Lee Robinson on Small Modular Reactors, Fuel Bottlenecks, and Energy Prices | MTS Live

Lee Robinson joins MTS to discuss uranium enrichment capacity, nuclear fuel supply chains for advanced and traditional reactors, and the path to US energy independence.--MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠--Brought to you by:Granola - The AI notepad. Try it once and never go back. https://granola.ai/mtsKong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comMerge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mtsAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comMacroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts--Timestamps:(00:00) Introduction(01:25) Why Lee Founded General Matter(03:15) The Capacity Problem and Separative Work Units(05:33) What States Like Utah Should Do(07:20) What the Country Looks Like in 10 Years(09:40) Building Fuel for Advanced and Traditional Reactors--Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.