Advanced Reactors

“And so you go from a situation where the reactor is over 90% of total cost of energy produced to where, and fuel is obviously single digit percentages with low enriched uranium and gigawatt scale reactors and those simple metal fuel pellets to now where the fu…”

“That, I think those, that timing is coming, you know, 20, 28 through 20 30. They're gonna first really start doing the, you know, single digit deployments, and then I think 2030 is where it really ramps.”

“So some of the, some advanced reactors, the cost of the fuel, the halo fuel that goes into it enriched further to 19.75%, which requires more input material to refine it all the way there. As you filter through more and more and more material, that fuel can be…”

“Most of the advanced reactors that you hear about are going to be using 19.75 enriched fuel.”

“We think that they're going to surprise everyone in their deployment speed and scale up, and, you know, just looking at the landscape of energy demand in the U.S. We haven't grown the grid for decades and yet now we have this huge surge of demand for data cent…”

“There's now one called part 53 that's for advanced reactors, but no one's really using it yet.”

“I'm pretty bad at making predictions, but I would be surprised if by 20 32 we haven't seen Real new advanced reactor electrons on the grid. There may not be many, and it'll probably be just one reactor but it'll shortly thereafter be followed by, you know, a s…”