Nuclear Fuel, Technology, & Strategy Advice

Independent guidance on fuel, projects, and policy for investors, utilities, and developers.

I help teams understand how nuclear fuel, contracts, technology, and projects work in practice. That means clear explanations, hard questions, and concrete recommendations you can act on.

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Who I work with

My clients are people who have real decisions to make around nuclear, not just curiosity. Most fall into three groups:

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1. Investors & Wealth Managers

Funds, RIAs, and family offices with exposure to uranium, nuclear developers, or utilities who need a clear, technical but understandable view of risk and opportunity.

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2. Utilities, Developers & Vendors

Fuel managers, strategy teams, and project leaders working through fuel strategy, supplier diversification, SMRs, or new-build decisions.

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3. Policymakers, Media, & Public Institutions

Teams who need technically sound narratives for communication, television & film production, regulation, or policy development.

Problems I help solve

I’m typically brought in when teams need a grounded view that sits between nuclear engineering & technology, and their individual use applications for both experts and non-experts. Real examples include:

  • “We need to understand how the uranium markets work and how utilities are contracting fuel.”

  • “We’re considering investing or deploying SMRs or advanced reactors. What’s real, what’s hype, and what does this mean for fuel supply and licensing?”

  • “We want to understand the relationship between uranium mining and the downstream effects on enrichment.”

  • “Our board/media/clients keep asking about nuclear and HALEU. We need a story that is accurate and defensible.”

  • “We’re producing a television show and want to showcase nuclear energy accurately.”

You don’t need a 200-page report. You need clear framing, realistic constraints, and practical options.

Advisory focus areas

  • Close-up of nuclear fuel assembly

    Nuclear fuel strategy and markets

    Support on uranium, conversion, enrichment, and fabrication strategy from a utility’s perspective. I help you understand contracting structures, diversification, inventory strategies, and what “secure supply” really means over a decade or more.

    Typical outputs: fuel strategy reviews, scenario framing, briefing notes for leadership, Q&A sessions with investment or fuel teams.

  • A nuclear power plant with two cooling towers emitting steam, situated in a hilly landscape with green trees and partly cloudy sky.

    New build, SMRs, and project decisions

    Independent assessment of reactor choices, vendor claims, and deployment pathways. I bring experience from one of the world’s largest new-build programs to help you pressure-test timelines, cost assumptions, and regulatory paths for large LWRs and SMRs.

    Typical outputs: design and vendor comparisons, “what would need to be true” analyses, risk and readiness assessments, talking points for leadership.

  • A person in a dark suit handling a large stack of colorful papers with paper clips on a dark desk, with a laptop and a keyboard nearby.

    Regulation, licensing, and digital/AI in nuclear

    Guidance on how evolving regulatory frameworks interact with digital tools and AI. I help teams see the difference between helpful automation and unrealistic promises, and how to align technology plans with actual regulatory expectations.

    Typical outputs: strategy input for AI/digital initiatives, regulatory impact framing, feedback on vendor pitches.

  • Three people in a business meeting in a conference room. Two women are seated at the table, having a conversation. A man in a gray suit is sitting on the table, listening. There is a laptop and some glasses on the table, and a large window with greenery outside in the background.

    Executive briefings and education

    Custom briefings for boards, investment committees, analysts, media, and leadership groups on nuclear fuel, HALEU, SMRs, and the global build-out. Designed for non-engineers and focused on clarity, risk framing, and what matters for your specific role.

    Typical outputs: one-off or recurring sessions, Q&A-focused calls, tailored slide decks for internal reuse.

How engagements work

Step 1 – Introductory call (no fee)

We spend 30–45 minutes defining what you’re trying to understand or decide. If I’m not the right fit, I’ll say so and try to point you to someone who is.

Step 2 – Scoped engagement

For focused questions, that might be a half-day or full-day working session with follow-up notes. For more complex work, it might be a short project or a light retainer. Scope, deliverables, and fees are agreed upfront.

Step 3 – Brief, practical outputs

I favor clear briefings, frameworks, and working sessions over long reports. The goal is that your team walks away knowing what’s real, what isn’t, and what you should do next.

Day rates and project fees depend on complexity and urgency, but most clients start with a scoped call or workshop.

Talk about an engagement
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About Michael

I’m a nuclear engineer with 20 years of experience in fuel, safety, and licensing. I’ve worked across Westinghouse, San Onofre (SONGS), SMR development, and served as fuel technical director at the UAE’s Barakah program.

Through AtomicBlender and my advisory work, I help investors, utilities, and policymakers navigate nuclear decisions with a mix of technical depth and plain, understandable language.

Schedule an introductory call
Email Michael