BWX Technologies

I like uranium.

I like BWXT a little more, but I think this, I think that this Kamco's for real.

I really do, 'cause I think we are gonna embrace nuclear power.

But it's a three, three to five-year issue.

To get that fuel there was no small fee.

There was a, I would say, an R&D line set up at BWXT Nuclear Operations Group that was set up to serve the advanced gas reactor program and develop TRISO as a qualified fuel form for use by the commercial industry.

So they could take that fuel form and they could get it licensed either by DOE or by the NRC for use in a reactor system.

So we took that line, we worked with BWXT.

There was a contract between Idaho National Lab and BWXT.

There was investments made by the Department of War to build capability there, to add additional coating furnaces, to add additional components such that we could build towards a commercial production line.

The first product off of that line was the Pele fuel.

Yeah, so that's a good question.

This guy can maybe start with us treating us with a bit of respect and not giving out money to the Red Crisp Mine while he's invested in it.

Pushing Darlington Small Rodular Reactors when he's invested in GE Vernova and BWX Technologies.

On and on and on.

Mark Carney shows us so little respect with this.

But a little more information, it's the 2.2 billion project is in close partnership with the Defense Innovation Unit, the DIU, with the goal of securing uninterrupted resilient power for critical defense missions, according to a Fort Campbell news release.

Fort Campbell will be working with BWX Technologies Incorporated to deploy a smaller, single 20-megawatt version of its BWXT advanced nuclear reactor.

They make reactors for subs, for submarines.

Well,

trade BWX.

I'm going to be pissed.

BWXT, right?

yeah bwxt so detailed site characterization licensing and design phases will begin immediately with groundbreaking projected for late 2028 reactor operations expected to commence in the early 2030s footprint of micro reactor transparency the micro reactor will occupy a footprint of less than five acres entirely on post Operating behind the meter, quote-unquote, the facility will be dedicated exclusively to powering mission essential operations on Fort Campbell.

The deals are a part of the Army's Janus program, aimed at using nuclear reactors to curb the country's reliance on commercial energy sources.

Per a military release, BWXT advanced technologies will be contracted at Fort Campbell along the Kentucky-Tennessee border.

Micro-reactors are also slated to be built by private companies on military installations in Georgia, New York, North Carolina, and Texas.

The Janus program was announced last year, with nine bases initially in the running for micro-reactors.

Uh, here are the five companies.

Antaris Nuclear, BWXT, General Atomics, Radiant Industries, and Westinghouse Government Services.

Um, you'll notice these five names do not include a lot of these startup shitcos that are being run by tech bros that always have special segments run on Bloomberg and CNBC about how, "We could put a nuclear reactor inside a plane and fly it to an Army base.

Buy my stock." None of them got the money here.

Uh, some of the plants have multiple reactors, um, at the facilities.

We have two fuel cycle facilities that are Cat one, which makes the highly enriched uranium, and that's BWXT in Lynchburg, and then we have NFS in, uh, Erwin, Tennessee.

And so just explain to a bear with a very simple brain, wh- why is a nuclear power plant a national security threat issue at all? I mean, you've mentioned they're highly enriched uranium.

Why is it an issue? What's the threat?