General Matter

3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Apr 2, 2026 by Scott Nolan · said 2 times in 1 episodes since 2026 · across every show →

Mentions by year

brought up most by Shayle Kann (2)

mentionsepisodesper episode tap a year for its mentions

2026 2 mentions in 1 episode

Building a domestic nuclear fuel supply chain Apr 2, 2026 · 2 mentions · from 1:06
every mention in 2026, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about General Matter, oldest first

Apr 2, 2026 bullish

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

Apr 2, 2026 neutral

Assertion Supported

Nolan: US has only one operating uranium conversion plant

“We have one facility doing conversion in the U.S. That's Honeywell sold under Converdine in Southern Illinois. It's actually five miles from where our facility is.”

Scott Nolan Apr 2, 2026 ▶ 4:53 Building a domestic nuclear fuel supply chain

Apr 2, 2026 bullish

Prediction Open · timeframe Dec 2029

Nolan: General Matter will displace adversarial nuclear imports by 2030

“Building enough capacity there to satisfy HALU through the next decade, and then enough LEU capacity to displace adversarial imports into the US. And so that's the scale of it. That's where we're doing it. Timeline is, you know, Before end of decade.”

Scott Nolan Apr 2, 2026 ▶ 31:41 Building a domestic nuclear fuel supply chain

General Matter

Mentions by year

Everything said about General Matter, oldest first

Turn any episode into a week of clips.