Grace Kim

Dr. Grace Kim brings nuclear engineering expertise to analyzing the industry's renaissance, having worked as a reactor physicist at Exelon before pursuing policy and investment analysis. Her PhD in Nuclear Engineering from MIT and years operating commercial reactors give her deep understanding of nuclear technology, safety systems, and operational economics. Grace witnessed the industry's challenges following Fukushima and is now analyzing its potential revival driven by climate concerns and advanced reactor designs. She excels at evaluating existing nuclear operators, uranium miners, fuel fabricators, and companies developing small modular reactors (SMRs) and advanced reactor concepts. Grace understands nuclear's unique economics—high capital costs but low operating costs, decades-long operating licenses, and the political challenges around nuclear power. She was early to recognize growing bipartisan support for nuclear energy and identified investment opportunities in uranium as the commodity hit multi-year lows. Her analysis examines reactor fleet economics, license extensions, uranium supply-demand fundamentals, and whether SMRs can overcome cost and deployment challenges. Grace also tracks nuclear's role in decarbonization strategies. Based in Chicago, she brings technical rigor to analyzing this controversial but potentially crucial energy source.