In the 40th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with a quick debrief of McMaster’s Nuclear Renaissance 2.0, then shift to the Business of Nuclear. They compare GE Vernova, NuScale, and Oklo in simple terms, separating what each actually does from the story the market is pricing. Along the way they unpack why gas is powering today’s data centers, where small modular reactors could fit next, how price to book hints at narrative versus assets, and what would count as proof that promises become programs. They close with a straight allocation exercise for a hypothetical one million dollars and the takeaway that in nuclear the program is the product. Tune in for a tour of technology, buyers, and valuation discipline.

In the 39th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous welcome back Matt to continue discussing Project Phoenix. After a quick recap of last week’s forging choke points, they shift to the operational side: fuel. Together they follow the path from mining, milling, conversion, enrichment, to reprocessing and ask what would count as proof that North America can supply a much larger fleet. They set the stakes with why more electricity is needed now, from decarbonization and electrified heat to the rise of AI data centers, then explore how small modular reactors, standardization, and a rebuilt domestic industrial base could accelerate delivery. Tune in for a tour of supply chains, institutions, and a pragmatic path forward.

In the 38th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous welcome lab teammate Matt Player to map the real bottlenecks behind America’s proposed fourfold nuclear buildout. They set the context for why this study exists and what would count as proof that the goal is more than a slogan. Then they dig into the industrial choke point of heavy forgings for reactor pressure vessels, who actually makes them, how heat treatment and certification shape the pace, and why geography and geopolitics matter. Along the way they sketch paths to go faster, from program standardization and a stronger domestic industrial base to small modular reactors and a continuous workforce pipeline, and they close by teeing up part two on the fuel cycle. Tune in for a concept-first tour of supply chains, institutions, and what it would take to turn ambition into steel.