Building a domestic nuclear fuel supply chain
About this episode
Shayle Kann discusses the domestic nuclear fuel supply chain and its strategic importance with Scott Nolan, CEO of General Matter.
Even as momentum grows for U.S. nuclear, the fuel supply chain is often overlooked. This dynamic is shifting as the industry wakes up to critical choke points and a heavy reliance on countries like Russia for enrichment. As America aims to reduce geopolitical dependency in energy, fixing these domestic gaps has become a strategic priority. In this episode — a companion to a separate episode of Catalyst focused on nuclear waste — Shayle Kann speaks with Scott Nolan, the CEO of General Matter. The company is focused on enrichment, one of the most acute risk areas in the supply chain. Shayle and Scott also discuss the big-picture state of nuclear fuel, from mining to advanced reactor requirements. The two cover topics like: The five-step nuclear fuel supply chain America’s continued reliance on Russian enrichment: The history of enrichment decline in the US The "chicken or egg" problem for advanced reactors Distinctions between LEU and HALEU fuel Enrichment’s toll-service business model The strategic importance of General Matter’s enrichment facility in Paducah, Kentucky Catalyst: The state and future of nuclear waste Catalyst: The path to market for new nuclear reactors Catalyst…
More episodes of Catalyst with Shayle Kann
- Inside Google’s massive AI capex (live)
- How Base Power plans to use its fresh $1B [re-published]
- The rise of flexible data centers
- Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
- Battery booms and the rise of flexibility [partner content]
- The state and future of nuclear waste
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