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Webinar

The New Nuclear Playbook: Strategic Choices for a Power-Constrained World

12 Feb 2026
Slot 1: 1:00 AM AEDT | 10:00 PM SGT | 7:30 PM IST
Slot 2: 3:00 PM CET | 2:00 PM GMT
Slot 3: 9:00 AM EST | 8:00 AM CT | 6:00 AM PST

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More About the Webinar

Nuclear energy is back at the center of global conversations, but the rules of the game have changed. Driven by the explosive growth of AI data centers, the electrification of industry, grid congestion and urgent geopolitical shifts, nuclear is no longer just a policy discussion it is a strategic necessity. This webinar cuts through the technology hype to examine the real-world drivers of the nuclear resurgence and where it delivers unique, irreplaceable value. Rather than focusing on reactor designs, the session takes an application and strategy-led view of nuclear deployment.
We will explore the real bottlenecks limiting scale from fuel and licensing to financing and delivery and the deployment pathways that can realistically work this decade. This discussion aims to help leaders make informed strategic choices in the emerging nuclear-AI era

Webinar Agenda

  • What is really driving the nuclear comeback and why now?
    Is this a genuine long-term shift or a short-term reaction to AI, geopolitics, and grid stress?
  • Why are SMRs gaining traction, and where will they realistically succeed or fail?
    What problem do SMRs actually solve and what problems do they not solve?
  • Which applications will pull nuclear forward first: AI/data centers, industry, heat, hydrogen or other?
    Where does nuclear deliver irreplaceable value, and where does it struggle to compete?
  • What are the real bottlenecks to scaling nuclear: technology, fuel, regulation, or financing?
    Which constraint matters most in the next 5–10 years and who controls it?
  • How exposed is the nuclear roadmap to fuel and geopolitical risk?
    Does HALEU dependence change the pace or direction of nuclear deployment?
  • What deployment pathways will actually work this decade?
    Who will build first governments, hyperscalers, industrial clusters and why?
  • What strategic choices should leaders make today to stay relevant in the nuclear-AI era?
    Where companies should invest, partner, or pivot now to avoid being left behind?

Meet the Speakers

Speaker 1
Pinkesh Shah

Pinkesh Shah is a distinguished business leader at Stellarix, where he spearheads the Energy, Chemicals, and Materials practice. With over 13 years of experience in strategic advisory, Pinkesh partners with Fortune 500 executives and global tech innovators to navigate the complexities of industrial evolution. A veteran in industrial strategy, he provides high-level consultation across a vast portfolio, from decarbonization and Clean Fuels to Specialty Chemicals, Metals, and Mining.
Pinkesh specializes in accelerating innovation pipelines, translating market intelligence and regulatory shifts into actionable growth strategies. He is dedicated to empower his partners to De-risk Innovation, Accelerate timelines to market, and Secure Sovereignty through rigorous Technology Scouting, Competitive Intelligence, Techno-commercial or Supply Chain Assessment and Market Entry Strategy delivering the high-conviction, future-ready insights necessary to secure a dominant competitive advantage.

Speaker 2
Azil Shah

Azil Shah is a seasoned strategic consultant with over a decade of experience driving high-stakes transformations across the Energy, Chemicals, and Materials sectors. A specialist in translating complex climate technologies into investable strategies, Azil bridges the gap between net-zero ambition and operational execution. His expertise spans the full spectrum of the energy transition, from renewables, CCUS to Sustainability and the circular economy. Azil brings strong capabilities in technology scouting, competitive intelligence, and benchmarking, helping organizations identify winners early. He operates at the intersection of technology, policy, and markets, supporting opportunity assessment, partner scouting, and IP evaluation. He enables corporates and investors to move from net-zero ambition to execution and long-term value creation.