Energy Dense Discussions

085 Nick Smith, Raven-Flint
The nuclear bottleneck most people ignore is already here - and it could decide which reactors actually get built. Nick Smith, co-founder and CEO of RavenFlint Nuclear, explains why the real shortage is not just reactors, but the upstream chemistry that turns uranium into usable fuel. Mark Hinaman presses Nick on the overlooked step between the mine and enrichment, and Nick lays out the case for why uranium conversion has become one of the most urgent supply chain problems in advanced nuclear. If you care about reactor deployment, fuel availability, domestic energy security, or the economics of nuclear scale-up, this conversation shows exactly where the industry is getting stuck. You’ll discover: Why uranium conversion is the “boring” chemical process that quietly powers the entire fuel cycle How Nick went from electrical engineering and utility power quality to advanced nuclear R&D, INL, and finally launching RavenFlint Why RavenFlint is betting on a modern conversion process built to replace a plant that dates back to 1958 How the company is thinking about trade secrets, patents, and the brutal realities of working with HF and fluorine chemistry What “Match, Torch, Forge” means for the path from lab scale to pilot plant to commercial production Nick also breaks down why today’s conversion market is tight, why secondary supplies have been exhausted, and why advanced reactor developers cannot afford to ignore this bottleneck if they want fuel on a realistic timeline. Along the way, he shares the origin of the RavenFlint name, the team’s garage-chemistry beginnings, and what it takes to build a serious radiological chemistry operation from the ground up. This episode is especially relevant if you’re following advanced nuclear, fuel cycle infrastructure, clean energy investing, or the gritty reality of how nuclear supply chains actually work. It is a rare look at the part of the industry that is usually left behind the curtain - but may end up being one of the most important businesses in the whole sector. Perfect for nuclear wonks, energy investors, advanced reactor followers, and anyone who wants to understand where the next real bottleneck - and opportunity - lives.

035 Vanessa Clark and William Kowalski, CEO and COO of Atomos Space
Vanessa and William chat with Mark Hinaman about their backgrounds in space technology as well as their new spacecraft which will taxi vessels in low earth orbit.

034 Jenifer Avellaneda aka Nuclear Hazelnut
Jenifer Avellaneda, aka @NuclearHazelnut on X, discusses with Mark Hinaman her discover of nuclear while growing up in Mexico, working in Vienna for the IAEA, her role as a probablistic risk assessment engineer at Westinghouse, and nuclear advocacy through twitter and other forums.

033 Mike Umbro, Partner at Premier Resource Management
Mike Umbro, an investment banker and oil-tycoon-turned-geothermal-entrepreneur, chats with Mark Hinaman about his project with Premier Resource Partners to build a long-term energy storage solution in existing oilfields in California.

032 Mike Conley, Writer and Author of Earth is a Nuclear Planet
Mike Conley chats with Mark Hinaman about his career as an author, his discovery of nuclear, and his new series of books he plans to publish beginning with Earth is a Nuclear Planet.

031 John Kotek, SVP for Policy Development and Public Affairs at Nuclear Energy Institute
John Kotek, SVP for Policy Development and Public Affairs at Nuclear Energy Institute talks to Mark Hinaman about Idaho National Labs and. the work that they're doing for the industry.

030 Robbie Stewart, Co-Founder at Boston Atomics
Robbie Stewart speaks with Mark Hinaman about his time at GE, studying at MIT, and his nuclear startup, Boston Atomics.

029 John Clarke, Energy Entrepreneur in South Africa
John Clark discusses his entrepreneur ventures in energy and how bringing nuclear to South Africa could solve the country's energy challenges.

028 Stephen Johnson, Director, Space Nuclear Power and Isotope Technologies at INL
Stephen Johnson, Director at Space Nuclear Power and Isotope Technologies Div. at Idaho National Laboratory, talks to Mark Hinaman about Idaho National Lab and some of the research they are working on.

027 Rep. James Strickler and Rep. Larry Scott, Former and Current New Mexico State Legislators
Representative James Strickler and Representative Larry Scott discuss energy policies, politics, closing coal plants, uranium mining, enrichment, and spent fuel storage, and the energy transition - all in New Mexico.

026 Guerric de Crombrugghe, Founding Partner at Nuketech
026 Guerric de Crombrugghe, Founding Partner at Nuketech discusses with Mark Hinaman how venture capital is helping push the nuclear industry to new heights.

025 Discussions on Energy and Networking (DEN Talks): Nuclear Energy & Opportunity Cost
Mark Hinaman hosts an informal and open discussion with engineers, salesmen, and non-profit advocates in the oil and gas industry in Denver. This discussion was recorded as part of the Denver chapter of Young Professionals in Energy's Discussion on Energy and Networking (DEN Talks) program. It's meant to have 10 to 20 minutes of a presenter speaking on a topic and allow for 40 to 60 minutes of dialogue and debate to follow. Mark discusses nuclear energy and the opportunity costs associated with focusing on other forms of energy generation.

024 Emmet Penney, Editor in Chief of Grid Brief and Host of Nuclear Barbarians
Emmet Penney, Editor in Chief of Grid Brief and Host of Nuclear Barbarians, talks to Mark Hinaman about the future of nuclear and his work in advocating for the industry.

023 Jeremy Shook, Principal Project Manager at EPRI
Jeremy Shook chats with Mark Hinaman about the Electric Power Research Institute, their work in research, and how nuclear will play a role in the future.

022 Gene Balsmeier, Nuclear Cheerleader & prior COO of Nuclear Waste Partnership, Operater of WIPP
Gene Balsmeier describes his varied and long career in nuclear energy, his time working at the Waste Isolation Pilot Plant (WIPP), and nuclear's role moving forward in the energy industry.

021 Ray Beck, Chairman of JOLT: Joint Organizations Leading Transition
Ray Beck chats with Mark Hinaman about his career as a lineman and a public servant in northwest Colorado, the Joint Organizations Leading Transition (JOLT) conference held on 6/2/2023, and the energy transition as coal plants close in Craig and Hayden Colorado.

020 Josh Payne, CEO of Black Mesa Advanced Fission
Josh Payne, CEO of Black Mesa Advanced Fission chats with Mark Hinaman about his career working at the Department of Energy National Labs, X-Energy, and his startup building a new nuclear fission reactor.

019 Mike Keller, President & CEO of Hybrid Power Technologies
Mike Keller chats with Mark Hinaman about Hybrid Power's design for an advanced power plant.

018 Rishi Jain & Paul Murphy, Managing Directors at Cross River Infrastructure Partners
Rishi Jain and Paul Murphy discuss their work at Cross River Infrastructure Partners, development projects in nuclear, and their project with ARC in New Brunswick.

017 Liz Muller, CEO of Deep Isolation
Liz Muller chats with Mark Hinaman about Deep Isolation's strategy to utilize oil and gas technologies to develop storage systems for spent nuclear fuel.

016 Patrick White, Project Manager at Nuclear Innovation Alliance
On this weeks podcast Patrick White, Project Manager at Nuclear Innovation Alliance talks to Mark Hinaman about the research and work Nuclear Innovation is doing to help develop the nuclear industry.

015 Judi Greenwald, Executive Director of Nuclear Innovation Alliance
Judi Greenwald describes her career in energy, the Nuclear Innovation Alliance, and how we need to innovate on more than just technology.

014 Isaac Orr, Policy Fellow at Center of the American Experiment
Isaac Orr and Mark Hinaman talk about the sand market in oil and gas, energy policy in America, coal phase outs and if they're good for society, and how nuclear has a role to play moving forward.

013 Rod Adams, Managing Partner of Nucleation Capital
Rod Adams chats with Mark Hinaman about the existing and future nuclear industry, his time working as a Navy nuke and writer in the industry, and describes Nucleation Capital.

012 Ryan MacLeod - Bitcoin Specialist & Laboratory Technician at Canadian Nuclear Laboratories
Ryan MacLeod discusses his day job as a nuclear lab technician and dives into crypto currency, crypto mining, and how nuclear can be used to benefit both.

011 Gerrit Bruhaug, Nuclear Energy Guru
Gerrit and Mark chat about the history of nuclear energy in the United States and several fascinating utilizations of the technology.
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