Lee Robinson on Small Modular Reactors, Fuel Bottlenecks, and Energy Prices | MTS Live
Episode description
Lee Robinson joins MTS to discuss uranium enrichment capacity, nuclear fuel supply chains for advanced and traditional reactors, and the path to US energy independence.
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Timestamps:
(00:00) Introduction
(01:25) Why Lee Founded General Matter
(03:15) The Capacity Problem and Separative Work Units
(05:33) What States Like Utah Should Do
(07:20) What the Country Looks Like in 10 Years
(09:40) Building Fuel for Advanced and Traditional Reactors
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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.