advanced reactors

also referred to as: advanced reactor

4 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 5, 2026 by Katie Huff · across every show →

Everything said about advanced reactors, oldest first

Feb 5, 2026 bullish
Prediction Open · timeframe Dec 2032
First advanced nuclear reactor will supply US grid power by 2032
“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…”
Katie Huff Feb 5, 2026 ▶ 34:13 The path to market for new nuclear reactors
Feb 5, 2026 neutral
Assertion Supported
Huff: No advanced reactor developers are using NRC Part 53 yet
“There's now one called part 53 that's for advanced reactors, but no one's really using it yet.”
Katie Huff Feb 5, 2026 ▶ 5:36 The path to market for new nuclear reactors
Apr 2, 2026
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
Apr 2, 2026 bullish
Prediction Not checkable as stated
Nolan: Advanced reactors will surprise on deployment speed for AI demand
“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…”
Scott Nolan Apr 2, 2026 ▶ 28:00 Building a domestic nuclear fuel supply chain
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