HALEU

topic on 4 shows · 5 statements across 4 episodes

American Optimist Invest Like the Best Sourcery Catalyst

5 statements about HALEU, every show

AMERICAN OPTIMIST Assertion Supported
Nolan: General Matter won a massive DOE contract for HALEU uranium enrichment
“Congress that appropriated 2.7 billion dollars for HALU enrichment. And we received one of those awards for nine hundred million. So nine hundred million dollar Milestone based contract, which will be earned over the next few years as we build that capability …”
Scott Nolan Jun 5, 2026 ▶ 33:27 SpaceX’s Secret, Nuclear's Rebirth, and the AI Power Crisis · Joe Lonsdale
INVEST LIKE THE BEST Assertion Supported
Nolan: HALEU Fuel Accounts for Over Half of Advanced Reactors' Costs
“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…”
Scott Nolan Apr 14, 2026 ▶ 1:05:42 From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem · Invest Like The Best
CATALYST Assertion Supported
Nolan: Most advanced reactors will use 19.75% enriched HALEU fuel
“Most of the advanced reactors that you hear about are going to be using 19.75 enriched fuel.”
Scott Nolan Apr 2, 2026 ▶ 21:59 Building a domestic nuclear fuel supply chain
CATALYST Disclosure
Nolan: General Matter's Paducah plant will cover US HALEU demand through 2040
“In, in Paducah, we're producing enough HALU enrichment capacity, we believe, to take us through the middle of the next decade, potentially all the way to twenty-forty to serve U.S. Demand.”
Scott Nolan Apr 2, 2026 ▶ 29:28 Building a domestic nuclear fuel supply chain
SOURCERY Assertion Supported
Nolan: General Matter Selected for DOE Enrichment Programs in LEU and HALEU
“Throughout the last year, we were selected for a couple large programs, really historic programs that the DOE has led around enrichment capacity, both on the low enriched side and on the HALU side.”
Scott Nolan Jul 30, 2025 ▶ 15:25 Peter Thiel’s $50M Bet on U.S. Uranium Enrichment, General Matter · Sourcery with Molly O'Shea

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