Inside America’s $3T Nuclear Bet (HALEU)

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Everyone’s talking about a “HALEU shortage”, but what if that’s not the real story? We follow the fuel trail from uranium to enrichment and expose the hidden bottlenecks, the uncomfortable economics, and the design choices that can make some next-gen reactors far less fuel-efficient than many expect. If you’ve been sold on HALEU as the key to the advanced nuclear future, this will either sharpen your view… or completely flip it.

We explore the commercial viability of advanced nuclear energy, looking at countries already deploying these technologies. The discussion centers on whether nuclear power can be economically feasible, not just technically possible. With strong policy and financial support, there's a significant business opportunity for sustainable development and economic growth in the American nuclear sector.

Special thanks to our guests:
Nick Touran – What is Nuclear?
Dan Leistikow – Centrus Energy
Michael Hewitt – ULC Energy
Chris Keefer – Decouple

Thanks to General Matter for providing additional background and insight to advancing US uranium enrichment.

Post-production and editing:
Ofis Creative

Disclaimer:
This video is for informational and educational purposes only and reflects my opinions as of the upload date. It is not legal, investment, engineering, or other professional advice. You should consult a qualified professional for advice specific to your situation. Nothing here should be construed to form a professional-client relationship. I invest in the nuclear energy sector (including via venture funds) and hold URA; therefore I may have financial exposure to some topics mentioned at the time of publication. Commentary is based on public information. Some of the links in this post may be affiliate links, meaning, at no extra cost to you, AtomicBlender will earn a small commission if you click through and make a purchase. But if you click, it really helps make more of these videos! Some third-party material is used for fair use commentary, criticism, and educational purposes where applicable.