Energy Transition Podcast Series, Focus on Nuclear Power

We’re launching a new chapter of Cowen’s Energy Transition Podcast Series, now focusing on nuclear power as opposed to carbon capture and specifically on small modular and advanced reactors. We believe these technologies will play a critical role in achieving the dual goals of reliable energy for all and decarbonization. Through our line-up of guests, we intend to cover the various technologies being developed, the regulatory environment, path to commerciality, and fuel supply among other topics.

Episode 1: Nuclear Power With DOE Loan Director Jigar Shah

Jigar Shah, Director of the DOE’s Loan Programs Office (LPO), joins Industrial Gas & Equipment and Energy Oilfield Services & Equipment Analyst Marc Bianchi to discuss LPOs vetting process, expanded authorization, and what it will take to get small modular and advanced nuclear reactors to commerciality.

Read the full transcript here

Episode 2: Advanced Nuclear Reactors With X-Energy

In the latest episode of Cowen’s Energy Transition Podcast Series, Clay Sell, CEO of X-Energy, joins Industrial Gas & Equipment and Energy Oilfield Services & Equipment Analyst Marc Bianchi to discuss X-Energy’s high-temperature gas-cooled nuclear reactor and TRISO-X fuel designs. The discussion covers X-energy’s history, the path to demonstration, commerciality, government support, and the HALEU supply chain.

Read the full transcript here

Episode 3: Nuclear Supply Chain With BWXT

John MacQuarrie, President of BWXT’s Commercial Operations, and Joseph Miller, President of BWXT Advanced Technologies, join Industrial Gas & Equipment and Energy Oilfield Services & Equipment Analyst Marc Bianchi to discuss BWXT’s participation in nuclear power. The discussion covers everything from nuclear fuel to SMR and advanced reactor supply chains and BWXT’s participation in the Department of Defense microreactor Project Pele.

For the full transcript click here

Episode 4: Nuclear Regulatory and Policy Issues With Hogan Lovells’ Amy Roma

Amy Roma, Partner and Global Energy Practice Leader at Hogan Lovells, joins Industrial Gas & Equipment and Energy Oilfield Services & Equipment Analyst Marc Bianchi. Together they discuss the prospects for new nuclear power investments in the US and abroad, government support, including the Inflation Reduction Act, and the NRC’s licensing process as it stands today and in the future.

For the full transcript click here

Episode 5: Load Following Advanced Nuclear With TerraPower