Russ Jevnin
President and CEO, BWX Technologies
“Things have been going pretty well. Zirconium tubes, large forgings, whatever we need, we've been able to get those materials.”
“[There is a] credible opportunity to secure at least one new build nuclear equipment order before the year-end.”
“[It is] more challenging to find qualified trades people than it is to find nuclear engineers right now...turnover rates...are really low. It's mid-single digit or below 4%.”
“I would worry about it as we surge into this demand environment over the next two or three years.”
Russ Jevnin
One-line summary: President and CEO of BWX Technologies; the primary first-party voice in this wiki on naval-nuclear throughput, commercial-nuclear new-build order timing, and heavy-forging input availability from the buyer's seat.
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On us-critical-mineral-independence, nuclear-baseload-for-ai-data-centers:
"Things have been going pretty well. Zirconium tubes, large forgings, whatever we need, we've been able to get those materials." — 2026-08-03-earnings-bwxt-q2-fy2026 (2026-08-03)
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On nuclear-baseload-for-ai-data-centers:
"[There is a] credible opportunity to secure at least one new build nuclear equipment order before the year-end." — 2026-08-03-earnings-bwxt-q2-fy2026 (2026-08-03)
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On defense-industrial-base-magazine-depth:
"[It is] more challenging to find qualified trades people than it is to find nuclear engineers right now...turnover rates...are really low. It's mid-single digit or below 4%." — 2026-08-03-earnings-bwxt-q2-fy2026 (2026-08-03)
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On defense-industrial-base-magazine-depth:
"I would worry about it as we surge into this demand environment over the next two or three years." — 2026-08-03-earnings-bwxt-q2-fy2026 (2026-08-03)
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