PERSON DIRECTORY
Scott Nolan
Scott Nolan appears in 2 indexed conversations across Cheeky Pint, Invest Like the Best. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
The company building America’s uranium supply from scratch
General Matter is targeting a newly open domestic enrichment market: Russia supplies about a quarter of US enrichment, and import waivers end January 1st, 2028.Utilities provide most contracting volume, while HALEU availability is an immediate bottleneck for advanced reactors; fuel can reach 50% of some SMRs’ levelized energy cost at current prices, depending on design.A $900 million capacity-building award supports a Paducah facility targeting deliveries by the end of the decade, with licensing, manufacturing and an undisclosed enrichment process still to clear.
From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem
Patrick O'ShaughnessyScott Nolan
America’s zero commercial uranium-enrichment capacity makes fuel the bottleneck for advanced nuclear power, with HALEU scarcity and the January 1, 2028 Russian-import ban creating defined market openings.General Matter targets dollars per kilogram-SWU as its cost metric, while data-center demand and behind-the-meter SMRs could accelerate deployment; execution, permitting, and the economics of nuclear construction remain key risks.