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A Biomass Masterclass
Seeing the Forest: How Trees Built Civilization
Jul 31
Ernie Moniz: Reflections on the JCPOA
Jul 23
Fission Impossible? Financing New Nuclear
Jul 16

June 2026

CANDU: The Truly Modular Reactor
480 micro reactors in one tank of water.
Jun 25
Was Nuclear Ever Cheaper Than Coal?
Understanding the Birth of America’s Nuclear Power Industry
Jun 17
Critical Thinking
Antares achieves criticality, now what?
Jun 8
The Nuclear Fallout of an AI Meltdown
Jun 4

May 2026

Ode to a Draftsman.
May 18
The Gas Turbine: The final revelation in the pantheon of prime movers.
Why it arrived last and why the West still dominates
May 12
Part 2: The Structural Bull: Why this Uranium Cycle is Different
Supply, Demand, Multipolarity and a more boring Bull Market Ahead?
May 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
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
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