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Episode 121: Michelle Urben on Nuclear’s Next Era | Capital, Fuel & Energy Infrastructure The nuclear renaissance is about far more than building reactors. It also depends on capital, fuel security, recycling, infrastructure, commercialization, supply chains, workforce, and the ability to scale the entire energy system fast enough to meet rapidly growing electricity demand. In Episode 121 of Green Giants: Titans of Clean Energy, host Wes Ashworth, President of Lee Group Search, sits down with Michelle Urben, Managing and General Partner at The Synergos Fund, for a wide-ranging conversation about what it will actually take to finance and build the next generation of energy infrastructure. Michelle brings more than three decades of experience across banking, asset management, investor relations, and venture capital. Her journey from the Philippines and an oil-industry family to Wall Street and deep-tech investing gives her a distinctive perspective on energy affordability, energy security, patient capital, and infrastructure investment. 📙In This Episode ✔ Why Michelle moved from traditional finance into nuclear and deep tech ✔ How patient capital can support difficult infrastructure technologies ✔ Why milestone-driven investing matters in deep tech ✔ The challenges of financing technologies with long commercialization timelines ✔ The nuclear fuel cycle beyond the reactor itself ✔ Why spent nuclear fuel could become a strategic energy resource ✔ Nuclear fuel security and domestic supply chains ✔ Curio and the emerging nuclear recycling ecosystem ✔ How AI and data centers are reshaping electricity demand ✔ The impact of reshoring and electrification on power demand ✔ Why reliable power access could become a major infrastructure constraint ✔ Gate 5 and the potential of wastewater-to-energy technology ✔ Finding value in resources traditionally treated as liabilities ✔ Why commercialization requires strong operators, not just capital ✔ The workforce challenge facing nuclear and energy infrastructure 📙Links: ▪️ Michelle Urben on LinkedIn: https://www.linkedin.com/in/michelle-boquiren-urben-0538852/ ▪️ The Synergos Fund Website: https://www.synergosholdings.com/general-7 ▪️ Curio's Website: https://curio.energy/#home ▪️ Episode 89 with Ed McGinnis of Curio: https://leegroupsearch.com/podcast/green-giants-episode-89-ed-mcginnis-curio/ 📙 Connect with Wes Ashworth: ▪️ Website: https://leegroupsearch.com/ ▪️ LinkedIn: https://www.linkedin.com/in/weslgs/ ▪️ Podcast:https://leegroupsearch.com/green-giants-podcast/ ▪️Email: [email protected] 📙 Watch More Episodes: ▪️https://www.youtube.com/watch?v=HG5i4hefMkU ▪️https://www.youtube.com/watch?v=5wtGMjSoESk ▪️https://www.youtube.com/watch?v=BOIuZlSuyCs ▪️https://www.youtube.com/watch?v=WQZPPVX6bZc ▪️https://www.youtube.com/watch?v=SB38rDgReFM 📙Hashtags: #GreenGiantsPodcast #WesAshworth #JasonFew #FuelCellEnergy #AIInfrastructure #DataCenters #PowerDemand #DistributedEnergy #DeepTech #ClimateTech #CleanEnergy #TDKVentures #NuclearEnergy #NuclearPower #MichelleUrben #SynergosFund #GreenGiants #NuclearFuel #NuclearRecycling #EnergyInfrastructure #EnergyInvestment #DeepTech #EnergyTransition #AIDataCenters #ElectricityDemand #CleanEnergy #energysecurity 📙Search Keywords: GreenGiantsPodcast, WesAshworth, JasonFew, FuelCellEnergy, AIInfrastructure, DataCenterPower, PowerDemandGrowth, DistributedEnergySystems, CleanPowerSolutions, artificialIntelligence,Michelle Urben Synergos Fund, nuclear energy investment, nuclear fuel cycle, nuclear recycling, spent nuclear fuel, nuclear fuel security, nuclear infrastructure investment, deep tech investing energy, patient capital infrastructure, AI data center electricity demand, energy infrastructure financing, nuclear commercialization, wastewater to energy, energy workforce challenge, Green Giants Episode 121 📙 Disclaimer: Guest views are their own and shared for educational and informational purposes only. 📙 Copyright Notice: © 2026 Green Giants Podcast. All rights reserved. No part of this video may be reused or redistributed without permission. 🙌Thanks for watching! Don’t forget to Like, Comment, and Subscribe for more powerful conversations.🙌

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