Responding to the data: The new format for The Nuclear Review

Narrow the scope, flex the schedule, and lower the price

With the run-hours starting to add up, some changes need to be made to the scope, schedule, and price of The Nuclear Review to ensure maximum value is being provided.

The New Scope

Following up on a post this morning on X, tracking and reporting on utilities and uranium miners will be cut from The Nuclear Review. This narrows the coverage to three sub-sectors: Nuclear Industrials, SMR Developers, and Fuel Enrichers and Fabricators. With a new total of 14 companies, this is a much more manageable list than the previous 25.

But, the scope of this publication will widen at the same time it narrows. Coverage of private nuclear startups will begin soon, either through write ups of their progress and roadmaps or through interviews with some of their leadership. It’s worth the time to cover the private names as more of them have started pursuing public listings (such as Terrestrial and Terra Innovatum) and they’re the direct competitors to the publicly traded names.

The New Schedule

Like a lot of writers on Substack, I don’t make a living on this. A full-time job and a full-sized family means time needs to be spent smartly outside of those two main efforts. Right now, there’s not enough bandwidth to publish anything outside of the weekly review.

The new schedule will be to publish an industry update every other weekend. It will include the same information as the previous weeklies: a breakdown of trailing returns, review of important news, data dump of net flows and AUMs for the major funds, and a spotlight section to highlight a company and/or recent earnings. The short report will continue to be published around the FINRA reporting schedule.

An every-other-week schedule combined with a shorter list of tickers will enable a few things: better write ups, time for private sector coverage, and finally a return back to the original intent of this publication - deep dives on the public companies of the nuclear industry.

The New Price

With a switch to publishing every other week and only a few people jumping over to paid so far, I’ll rebalance the supply-demand equation and bring down the price. The new price will be $5 per month, down from $10 per month.

Free subscribers will be able to read up on the articles that cover private companies, and see just the raw data tables for the short report and bi-weekly industry update.

Paid subscribers will enjoy reading the full industry reviews and the assessment of the short report data. The short report also includes a review of the trailing three months of short interest for paid readers.

Conclusion

Change for the better is the intent and please look at our list of recommended Substack publications for some additional nuclear and uranium industry coverage.