Is advanced nuclear entering the Trough of Disillusionment? @johnarnold of @Arnold_Ventures, @reedclay, and @BrennanMooreCFA break down the Gartner Hype Cycle, what nuclear can learn from the data center backlash, and whether large reactors, SMRs, or fusion are best positioned for what comes next. Full episode: youtube.com/watch?v=0jRVdTYj… *Nothing in this episode is investment advice* #NuclearEnergy #NuclearInvestingPodcast #AdvancedNuclear #SMR

Who’s most exposed in the nuclear sell-off? @BrennanMooreCFA and @ameehan_npv break down why long-duration, cash-burning, financing-dependent companies may be under the most pressure right now. Plus: @xenergynuclear's deal with @amazon and AEP, @KairosPower $643mm raise for Hermes 2, and more from across the nuclear market. Watch the full episode ↓ youtu.be/iUdI7Z1AAY8?si=JAwL… #NuclearEnergy #NuclearInvestingPodcast #NuclearFinance #EnergyInvesting #NuclearInvesting

Episode 1 of our Texas Nuclear Summit series is live. Andrew Meehan of Neutron Power Ventures on Holtec pulling its IPO, the right cost of capital for nuclear risk today, who's out raising, the Korea–Westinghouse dynamic, and much more. Full episode: youtu.be/yUvyLjVY2C0

Used nuclear fuel contains valuable materials, but recovering them can be complex and expensive. Brennan Moore and Curio President & CEO Ed McGinnis discuss why that challenge is also part of the opportunity. Watch ➡️ youtu.be/IJvm7iok4rM

If used nuclear fuel still has valuable resources, why isn’t recovering them simple? Host Brennan Moore asks Curio President & CEO Ed McGinnis to break down what happens after nuclear fuel reaches the end of its useful life in a reactor. Watch now ➡️ youtu.be/IJvm7iok4rM

What does it cost to build a nuclear fuel recycling facility capable of processing 4,000 metric tons per year? Brennan Moore asks Curio President & CEO Ed McGinnis about the investment required and the scale of Curio’s plans. Watch ➡️ youtu.be/IJvm7iok4rM

Where does America’s uranium come from? Canada supplies 32%, Kazakhstan 28%, Australia 15%, and the U.S. just 7%. Host Brennan Moore and guest @AMeehan_NPV break down the numbers. Watch now: youtu.be/Ob5WrdMVfuk

The U.S. Army has selected five nuclear companies to develop microreactors at five Army bases. Guest Andrew Meehan joins host Brennan Moore to discuss how established companies and newer players like Antares and Radiant could compete as the race unfolds. youtu.be/Ob5WrdMVfuk

What does Burning Man have to do with transporting a nuclear reactor? Radiant had to plan its move to Idaho National Laboratory around festival traffic. @AMeehan_NPV joins host Brennan Moore to share the story. Watch now ➡️ youtu.be/Ob5WrdMVfuk

America’s nuclear manufacturing capabilities are waking up. Host Brennan Moore and guest @AMeehan_NPV discuss the renewed momentum across the U.S. nuclear industry and why investors should never bet against American dynamism. Watch now ➡️ youtu.be/Ob5WrdMVfuk

Want to plug into the global nuclear industry? ⚛️ Brennan Moore shares why the World Nuclear Symposium in London is one of the industry’s top events, as Lola Infante previews this September’s gathering. Full episode ➡️ youtu.be/aTYYpiYbcgc @WorldNuclear

Looking for reliable nuclear industry data? This is one resource worth knowing. Host Brennan Moore gives a shout-out to the depth of data and research available from the @WorldNuclear during his conversation with guest Lola Infante. Hear more ➡️ youtu.be/aTYYpiYbcgc

The money is there. The question is how to bring it into nuclear. ⚛️ Lola Infante joins Brennan Moore to explain why nuclear’s investment needs may be more achievable than they seem. Check out the latest episode ➡️ youtu.be/aTYYpiYbcgc @WorldNuclear

What will it take to attract more private capital to nuclear? De-risking. Brennan Moore and Lola Infante discuss why reducing risk and shortening deployment timelines are key to lowering the cost of capital. Watch now➡️ youtu.be/aTYYpiYbcgc @WorldNuclear

Why does financing matter so much for nuclear? ⚛️ Brennan Moore and Lola Infante break down how cost of capital and construction timelines can make or break nuclear project economics. Watch ➡️ youtu.be/aTYYpiYbcgc @WorldNuclear

The roadmap is only the beginning. Lola Infante joins Brennan Moore to discuss the Roadmap to Mainstream Finance and preview the World Nuclear Symposium and Finance Summit in London this September. @WorldNuclear Full episode ➡️ youtu.be/aTYYpiYbcgc

Nuclear storytelling is getting a cinematic upgrade. Brennan Moore, Mark Hinaman, and @AMeehan_NPV highlight The Last Renaissance, Isabelle Boemeke’s upcoming project featuring companies across the nuclear industry. Watch ➡️ youtu.be/XvT7dFwQ65U

Fuel supply certainty could unlock advanced nuclear. Brennan Moore, Mark Hinaman, and @AMeehan_NPV discuss the HALEU “first customer” problem and how DOE purchasing could help give reactor developers more confidence. Watch now: youtu.be/XvT7dFwQ65U

Fuel remains a major opportunity in nuclear investing. Brennan Moore, Mark Hinaman, and @AMeehan_NPV discuss why fuel processing and lifecycle infrastructure will be critical as more reactors move toward deployment. Watch now ➡️youtu.be/XvT7dFwQ65U