advanced reactors

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 5, 2026 by Scott Nolan · across every show →

Everything said about advanced reactors, oldest first

Jun 5, 2026 neutral
Insight
Nolan: Fuel can exceed half the operating cost for small 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…”
Scott Nolan Jun 5, 2026 ▶ 16:08 SpaceX’s Secret, Nuclear's Rebirth, and the AI Power Crisis · Joe Lonsdale
Jun 5, 2026 bullish
Prediction Open · timeframe Dec 2030
Nolan: Advanced nuclear reactor deployments will ramp significantly starting in 2030
“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.”
Scott Nolan Jun 5, 2026 ▶ 28:02 SpaceX’s Secret, Nuclear's Rebirth, and the AI Power Crisis · Joe Lonsdale
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