Nuclear Investing Podcast

#13: Nick Smith of Raven-Flint | Solving the Uranium Conversion Crunch

1 h 8 min · 30 de abr de 2026
Portada del episodio #13: Nick Smith of Raven-Flint | Solving the Uranium Conversion Crunch

Descripción

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 advancing nuclear technology, the chemistry behind efficient conversion, and how Raven-Flint is working to resolve a supply chain vulnerability with implications for both national security and the future of nuclear energy.

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episode #11: Financing New Nuclear: Inside the DevCo Model with NEI's Benton Arnett artwork

#11: Financing New Nuclear: Inside the DevCo Model with NEI's Benton Arnett

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 projects built.   Benton also explains the different “currencies” in nuclear financing today, from government support to corporate PPAs, and why big tech wants exposure to nuclear without owning the assets outright.   If you’re trying to understand what’s real vs. theoretical in nuclear deployment, this is a useful primer.

26 de mar de 20261 h 5 min