive-with-john-maytham/audio-podcasts/afternoon-drive-with-john-maytham/ Subscribe to the CapeTalk daily and weekly newsletters https://www.primediaplus.com/competitions/newsletter-subscription/ Follow us on social media: CapeTalk on Facebook: www.facebook.com/CapeTalk   CapeTalk on TikTok: www.tiktok.com/@capetalk   CapeTalk on Instagram: www.instagram.com/capetalkza  CapeTalk on X: www.x.com/CapeTalk  CapeTalk on YouTube: www.youtube.com/@CapeTalk567  See omnystudio.com/listener for privacy information.

Ayer vivimos el mayor apagón eléctrico en la historia reciente de España y Portugal.En este episodio te hablo de todo lo que deberíamos haber aprendido (y que nadie te va a contar):La fragilidad real de nuestro sistemaQué tendríamos que tener en casa sí o síPor qué no podemos confiar ciegamente en que todo funcione siempreAdemás, te cuento cómo podríamos mejorar el futuro energético, qué son los SMRs, y te presento tres empresas que están intentando cambiar las reglas del juego.Si quieres prepararte mejor — en la vida y en la bolsa —, quédate hasta el final.Enlaces de interés:⁠⁠mario10porciento.com⁠⁠ | ⁠⁠| Instagram: ⁠⁠@mario10porciento⁠⁠ | X: ⁠⁠@mario10xciento

This week's episode features William Sheriff, founder and executive chairman of enCore Energy, in conversation with host Adrian Pocobelli. Sheriff shares his insights on the current state of the uranium industry in the United States, highlighting how supply constraints and lengthy permitting processes are setting the stage for a looming uranium shortage. He also explores the growing role of small modular reactors (SMRs) and the rising demand for nuclear power driven by the rapid expansion of AI technology. All this and more with host Adrian Pocobelli. This week's Spotlight features Candace MacGibbon, former CEO of INV Metals and incoming president of CIM, discussing the organization's upcoming CIM Connect conference in Montreal, taking place May 4–7, 2025. For more information, visit: https://convention.cim.org/ Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

In this episode I'm discussing energy, specifically hydrogen and nuclear with a leading environmentalist author. His recent book the Hype about Hydrogen (revised) highlights the seemingly intractable problems with a Hydrogen economy. He's also publishing a whitepaper highlighting the high costs of SMRs and touting renewables as the cheapest solution. He suggests nuclear is uniquely dangerous in his assessment. I agree that any new SMRs will be costly, but the evidence suggests that nuclear is the safest energy form in lives lost per kilowatt hour. I'm looking forward to a lively discussion. A physicist who studied physical oceanography, Dr. Joe Romm is a senior research fellow at the Center for Science, Sustainability and the Media, and writes the blog climateprogress.org. In 2009, Rolling Stone magazine named Romm to its list of "100 People Who Are Changing America", and Time magazine named him one of its "Heroes of the Environment (2009)", calling him "The Web's most influential climate-change blogger. Before that, he served at the Department of Energy in the Office of Energy Efficiency and Renewable Energy, a $1 billion program responsible for much of the US' clean energy and greenhouse gas research and development. Look for me on Facebook and Instagram

Live from Sea-Air-Space 2025, Ms. Sanjana Shashikumar and Mr. John Konrad join ADM Foggo on stage as they discuss SMRs, online maritime influencer culture, and the state of affairs in the maritime space.Season 4 of Maritime Nation is produced in partnership with Dataminr.

Many of the innovations that have come to define the technological age we live in—from artificial intelligence to cryptocurrency mining—all have one thing in common: they demand large amounts of electricity. Tech companies and utilities are currently grappling with ways to meet this need. You've likely read headlines about proposals to power data centers using “small modular rectors” (SMRs) and even a push to restart Three Mile Island nuclear power plant. HB 672, a bill in the New Hampshire Legislature, is aimed at encouraging similar developments in New Hampshire by allowing off-grid electricity providers. Listen as hosts Anna Brown and Mike Dunbar, of Citizens Count break it down in  $100 Plus Mileage. This podcast is produced in partnership with Citizens Count, Granite State News Collaborative and The Marlin Fitzwater Center for Communications at Franklin Pierce University. Listen as hosts Anna Brown and Mike Dunbar, of Citizens Count break it down in  $100 Plus Mileage. This podcast is produced in partnership with Citizens Count, Granite State News Collaborative and The Marlin Fitzwater Center for Communications at Franklin Pierce University. Listen as hosts Anna Brown and Mike Dunbar, of Citizens Count break it down in  $100 Plus Mileage. This podcast is produced in partnership with Citizens Count, Granite State News Collaborative and The Marlin Fitzwater Center for Communications at Franklin Pierce University. Listen as hosts Anna Brown and Mike Dunbar, of Citizens Count break it down in  $100 Plus Mileage. This podcast is produced in partnership with Citizens Count, Granite State News Collaborative and The Marlin Fitzwater Center for Communications at Franklin Pierce University.

The Tennessee Valley Authority (TVA) has for many years been evaluating emerging nuclear technologies, including small modular reactors, as part of technology innovation efforts aimed at developing the energy system of the future. TVA—the largest public power provider in the U.S., serving more than 10 million people in parts of seven states—currently operates seven reactors at three nuclear power plants: Browns Ferry, Sequoyah, and Watts Bar. Meanwhile, it's also been investing in the exploration of new nuclear technology by pursuing small modular reactors (SMRs) at the Clinch River Nuclear (CRN) site in Tennessee. “TVA does have a very diverse energy portfolio, including the third-largest nuclear fleet [in the U.S.],” Greg Boerschig, TVA's vice president for the Clinch River project, said as a guest on The POWER Podcast. “Our nuclear power plants provide about 40% of our electricity generated at TVA. So, this Clinch River project and our new nuclear program is building on a long history of excellence in nuclear at the Tennessee Valley.” TVA completed an extensive site selection process before choosing the CRN site as the preferred location for its first SMR. The CRN site was originally the site of the Clinch River Breeder Reactor project in the early 1980s. Extensive grading and excavation disturbed approximately 240 acres on the project site before the project was terminated. Upon termination of the project, the site was redressed and returned to an environmentally acceptable condition. The CRN property is approximately 1,200 acres of land located on the northern bank of the Clinch River arm of the Watts Bar Reservoir in Oak Ridge, Roane County, Tennessee. The CRN site has a number of significant advantages, which include two existing power lines that cross the site, easy access off of Tennessee State Route 58, and the fact that it is a brownfield site previously disturbed and characterized as a part of the Clinch River Breeder Reactor project. The Oak Ridge area is also noted to have a skilled local workforce, including many people familiar with the complexities of nuclear work. “The community acceptance here is really just phenomenal,” said Boerschig. “The community is very educated and very well informed.” TVA began exploring advanced nuclear technologies in 2010. In 2016, it submitted an application to the Nuclear Regulatory Commission (NRC) for an Early Site Permit for one or more SMRs with a total combined generating capacity not to exceed 800 MW of electricity for the CRN site. In December 2019, TVA became the first utility in the nation to successfully obtain approval for an Early Site Permit from the NRC to potentially construct and operate SMRs at the site. While the decision to potentially build SMRs is an ongoing discussion as part of the asset strategy for TVA's future generation portfolio, significant investments have been made in the Clinch River project with the goal of moving it forward. OPG has a BWRX-300 project well underway at its Darlington New Nuclear Project site in Clarington, Ontario, with construction expected to be complete by the end of 2028. While OPG is developing its project in parallel with the design process, TVA expects to wait for more design maturity before launching its CRN project. “As far as the standard design is concerned, we're at the same pace, but overall, their project is about two years in front of ours,” said Boerschig. “And that's by design—they are the lead plant for this effort.” In the meantime, there are two primary items on TVA's to-do list. “Right now, the two biggest things that we have on our list are completing the standard design work, and then the construction permit application,” Boerschig said, noting the standard design is “somewhere north of 75% complete” and that TVA's plan is to submit the construction permit application “sometime around mid-year of this year.”

When you think of innovative advancements in nuclear power technology, places like the Idaho National Laboratory and the Massachusetts Institute of Technology probably come to mind. But today, some very exciting nuclear power development work is being done in West Texas, specifically, at Abilene Christian University (ACU). That's where Natura Resources is working to construct a molten salt–cooled, liquid-fueled reactor (MSR). “We are in the process of building, most likely, the country's first advanced nuclear reactor,” Doug Robison, founder and CEO of Natura Resources, said as a guest on The POWER Podcast. Natura has taken an iterative, milestone-based approach to advanced reactor development and deployment, focused on efficiency and performance. This started in 2020 when the company brought together ACU's NEXT Lab with Texas A&M University; the University of Texas, Austin; and the Georgia Institute of Technology to form the Natura Resources Research Alliance. In only four years, Natura and its partners developed a unique nuclear power system and successfully licensed the design. The U.S. Nuclear Regulatory Commission (NRC) issued a construction permit for deployment of the system at ACU last September. Called the MSR-1, ACU's unit will be a 1-MWth molten salt research reactor (MSRR). It is expected to provide valuable operational data to support Natura's 100-MWe systems. It will also serve as a “world-class research tool” to train advanced reactor operators and educate students, the company said. Natura is not only focused on its ACU project, but it is also moving forward on commercial reactor projects. In February, the company announced the deployment of two advanced nuclear projects, which are also in Texas. These deployments, located in the Permian Basin and at Texas A&M University's RELLIS Campus, represent significant strides in addressing energy and water needs in the state. “Our first was a deployment of a Natura commercial reactor in the Permian Basin, which is where I spent my career. We're partnering with a Texas produced-water consortium that was created by the legislature in 2021,” said Robison. One of the things that can be done with the high process heat from an MSR is desalinization. “So, we're going to be desalinating produced water and providing power—clean power—to the oil and gas industry for their operations in the Permian Basin,” said Robison. Meanwhile, at Texas A&M's RELLIS Campus, which is located about eight miles northwest of the university's main campus in College Station, Texas, a Natura MSR-100 reactor will be deployed. The initiative is part of a broader project known as “The Energy Proving Ground,” which involves multiple nuclear reactor companies. The project aims to bring commercial-ready small modular reactors (SMRs) to the site, providing a reliable source of clean energy for the Electric Reliability Council of Texas (ERCOT).

Is nuclear power the key to sustainability? With data centers consuming massive amounts of energy, can we keep up? Neil deGrasse Tyson, Gary O'Reilly & Paul Mecurio discuss the physics, safety, and future of nuclear reactors in a world of increasing power demands with nuclear engineer Kathryn Huff.NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here: https://startalkmedia.com/show/solving-ais-energy-problem-with-kathryn-huff/Thanks to our Patrons Diokindacute, Wheeler Weise, coryb440, Tim Itoi, Curiosidad científica podcast, Deborah Wales, nahar najjar, Scott Jewell, richard ravelo, Samuel Tomka, zackery Cool, Alexis Schad, Sean Smith, KEO LYPENG, Simon Tang, Thomas Coppola, Joseph, Monchelle Hicks, Paul Nowosielcki, Andrei Sirbu, bgbng, Neil Juanillo, Neal Beaton, Vic, PENE WILSON, Brendan Gombosi, Chad Jubyna, Jacob Narr, Mike, Nick H. is AllDamgeNoCntrol, Suliman, and Christoph Hermann for supporting us this week. Subscribe to SiriusXM Podcasts+ to listen to new episodes of StarTalk Radio ad-free and a whole week early.Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus.

In the first segment of this Going Nuclear podcast, Trevor and Justin discuss insights from the Nuclear Financing Summit, highlighting the growing interest in nuclear energy from tech companies and the implications of political changes in the U.S. They explore the challenges and opportunities in the nuclear sector, particularly in relation to energy demand and the race for artificial intelligence. The conversation also touches on the historical context of nuclear disarmament and its potential impact on the uranium market.In the second segment, the hosts provide an enlightening conversation. Matt Wald discusses his extensive background in nuclear energy journalism, the evolution of nuclear technology, and the current landscape of small modular reactors (SMRs). He emphasizes the importance of integrating nuclear energy into the broader energy system, addressing challenges such as regulatory hurdles and the need for a skilled workforce. The discussion also touches on the political dynamics affecting nuclear energy in the U.S., the rapid nuclear developments in China and India, and the critical need for reliable energy sources to meet growing electricity demands. Wald advocates for a balanced approach to energy production, highlighting the role of nuclear energy in achieving a low-carbon future.

In the latest episode of the Data Center Frontier Show podcast, DCF Editor-in-Chief Matt Vincent sits down with Phill Lawson-Shanks, Chief Innovation Officer at Aligned Data Centers, for a wide-ranging discussion that touches on some of the most pressing trends and challenges shaping the future of the data center industry. From the role of nuclear energy and natural gas in addressing the sector's growing power demands, to the rapid expansion of Aligned's operations in Latin America (LATAM), in the course of the podcast Lawson-Shanks provides deep insight into where the industry is headed. Scaling Sustainability: Tracking Embodied Carbon and Scope 3 Emissions A key focus of the conversation is sustainability, where Aligned continues to push boundaries in carbon tracking and energy efficiency. Lawson-Shanks highlights the company's commitment to monitoring embodied carbon—an effort that began four years ago and has since positioned Aligned as an industry leader. “We co-authored and helped found the Climate Accord with iMasons—taking sustainability to a whole new level,” he notes, emphasizing how Aligned is now extending its carbon traceability standards to ODATA's facilities in LATAM. By implementing lifecycle assessments (LCAs) and tracking Scope 3 emissions, Aligned aims to provide clients with a detailed breakdown of their environmental impact. “The North American market is still behind in lifecycle assessments and environmental product declarations. Where gaps exist, we look for adjacencies and highlight them—helping move the industry forward,” Lawson-Shanks explains. The Nuclear Moment: A Game-Changer for Data Center Power One of the most compelling segments of the discussion revolves around the growing interest in nuclear energy—particularly small modular reactors (SMRs) and microreactors—as a viable long-term power solution for data centers. Lawson-Shanks describes the recent industry buzz surrounding OKLO's announcement of a 12-gigawatt deployment with Switch as a significant milestone, calling the move “inevitable.” “There are dozens of nuclear plants operating in the U.S. today, but people just don't pay much attention to them,” he says. “Companies like OKLO are designing advanced modular reactors that are walk-away safe, reuse spent fuel, and eliminate the risks associated with traditional light-water reactors. This is the path forward.” However, he acknowledges that the widespread adoption of nuclear will take time, given the regulatory hurdles of the Nuclear Regulatory Commission (NRC) and the challenges of getting sites certified. Still, he remains optimistic: “We need this, and as an industry, we're pre-buying energy because we see the challenges ahead.” Bridging the Energy Gap with Natural Gas and Hydrogen While nuclear is a long-term solution, data centers need reliable power sources today. Lawson-Shanks sees natural gas as a practical interim solution, provided emissions can be mitigated. He also points to hydrogen as an emerging technology with potential, though challenges remain. “Hydrogen is really an energy transportation methodology rather than an energy source,” he explains. “It's highly corrosive, and the infrastructure isn't fully in place yet, but it's something we're closely monitoring.” He predicts that natural gas reciprocating engines will serve as a bridge solution until nuclear modules become widely available. “Once we reach steady-state nuclear power, those gas engines could replace diesel generators, which we all want to phase out,” he says. Explosive Growth in LATAM and the Evolution of Aligned's Global Strategy The conversation also covers Aligned's expansion into Latin America following its acquisition of ODATA. Lawson-Shanks describes the region as a booming market, particularly in Brazil, where Aligned has access to renewable energy through its investment in wind farms. “LATAM is an enormous growth market, and our waterless cooling system is ideal for places like Santiago, where water scarcity makes evaporative cooling unfeasible,” he explains. Aligned is integrating its advanced cooling technologies—such as Delta³ and DeltaFlow—into ODATA's new facilities, ensuring that sustainability remains a core component of their LATAM operations. Innovating Beyond Cooling: The Future of Heat Reuse Another forward-looking topic is Aligned's interest in heat reuse, an area where Lawson-Shanks sees significant potential for innovation. Through its partnership with QScale in Canada, Aligned is exploring methods to capture and repurpose waste heat from data centers for other applications. “Their heat reuse strategy is really interesting, and we're looking at how we can implement similar solutions in North America,” he says, hinting at future developments to come. Looking Ahead: A Future Shaped by Innovation and Sustainability As the conversation wraps up, it's clear that Lawson-Shanks sees the data center industry at an inflection point. The combination of sustainability commitments, new energy technologies, and rapid global expansion is forcing companies to rethink traditional models and embrace innovation at an unprecedented scale. “We've always fought against the idea that data centers have to be built the same way they were in the 1970s,” he says. “We're constantly redesigning, rethinking how we procure energy, and pushing the industry forward.” With Aligned continuing to lead the charge in sustainability, energy innovation, and international expansion, the insights shared in this episode offer a compelling look at the challenges and opportunities ahead for the data center industry.

In recent years, the global conversation surrounding energy production has increasingly focused on sustainability, efficiency, and safety. Among the various energy sources, nuclear energy has often been viewed with skepticism due to historical accidents and the complexities associated with traditional nuclear power plants. However, a new wave of innovation is emerging in the form of Small Modular Reactors (SMRs), which promise to redefine the landscape of nuclear energy. This essay explores the potential of SMRs to provide affordable, sustainable energy, their advantages over traditional nuclear reactors, and the implications for global energy markets. The company Otrera is at the forefront of this innovation, aiming to bring down the costs associated with nuclear energy while enhancing its safety and efficiency.Redefining Nuclear Energy with Small Modular Reactors (SMRs)Small Modular Reactors are compact nuclear power plants designed to generate electricity and heat with a significantly smaller footprint than conventional nuclear facilities. Otrera's SMRs are based on over 60 years of expertise in nuclear technology, specifically utilizing fast sodium and fast neutron technology. This foundational knowledge allows for the development of reactors that not only meet current energy demands but also adhere to stringent safety regulations.One of the most compelling advantages of SMRs is their modular design, which enables them to be manufactured in a factory setting and then transported to their installation sites. This approach significantly reduces construction times and costs, with Otrera projecting that its first reactor could be operational by 2032 - an impressive timeline in the energy sector. The ability to rapidly deploy energy solutions is crucial in a world where energy demands are continually increasing, particularly in energy-intensive industries such as data centers and manufacturing.Versatility Leads to ScalabilityThe versatility of SMRs is another key factor in their potential success. Unlike traditional nuclear plants that primarily generate electricity, SMRs can produce both electricity and heat, making them suitable for a variety of applications. For example, they can be utilized for district heating in urban areas or for powering industrial processes that require substantial energy inputs. This adaptability positions SMRs as a viable solution for cities and countries looking to transition to cleaner energy sources while meeting their specific energy needs.Furthermore, the international strategy for deploying SMRs opens new avenues for energy production in regions lacking the infrastructure for large-scale nuclear plants. Smaller nations or island countries, which may not have the resources or political will to develop extensive nuclear facilities, can benefit from the modular nature of SMRs. This capability could lead to a broader adoption of nuclear energy in emerging markets, contributing to global efforts to reduce carbon emissions and combat climate change.Safety is Always EssentialHistorically, incidents such as the Three Mile Island accident in Pennsylvania served as stark reminders of the potential dangers associated with nuclear power. The fear that followed such events led to widespread public concern and skepticism about the safety of nuclear facilities. However, the narrative surrounding nuclear energy has shifted dramatically. The current generation of nuclear reactors, particularly SMRs, is designed with advanced safety features that prioritize risk mitigation. Contemporary nuclear technology has a robust regulatory framework that mandates rigorous safety protocols. These protocols ensure that any new technology must undergo extensive testing and evaluation before being deployed, thereby minimizing the risk of catastrophic failures.Safety remains a paramount concern in nuclear energy production, and SMRs are designed with advanced safety features that address these worries. Otrera's reactors incorporate multiple containment barriers, enhancing their safety profile compared to conventional reactors. By leveraging proven technologies and adhering to established safety standards, SMRs can offer a more secure option for countries hesitant to invest in nuclear energy due to safety concerns.Conclusion: Safety and Versatility Mean Faster AdoptionIn conclusion, Small Modular Reactors represent a transformative approach to nuclear energy that addresses many of the concerns associated with traditional nuclear power. By offering a safer, more efficient, and adaptable energy solution, SMRs have the potential to redefine the role of nuclear energy in the global energy landscape. Companies like Otrera are paving the way for a future where nuclear energy is not only a viable option but also a key player in the transition to sustainable energy. As the world grapples with the challenges of climate change and energy security, the development and deployment of SMRs could be a significant step toward a cleaner and more sustainable energy future.Interview by Don Baine, The Gadget Professor.Sponsored by: Get $5 to protect your credit card information online with Privacy. Amazon Prime gives you more than just free shipping. Get free music, TV shows, movies, videogames and more. The most flexible tools for podcasting. Get a 30 day free trial of storage and statistics.

In recent years, the global conversation surrounding energy production has increasingly focused on sustainability, efficiency, and safety. Among the various energy sources, nuclear energy has often been viewed with skepticism due to historical accidents and the complexities associated with traditional nuclear power plants. However, a new wave of innovation is emerging in the form of Small Modular Reactors (SMRs), which promise to redefine the landscape of nuclear energy. This essay explores the potential of SMRs to provide affordable, sustainable energy, their advantages over traditional nuclear reactors, and the implications for global energy markets. The company Otrera is at the forefront of this innovation, aiming to bring down the costs associated with nuclear energy while enhancing its safety and efficiency.Redefining Nuclear Energy with Small Modular Reactors (SMRs)Small Modular Reactors are compact nuclear power plants designed to generate electricity and heat with a significantly smaller footprint than conventional nuclear facilities. Otrera's SMRs are based on over 60 years of expertise in nuclear technology, specifically utilizing fast sodium and fast neutron technology. This foundational knowledge allows for the development of reactors that not only meet current energy demands but also adhere to stringent safety regulations.One of the most compelling advantages of SMRs is their modular design, which enables them to be manufactured in a factory setting and then transported to their installation sites. This approach significantly reduces construction times and costs, with Otrera projecting that its first reactor could be operational by 2032 - an impressive timeline in the energy sector. The ability to rapidly deploy energy solutions is crucial in a world where energy demands are continually increasing, particularly in energy-intensive industries such as data centers and manufacturing.Versatility Leads to ScalabilityThe versatility of SMRs is another key factor in their potential success. Unlike traditional nuclear plants that primarily generate electricity, SMRs can produce both electricity and heat, making them suitable for a variety of applications. For example, they can be utilized for district heating in urban areas or for powering industrial processes that require substantial energy inputs. This adaptability positions SMRs as a viable solution for cities and countries looking to transition to cleaner energy sources while meeting their specific energy needs.Furthermore, the international strategy for deploying SMRs opens new avenues for energy production in regions lacking the infrastructure for large-scale nuclear plants. Smaller nations or island countries, which may not have the resources or political will to develop extensive nuclear facilities, can benefit from the modular nature of SMRs. This capability could lead to a broader adoption of nuclear energy in emerging markets, contributing to global efforts to reduce carbon emissions and combat climate change.Safety is Always EssentialHistorically, incidents such as the Three Mile Island accident in Pennsylvania served as stark reminders of the potential dangers associated with nuclear power. The fear that followed such events led to widespread public concern and skepticism about the safety of nuclear facilities. However, the narrative surrounding nuclear energy has shifted dramatically. The current generation of nuclear reactors, particularly SMRs, is designed with advanced safety features that prioritize risk mitigation. Contemporary nuclear technology has a robust regulatory framework that mandates rigorous safety protocols. These protocols ensure that any new technology must undergo extensive testing and evaluation before being deployed, thereby minimizing the risk of catastrophic failures.Safety remains a paramount concern in nuclear energy production, and SMRs are designed with advanced safety features that address these worries. Otrera's reactors incorporate multiple containment barriers, enhancing their safety profile compared to conventional reactors. By leveraging proven technologies and adhering to established safety standards, SMRs can offer a more secure option for countries hesitant to invest in nuclear energy due to safety concerns.Conclusion: Safety and Versatility Mean Faster AdoptionIn conclusion, Small Modular Reactors represent a transformative approach to nuclear energy that addresses many of the concerns associated with traditional nuclear power. By offering a safer, more efficient, and adaptable energy solution, SMRs have the potential to redefine the role of nuclear energy in the global energy landscape. Companies like Otrera are paving the way for a future where nuclear energy is not only a viable option but also a key player in the transition to sustainable energy. As the world grapples with the challenges of climate change and energy security, the development and deployment of SMRs could be a significant step toward a cleaner and more sustainable energy future.Interview by Don Baine, The Gadget Professor.Sponsored by: Get $5 to protect your credit card information online with Privacy. Amazon Prime gives you more than just free shipping. Get free music, TV shows, movies, videogames and more. The most flexible tools for podcasting. Get a 30 day free trial of storage and statistics.

The government is slowly but steadily, increasing its focus on nuclear energy. India's nuclear power operator NPCIL invited proposals from industry to set up captive small nuclear reactors on December 31, 2024.  This invite is in line with Union Finance Minister Nirmala Sitharaman's announcement that the government would support the use of SMRs to increase the share of nuclear power in India's energy basket. While presenting the Union Budget 2024-25 in July last year, Ms. Sitharaman announced that the government would partner with the private sector to develop SMRs. “Nuclear energy is expected to form a significant part of the energy mix for Viksit Bharat. Towards that pursuit, our government will partner with the private sector to set up Bharat Small Modular Reactors and research and develop newer technologies for nuclear energy,” she said. What is NPCIL's proposal? Can these SMRs help India Inc. become greener? Are there any obstacles that can derail the nuclear push? To answer these questions we bring you this episode. Guest: Karthik Ganesan, Fellow and Director — Strategic Partnerships, at CEEW Host: Nivedita V Edited by Jude Francis Weston

Europe seems to be on the verge of a nuclear renaissance. And the new kids on the block are SMRs – small modular reactors. We know how to build big ones, so how hard can it be to build small, modular ones? Well, pretty hard, as it turns out. What are the biggest challenges? And how can they be overcome? To answer these questions, I'm joined this week by Sophie Macfarlane-Smith, Head of Customer Engagement at Rolls Royce SMR.

Best Low-Carbon ETFs and Stocks includes reviews of two articles by financial analysts at the highly respected Carbon Credits organization. By Ron Robins, MBA Transcript & Links, Episode 146, January 24, 2025 Hello, Ron Robins here, welcome to my podcast episode 146 published January 24, 2025, titled “Best Low-Carbon ETFs and Stocks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now I'm having to record this podcast two days earlier than usual. But it is still filled with great, up-to-the-minute, informative articles! Also, remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (1) Today, I'm starting with two articles on low-carbon ETFs and stocks from analysts at carboncredits.com. The first article is titled Top 5 Carbon ETFs for Sustainable Investing in 2025. It's by Saptakee S. Here are the picks and brief quotes from the article. “1. iShares Global Clean Energy ETF (ICLN) is a part of BlackRock and a top-performing ETF… Essentially, this fund tracks an index of stocks in the global clean energy sector. One important attribute of this ETF is its strict sustainability rules. It excludes companies involved in weapons, tobacco, coal, oil sands, and Arctic drilling. (It) currently manages assets worth $5-6 billion. 2. Invesco Solar ETF (TAN) known as TAN, manages assets valued between $3–4 billion… This fund focuses on solar energy companies, such as manufacturers, installers, and technology providers… TAN is based on the MAC Global Solar Energy Index. It invests 90% of its assets in securities, American depositary receipts (ADRs), and global depositary receipts (GDRs) listed in the index… 3. First Trust Global Wind Energy ETF (FAN) known as FAN, currently manages assets worth $2–3 billion… It's prospective for those managing wind farms, producing wind power, or making wind energy equipment. However, companies must have a market cap of at least $100 million, a daily trading volume of $500,000, and a free float of 25% to join the index. 4. SPDR S&P Kensho Clean Power ETF (CNRG) currently has assets worth $1–2 billion… It is managed by State Street's Investment Solutions Group and is built for long-term growth. With its focus on innovation and the clean energy sector, this ETF is a great option for those wanting to invest in the future of renewable energy. 5. Global X Lithium & Battery Tech ETF (LIT) gives investors access to the booming electrification, lithium, and battery technology sector. Their assets have a $4–5 billion valuation… The ongoing global demand for lithium and supply constraints make this ETF a promising investment in this sector.” End quotes. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (2) Now this is the second article on Low-Carbon investments titled Top 5 Carbon Stocks to Watch in 2025. It's by Jennifer L. and also found on carboncredits.com. “1. Brookfield Renewable Partners (BEP) is one of the world's largest publicly traded renewable energy companies. With a clear focus on clean, renewable energy, Brookfield Renewable Partners distinguishes itself from many of its competitors by operating as a pure-play renewable energy company. This means that its portfolio consists exclusively of renewable sources of power generation, unlike other companies that often combine renewable energy with fossil fuel assets. As of 2024, Brookfield Renewable Partners diversified portfolio encompasses over 35,000 megawatts of operating capacity across various renewable energy sources. This extensive array of assets spans multiple regions, including North America, South America, Europe, and Asia, underscoring Brookfield Renewable Partners commitment to global renewable energy development. For investors seeking exposure to the renewable energy sector with a preference for established companies demonstrating stable growth and reliable returns, Brookfield Renewable Partners represents a compelling option. 2. Aker Carbon Capture ASA (AKCCF) is a Norwegian company specializing in carbon capture technology. Leveraging its expertise from the Aker Group, a global leader in offshore engineering, Aker Carbon Capture has developed modular carbon capture systems that are both cost-effective and scalable… With a solid financial foundation and strategic partnerships, Aker Carbon Capture is well-positioned to expand its carbon capture solutions globally. The aim is to contribute significantly to the reduction of industrial CO₂ emissions and support the transition to a low-carbon economy. 3. LanzaTech Global, Inc. (LNZA) is a pioneering carbon recycling company that transforms waste carbon emissions into sustainable fuels and chemicals through innovative biotechnology using gas fermentation. Through this process, industrial emissions—rich in carbon monoxide and carbon dioxide—are converted into ethanol and other chemicals… The ethanol produced can serve as a building block for various products, including jet fuel, plastics, and synthetic fibers. With a solid financial foundation bolstered by recent capital raises and strategic partnerships, LanzaTech is well-positioned to expand its carbon recycling solutions globally, creating sustainable products from waste carbon. 4. Occidental Petroleum Corporation (OXY) is a major player in the oil and gas industry. However, in recent years, the company has been transforming itself into a leader in carbon management solutions.  Occidental has embraced Direct Air Capture (DAC) technology, which removes CO₂ directly from the atmosphere. In partnership with Carbon Engineering, Occidental is constructing the world's largest DAC facility in Texas, a groundbreaking project that will play a significant role in achieving global emission reduction targets… Occidental's approach is an example of how traditional energy companies are evolving to embrace sustainability. By combining its existing expertise in oil extraction with innovative carbon capture methods, Occidental is paving the way for a future where fossil fuel extraction can coexist with carbon reduction technologies. 5. Equinor ASA (EQNR) formerly known as Statoil, is a Norwegian energy giant that has diversified its portfolio to include renewable energy sources like wind power. It has also been at the forefront of carbon capture, utilization, and storage (CCUS) technologies for over 25 years… Equinor is a key player in the Northern Lights project, a pioneering initiative in Norway aimed at developing a large-scale carbon capture and storage infrastructure… Equinor has decades of experience in offshore oil and gas exploration. Its deep-rooted knowledge of energy infrastructure is key to its success in developing large-scale carbon capture and storage solutions. With the potential to store the equivalent of 1,000 years of Norwegian CO₂ emissions beneath the seabed, Equinor's initiatives are pivotal in supporting global climate goals.” End quotes. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (3) Still, on the theme of energy-related investments is this article titled 3 Renewable Energy Stocks to Buy in 2025 and Hold for Decades. It's by James Brumley and found on fool.com. Here is some of what Mr. Brumley says about his picks. “1. Cameco (NYSE: CCJ) one of the planet's top suppliers of uranium, with access to plenty of high-grade reserves. Its two chief mining operations in Saskatchewan, Canada, are currently jointly capable of producing a total of 43 million pounds of high-grade uranium per year, but both could support more output at only marginally more cost… Do prepare for continued volatility from Cameco stock that reflects the continued volatility of uranium prices -- although maybe not quite as much as you might expect. Confidence in nuclear power as a clean source of electricity is slowly but surely improving, leveling out these swings. 2. Brookfield Renewable (BEPC -2.65%) (BEP -1.29%). (Yes, a second recommendation in this podcast.) If you feel confident that renewable energy as an industry is investment-worthy but you don't know where to start, consider a stake in Brookfield Renewable Corp. With it, you'll own a little of everything the business encompasses… There is one detail worth pointing out there. That is, this is not Brookfield Asset Management (BAM.TO), Brookfield Corporation (BN), or Brookfield Wealth Solutions (BNT). Although all of these companies are related, Brookfield Renewable is the only one with direct exposure to the alternative energy market. The others are simply involved in the management and marketing of Brookfield Renewable. 3. First Solar (NASDAQ: FSLR) First Solar stock is down nearly 40% from its June peak largely on concerns that President-elect Donald Trump isn't as supportive of solar power as his predecessor was. And maybe he isn't. The solar tax credits that boosted the business under President Joe Biden's watch are anything but guaranteed to last through Trump's tenure… The irony is that the analyst community is still calling for strong growth from First Solar regardless of who's occupying the White House. Last year's projected top-line growth of 29% is expected to be followed by 32% growth this year, followed by 21% revenue growth next year. Even producing half of that anticipated growth should shake this stock out of its current funk and rekindle a long-term advance.” End quotes. ------------------------------------------------------------- Best Low-Carbon ETFs and Stocks (4) And, yes, another analyst article on the renewable energy theme — but with a very different angle. It's titled 2 Renewable Energy Stocks to Buy in 2025 and Hold for Decades by Leo Sun on aol.com. It was originally published on fool.com. “1. NuScale Power (NYSE: SMR) produces the only small modular reactors (SMRs) that have been certified with a Standard Design Approval (SDA) from the U.S. Nuclear Regulatory Commission (NRC). Its SMRs can be installed in vessels that are just 9 feet (2.7m) wide and 65 feet (20m) tall -- which makes them much easier to deploy than larger nuclear reactors. NuScale's modular designs are prefabricated, delivered, and assembled on-site. That approach reduces the costs and construction time of a working nuclear reactor. Its current reactor clusters are certified for up to 55 megawatts of electricity… NuScale's stock has already surged nearly 650% over the past 12 months in anticipation of that approval, but it still trades more than 20% below its all-time high from last November. Analysts only expect its revenue to rise 4% to $24 million in 2024. 2. CleanSpark (NASDAQ: CLSK) develops modular microgrids for wind, solar, and other renewable energy sources. These microgrids can be deployed as stand-alone systems or plugged into existing energy grids, and they're used to funnel energy into storage systems, backup generators, and load management solutions. CleanSpark initially developed these green energy systems for other companies, but it evolved into a Bitcoin miner upon acquiring ATL Data Centers in May 2021. It upgraded ATL's mining facilities with its technology to boost their efficiency and demonstrate that it was possible to mine Bitcoins with low-carbon energy… From fiscal 2024 to fiscal 2027, analysts expect its revenue and adjusted EBITDA to grow at a CAGR of 36% and 22%... That makes it a great long-term play if you expect Bitcoin's price to keep climbing and the renewable energy market to keep expanding.” End quotes. ------------------------------------------------------------- Additional article not covered due to time constraints 1. Title: Start-up Bountiful Financial Launches Stock Indices Based on Religious Teachings & Believers' Real-World Experiences. Media release. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Best Low-Carbon ETFs and Stocks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these terribly troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next February 7th. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Bringing SMRs to New Brunswick. That's the goal of a new agreement between the North Shore Mi'kmaq Tribal Council and nuclear energy giant.

We want to hear from you! Send us a text message.With energy consumption skyrocketing and sustainability challenges becoming more pressing, nuclear energy is once again in the spotlight.But while its potential is undeniable, there's still a lot of public misperception of nuclear. For many, the words "nuclear energy" conjure outdated fears that overlook decades of innovation, safety advancements, and the vast opportunities in nuclear power today. In this episode of The TechEd Podcast, host Matt Kirchner sits down with Patrick O'Brien, Director of Government Affairs and Communications at Holtec International, to demystify nuclear energy and explore its transformative potential as a cornerstone of clean, sustainable power.Patrick shares insights into the nuclear "renaissance" and its critical role in balancing growing energy demands with environmental responsibility. From the recommissioning of Michigan's Palisades Nuclear Plant to the groundbreaking possibilities of small modular reactors (SMRs), Patrick provides an insider's perspective on cutting-edge technology, workforce opportunities, and nuclear's future in the United States.Inside this episode:Breaking down nuclear vs. wind and solar: land usage, energy density, and why nuclear leads in efficiencyHow Holtec is rewriting history with the unprecedented recommissioning of Palisades Nuclear PlantSmall modular reactors (SMRs): the future of nuclear energy and their game-changing scalabilityHow public perception of nuclear energy is evolvingInside the nuclear workforce: training, skills, and career paths shaping the industry's future3 Big Takeaways from this Episode:Nuclear energy offers unmatched efficiency and reliability.A single nuclear plant can produce 1,000 megawatts of consistent power on a fraction of the land required by solar or wind, which would need 3,000 megawatts of capacity to achieve the same output. Nuclear's 24/7 reliability makes it indispensable for meeting growing energy demands sustainably.Holtec International is rewriting nuclear history by recommissioning a decommissioned power plant.The Palisades Nuclear Plant in Michigan is the first facility in history to reverse a permanent shutdown order, requiring unprecedented collaboration with the NRC and innovative regulatory actions. This groundbreaking project could set a precedent for extending the lifecycle of nuclear facilities worldwide.The nuclear industry offers diverse career opportunities for every education level.From operators with high school diplomas to engineers with advanced degrees, the field provides clear pathways for growth, as seen in one worker's rise from janitor to control room supervisor. Nuclear also sets itself apart with rigorous training programs, where operators must retrain and pass exams every six weeks to stay certified.Resources in this Episode:To learn more about Holtec International visit: holtecinternational.comLearn more about the recommissioning of Holtec Palisades in MichiganOther resources mentioned:Access the Department of EnergInstagram - Facebook - YouTube - TikTok - Twitter - LinkedIn

Last October, Amazon announced it had signed an agreement to develop four small-scale modular nuclear reactors, or SMRs, along the Columbia River to power its data centers in Eastern Oregon. Energy Northwest, a consortium of publicly owned utilities, is partnering with Amazon on the development of the SMRs which it says could be scaled up to meet the energy needs of more than 770,000 homes in the region without the use of fossil fuels.  But opposition to the plan is now ramping up as environmentalists, academics and Native American Tribes in the region raise their concerns over the safety of this novel nuclear technology to human health, wildlife and water quality. OPB rural communities reporter Antonio Sierra joins us to share his recent reporting on the opposition to Amazon’s vision for nuclear energy and the massive data centers it would help power. 

It is safer to live near a nuclear power plant than to ride a plane, says an expert. Do we have a Not In My Backyard (Nimby) syndrome? Synopsis: Every second Wednesday of the month, The Straits Times takes a hard look at Singapore's social issues of the day with guests. Nuclear energy: Why not? That is the response from an expert on why Singapore is exploring it. The radioactive release from the Fukushima meltdown in 2011 did not kill anyone, but thousands of workers at coal mines die every year, says Dr Alvin Chew, a senior fellow at the S Rajaratnam School of International Studies in NTU. Dr Chew’s research focuses on the usage of civilian nuclear energy. He was previously with the civil service, working on energy security and energy transition issues. “When you compare the (nuclear sector) to airline industries, there are more airline crashes and lives being lost. But yet, people are still flying,” he adds. Still, the horrors of nuclear disasters such as the meltdowns in Chernobyl and Fukushima appear to have scarred mankind. To go nuclear or not is a highly polarising topic in many countries. To gain the public’s trust on nuclear energy in Singapore, Dr Chew emphasises the importance for authorities to explain a country’s need for nuclear energy, educate the people about radiation safety, and also ensure the population is prepared for a worst-case scenario. Most of the time, the best form of protection is to stay at home, shut the windows and wait for the authorities’ instructions, he adds. Singapore, like several other countries mired by the triple threat of climate change, energy security and rising electricity costs, is taking a hard look at a controversial energy source – nuclear power. The authorities have been exploring advanced nuclear technologies, such as small modular reactors (SMRs), that are promised to be safer. In this episode, Lynda Hong and co-host Shabana Begum find out what drives the fear of nuclear power. Will Singapore residents allow a nuclear plant to be built in their 'backyard'? Highlights (click/tap above): 3:32 No deaths from Fukushima meltdown itself, but more deaths from coal-mining 7:34 Evacuation is not the best protection from radiation leaks 9:36 Why small modular reactors (SMRs) are suitable for Singapore 17:00 Nuclear and the 'Nimby' syndrome 26:02 How nuclear waste becomes a social issue Read ST's Opinion section: https://str.sg/w7sH Read Shabana Begum’s articles:https://str.sg/LfQG Hosts: Lynda Hong (lyndahong@sph.com.sg) and Shabana Begum (nshab@sph.com.sg) Produced and edited by: Hadyu Rahim Executive producer: Ernest Luis & Lynda Hong Follow In Your Opinion Podcast here and get notified for new episode drops: Channel: https://str.sg/w7Qt Apple Podcasts: https://str.sg/wukb Spotify: https://str.sg/w7sV Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 ST Podcast website: http://str.sg/stpodcasts ST Podcasts YouTube: https://str.sg/4Vwsa --- Get The Straits Times' app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- #inyouropinionSee omnystudio.com/listener for privacy information.

Fabi Lara, Founder and Publisher of The Next Big Rush, joins me to dig into the major demand drivers and supply disruption news that is underpinning a longer-term bull market for nuclear power and uranium mining.   We then pivot over to a comprehensive review of the opportunities in producers, developers, and explorers in the US and Canada.   We're back with another longer-format discussion where we initially get into the announcements from China this week about its goal to produce 10% of electricity from nuclear power by 2035 and 18% by 2060.  It stated it could build 100 new nuclear reactors by 2035, and could keep the pace of approving at least 10 new nuclear reactors per year, over the next 10 years. It has also been highlighting its new fourth generation of reactor as something it could export to other nations that are also looking to expand nuclear power capacity.   Then Fabi outlined the news this week from Meta/Facebook that it has sent out a request for proposals to technology developers that it is seeking to bring multiple nuclear reactor units online that target one to four gigawatts of electricity, starting in the early 2030s to support data centers and communities around them. This has Meta joining a flurry of high-profile megacap tech companies that have announced going all-in on developing more nuclear energy to fuel their energy-intensive data centers. In a sector that already has seen surging demand from all the traditional reactor builds in the East and Middle East, the push for more SMRs in the West is pushing demand up even further.   We then shift the conversation over from the growing demand to the very pertinent question of where all the new supply will come from in the uranium mining sector. It's a very nuanced conversation about a where the uranium production is coming from, where outside of  Cameco (TSX: CCO; NYSE: CCJ) and Kazatomprom, the only uranium supply coming online is from the US producers and near-term producers like Energy Fuels (NYSE: UUUU) (TSX: EFR), enCore Energy (NASDAQ: EU) (TSX.V: EU),  Ur-Energy Inc. (NYSE American:URG)(TSX:URE), Peninsula Energy Ltd (ASX:PEN, OTCQB:PENMF), and Uranium Energy Corp (NYSE American: UEC).   This will not be enough supply to meet the production deficit globally, but it will underpin a premium for domestic producers.   Wrapping up we pivoted over to the large amount of money that has been raised and put into the ground over the last 2 years with uranium exploration companies, with not many results to show for it.  Fabi outlines that some of the companies she follows that seem to be on to early-stage success in vectoring in on the right geological settings and radioactive mineralization are Stallion Uranium Corp. (TSX-V: STUD) (OTCQB: STLNF), and Forum Energy Metals Corp. (TSXV: FMC) (OTCQB: FDCFF). She also points to the high-grade discover that F3 Uranium (TSXV: FUU) (OTCQB: FUUFF) has made in the last couple years being the product of years of prior exploration programs, highlighting the longer time frames needed to delineate economic uranium deposits.   Click here to visit Fabi's YouTube page:   Click here to visit Fabi's website:

This week, the Tony Blair Institute for Global Change released a report declaring, “a new nuclear age is beginning,” arguing that nuclear power is critical in meeting global climate goals. But how is this renaissance different from earlier proclamations of an atomic revival?In this episode, Richard talks with report co-author Tone Langengen about the case for a nuclear revival and the hurdles still in its way. Joining the discussion is nuclear expert Paul Dorfman, who questions whether nuclear can truly compete with renewables.They cover the potential of small modular reactors (SMRs), the challenges of cost overruns, and whether nuclear and renewables can work together to create a resilient, low-carbon grid.Host: Richard Sverrisson - Editor-in-Chief, MontelGuests: Tone Langengen - Senior Policy Advisor, Climate & Energy Policy at the Tony Blair Institute For Global Change. Co-author of this report “A New Nuclear Age”; Dr Paul Dorfman - Visiting Fellow at the Science Policy Research Unit of the University of Sussex; Chris Eales – France Editor, Montel

In this episode, Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU, joins the Power Perspectives Podcast in the wake of the November 2024 elections to discuss the most pressing issues shaping the energy landscape. With her expertise in energy geopolitics, climate risk, and sustainability, Amy offers invaluable insights into how utilities can adapt to evolving challenges while pursuing a more resilient and sustainable future. Listen in as Amy explores: - The intersection of federal energy policies and state climate goals amidst political changes - Why small modular reactors (SMRs) may not be the universal solution some hope for - How digital solutions for demand management remain an underutilized opportunity - The role of supply chain resilience in ensuring reliable energy amid geopolitical tensions Join host Jason Price and producer Matt Chester as they get a crash course into these critical topics with Amy Myers Jaffe. Whether you're a utility executive, policymaker, or energy enthusiast, this episode provides actionable strategies for tackling today's energy challenges and securing a sustainable future. Key Links Energy Central Post with Full Episode Transcript: https://energycentral.com/o/energy-central/power-perspectives%E2%84%A2-podcast-navigating-energys-post-election-crossroads-2024-and Energy's Digital Future: Harnessing Innovation for American Resilience and National Security by Amy Myers Jaffe: https://cup.columbia.edu/book/energys-digital-future/9780231216753 Five Ways to Disaster-Proof the Energy Grid by Amy Myers Jaffe: https://www.wsj.com/us-news/climate-environment/energy-grid-extreme-weather-power-outages-c77e97e2 Amy's Energy Central Profile: https://energycentral.com/member/profile/amy-jaffe Ask a Question to Our Future Guests: Do you have a burning question for the utility executives and energy industry thought leaders that we feature each week on Power Perspectives? Leave us a message here for your chance to be featured in an upcoming episode: www.speakpipe.com/EnergyCentralPodcast

In this edition of The Naked Scientists, how much of a part do innovations in nuclear energy production, like SMRs and microreactors, have to play in our nuclear future? Like this podcast? Please help us by supporting the Naked Scientists

Last month, Amazon announced it had signed an agreement to develop four small-scale modular nuclear reactors, or SMRs, along the Columbia River to power its data centers in Eastern Oregon. The e-commerce giant also touted nuclear energy as a “safe source of carbon-free energy” that would allow it to achieve its goal of net zero carbon emissions by 2040.  Energy Northwest, a consortium of publicly owned utilities, is partnering with Amazon on the development of the SMRs in southeast Washington. Under the agreement, Energy Northwest could build an additional eight SMRs that would generate enough electricity to meet the needs of more than 770,000 homes in the region. OPB rural communities reporter Antonio Sierra recently looked into this technology, its safety and how it differs from traditional nuclear reactors. He joins us to share what he’s learned. 

You may have heard that a "nuclear renaissance" is gathering pace, driven most recently by something called “small modular reactors” or SMRs. Apparently, SMRs are going to be ubiquitous everywhere and are going to play a key part in decarbonization. The Angry Clean Energy Guy on why this isn't going to happen; and why all this talk about SMRs (and it's mostly talk) pushes back the era of energy abundance which we are on the cusp of, by diverting capital which would have been much better spent on a faster deployment of renewable energy: solar, wind and batteries.

 An energy crisis is looming as power demands skyrocket, in no small part due our growing demand for data. One potential solution to power data centers: small modular nuclear reactors (SMRs). Experts Brian Gitt from Oklo and Colm Shorten from JLL explore this compact nuclear technology's promise and challenges. They discuss SMRs' unique features, the "Power as a Service" model, and global adoption trends. The episode covers environmental impacts, safety innovations, and regulatory hurdles. Gain insights into how SMRs could reshape the data center industry and address the energy crisis while promoting sustainability. Subscribe: Apple Podcasts | Spotify | Google Podcasts   Leave a message on the podcast hotline. We may use it on an upcoming show. Call (602) 633-4061. Or email us at trendspodcast@JLL.com.  Get more insights about commercial real estate here. 

In this episode of the S&P Global Commodity Insights Energy Evolution podcast, host Taylor Kuykendall interviews J. Clay Sell, the CEO of X-energy, a company focused on advanced small modular nuclear reactors (SMRs). X-energy is pioneering a new generation of nuclear technology that promises safer, more economical, and more efficient power generation. The episode follows the announcement of a recent $500 million Series C financing round led by Amazon. The two companies aim to develop over 5 GW of SMR power projects across the U.S. by 2039. The discussion covers the potential of SMRs, the importance of government support and the challenges of deploying this technology.  Subscribe to Energy Evolution to stay current on the energy transition and its implications.

Welcome to the first episode of Plugged In: Exploring Energy. In this podcast miniseries, host Chuck Hanna from Constellation sits down with Benton Arnett from the Nuclear Energy Institute to discuss how nuclear power is transforming to meet today's energy needs. They also explore emerging tech like small modular reactors (SMRs) and the growing demand for clean energy in sectors like AI and data centers.   You will want to hear this episode if you are interested in... Changes in the nuclear energy sector over the past decade (01:23) Role of SMRs in meeting future energy needs (06:28) Tech giants and the shift to clean nuclear power (11:00) Evolving role of microreactors in various industries (14:58) Policy and regulatory actions for nuclear advancement (18:26) Click here for detailed how notes Connect with Benton Arnett On LinkedIn Benton Arnett, Senior Director of Markets and Policy at the Nuclear Energy Institute (NEI), leads the development and execution of policy advocacy strategies to advance the interests of the nuclear energy industry. With over a decade of experience in government affairs, issues management, and strategic partnerships, he has a proven track record of influencing policy outcomes, building coalitions, and effectively communicating with diverse stakeholders. Arnett holds a Master's in Public Administration (MPA) from Texas A&M University, where he specialized in energy, transportation, and technology policy. He is passionate about promoting energy policy that supports national security, economic growth, and environmental sustainability. Connect with Constellation Follow Constellation on LinkedIn  Follow Chuck Hanna on LinkedIn Learn more about Constellation sustainability solutions Connect with Smart Energy Decisions Smart Energy Decisions Follow us on LinkedIn Subscribe to Smart Energy Voices on Apple Podcasts, Google Podcasts, Android, Spotify, Stitcher, TuneIn Radio, aCast, PlayerFM, iHeart Radio If you're interested in participating in the next Smart Energy Decisions Event, visit smartenergydecisions.com or email our Community Development team at attend@smartenergydecisions.com

In this episode of the S&P Global Commodity Insights Energy Evolution podcast, host Taylor Kuykendall interviews J. Clay Sell, the CEO of X-energy, a company focused on advanced small modular nuclear reactors (SMRs). X-energy is pioneering a new generation of nuclear technology that promises safer, more economical, and more efficient power generation. The episode follows the announcement of a recent $500 million Series C financing round led by Amazon. The two companies aim to develop over 5 GW of SMR power projects across the U.S. by 2039. The discussion covers the potential of SMRs, the importance of government support and the challenges of deploying this technology.  Subscribe to Energy Evolution to stay current on the energy transition and its implications.

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon Nuclear power has a bad reputation, and I get it...Chernobyl, nuclear waste, and outdated infrastructure. Buttt, it's a reliable, carbon-free energy source that might be getting a much needed facelift soon-ish. Full Newsletter: https://mailchi.mp/zeihan/smrs-are-giving-nuclear-power-a-facelift

We cover the new record high in the NASDAQ by reviewing the newly revived Magnificent 7 year to date returns and some other top tech companies with above average dividends.  We take a look at recent gains in Gold, Silver, and Bitcoin, you may not believe the numbers!  We wrap up with some interesting investment ideas in Nuclear Energy, including SMRs, Small Modular Reactors.

Global tech giants Microsoft, Google and Amazon have all announced deals which will see them using nuclear energy in the coming years. In this edition we outline what has been announced, why, and also consider the significance for new nuclear energy in the future. There is also a report from Claire Maden on what was a very timely session at last month's World Nuclear Symposium focusing on connecting end users with 24/7 energy. Those who featured on the panel include Todd Noe, Director of Nuclear & Energy Innovation at Microsoft, Claude Lorea, Cement, Innovation and ESG Director for the Global Concrete and Cement Association, Lou Martinez Sancho, Chief Technology Officer and Executive Vice President, R&D and Innovation, for Westinghouse and The Nuclear Company's Juliann Edwards.Key links to find out more:World Nuclear NewsAmazon invests in X-energy, unveils SMR project plansGoogle and Kairos Power team up for SMR deploymentsConstellation to restart Three Mile Island unit, powering MicrosoftHow end-users can help drive nuclear new-buildEmail newsletter:Sign up to the World Nuclear News daily or weekly news round-upsContact info:alex.hunt@world-nuclear.orgEpisode credit:  Presenter Alex Hunt. Co-produced and mixed by Pixelkisser Production 

Koroush Shirvan, an MIT professor and consultant on recent major reports on nuclear economics, sheds light on the hidden costs of small modular reactors. Lower power densities, ballooning containment and reactor vessel sizes, poor economies of scale, and missed opportunities for cost reductions mean that SMRs may not be the panacea for nuclear that many believe them to be.

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comHere's something a little different as your Sunday thought piece today - my Edinburgh “lecture with funny bits”. I hope you enjoy it. It lasts 50 minutes, so next time you fancy a bit of “edutainment” give it watch.The first part is available to all, and you can unlock the full experience by becoming a paid subscriber. I was super-pleased with this one, as I think I might have mentioned ;)Meanwhile, I wanted to share my thoughts about the amazing share price action we have seen in Lightbridge Corp (NASDAQ:LTBR). The stock really has exploded, more than doubling since I wrote about it last week. What was a $3 stock is now trading at $7.Here's the original piece, in case of interest - I covered it in in last Sunday's thought piece on SMRs too.The volumes are insane. What to make of it all? And what to do next?

Meta Layoffs, Biden's Nuclear Investment, and Google's Revolutionary Notebook LM - Hashtag Trending In this episode of Hashtag Trending, host Jim Love covers Meta's layoffs across WhatsApp, Instagram, and Reality Labs as part of reorganization for efficiency in 2023. The Biden administration's $900 million investment in small modular nuclear reactors (SMRs) aims to meet US emission goals and provide flexible energy solutions. Additionally, Google's experimental Notebook LM interface is making headlines for its advanced capabilities in content management and realistic AI-generated interactions. 00:00 Meta Announces Layoffs at WhatsApp, Instagram, and Reality Labs 01:32 Biden Administration's Investment in Small Modular Nuclear Reactors 04:11 Google's Notebook LM: The Future of AI-Driven Content Creation 05:18 A Shocking AI Revelation: The Deep Dive Podcast 07:50 Conclusion and Sign-Off

Do you prefer multistory episodes, single story episodes, or a mix? Let us know! In this episode of Discover Daily, we begin with a discussion of TikTok's shift towards AI-driven content moderation, which has raised concerns about job displacement and the effectiveness of automated systems in understanding cultural nuances. The hosts then delve into Google's groundbreaking deal with Kairos Power to acquire nuclear energy from small modular reactors (SMRs) for powering its data centers, a move that reflects a growing trend among tech giants to embrace nuclear power for meeting their increasing energy demands while reducing carbon emissions.The episode's main focus is on the expansion of Operation Olympic Defender, a U.S.-led multinational space defense initiative that France and Germany have recently joined. The hosts explain how this collaboration aims to enhance space security by optimizing space operations, improving mission assurance, strengthening deterrence against hostile actors, and reducing orbital debris. They discuss the importance of Space Domain Awareness (SDA) in monitoring potential threats, such as anti-satellite weapons being developed by China and Russia, and highlight the role of advanced radar systems and sensors contributed by participating nations.From Perplexity's Discover Feed:https://www.perplexity.ai/page/tiktok-pivots-to-ai-moderators-p1G35bAaSricJbjI4eTfDQhttps://www.perplexity.ai/page/google-signs-nuclear-deal-RnngGm_MRQipbVwi3oYyCAhttps://www.perplexity.ai/page/olympic-defender-space-warfigh-.pc4DnVmRQ6CrtjtXPnK1gPerplexity is the fastest and most powerful way to search the web. Perplexity crawls the web and curates the most relevant and up-to-date sources (from academic papers to Reddit threads) to create the perfect response to any question or topic you're interested in. Take the world's knowledge with you anywhere. Available on iOS and Android Join our growing Discord community for the latest updates and exclusive content. Follow us on: Instagram Threads X (Twitter) YouTube Linkedin

Quick heads up. I have made some video versions of recent articles. Here they are, in case you are a watcher rather than a reader:I don't know about you, but I use artificial intelligence (AI) all the time. ChatGPT has become my right-hand man. It gives me advice (really – and good advice too), it helps me make decisions, it gives me exercise workouts, recipes, it proofreads what I write, it helps me write titles, it even helps me write song lyrics. Midjourney does all the imaging for this newsletter. Even a simple Google search now involves lots of AI.I know I'm not alone. Almost everyone is using AI, consciously or not.Guess what? AI requires bucket loads of power. That's why Microsoft recently agreed to pay Constellation Energy, the new owner of America's infamous nuclear power station, Three Mile Island, a sizeable premium for its energy. There is cheaper wind and solar power to be had in Pennsylvania, but it isn't as reliable as nuclear, 24 hours a day.It's not just AI. The widespread political desire to rid ourselves of fossil fuels means the world needs electricity, and fast.Nuclear is the solution, of course. But nuclear takes a lot of time, even with AI now “re-routing” the anti-nuclear narrative. It takes especially long in the UK where any kind of infrastructure project requires billions to be spent on planners, lawyers and consultants before a brick is even lifted.It's so stupid of course. Nuclear power stations have been operating commercially for 70 years, providing reliable, affordable, and almost infinitely renewable “clean” electricity. Nuclear has the best safety record of any energy technology. Almost all environmental concerns, such as waste disposal, have been solved. But if you want to know the name of the point at which stupidity, hypocrisy, waste and weakness meet, it's called British Energy Policy.Layer upon layer of safety is demanded in nuclear plant design. The regulatory process is slow, cumbersome, and complex. There is a long lead time between planning, building, and operation, which adds to expense. Political uncertainty meant many proposals for nuclear power stations in the UK were shelved. It all drives away investment.But governments around the world are waking up to the fact that the silver bullet is nuclear-powered. Thus, the narrative is changing. The dawn of the new age of nuclear power is upon us, and it can't come quickly enough.That's why the focus has shifted to small modular reactors (SMRs). These have been operational for almost 70 years now in submarines, aircraft carriers, and ice-breakers, but in the last few years, land-based SMRs have been developed to generate electricity.They use simple, proven technology, and are safer than current nuclear power stations. They can be manufactured in factories and then rapidly erected on-site. Modular refers to the design principle of breaking down a system into small, independent, and interchangeable components, or “modules”, that can easily be combined, modified, or replaced without affecting the rest of the system. This flexibility means they are scalable. It aids manufacture, transportation, and installation while reducing construction time and costs.SMRs don't occupy much land, so they have little impact on the landscape. Some can even be constructed underground – surely preferable to wind turbines and solar farms. In the UK, they could be erected on the redundant sites of closed nuclear and coal-fired power stations, where grid connections are readily available. A 440 megawatt (MW) SMR would produce about 3.5 terawatt hours (TWh) of electricity per year, enough for 1.2 million homes – or to provide power to Wales, the Northeast of England, or two Devons. It would require about 25 acres of land. A solar farm would need 13,000 acres for the same output; a wind farm, 32,000 acres. Three 440MW SMRs would be enough for London, which has around 3.6 million homes.What's more, their output is not dependent on the weather. Reliability is why Microsoft paid a premium of more than 85% for Three Mile Island's power. SMRs produce electricity that can easily be adjusted to meet the constant, everyday needs of the grid (baseload), and they can also ramp up or down to follow changes in demand throughout the day. They spin in sync with the grid, so they help keep everything stable. When they're running, they act like a steady hand, providing momentum that makes it easier to manage sudden changes in electricity supply or demand.Why not subscribe to this amazing publication?How To InvestThere are all sorts of ways to invest in nuclear power. The simplest and least risky is to buy the metal itself. Current demand for uranium stands at around 200 million pounds per year, while mining output totals only 140 million pounds. Another 25 million pounds comes from secondary sources, such as scrap and recycling. So there is a uranium supply deficit. I'm surprised the price isn't higher. London-listed Yellowcake (LSE:YCA) has been set up with this purpose in mind. It is, essentially, a uranium holding company. You buy the shares, and thus own a share of the uranium it holds. It makes up part of the Dolce Far Niente portfolio.You could also buy uranium miners, though I have to say I do not like the miners at all. There are the large producers, such as Cameco (Toronto: CCO) and Paladin Energy (Sydney: PDN). You can also gain exposure via large caps, such as Rio Tinto (LSE: RIO), but they are not pure plays. There are mine developers too, such as NexGen Energy (Toronto: NXE), whose Rook 1 project should be producing a whopping 30 million pounds a year by 2030, almost enough to solve the uranium supply deficit single-handedly.If you don't fancy your stock-picking skills, go for a fund instead. The London-listed Sprott Uranium Miners ETF (LSE: URNP) is an exchange-traded fund that gives you exposure to a basket of mining companies, as does closed-end fund Geiger Counter (LSE: GCL). Another popular ETF is the Global X Uranium UCITS ETF (LSE: URNU).Why don't I like uranium miners? About 90% of those listed in the funds do not have any production coming in the near future and are, therefore, huge vortexes into which capital will disappear. At present, they are fully valued. That's not saying they won't go up. But when the time comes for them to fall, they will bomb.When I last looked at SMRs in 2021, the companies I tipped were Rolls-Royce (LSE: RR) and Fluor Corp (NYSE: FLR). Both have been real winners. Rolls-Royce has built seven generations of SMRs for use in nuclear submarines and, with its modern designs for SMRs, has been winning contracts all over. Rolls-Royce is not a pure SMR play. But it has put its SMR business into a separate entity (Rolls-Royce SMR) and I presume this will be spun out and listed at some later stage.The stock has been going great guns under its new CEO, Tufan Erginbilgiç. I tipped it around the 100p mark and it's now at 530p and there's no stopping it. It was 1,350p in 2013, so there's plenty of upside left, and that was before there was any urgency about SMRs. I've taken my original stake off the table, and the rest I'm holding.I also mentioned NuScale, a US outfit, which in 2021 was unfortunately still private. There was a way to get exposure to NuScale, however: via majority shareholder and engineering company Fluor Corp. It has been a real winner too. We tipped it at $18. It's now $50. The stock remains a hold, although it is not a pure play. Worth $8.6bn, Fluor has $200m of free cash flow and trades at 42 times earnings.But the company we were looking at, NuScale Power Corporation (NYSE: SMR), has now listed – good ticker – and you can buy the stock at not far off the flotation price. Be warned, however: this is a volatile company. Since its initial public offering (IPO) at $10, the stock has been as high as $15 and as low as $2. It is now at $13.NuScale designs, develops, and commercialises SMR reactors for nuclear-power generation, aiming to provide a “safe, flexible, and scalable nuclear-energy solution”. Its flagship product is the NuScale Power Module, a self-contained pressurised water reactor (PWR) that is far smaller than traditional nuclear reactors. Each module has an electric capacity of about 60 megawatts, but they can combine to scale up.NuScale has partnered with various organisations, including the US Department of Energy (DOE) and global energy firms, but it does not yet have a solid sales pipeline, so it is hard to value. Instead, it's a bit of a meme stock that rises and falls when it gets tipped. NuScale has a market capitalisation of $1.2bn and revenues of $23m; it lost $273m last year. It now has $180m in negative free cash flow, $130m in cash and a burn rate of about $35m per quarter. (So it's got enough money for another year.) Caveat emptor.Another option is BWX Technologies (NYSE: BWXT), but again it's not a pure SMR play, more of a picks-and-shovels play. The company manufactures nuclear-reactor components, systems fuel, and other critical parts for the nuclear-power industry. It really is wide-ranging (think anything from naval nuclear propulsion to nuclear defence) and its history goes all the way back to the Manhattan Project.SMR developers will often rely on BWX's expertise and manufacturing capabilities to ensure the safety and functionality of their designs. As demand for SMRs grows, so will the appetite for BWX's products and services. BWX has a market value of $10bn and $1.2bn in debt. Earnings per share are just shy of $3, and the price/earnings (p/e) ratio is close to 40. But it is profitable and pays a yield just below 1%.If you want to go really small and speculative, there is always the mining exploration option (not recommended), or uranium enrichment firms. If this technology of enriching uranium to make it more powerful comes good, then the efficiencies of the industry will improve even further, and the problem of uranium supply deficits will quickly vanish, along with the high prices of many uranium miners. Silex Systems (Sydney: SLX) – market cap A$1.1bn (£565m), 50% owned by Cameco – is the market leader here, although Centrus Energy (NYSE: LEU), worth $1bn, is not far behind.We are still some years from successful enrichment, but it is coming. I doubt we will see it before the uranium price itself breaks to new highs above $140/lb, which it hit in 2006, and probably not until $200 uranium. High prices have a habit of accelerating everything. Uranium is now at $70/lb.That's when tiny-cap nuclear-fuel tech firms such as Lightbridge (Nasdaq: LTBR), worth $46m, could rocket. Lightbridge, looking to improve the safety, economics, and proliferation resistance of nuclear power, is developing a fuel that operates about 1,000 degrees cooler than standard fuel. It's got $27m in the bank, is losing $10m a year and, like NuScale, seems to rely on memes and tipsters. The stock costs $3 so there is plenty of upside. But be warned: this is an illiquid Nasdaq stock. Don't chase it.Amazing chart. From $4,000 - to $2. Talk about wealth destruction. It's like an NHS IT project. Looks like it might, finally, have bottomed though. This article first appeared in Moneyweek Magazine.I'll be MCing this year's Moneyweek Summit on Friday November 8th. Readers of the Flying Frisby can get a 20% discount by entering the code FRISBY20If you're interested in nuclear, Wednesday's piece might be of interest: I had an email from Nick Lawson, CEO of investment house, Ocean Finance, which has put together some research on Lightbridge. I share it here, in case of interest. And here once again are those vids: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

The latest FDA approval of FluMist, a nasal spray influenza vaccine that can now be self-administered or given by caregivers for individuals aged 2 to 49 years. A systematic review found that while skeletal muscle relaxants (SMRs) like baclofen and cyclobenzaprine offer short-term relief for certain pain conditions, their long-term effectiveness remains questionable. Another study evaluated 24-hour versus 15-hour oxygen therapy for severe hypoxemia, finding no added benefit from the longer regimen in reducing hospitalizations or deaths.

Interview with John Borshoff, CEO/MD of Deep Yellow Ltd.Our previous interview: https://www.cruxinvestor.com/posts/deep-yellow-dyl-why-numbers-were-better-than-expected-2948Recording date: 4th September 2024Deep Yellow Limited (ASX:DYL) is emerging as a key player in the uranium sector, strategically positioned to capitalize on an anticipated supply shortage in the face of growing global demand for nuclear energy. Led by industry veteran John Borshoff, the company is advancing two significant projects with the goal of entering production before 2030, a timeline that could prove crucial as the uranium market tightens.The company's flagship projects include the Tumas Project in Namibia and the Mulga Rock Project in Western Australia. Tumas has completed its Definitive Feasibility Study, demonstrating a 26-year mine life with annual production of 3.0 million pounds of U3O8. Mulga Rock, acquired through a merger with Vimy Resources in 2022, is undergoing a Definitive Feasibility Study update and has the potential to produce 3.5 million pounds of U3O8 annually.A key differentiator for Deep Yellow is its management team's track record. CEO John Borshoff emphasizes that in the past 80 years, only three junior companies outside the US have successfully built uranium mines. Deep Yellow's team includes executives with hands-on experience in discovering, developing, and operating uranium mines globally, providing credibility with financiers and potential partners.The investment thesis for Deep Yellow is underpinned by Borshoff's conviction that the uranium market is facing a severe and structural supply deficit. Years of low prices and underinvestment have left the industry ill-prepared for the surge in demand now materializing from nuclear power expansion, reactor life extensions, and emerging technologies like small modular reactors (SMRs).Deep Yellow has made significant progress on the financing front, securing project financing mandates for Tumas and advancing detailed engineering work. The company is taking a measured approach to project financing, balancing debt and equity to maintain financial flexibility. Regarding offtake agreements, discussions have been initiated, but the company is not rushing to lock in contracts, focusing first on demonstrating project viability.Investors should note that while the company's prospects appear promising, risks inherent in mine development and the cyclical nature of commodity markets remain. Key milestones to watch in the next 12-24 months include progress on project financing and the advancement of Mulga Rock's feasibility study.The broader uranium market dynamics present both opportunities and challenges. Borshoff argues that even if all currently planned projects come online, supply will fall far short of future requirements, potentially leading to a prolonged period of higher prices. This view is supported by macro trends including climate change mitigation efforts, energy security concerns, and technological innovations in the nuclear sector.For investors, Deep Yellow represents a focused play on the anticipated uranium supply shortfall, backed by an experienced management team and two advanced projects in tier-1 jurisdictions. The company's success will depend on its ability to execute development plans and the materialization of the bullish uranium market scenario outlined by Borshoff.As with any mining investment, thorough due diligence is crucial. Investors should closely monitor Deep Yellow's project milestones, financing developments, and broader uranium market dynamics. While the potential upside is significant, the uranium sector's volatility and the early stage of many projects necessitate a careful, long-term investment approach.View Deep Yellow's company profile: https://www.cruxinvestor.com/companies/deep-yellow-ltdSign up for Crux Investor: https://cruxinvestor.com

Editor's note: There's new interest in nuclear power from electric utilities, the White House, and the public. While NuScale's deal to build a small modular reactor failed last year, TerraPower is currently building the U.S.'s first advanced non-light water reactor in Wyoming. So we're revisiting an episode from last November with The Good Energy Collective's Dr. Jessica Lovering unpacking one of nuclear's biggest challenges: cost. Nuclear construction costs in the U.S. are some of the highest in the world. Recent estimates put the cost of building conventional nuclear reactors at more than $6,000 per kilowatt, as measured by overnight capital cost. But high costs are a problem for new small modular reactors (SMRs) too, killing what was going to be the country's first SMR before it got built. Meanwhile, South Korea has some of the lowest costs in the world. Estimated overnight capital costs for reactors in South Korea are closer to $2,200 per kilowatt.And then there are countries like China, France, and the United Arab Emirates that fall between those extremes. So why the wide range in costs?  In this episode, Shayle talks to Dr. Jessica Lovering, co-founder and executive director at the Good Energy Collective, a non-profit that researches and promotes policies that support nuclear power. A former director of energy at the Breakthrough Institute, she also authored a comprehensive study of nuclear construction costs in 2016.  Shayle and Jessica talk about things like: What goes into the cost of construction and South Korea's secret sauce for low-cost nuclear reactors Why Jessica thinks we should manufacture and regulate reactors like large aircraft Driving down costs with modularity, small reactors, passive safety features, and more construction  Why changing regulations might be necessary, but not a silver bullet  Why the pro- and anti-nuclear camps talk past each other — and why Jessica says she's somewhere in between  Recommended Resources: Latitude Media: Is large-scale nuclear poised for a comeback? Energy Policy: Historical construction costs of global nuclear power reactors National Academy of Engineering: Chasing Cheap Nuclear: Economic Trade-Offs for Small Modular Reactors Joule: Evaluating the Role of Unit Size in Learning-by-Doing of Energy Technologies Science: Granular technologies to accelerate decarbonization Canary: Future of small reactors at stake as NuScale deal flops Catalyst is brought to you by Anza, a revolutionary platform enabling solar and energy storage equipment buyers and developers to save time, increase profits, and reduce risk. Instantly see pricing, product, and counterparty data and comparison tools. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by Kraken, the advanced operating system for energy. Kraken is helping utilities offer excellent customer service and develop innovative products and tariffs through the connection and optimization of smart home energy assets. Already licensed by major players across the globe, including Origin Energy, E.ON, and EDF, Kraken can help you create a smarter, greener grid. Visit kraken.tech. Catalyst is brought to you by Antenna Group, the global leader in integrated marketing, public relations, creative, and public affairs for energy and climate brands. If you're a startup, investor, or enterprise that's trying to make a name for yourself, Antenna Group's team of industry insiders is ready to help tell your story and accelerate your growth engine. Learn more at antennagroup.com.

Our sustainability experts Stephen Byrd and Tim Chan discuss what's driving new opportunities across the global nuclear power sector and some risks investors should keep in mind.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the Market. I'm Steven Byrd, Morgan Stanley's Global Head of Sustainability Research.Tim Chan: And I'm Tim Chan, Asia Pacific Head of Sustainability Research.Stephen Byrd: And on this episode of the podcast, we'll discuss some significant developments in the nuclear power generation space with long term implications for global markets.It's Monday, July 29th at 8am in New York.Tim Chan: And 8 pm in Hong Kong.Stephen Byrd: Nuclear power remains divisive, but it is making a comeback.So, Tim, let's set the scene here. What's really driving this resurgence of interest in nuclear power generation?Tim Chan: One key moment was the COP28 conference last year. Over 20 countries, including the US, Canada, and France, signed a joint declaration to triple nuclear capacity by 2050. Right now, the world has about 390 gigawatts of nuclear capacity providing 10 per cent of global electricity. It took 70 years to bring global nuclear capacity to 390 gigawatts. And now the COP28 target promises to build another 740 gigawatts in less than 30 years.And if this remarkable nuclear journey is going to be achieved, that will require financing and also shorter construction time.Stephen Byrd: So, Tim, how do you size the market opportunity on a global scale over the next five to ten years?Tim Chan: We estimate that nuclear renaissance will be worth $ 1.5 trillion (USD) through 2050, in the form of capital investment in new global nuclear capacity. And the growth globally will be led by China and the US. China will also lead in the investment in nuclear, followed by the US and the EU. In addition, this new capacity will need $128 billion (USD) annually to maintain.Stephen Byrd: Well, Tim, those are some gigantic numbers, $1.5 trillion (USD) and essentially a doubling of nuclear capacity by 2050. I want to dig into China a bit and if you could just speak to how big of a role China is going to play in this.Tim Chan: In China, by 2060, nuclear is likely to account for roughly 80 per cent of the total power generation, according to the China Nuclear Association. This figure represents half of the global nuclear capacity in similar stages, which amounts to 520 gigawatts.And Stephen, can you tell us more about the US?Stephen Byrd: Sure, during COP 28, the US joined a multinational declaration to triple nuclear power capacity by 2050. In this past year, the US has seen the completion of a new nuclear power plant in Georgia, which is the first new reactor built in the United States in over 30 years.Now, beyond this, we have not seen a strong pipeline in the US on large scale nuclear plants, according to the World Nuclear Association. And for the US to triple its nuclear capacity from about 100 gigawatts currently, the nation would need to build about 200 gigawatts more capacity to meet the target.In our nuclear renaissance scenario, we assume only 50 gigawatts will be built, considering a couple of factors. So, first, clean energy options, such as wind and solar are becoming more viable; they're dropping in cost. And also, for new nuclear in the United States, we've seen significant construction delays and cost overruns for the large-scale nuclear plants. Now that said, there is still upside if we're able to meet the target in the US.And I think that's going to depend heavily on the development of small modular reactors or SMRs. I am optimistic about SMRs in the longer term. They're modular, as the name says. They're easier to design, easier to construct, and easier to install. So, I do think we could see some upside surprises later this decade and into the next decade.Tim Chan: And nuclear offers a unique opportunity to power Generative AI, which is accounting for a growing share of energy needs.Stephen Byrd: So, Tim, I was wondering how long it was going to take before we began to talk about AI.Nuclear power generators do have a unique opportunity to provide power to data centers that are located on site, and those plants can provide consistent, uninterrupted power, potentially without external connections to the grid. In the US, we believe supercomputers, which are essentially extremely large data centers used primarily for GenAI training, will be built behind the fence at one or more nuclear power plants in the US. Now these supercomputers are absolutely massive. They could use the power, potentially, of multiple nuclear power plants.Now just let that sink in. These supercomputers could cost tens of billions of dollars, possibly even $100 billion plus. And they will bring to bear unprecedented compute power in developing future Large Language Models.So, Tim, where does regulation factor into the resurgence of nuclear power or the lack of resurgence?Tim Chan: So, for the regulation, we focus a lot on the framework to provide financing: subsidies, sustainable finance taxonomies and also from the bond investor; although we note that taxonomies are still developing to offer dedicated support to nuclear. We expect nuclear financing under green bonds will become increasingly common and accepted. However, exclusion on nuclear still exists.Stephen Byrd: So finally, Tim, what are some of the key risks and constraints for nuclear development?Tim Chan: I would highlight three risks. Construction time, shortage of labor, and uranium constraint. These remain the key risks for nuclear projects to bring value creation.US and Europe had high profile delay in the past, which led to massive cost overrun. We are also watching the impacts of shortage of skilled labor, which is more likely in the developed markets versus emerging markets. And the supply of enriched uranium, which is mainly dominated by Russia.Stephen Byrd: Well, that's interesting, Tim. There are clearly some risks that could derail or slow down this nuclear renaissance. Tim, thanks for taking the time to talk.Tim Chan: Great speaking with you, Stephen.Stephen Byrd: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

In this episode of the Bitcoin Fundamentals Podcast, we interview Ryan MacLeod, a Chemical Technologist from Canada. Ryan provides a brief history of nuclear energy, discusses recent technological advancements, and explains why nuclear energy is crucial for the future. We delve into the economic model of nuclear energy, the interplay between nuclear energy and Bitcoin, and how Bitcoin mining can serve as an immediate buyer of nuclear energy. Ryan also shares insights into energy market dynamics, the role of government policies, and exciting future scenarios involving Bitcoin and nuclear energy. IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 02:38 - The history and evolution of nuclear energy. 09:45 - Recent advancements in nuclear energy technology. 23:27 - Why nuclear energy is poised to become a crucial energy source in the future. 32:52 - The economic model of nuclear energy and its distortion by fiat incentives. 41:55 - The interplay between nuclear energy and Bitcoin. 43:37 - How Bitcoin mining can integrate with nuclear energy. 45:21 - The implications of Bitcoin mining on energy grids. 48:40 - Future scenarios involving Bitcoin and nuclear energy. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Ryan's MacLeod's X (Twitter) account. Chris Keefer Podcast on Nuclear. Nuclear Energy State's dashboard for SMRs. Related podcast: Titans of Nuclear Podcast. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Briggs & Riley American Express The Bitcoin Way Public Onramp USPS Simon & Schuster SimpleMining Vacasa Shopify AT&T iFlex Stretch Studios Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Small modular reactors (SMRs) are being developed as a potential solution for providing clean energy to remote oil and gas facilities. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, Buying Options, VTI - Vanguard Total Stock Market ETF, Can Nuclear Power “Decarbonize” the Oil and Gas Industry, OMAB - Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR, InvestTalk Market Madness Match Up Part 1, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, Bank of Japan, BA - Boeing Co., InvestTalk Market Madness Match Up Part 2.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy