Nuclear Investing Podcast

#10: Nuclear Roundtable | February 2026 with Andrew Meehan and Mark Hinaman

1 h 22 min · 12 de mar de 2026
Portada del episodio #10: Nuclear Roundtable | February 2026 with Andrew Meehan and Mark Hinaman

Descripción

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, including a look at prediction markets on which company achieves criticality first, whether it's better to be a public or private company in the industry right now, a conversation on uranium markets, and much more.

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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