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Lee Robinson on Small Modular Reactors, Fuel Bottlenecks, and Energy Prices | MTS Live

13 min · 24. maj 2026
episode Lee Robinson on Small Modular Reactors, Fuel Bottlenecks, and Energy Prices | MTS Live cover

Description

Lee Robinson joins MTS to discuss uranium enrichment capacity, nuclear fuel supply chains for advanced and traditional reactors, and the path to US energy independence. -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS:  X | ⁠ [https://twitter.com/MTSlive]https://twitter.com/MTSlive⁠ [https://twitter.com/MTSlive%E2%81%A0] YouTube | ⁠ [https://www.youtube.com/@mtsituation]https://www.youtube.com/@mtsituation⁠ [https://www.youtube.com/@mtsituation%E2%81%A0] Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ [https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM]  Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ [https://podcasts.apple.com/us/podcast/mts/id1891088763]  Substack | ⁠ [https://mtslive.substack.com/]https://mtslive.substack.com/⁠ [https://mtslive.substack.com/%E2%81%A0] Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ [sponsors@mts.now] -- Brought to you by: Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts [https://granola.ai/mts] Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com [https://konghq.com] Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com [https://blitzy.com] Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts [https://merge.dev/mts] AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com [https://adquick.com] Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts [https://macroscope.com/mts] -- Timestamps: (00:00) Introduction (01:25) Why Lee Founded General Matter (03:15) The Capacity Problem and Separative Work Units (05:33) What States Like Utah Should Do (07:20) What the Country Looks Like in 10 Years (09:40) Building Fuel for Advanced and Traditional Reactors -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

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