small modular reactors

Canada’s National Projects: Betting on Nuclear & LNG While the Future Waits

Canada has put a stake in the ground by deciding which megaprojects are now officially in the national interest. Out of an initial list of 32 candidates I analysed recently, five made the cut. That is a small number on paper, but the financial and climate commitments stretch out for … [continued]

Small Modular Reactors and the Big Questions of Cost & Waste

The publication of Kim and Macfarlane’s 2026 study on small modular reactors is a moment worth pausing over. Nuclear energy sits at the margins of most serious decarbonization pathways today, but SMRs have been marketed as the technology that could change that. They are advertised as cheaper, safer, faster to … [continued]

From Carbon Capture to ESG: The Seven Deadly Sins of Clean Energy

Recently I sat down virtually with Laurent Segalen and Gerard Reid, investors, bon vivants, and hosts of Redefining Energy, the main channel to my nerdcast side channel Redefining Energy—Tech. The reason? A fun episode of their podcast where we talked about sin, energy, and investment. Laurent Segalen [LS]: Today on … [continued]

Bavarian SMRs & Hydrogen Vans: What Could Possibly Go Wrong?

First Hydrogen Corp, a Canadian firm with more ambition than balance sheet, has now turned its sights on Germany — arguably the worst possible place to mix hydrogen hype with small modular nuclear reactors. The company, known mostly for a hydrogen van prototype and a team structure with more CEOs … [continued]