Energy, Power and Materials
Nuclear power and SMRs
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 12
- Share
- 1.1%
- Shows
- 11
- Net sentiment
- +0.70
Up from 0.9% of episodes in the weeks before; net sentiment was +0.44.
2 weeks
Share of each week's episodes, and net sentiment.
Net sentiment
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 7
- Small fast reactors with recycled fuel are presented as a scalable, reliable power source for growing demand.#1,090 Changing the Nuclear Model with John Hanson · The Ranch Podcast · Oct 1
- Government financing, AP1000 orders and uprates are positioned to drive a nuclear construction revival."We Are Here as an Enabler of the Private Sector" – Julie Kozeracki, U.S. DOE EDF · C.O.B. Tuesday · Oct 2
- NRC's first SMR construction permit creates a completed licensing pathway, reducing regulatory risk for firm carbon-free capacity.NWPPA Morning Brief - Wednesday, September 30, 2026 · NWPPA Morning Brief · Sep 30
- Fast nuclear approvals and small modular reactor startups show energy buildout can move much quicker than expected.Julie Fredrickson - The Right to Compute: AI Agents, Nuclear Power & Human Data (Ep. 330) · Infinite Loops · Oct 1
- NRC approval of a small modular reactor is presented as a positive milestone for new nuclear power.School Funding Overhaul; NC Ports Growth Plan; Nuclear Milestone · The Carolina Journal News Hour on WBT · Oct 1
- Nuclear is expected to scale up after new reactors and restarts, and advanced fission is commercializing.When Does “Too Early” Become “Right Now”? | Zachary Bogue, DCVC · Ex Machina Podcast · Sep 30
Mixed 3
- TVA's construction permit clears a regulatory milestone, but cost and schedule remain unannounced and past reactor projects ran late.Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County — October 04, 2026 · The Data Center Daily · Oct 4
- Valar's ambitious Utah reactor plan is only an early application, with a single test reactor operating so far.FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter — October 01, 2026 · The Data Center Daily · Oct 1
- Uranium is in deficit and bullish, but small modular reactor stocks look promotional and expensive.The Outlook for Energy and Natural Resources Stocks · Barron's Live · Sep 29
Neutral 2
- Small modular reactors are promising but none yet connected to the grid.Oil & Gas Investing: Iran, Strait of Hormuz, OPEC+, and the Shale Revolution (with Robin Mills) · The Wealth Elevator Podcast: Real Estate, Taxes, Investing · Sep 29
- Mentioned only as a small share of the grid mix.David Fishman on Power, Politics, and a Mega-Dam: Inside China's Energy Sector - Baiguan Radio #43 · China Biz Talk - Baiguan Radio · Sep 28
Around it
Companies named
- Oklo 2
- Tennessee Valley Authority2
- GE Vernova2
- Cameco1
- Kazatomprom1
- NexGen1
Shows that covered it most
- The Data Center Daily2
- China Biz Talk - Baiguan Radio1
- Barron's Live1
- The Wealth Elevator Podcast: Real Estate, Taxes, Investing1
- Ex Machina Podcast1
- Full Signal1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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