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11min chapter
MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition
Macro Voices
Navigating the Nuclear Landscape
This chapter explores the financial and regulatory challenges faced by New Scale, the first SMR approved by the U.S. Nuclear Regulatory Commission, amidst skepticism regarding its management. It discusses the broader nuclear market, including key players like Cameco and the potential of Generation 4 reactor technologies, highlighting investment opportunities in molten salt reactors. The speaker emphasizes the need for diversified investments in the nuclear energy sector, particularly focusing on uranium mining as a critical component of the future landscape.
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