Inside Nuclear Fuel
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.
What you’ll get
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The full nuclear fuel chain:
Mining → conversion → enrichment → fabrication → operation -
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How utilities use contracting terms, and what levers are available to control risk and maintain security of supply
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Conversion and enrichment capacity constraints, and why they matter
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The impacts of international political changes, including restrictions on Russian supplies, and what realistic alternatives look like
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Inventory, hedging, and working capital effects on cash flows
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How different reactor types and policies change fuel strategy
Who this is for
The goal is not to turn you into a fuel engineer. It’s to give you the mental model utilities actually use so you can interpret headlines, company claims, and price moves with context.
Investment and wealth management teams with current or potential nuclear exposure
Research desks and strategy teams covering utilities, uranium, or SMRs
Nuclear developers and vendors onboarding non-technical staff
Boards and leadership teams needing a concise, realistic overview of fuel risk
Pricing
Inside Nuclear Fuel – Analyst Edition
$399
Includes:
17-slide PDF of presentation deck
Definitions, diagrams, and contracting framework
References and context for further work
License:
Individual Use License – for personal analysis and research. Not for internal redistribution or client-facing use.
Inside Nuclear Fuel – Professional Edition
$1499
Includes:
96-minute presentation video with pre-recorded Q&A session
17-slide PDF of presentation deck
Definitions, diagrams, and contracting framework
References and context for further work
License:
Internal Organization License – may be shared within your organization for internal use and training. Not for external redistribution or resale.
Inside Nuclear Fuel – Executive Edition
$7499
Includes:
Live 60 minute briefing tailored to your team
Extended Q&A
PDF of final presentation deck
Recording provided for internal reference
Optional emphasis on SMRs, HALEU, geopolitics, or Russian exit
License:
Corporate Use License – recording and materials may be shared internally without restriction. Not for external redistribution or resale.
Information on this site is for general informational and educational purposes only and does not constitute investment, legal, engineering, or tax advice.
How delivery works
For the Analyst Edition, you’ll receive a secure download link to the slide deck immediately after purchase.
For the Professional Edition, you’ll receive access to a special area of our website containing the video and presentation file.
For the Executive Edition, we schedule a live session at a time that works for your team. After the briefing, you receive the recording and slide deck for internal reuse.
✺ Frequently asked questions ✺
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Yes. The Professional and Executive Editions include an internal-use license for your organization. The Analyst Edition is for individual use only and is not licensed for internal redistribution.
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For the Executive Edition, we can tailor examples and emphasis to your portfolio or region, and adjust the level of technical depth to your audience. The Analyst and Professional Editions cover the core material in a standardized format.
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That’s fine. The briefing is designed for non-engineers. No prior technical background is assumed, just familiarity with basic finance and infrastructure.
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Yes. Some clients start with the Professional or Executive Edition and then extend into a focused advisory project. If you think you’ll want both, we can talk about how to structure that efficiently.