
MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
Macro Voices
Small Modular Reactors
The only pure play that I'm aware of is NewScale, which is ticker symbol SMR. They're basically just building old school light water reactors, but they're doing it in a form factor that can be built in a factory and shipped to where it's used. The way of the future is to build nuclear reactors in factories with incredibly high quality standards and ship them to where they're needed. There are so many innovative designs out there. GE Hitachi's BWRX-300, that's a boiling water reactor, 300 megawatt reactor That's being built in Ontario, Canada at the Darlington site.
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