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Scott Nolan (General Matter co-founder) argues fuel is the bottleneck for economic activity and that U.S. enrichment capability must be reshored before a January 2028 ban on Russian uranium. He and General Matter are applying SpaceX-style cost reduction to HALEU/next‑gen fuel, won a $900M DOE award, and are hiring in LA, western Kentucky (Paducah) and central Washington.
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