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Was Nuclear Ever Cheaper Than Coal?
Understanding the Birth of America’s Nuclear Power Industry
Jun 17
32
18
10
Critical Thinking
Antares achieves criticality, now what?
Jun 8
41
5
5
The Nuclear Fallout of an AI Meltdown
Jun 4
37
5
7
May 2026
Ode to a Draftsman.
May 18
142
30
28
The Gas Turbine: The final revelation in the pantheon of prime movers.
Why it arrived last and why the West still dominates
May 12
61
5
13
Part 2: The Structural Bull: Why this Uranium Cycle is Different
Supply, Demand, Multipolarity and a more boring Bull Market Ahead?
May 4
33
4
4
April 2026
Part 1: The Structural Bull: Why This Uranium Cycle Is Different
Part one of a two part series based on my interview with Grant Isaac President of CAMECO Corporation
Apr 30
62
9
8
X-Energy's Immodest IPO
What China's 50-year pebble bed reactor program can teach us about the valuation of the West's most recent publicly traded reactor company.
Apr 27
52
11
7
The Absolute Best Water Reactor
Whatever happened to the World’s fastest constructed reactor?
Apr 23
32
13
5
Arctic Baseload: Russia's Floating Nuclear Power Plant Dominance
The floating reactor barges that will power one of the world’s largest undeveloped copper deposits
Apr 13
43
2
5
Nuclear Reprocessing: The Gap Between Promise and Reality
Apr 9
60
11
10
LNG’s Weak Link
The Fuel That Flipped the Risk
Apr 7
130
7
10
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