Study the metals that power nuclear energy — uranium, zirconium, hafnium, thorium — alongside the policy and market landscape for small modular reactors, the nuclear fuel cycle, HALEU supply chains, and nuclear's role in the clean energy transition.
Metals U Education
The Nuclear Metals: Fueling the Clean Energy Renaissance
Nuclear energy is experiencing a global renaissance, driven by the need for reliable, low-carbon baseload power and the emergence of advanced reactor designs including small modular reactors (SMRs). Behind this renaissance lies a specialized set of metals — uranium, zirconium, hafnium, thorium, and others — that present unique supply chain, regulatory, and geopolitical challenges.
This course provides a structured overview of the metals underpinning nuclear energy, drawing on resources from the World Nuclear Association, NRC, EIA, DOE HALEU Program, and USGS. Students will understand the nuclear fuel cycle from yellowcake to spent fuel, the specific material requirements of light-water and advanced reactors, and the strategic dimensions of uranium supply.
Who This Class Is For
Nuclear's role in decarbonization. Global capacity trends. SMR development pipeline. Why nuclear is back on the agenda.
Uranium geology and major deposits. Mining: conventional, in-situ leach, and co-production. Market structure and price dynamics. EIA and WNA data.
Yellowcake production, conversion, enrichment, and fuel fabrication. Front-end and back-end of the fuel cycle. Spent fuel management and reprocessing.
Zirconium cladding in light-water reactors. Hafnium as a control rod material. Separation challenges. Supply sources and strategic importance.
High-Assay Low-Enriched Uranium (HALEU) requirements for advanced reactors. Current U.S. supply situation and DOE HALEU Program. Russian supply dependence and diversification.
Thorium as an alternative fuel cycle. Technical challenges. Countries pursuing thorium research. Long-term strategic implications.
