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Advanced Reactors

SysMoore & Energy (Pt.3.3) - The Nuclear Investment Thesis

Nuclear Technology

SysMoore & Energy (Pt.3.3) - The Nuclear Investment Thesis

A three-decade “nuclear winter” of chronic underinvestment hollowed out the global uranium supply base — creating a structural scarcity shock as AI’s power hunger collides with a mining industry unable to respond at scale.

18 min read 18 Mar 2026

SysMoore & Energy (Pt.3.2) Reactor Design & Fuel

14 min read 03 Mar 2026

SysMoore & Energy (Pt.3.2) Reactor Design & Fuel

Industrialized modular SMR manufacturing is the only viable path to meet AI-driven nuclear demand — but advanced coolants, HALEU fuel, and TRISO fabrication bottlenecks will decide which designs (and which public companies) actually scale.

SysMoore & Energy (Pt.3.1) Nuclear Landscape

Nuclear Technology

20 min read 21 Feb 2026

SysMoore & Energy (Pt.3.1) Nuclear Landscape

The post-nuclear-winter global landscape: decades of underinvestment left the industry dormant just as AI’s insatiable power demand arrives, setting up the policy, supply-chain, and technology gaps that define the next decade’s nuclear investment thesis.