US enrichment gap is the critical bottleneck for nuclear renaissance
The US lost all commercial enrichment capacity by 2013 and now imports HALEU from Russia; domestic centrifuge enrichment (General Matter) with DOE milestone funding and NRC fast-track licen…
China tripled grid capacity since 2010 while US flatlined
China went from parity with US in 2010 to 3x US grid capacity today, adding a Texas-worth of generation annually; US reindustrialization and AI data center demand now require vertical grid…
Hyperscalers targeting nuclear for 2030s data center power
Every major hyperscaler planning gigawatt-scale data centers for the 2030s is centering nuclear as the baseload solution; this demand pull is accelerating reactor deployment timelines and c…
US enrichment independence prevents Russian/Chinese fuel lock-in
If US doesn't provide enrichment to allies (Japan, Korea) as they expand nuclear fleets, they'll source from Russia/China; Exim Bank financing and DOE contracts are structuring a Western fu…
In-house EPC and manufacturing are core IP for hard tech speed
General Matter, like SpaceX and Seronic, builds in-house engineering/procurement/construction teams rather than outsourcing EPC; vertical integration of construction and centrifuge manufact…
Nuclear propulsion and moon surface power targeted for 2028
NASA (under Jared Isaacman) aims for nuclear thermal propulsion by 2028 and lunar surface reactors for dark-side power; reliable launch (SpaceX) removes transport risk, making space nuclear…