Schwab NetworkPublished 2026-11-09
“Constellation Energy Earnings Shoots for Stars: Report Backs CEG Place in AI Buildout”Cited source: Seth
$LTBRBullish
AI summary · Lightbridge Fuel can raise existing-reactor output 10% without equipment changes and up to 20% with them, plus about one-third more power for new reactors. The DOE agreement for its Idaho National Laboratory plant is being finalized, construction starts next year, and utility adoption is expected to be gradual: small upgrades, then big ones, then new builds.
Seth, normally we talk in person, but I'm so glad you're on the panel today because it's extremely relevant to our discussion and for our last question, I'd like to turn now to Lightbridge.
We talked about Lightbridge Fuel and part of its development is to help existing reactors produce more power, which is what we're discussing right now. How does your technology fit into this larger upgrade opportunity and what more needs to be done before more utilities adopt it commercially?
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