Energy Dense Discussions
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086 David Ramsden-Wood, Engineer and Energy Thinker
The best energy opportunities are often hiding in plain sight. David Ramsden Wood—engineer, operator, investor, writer, and longtime energy thinker—joins Mark Hinaman for a wide-ranging conversation about how to recognize overlooked opportunities, allocate capital, and understand where the energy industry is heading next. From the early days of the shale revolution to overlooked acreage in the Bakken and New Mexico, DRW shares how he learned to look past conventional wisdom and find assets that others had dismissed. The conversation gets into the importance of timing, understanding the underlying rock, and why simply spending more money is not the same thing as creating value. They also discuss the lessons oil and gas may offer the rapidly expanding nuclear and data center industries. DRW argues that the current AI infrastructure boom deserves the same scrutiny as any other capital-intensive energy buildout: Are the economics real? Who is generating free cash flow? And are investors funding genuine demand or simply rewarding growth? The conversation ranges from nuclear and natural gas to EVs, autonomous vehicles, commodity markets, private equity, and the changing economics of energy. Along the way, DRW shares hard-earned lessons about raising capital, incentives, groupthink, and why some of the best opportunities can look completely wrong—until suddenly they don't.
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.
010 Kyle Frazer, Director of Nuclear Energy & Continuous Improvement at Xcel Energy
Kyle Frazer chats with Mark Hinaman about his time in the Navy, his role with Xcel, and the future of nuclear in Colorado.
009 Joe Miller, President of Advanced Technologies at BWXT
Joe Miller describes his background in the Navy, BWXT's Project PELE mobile microreactor, manufacturing of TRISO fuel for the industry, and the future of nuclear.
008 Sarah Davis, Nuclear Safety Engineer & DEI Officer for NAYGN
Sarah Davis describes her role as a nuclear engineer, North American Young Generation in Nuclear (NAYGN), and her role as the Diversity, Equity, and Inclusion Officer for NAYGN.
007 Amanda Lang, President of NAYGN and Sr. Product Analyst Duke Energy
Amanda Lang describes North American Young Generation in Nuclear (NAYGN), her background in the industry, and women in STEM.
006 Taylor Stevenson, Partner at Envoy Public Labs
Tay Stevenson chats with Mark Hinaman about nuclear energy in Colorado, his background and arrival at nuclear energy, and the just energy transition.
005 Michael England, COO of Moltex Energy
Michael England discusses his history in power generation, Moltex's operations, and nuclear's broader role in the energy industry.
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004 Rory O'Sullivan, CEO of Moltex Energy
Rory O'Sullivan describes Moltex's technology, their wast to stable salt (WATSS) system, and their role in the nuclear industry.
003 Craig Piercy, CEO of American Nuclear Society
Craig Piercy speaks with Mark Hinaman about the American Nuclear Society, new nuclear in America, and progress in the industry.
002 Scott Tinker, Chairman of Switch Energy Alliance
Scott Tinker discusses nuclear energy and the Switch Energy Alliance with Mark Hinaman.
001 Doug Sandridge, Oil & Gas Executives in Support of Nuclear Energy
Doug Sandridge, Senior Vice President of Fulcrum Energy Capital, talks about his career, discovery of nuclear energy, advocacy for rational energy policy, and work on garnering support for nuclear energy from oil and gas executives.
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