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
- 11
- Share
- 1.2%
- Shows
- 11
- Net sentiment
- +0.80
Down from 1.6% of episodes in the weeks before; net sentiment was +0.70.
5 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 9
- Speaker argues nuclear is gaining momentum due to energy security, demand growth, and safer, faster, cheaper small reactors.Nuclear's Next Leap: Liquid Lead, Small Reactors, and Energy Abundance | Jacob Stedman, Blykalla · Green Giants: Titans of Clean Energy Podcast · Oct 23
- Federal loans, tax credits and hyperscaler demand are de-risking AP1000 builds, restarts and uprates for utilities.DOE's Julie Kozeracki on the Federal Role in US Nuclear Financing · Columbia Energy Exchange · Oct 20
- Demand for clean reliable nuclear power exceeds supply, with regulatory and fuel constraints as bottlenecks.Oklo CFO on Leading Through Deepwater Horizon | Craig Bealmear · Run the Numbers · Oct 22
- Rising electricity demand and tech company power deals strengthen the long-term case for nuclear generation.Orderpad | Uranium Stocks Down 20%+! Nuclear Energy Boom & 2 ASX Stock Picks (URNM & SLX) · Talk Money To Me · Oct 22
- Namibia and Uzbekistan moving toward domestic reactor programs signals rising long-term uranium demand.October 20, 2026: Contracts come before new mines · Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World · Oct 20
- Uranium supply shortages and long-dated contracting suggest the cyclical nuclear fuel recovery is early.Investment Strategist: 8 stocks WIN as Wall Street IGNORES this trade! · Full Signal · Oct 22
Show 3 moreShow fewer
- Long-term uranium contracts are rising and utilities are under-covered, so producers are seen as undervalued.Investor's Corner: Sell the Shovels, Keep the Cash · YPO Technology Network AI Brief · Oct 24
- Uranium producers look oversold, with contract prices rising and nuclear needed for AI power.What If We’re Still Early in the AI Boom? · Know Your Risk Podcast · Oct 23
- Speakers argue nuclear deserves greater investment and would have reduced the need for wind and solar.Neil Winward, AI and the potential bubbles impact on Consumers and Investors · Energy News Beat Podcast · Oct 21
Around it
Companies named
- Oklo 3
- Kazatomprom2
- Cameco2
- NuScale Power1
- NANO Nuclear Energy1
- GE Vernova 1
Shows that covered it most
- Danny Jones Podcast1
- Redefining Energy1
- Columbia Energy Exchange1
- Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World1
- Energy News Beat 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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