Lee Robinson joins MTS to discuss uranium enrichment capacity, nuclear fuel supply chains for advanced and traditional reactors, and the path to US energy independence.

--

MTS is a live news and interview show covering technology, business, politics, and culture as it happens.

Follow MTS:

X | ⁠https://twitter.com/MTSlive⁠

YouTube | ⁠https://www.youtube.com/@mtsituation⁠

Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠

Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠

Substack | ⁠https://mtslive.substack.com/⁠

Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠

--

Brought to you by:

Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

--

Timestamps:

(00:00) Introduction

(01:25) Why Lee Founded General Matter

(03:15) The Capacity Problem and Separative Work Units

(05:33) What States Like Utah Should Do

(07:20) What the Country Looks Like in 10 Years

(09:40) Building Fuel for Advanced and Traditional Reactors

--

Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

Lee Robinson on Small Modular Reactors, Fuel Bottlenecks, and Energy Prices | MTS Live

MTS

Lee Robinson on Small Modular Reactors, Fuel Bottlenecks, and Energy Prices | MTS Live