Episode
Building a domestic nuclear fuel supply chain
- Podcast
- Catalyst with Shayle Kann
- Published
- Apr 2, 2026
- Duration seconds
- 2329
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/catalyst-with-shayle-kann-4458041/episodes/building-a-domestic-nuclear-fuel-supply-chain/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041/building-a-domestic-nuclear-fuel-supply-chain.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Even as momentum grows for U.S. nuclear, the fuel supply chain is often overlooked. This dynamic is shifting as the industry wakes up to critical choke points and a heavy reliance on countries like Russia for enrichment. As America aims to reduce geopolitical dependency in energy, fixing these domestic gaps has become a strategic priority. In this episode — a companion to a separate episode of Catalyst focused on nuclear waste — Shayle Kann speaks with Scott Nolan, the CEO of General Matter. The company is focused on enrichment, one of the most acute risk areas in the supply chain. Shayle and Scott also discuss the big-picture state of nuclear fuel, from mining to advanced reactor requirements. The two cover topics like: The five-step nuclear fuel supply chain America’s continued reliance on Russian enrichment: The history of enrichment decline in the US The "chicken or egg" problem for advanced reactors Distinctions between LEU and HALEU fuel Enrichment’s toll-service business model The strategic importance of General Matter’s enrichment facility in Paducah, Kentucky Catalyst: The state and future of nuclear waste Catalyst: The path to market for new nuclear reactors Catalyst: The US nuclear groundswell Open Circuit: Inside Meta’s massive nuclear push Open Circuit: Fear and loathing at the Department of Energy Latitude Media: What TerraPower’s big milestone says about future nuclear projects Latitude Media: Commonwealth Fusion Systems launches digital twin with Nvidia and Siemens Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR f…