The podcast explores the feasibility and necessity of the United States rebuilding its uranium enrichment capabilities. Scott Nolan, founder and CEO of General Matter, discusses his company's efforts to restore U.S. leadership in uranium enrichment, aiming to fuel both conventional reactors and advanced designs like small modular reactors (SMRs). A key issue is the current dependence on foreign countries, including Russia and China, for low-enriched uranium (LEU) and high-assay low-enriched uranium (HALU). Nolan draws parallels to SpaceX, emphasizing the need for commercial competitiveness to drive down the cost of nuclear energy and increase its adoption. He also highlights the importance of public-private partnerships and re-regulation to support the re-industrialization of the nuclear supply chain.
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