Institutional investment framework applied to nuclear power, infrastructure & the energy transition. General market commentary only. Not investment advice.
Palm Beach, FL
Joined September 2018
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Says it all. Well done @xenergynuclear $XE Extraordinary times!
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…
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…
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…
Segra Capital Management retweeted
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…
Segra Capital Management retweeted
The future of nuclear in the palm of your hand. A single TRISO-X pebble contains the energy equivalent of six tons of coal.
@Amazon goes inside X-energy’s Xe-100, from the TRISO fuel at its core to the intrinsic safety and modular design built for a fundamentally different approach to nuclear.
Reliable. Scalable. Ready for what comes next.And it all starts with a pebble.
Read more here: sustainability.aboutamazon.c…
Segra Capital Management retweeted
Westinghouse Electric, a provider of reactor technology to nuclear power plants, is seeking a valuation of more than $50 billion in its US initial public offering, sources say bloomberg.com/news/articles/…
Segra Capital Management retweeted
WESTINGHOUSE PLANS TO SEEK A VALUATION EXCEEDING $50 BILLION FOR ITS U.S. INITIAL PUBLIC OFFERING.
Segra Capital Management retweeted
"The best way to power AI is with nuclear power. Advanced nuclear needs no water, uses a small amount of land, is clean baseload... [and] thanks to the choice of sodium as our coolant, we will have a very compact, mass-manufacturable design."
- Matt Loszak at Energy Subcommittee Hearing: Powering the Nuclear Renaissance:
Segra Capital Management retweeted
Excited to announce today’s release of the first module in the WNA’s 2026 World Nuclear Investment Guide!
I was fortunate enough be a drafting task force member. Tripling #nuclear power by 2050 is a $6 Trillion opportunity across technology, supply chain and infrastructure investments. There are multi-decade tailwinds for the nuclear industry and as investors transition from education to capital deployment, lots of money will be made. Much more to come on this - full release during the World Nuclear Symposium in September.
#uranium #cleanenergy @WorldNuclear
Delivering the ambition to at least triple global nuclear capacity by 2050 represents a $6 trillion investment opportunity across the global nuclear value chain.
Explore the new World Nuclear Investment Guide Roadmap:
📊 worldnuclearassociation.fole…
#WorldNuclearInvestmentGuide
Segra Capital Management retweeted
Big day! Remains our highest conviction investment in the #nuclear space. Congrats @xenergynuclear - proud to be an investor and supporter.
#uranium #cleanenergy
X-energy has arrived in the Big Apple! 🏙️
We’re at @Nasdaq MarketSite as we mark our Initial Public Offering and share a behind-the-scenes look at Listing Day. Follow along on our Instagram for real-time updates throughout the day. bit.ly/3QXUr8k
@SegraCapital has supported Alva since its founding because we saw something exceptionally rare: passionate founders leading a team that combines deep #nuclear engineering expertise with real world, large-scale project delivery experience.
Excited to announce our investment.
Exclusive: The startup Alva Energy says it knows how to kick-start the slumbering nuclear-power industry—and former Intel CEO Pat Gelsinger is backing its efforts on.wsj.com/4bN5SZ7
Segra Capital is excited to announce General Fusion's decision to go public via SPAC. The markets are ready for Fusion! $SVAC #cleantech #Nuclear #NuclearPower #fusion
generalfusion.com/post/gener…
@SegraCapital is excited to announce our strategic investment in @StudsvikAB
Studsvik is an under-appreciated leader in key verticals driving the nuclear power landscape. The future looks bright!
#uranium #nuclear #CleanEnergy #energysecurity
news.cision.com/studsvik-ab/…
Segra Capital Management retweeted
We’re proud to announce that we have closed an oversubscribed Series D financing round of approximately $700 million.
This funding will enable us to accelerate the expansion of our supply chain and commercial pipeline, supporting our vision to deliver safe, reliable power with the Xe-100 alongside partners like Dow, Centrica, Amazon and Energy Northwest.
Thank you to our investors for your confidence in X-energy's role in shaping the future of energy.
Read the full release: x-energy.com/media/news-rele…
Segra Capital Management retweeted
X-energy raises $700M in Series C-1 to advance small modular nuclear tech. Investors include Segra Capital Management, Jane Street, Ares Management funds, and Emerson Collective, among others. The funding will drive reactor design, fuel fabrication, and carbon-free energy projects to meet demand for clean power. bit.ly/42FiOM0
@EmCollective @JaneStreetGroup @ares_management
Segra Capital Management retweeted
Segra Capital Management retweeted
$KAP Headlines starting to roll...
Revised 2025 production guidance of 25,000 to 26,500 tons (equating to 65-68.9mmlbs).
This is a SIGNIFICANT CUT from prior 2025 guidance which was 100% of subsoil use (31,600 tons / over ~82mmlbs). A 14-17mmlb cut vs. what they projected 1 year ago due to acid availability and asset development issues.
Additionally - we get another CFO departure... continued turnover likely won't help with production. We've seen them guide and revise lower in year 4 out of the last 5 years...
#uranium #nuclear
Segra Capital Management retweeted
Singapore, US Sign Nuclear Power Pact
🇸🇬🤝🇺🇸
☢️ The nations inked a 123 Agreement, which is critical for investment by US nuclear firms
⚡ Singapore is studying options, including nuclear, to meet its 2050 net-zero target. It depends on gas right now
straitstimes.com/singapore/s…
