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Nuclear Investing Podcast

Brennan Moore 16 Episodes Jul 2, 2026

The Nuclear Investing Podcast features thoughtful, in-depth conversations about one of the most important pieces of the global energy mix: nuclear power. Through interviews with leading industry leaders, investors, and policymakers, the show explores how nuclear energy is becoming central to the clean energy transition — and how investors are gearing up to support it. Each episode gets to the root of how companies plan to build, finance, and deploy next-generation nuclear projects — and how they aim to create lasting value for investors and society. The goal: to advance awareness and informed participation in the future of clean, reliable energy.

Episodes

#17: Idaho National Lab | Exploring the DOME with Sam Reiss Jul 2, 2026 745 Host Brennan Moore interviews Sam Reiss of the National Reactor Innovation Center at Idaho National Lab regarding "the DOME" testing facility. Reiss outlines how NRIC's full cost-recovery model structurally de-risks advanced nuclear microreactors operationally, financially, and chronologically for commercial developers. Highlighting Radiant as the flagship facility's first upcoming develo

#16: Idaho National Lab | Inside the DOE Advanced Fuels Campaign with Dan Wachs Jun 18, 2026 3900 Host Brennan Moore sits down with Dan Wachs, National Technical Director for the Advanced Fuels Campaign at Idaho National Lab, to explore the changing landscape of nuclear energy. Wachs details the industry's evolution from the "dark ages" of the 1990s to today's commercial renaissance driven by high-quality power demands. The conversation highlights critical supply chain bottlenecks in

#15 - Idaho National Lab: The Silicon Valley of Nuclear | Accelerating Advanced Reactor Tech Jun 4, 2026 3072 Josh Gillespie, COO of the National Reactor Innovation Center (NRIC), discusses the pivotal role of Idaho National Laboratory (INL) in launching the next era of commercial nuclear energy. Transitioning from a 20-year career in Navy nuclear propulsion, Gillespie explains how NRIC bridges the gap between government resources and private startups through programs like Launchpad. By repurposi

#14: Jake Jurewicz of Blue Energy | Prefab Nuclear and the Path to Project Finance May 14, 2026 2782 What if the key to scaling nuclear isn't a new reactor design — it's rethinking how you build them? Jake Jurewicz, co-founder and CEO of Blue Energy, joins Brennan Moore and Andrew Meehan to break down how prefabricating nuclear plants in shipyards — borrowing from the LNG and offshore oil and gas playbook — could cut construction timelines in half, eliminate the traveling circus problem,

#13: Nick Smith of Raven-Flint | Solving the Uranium Conversion Crunch Apr 30, 2026 4109 Nuclear's future hinges on solving hidden bottlenecks like uranium conversion — a critical but often overlooked step in the fuel cycle. Nick Smith, founder of Raven-Flint and former Director at Idaho National Lab, brings deep nuclear engineering expertise to modernizing this step and helping advanced reactors scale faster and more safely. In this episode, he digs into the complexities of

#12: Nuclear Roundtable | March 2026 with Andrew Meehan and Canon Bryan Apr 16, 2026 5204 Join host Brennan Moore, Andrew Meehan, and Canon Bryan as they unpack X-Energy's upcoming IPO, TerraPower's NRC construction permit, the new regulatory Path 53 that could expand nuclear approval in the near future, and much more. This month's roundtable has the latest news in the world of nuclear energy, including news from CERAWeek, their thoughts on cost-effective energy, and how the w

#11: Financing New Nuclear: Inside the DevCo Model with NEI's Benton Arnett Mar 26, 2026 3904 Benton Arnett, Senior Director of Markets and Policy at the Nuclear Energy Institute (NEI), joins Brennan Moore to break down how new nuclear projects are actually getting financed today. We cover key takeaways from NEI’s Nuclear Financing Summit, why traditional nuclear players still have an edge in market perception, and how the DevCo model is emerging as a practical path to getting pro

#10: Nuclear Roundtable | February 2026 with Andrew Meehan and Mark Hinaman Mar 12, 2026 4922 What happens when the hype around SMRs meets the harsh realities of public markets? Join Andrew Meehan and Mark Hinaman as we unpack why many SMR stocks have struggled recently despite soaring interest and explore where true investment opportunities lie between private innovation and uranium’s rising momentum. This month's roundtable has the latest news in the world of nuclear energy, inc

#9: Nuclear Roundtable | January 2026 with Madi Hilly & Andrew Meehan Feb 26, 2026 4341 Madi Hilly and Andrew Meehan join host Brennan Moore in this inaugural monthly roundtable of the Nuclear Investing Podcast to unpack the latest developments in nuclear energy. From Madi’s viral pregnancy photos at Idaho National Lab underscoring public perception challenges to deep dives on advanced nuclear deals, state policy twists in Illinois, views on nuclear waste, and evolving grid

#8: Nuclear Waste, One Mile Underground: A New Approach with Rod Baltzer & Deep Isolation Feb 12, 2026 2438 Nuclear waste disposal is often seen as a political hurdle, but what if technology could revolutionize how we think about nuclear waste products? Rod Baltzer of Deep Isolation reveals how advanced directional drilling techniques—refined over decades by the oil & gas industry—offer a modular, cost-effective solution to safely bury spent nuclear fuel deep underground. This innovation co

#7: Unlocking the Ocean’s Uranium: Canon Bryan of SuperCritical Jan 29, 2026 3482 What if the future of nuclear fuel lies not in the earth, but in the ocean? Canon Bryan, founder of SuperCritical Materials and co-founder of Terrestrial Energy, explains how his company is pioneering industrial-scale extraction of uranium and critical metals from seawater—unlocking a virtually unlimited fuel source for nuclear energy. Tune in for a primer on uranium enrichment categories

#6: Part 2: 2026 Nuclear Industry Outlook and Projections (feat. Nick Touran) Jan 15, 2026 3002 What does 2026 hold for the nuclear industry?Andrew Meehan, Nick Touran, and Regis Matzie join host Brennan Moore to share forward-looking views on uranium pricing, SMR approvals, U.S. projects under construction, AP1000 announcements, and the likelihood of IPOs and SPAC activity. The conversation frames which signals investors should watch most closely as nuclear deployment accelerates i

#5: Part 1: 2025 Nuclear Industry Year in Review (feat. Nick Touran) Jan 1, 2026 4429 What defined nuclear energy in 2025? Regis Matzie, Nick Touran, and Andrew Meehan join host Brennan Moore to break down the year’s most consequential developments, including unprecedented executive orders, reactor restarts, and Big Tech’s growing support of advanced nuclear. The discussion reflects on which decisions from 2025 are likely to influence the future regulatory framework, new n

#4: Regis Matzie | Nuclear Power’s Role in Meeting America’s Growing Energy Demand Dec 18, 2025 4236 Nuclear power isn’t just about electricity—it’s the backbone of a clean, reliable energy future with untapped potential beyond the grid. Join Brennan Moore and nuclear expert Regis Matzie as they unpack the characteristics of traditional and advanced reactors, the realities of cost and waste, and why the U.S. is poised for a nuclear renaissance. Tune in to discover how innovation and inve

#3: Matt Loszak | Aalo Atomics’ Innovative Approach to Next-Gen Nuclear Deployment Dec 4, 2025 4224 What does it take to build a next-generation nuclear company from the ground up? In this episode, Matt Loszak joins Brennan Moore to break down how Aalo Atomics is advancing a factory-built, sodium-cooled reactor designed to meet the massive power demands of data centers. Later in the episode, Reed Clay from the Texas Nuclear Alliance joins as a surprise guest. We discuss the team’s appro

#2: How Big Capital Enters New Energy Frontiers — And Why Nuclear Is Next with Simon Irish Nov 6, 2025 4281 Terrestrial Energy CEO Simon Irish joins host Brennan Moore to explore the evolving landscape of nuclear capital markets, the strategic decisions behind molten salt reactor technology, and the critical path toward commercial deployment. With insights drawn from his unique blend of finance and nuclear industry experience, Simon sheds light on the challenges and opportunities shaping the fu

#1: How to Invest in Nuclear: Insights from Reed Clay at the Texas Nuclear Summit Oct 23, 2025 3224 Texas is positioning itself as the future nuclear capital of the world, driven by bold leadership and a booming energy demand. Reed Clay, founder of the Texas Nuclear Alliance, shares how Texas is tackling nuclear deployment, fuel supply, and waste management to power the next generation—especially with innovative small modular reactors and strategic uranium extraction. Tune in to discove

Nuclear Investing Podcast

Episodes

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