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Nuclear is the single biggest issue I
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work on. We will have three next
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generation Gen 4 reactors critical in
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Idaho National Lab next summer. We're
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supplying Halo, the fuel for these next
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generation reactors. We've already
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committed to five and we'll give it to a
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dozen of these next generation reactor
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companies. We worked in the one big
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beautiful bill to keep in the nudge that
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tax credits for nuclear because the
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government smothered the industry and
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killed it for three decades. Even a free
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market guy like me thinks we need to get
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a little help to get it started.
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How far away are we till it's free
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market running?
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Probably 10 years because it's just a
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learning curve with the small modular
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reactors. You got to build up the supply
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chain and build them in volume. And the
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cost can come down dramatically.
