The small modular reactor industry has too many companies and faces fallout
John Arnold · The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best · Mar 4, 2026 · at 46:17
Energy trader John Arnold discusses the proliferation of venture-backed small modular reactor (SMR) nuclear companies.
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“I worry that there's going to be a falling out in the industry. There's probably too many SMR companies and it would be better if the industry can kind of coalesce around three or four different technologies and focus the resources there.”
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