Briefings & Products
Structured, reusable explanations of nuclear fuel and projects, built for teams that need to get smart quickly.
Briefings
These briefings sit between consulting and research: more practical than a report, more scalable than a call. They’re designed for investors, utilities, and leadership teams who need a clear view on specific nuclear topics.
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Inside Nuclear Fuel: How Utilities Manage Fuel Supply
A two-part institutional briefing featuring over 90 minutes of video presentation, including a 17-slide deck on how utilities actually buy nuclear fuel, from uranium mining through enrichment and fabrication, and how those choices affect cost, risk, and exposure. This is the same material I’ve delivered to private investment and wealth teams across the globe.
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Nuclear Power & Canada: Investor Primer
A 39-minute overview of where nuclear fits into today’s energy transition, how the global build-out is actually unfolding, and the unique role Canada plays in uranium, fuel, and reactors. Originally recorded for a Canadian wealth management firm, now available as a reusable on-demand briefing for advisors and investment teams.
Products
Practical tools to help you explore nuclear fuel costs and reactor strategies. These are built to be useful on their own, and many clients use them alongside my briefings and advisory work.
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FuelCycleCost.com – Nuclear Fuel & Electricity Cost Calculator
A free, interactive calculator that lets you explore how uranium price, enrichment, fabrication, reactor design, and burnup translate into fuel cost in $/MWh. Preloaded presets cover common designs like AP1000, BWRX-300, NuScale, Natrium, Xe-100, Oklo/Aurora, and CANDU-6, with full control over ore, conversion, enrichment (LEU, LEU+, HALEU), deconversion, and fabrication assumptions.