PM @ Segra Capital Managment (@segracapital). We invest in nuclear power.

New York
Joined August 2020
If you’ve been wondering what’s been happening in nuclear at EDF, I appreciated this conversation with Jason Bordoff In talking through restarts, uprates, and new builds, we explore the special role of EDF, my admiration for the NRC, implications of direct pay ITCs, and more!
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Get ready for the next generation of nuclear fuel to be produced at our manufacturing facility in South Carolina! Westinghouse today announced that we are investing nearly $1 billion to expand our Columbia Fuel Fabrication Facility, enabling commercial-scale LEU+ fuel manufacturing. This advanced fuel will increase the power generated and enhance the safety of fuel used at nuclear power plants across the United States. The expansion also marks a new era for the Columbia facility, where a local workforce of more than 1,200 professionals has been leading nuclear fuel innovation for the past six decades. The site already provides the fuel that accounts for 10% of the entire United States’ electricity needs. The new LEU+ plant will be the first fleet-scale nuclear fuel factory built in the U.S. in more than 50 years. Operations are expected to begin in 2030. Read the full announcement: info.westinghousenuclear.com…
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6.6 GW of new #nuclear - love the ambition. Let's go @TheNuclearCo ! Rooting for you guys. #uranium
Announcing Prosperity One: a proposed 6.6 gigawatt nuclear campus in Lewis County, Kentucky
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Together with @AEPnews and @Amazon, we’re advancing a nearly 1 GW nuclear project in Indiana, our second project under a broader collaboration with Amazon to bring more than 5 GW of new nuclear capacity to the U.S. grid by 2039. The proposed project would add clean, reliable power to the regional grid, helping meet growing energy demand while creating opportunities for long-term economic development. Read more: investors.x-energy.com/news-…
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Congrats to @xenergynuclear on this morning's announcement with American Electric Power to develop a 960 MW advanced #nuclear energy campus with @amazon in Sullivan County, Indiana! $XE comes into today's trading session with a ~ $4.2B market cap with close to half of that in cash... Now has @amazon , @DowNewsroom , @EnergyNorthwest , @AEPnews , @centricaplc on board with @TalenEnergy in discussions... 28 reactors have sites selected with Amazon agreeing to help finance early works at multiple sites. In our view they are the clear leader in the advanced nuclear race. #uranium prnewswire.com/news-releases…
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Congratulations to @StudsvikAB $SVIK for completing this landmark agreement. Great model for other sovereign customers in need of end-of-life services. Big things happening!
♻️ From first concrete to last fuel rod. Our parent company Studsvik ($SVIK.ST) has signed a long-term agreement to manage Norway's legacy spent #nuclear fuel. That's the full life cycle. Full story: ▪️ investors.studsvik.com/en/pr…
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Huge milestone! Congrats to @WECNuclear and @NRCgov on the renewed AP1000 certification. Vogtle’s lessons are becoming part of the standard design, giving the next wave of projects a stronger starting point. The NRC has moved the ball forward. Now developers and constructors need to lead: advance sites with community support, develop credible Class 2 cost estimates, secure financeable offtake, and build the skilled workforce to execute. That’s how we turn demand for nuclear into a committed order book. nrc.gov/about-nrc/news-relea…
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Art Hyde retweeted
The NFL’s only two 5-0 teams
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Congratulations to the General Fusion team @GeneralFusion #GFUZ. Years of hard work paying off. Objectively puts this company at the top of the Fusion pack.
We achieved a world-first! LM26 is the first fusion machine in the world to achieve 1 keV with practical low speed compression. This is a major step forward on General Fusion’s commercialization plan to deliver reliable, economical, clean power from fusion energy. It’s truly an exciting moment for our team.  1 keV, which is more than 12 million degrees Celsius, was our first major milestone for the LM26 program. We worked with UKAEA to design, install, and commission a gold-standard Thomson scattering system on LM26, giving us an accurate, robust measurement. We also saw meaningful ion heating, and increased density and magnetic field from the compression – which tells us we’re where we want to be in terms of plasma stability and heating. All together, the combined results provide further confidence in our core MTF technology principles. Our CEO Greg Twinney dives into what we achieved, why it matters and what’s next here: generalfusion.com/post/1-kev…
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Congrats to the @GeneralFusion team! This milestone puts them alongside a small handful of nuclear fusion companies who have achieved 1keV. Keep an eye on this one…
We achieved a world-first! LM26 is the first fusion machine in the world to achieve 1 keV with practical low speed compression. This is a major step forward on General Fusion’s commercialization plan to deliver reliable, economical, clean power from fusion energy. It’s truly an exciting moment for our team.  1 keV, which is more than 12 million degrees Celsius, was our first major milestone for the LM26 program. We worked with UKAEA to design, install, and commission a gold-standard Thomson scattering system on LM26, giving us an accurate, robust measurement. We also saw meaningful ion heating, and increased density and magnetic field from the compression – which tells us we’re where we want to be in terms of plasma stability and heating. All together, the combined results provide further confidence in our core MTF technology principles. Our CEO Greg Twinney dives into what we achieved, why it matters and what’s next here: generalfusion.com/post/1-kev…
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Art Hyde retweeted
Nuclear uprates are suddenly having a moment. This week, the U.S. Department of Energy announced a conditional loan commitment of up to $4.2 billion to finance uprates and modernization across Vistra’s nuclear fleet in Pennsylvania and Ohio. The projects are expected to add 433 MW of new nuclear capacity while helping preserve nearly 4 GW of existing generation. It is part of a much broader push. DOE’s UPRISE initiative is targeting 2.5 GW of additional nuclear capacity by 2027 and 5 GW by 2029 through uprates, restarts, license extensions and other improvements to the existing fleet. DOE’s financing arm has more than $289 billion in available loan authority and can finance up to 80% of eligible costs for nuclear uprates. With all this attention and federal financing now flowing toward uprates, it is worth revisiting my Decouple conversation with @jbkrell (James Krellenstein) and @nuclear_robb (W. Robbie Stewart) of @alvaenergyio Energy, one of the companies pursuing this opportunity most aggressively. Alva believes roughly 10 GW of additional capacity could ultimately be unlocked from the existing U.S. nuclear fleet, with individual uprates adding roughly 250–300 MW. The basic proposition is compelling: before waiting a decade to build entirely new reactors, how many gigawatts can we squeeze out of the nuclear plants we already have?
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Art Hyde retweeted
Build. Learn. Repeat. Small modular reactors are designed to learn from each deployment, improving manufacturing, increasing quality, and building more efficiently over time. Our latest video with @Amazon looks at how repeatability could help meet growing demand for clean, reliable energy. Read more from Amazon: sustainability.aboutamazon.c…
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Art Hyde retweeted
Update: Now is the time. Segra 9/30 13F filed a bit early today to show our conviction. Nets haven’t seen higher since launching the fund. #uranium #nuclear
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Today’s nuclear agreement between the United States and South Korea marks a defining moment for American nuclear energy and the longstanding partnership between the two countries. Westinghouse is proud to bring our deep engineering expertise, proven innovation and global experience needed to deploy advanced reactor technology in the U.S. and around the world — strengthening energy security and advancing a more reliable energy future. Learn more about this new agreement: commerce.gov/news/fact-sheet… Photo by Anna Moneymaker/Getty Images @CommerceGov @ENERGY @WhiteHouse @POTUS
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TODAY: South Korea plans to invest billions into major U.S. energy projects, including a crucial Alaska LNG plan. These investments will generate thousands of jobs and help reduce energy costs for Americans. ✅🇺🇸
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Art Hyde retweeted
Today, we were at the New York Stock Exchange for BWXT Investor Day! We met with investors and highlighted the strength of BWXT and the breadth of our nuclear capabilities – from manufacturing critical reactor components to engineering advanced reactor and microreactor technologies. With decades of nuclear expertise and a growing portfolio of technologies and capabilities, BWXT is positioned to meet increasing demand across commercial and government nuclear markets. #BWXTInvestorDay #InvestorDay #NuclearEnergy #AdvancedReactors $BWXT #NYSE
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We are the first utility in the U.S. to be issued a construction permit by the @NRCgov for the BWRX-300 small modular reactor, paving the way for advancing new nuclear innovation and enhancing America’s energy security. This achievement was made possible through strong collaboration among local, state, and federal leaders, the NRC’s rigorous and transparent review, and industry partners. Partnership is how progress happens — and the Tennessee Valley is leading the way.
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Art Hyde retweeted
HISTORIC: We just approved the first-ever U.S. commercial small modular reactor construction permit, completed ahead of schedule in just 14 months, through efficient, safety-focused review. The future of advanced nuclear starts now. nrc.gov/about-nrc/news-relea… #NRCNews
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New Ameren IRP showing a license extension for Callaway as well as 1.2 GW of new nuclear by 2040… assume that’s an AP 1000 but could be SMRs. #nuclear #uranium $AEE d18rn0p25nwr6d.cloudfront.ne…
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NFC North at the moment... Bears down to QB3 Packers taking a beating from an 0-2 team at home Lions No. 31 in scoring defense Everything coming up Purple
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