Birthdays, Free-Speech Jitters, and Nuclear's Fuel, Finance & Gas Reality
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Birthdays, Free-Speech Jitters, and Nuclear's Fuel, Finance & Gas Reality
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In the 34th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with a personal check-in, global-events insomnia on one side and a birthday week on the other, before launching into Nuclear in the News. First up: Oklo’s plan for a used-fuel recycling plant in Oak Ridge and the BWXT–Kairos tie-up to scale TRISO fuel, and what that signals for a domestic advanced-fuel supply chain. Then to London, where WNA said it is “difficult to overstate” institutional investor demand while Microsoft joined as the Association’s first big-tech member, alongside new data on industrial “clustering” around nuclear sites. Back home, they parse Reuters’ build sheet, about 114 GW of new U.S. gas in the pipeline vs about 36 GW hydro and about 8 GW nuclear, and weigh pro-nuclear rhetoric against near-term gas realities. Along the way they ask whether to recycle fuel now or prioritize R&D, why TRISO is interesting, how depreciation rules (MACRS) tilt LCOE, and which messages actually move public support. Tune in for a candid, numbers-first tour of fuel cycles and finance signals.