Catalyst N° 102 of 125 26 Mar 2026
The state and future of nuclear waste
with Jen Shafer, professor in the nuclear science and engineering program, Colorado School of Mines
In this note
The question
What is US nuclear waste actually made of, what is happening to it, and does a new wave of reactors change the problem?
The answer
Physically it is less dramatic than its reputation: a solid ceramic, about 95% unreacted uranium, sitting in passive concrete casks near the reactors that made it. The hard parts are elsewhere: a small actinide fraction sets the multi-thousand-year clock, several new fuel types will need treatment before any repository takes them, and a tripled or quadrupled fleet would fill a Yucca-sized repository roughly every decade. Shafer’s diagnosis is that the binding constraint is consent at the state level, and she never predicts whether a second repository actually gets built.
03The argument
Start with what the material is, because the public image is wrong in a way that matters. Used fuel comes out solid, not as liquid goo: uranium dioxide, a ceramic, which Shafer compares to a coffee mug. Roughly 95% of it is still uranium. The remaining 5% divides into about 4% fission products, the pieces left when a uranium nucleus splits, and about 1% actinides such as plutonium, neptunium and americium, formed when a uranium nucleus captures a neutron instead of splitting. That small actinide slice is what creates the long-term management burden. Strip it out and most of what remains is a several-hundred year problem rather than a multi-million-year one, with a few standouts she names, technetium-99 and an iodine isotope she does not pin down, that keep long clocks of their own. She is careful to say that the long timeline is partly a choice rather than a physical necessity. The rule that whoever generates the material manages it for the long haul is, in her words, a social construct, and because the US separates nothing, everything stays in the fuel together and the whole package inherits the longest clock in it.
That framing is what makes the recycling argument bite, and it is the one place where host and guest pull in different directions. Shayle puts the common position: recycling is a way to need less freshly enriched uranium, not a solution to waste, and reacting the recovered uranium just produces more waste products. Shafer partly disagrees. In the open cycle the US runs, each load of fuel is irradiated once and fresh material is fed in behind it, so you end up with roughly double the material you would have needed had you reprocessed the first load. Recycling reuses the same stock, which she argues does minimize the radioactive waste generated, while granting Shayle’s underlying point that you still have to manage whatever you make. The stronger version goes further: actinides can be put back into a reactor and split into fission products, which mostly have shorter half-lives, and enough passes through that loop substantially shrinks the long-lived inventory. She attaches two conditions immediately. The loop is most plausible with fast reactors, and it would be very difficult to run on the current light water fleet. If it works, the payoff is a change of category rather than a change of degree: instead of managing something on an inter-civilizational basis, you are managing something for a few hundred years, a span over which we have demonstrably built buildings, and possibly something that could go into surface disposal rather than deep underground.
New reactor designs complicate this, and the variable that matters is fuel type more than reactor type, though the two are coupled. The criterion is how good a waste form the fuel makes, meaning how well it holds its radioactive contents once it is sitting somewhere for a very long time. Uranium dioxide ceramic is excellent, and so is TRISO, for the same reason it is liked as a fuel: nothing gets out. Metallic fuels oxidize, and fuel dissolved in a molten salt is poor, because salt does not hold up to water. Sodium-bonded fuel carries an element covered by federal hazardous-waste rules, which you would rather not put in a repository at all. So high-temperature gas reactors and molten salt reactors that use TRISO present no waste problem; molten salt reactors with fuel dissolved in the core, and sodium fast reactors such as TerraPower and Oklo, need conditioning at minimum; and light water designs have established pathways. This loops back to recycling: if you have to treat and condition the fuel anyway, Shafer notes, you are a significant part of the way to reprocessing it, which is why companies facing conditioning often open the recycling conversation.
None of that is the reason the US has no repository. The country chose deep geological disposal in the 1970s over alternatives including launching the material into space and dropping it in the Mariana Trench, legislated Yucca Mountain, and then stopped funding it around 2009 amid lawsuits, many from Nevada, without repealing it, so Yucca remains the law of the land and the system sits in a holding pattern. Shafer’s explanation for the failure is a pattern she says recurs: local communities are frequently supportive and the federal government is supportive, and the state is not. Her generalization is that regulatory frameworks are an extrapolation and formalization of social license, which is why she treats consent as the thing to engineer. The evidence she offers is survey work finding that asking a state to host a repository alone gets a poor reception, adding a recycling facility improves it, and adding a national laboratory improves it further, because the state becomes an energy provider and a jobs story rather than a dump. Finland is her example of a country that built the social structures to get a yes. Behind all of this sits arithmetic that a build-out makes worse: Yucca’s legal limit was 70,000 metric tons against the 90,000 already accumulated, so it would be nominally full on opening, and at three or four times today’s fleet the country would generate six to eight thousand tons a year rather than two thousand. On a rough heuristic of 80,000 tons per repository, that is filling one every decade, which she expects would be socially very hard. Recycling is her route back to a one-repository regime, and deep boreholes are the wildcard that might let a state manage its own material instead.
04What you need to know first
- Fission products and actinides
- Two different kinds of leftovers with two different clocks. Fission products are the fragments of split uranium nuclei; most are intensely radioactive at first and decay away relatively quickly. Actinides are heavier elements built up by neutron capture, and they are what pushes waste management into tens of thousands or millions of years. Almost every argument in this episode turns on separating them.
- Open versus closed fuel cycle
- The US runs an open cycle: fuel goes through a reactor once and is then stored intact. A closed cycle chops up and dissolves used fuel, recovers what can still be burned, and sends it back through, so the distinction is whether the 95% unreacted uranium gets reused or stored.
- Waste form
- How well a material physically holds its radioactive contents over long timescales, especially against water. This, not radioactivity, is the property that decides how much treatment a given reactor’s fuel needs. TRISO, a fuel design Shafer treats as self-evidently good on this measure, keeps its contents sealed both in the reactor and in storage.
- Dry cask storage and the spent fuel pool
- The two stages of on-site storage. Fresh used fuel spends roughly a decade in a water pool, where water both shields the radiation and carries away heat, after which it goes into a concrete cask filled with argon, roughly semi-truck scale and movable, which needs no active management.
05Details worth keeping
- Shafer does not use the phrase nuclear waste for this material. She calls it used nuclear fuel, on the grounds that a great deal of energy value remains in it.
- The dry cask stage is genuinely passive; the active-risk window is the pool. Her example of what goes wrong there is Fukushima, where backup power to circulate the spent fuel pool was lost. She adds that pool designs have evolved to reduce that risk and that practice varies from site to site.
- Under the Nuclear Waste Policy Act, a small fee was collected from customers in states with nuclear generation to pay for the repository. With the government not taking the material, utilities sued on the grounds that they were paying for the guards, gates and guns themselves, the courts agreed, and a fraction of that fund now reimburses utilities for storage they were never supposed to be doing.
- Yucca Mountain made sense originally in part because Nevada was already the site of nuclear weapons testing. Shafer’s account of what changed is economic: Las Vegas grew into an economy of its own, the state no longer needed the connection, and the question became what is in it for us.
- Where a reactor has shut down and there is no site to store next to, the material is moved to a consolidated storage facility.
- Transmuting shorter-lived isotopes into stable ones is becoming more plausible, she says, for an indirect reason: advances in fusion research have made particle accelerators and generators more efficient, so the enormous machine such a scheme would require no longer has the cost profile it once did. She attributes work on this to a program called Newton at the federal energy research agency the transcript names only as ARPA-E, where she previously worked.
- On moving material across state lines her formulation is blunt: if a state does not want nuclear material moving through it, it will find a way to stop it. She balances that against existing precedents and policies for state-to-state transfers, and calls the question an emergent consideration rather than a settled one.
- Micro-reactor companies generally pitch taking the entire reactor back by truck and accepting the waste responsibility themselves rather than leaving it with the customer.
06Claims worth citing
All figures as stated on 2026-03-26. The composition and inventory numbers are structural and slow-moving; the repository and fleet-growth figures are the ones to check before repeating.
- About 90,000 metric tons of used fuel accumulated in the US, growing by about 2,000 metric tons a year. Shafer, and cited by Kann in the opening
- Composition of used fuel: roughly 95% uranium, about 4% fission products and about 1% actinides. The 1% arrives in a sentence that detours through fusion waste before saying “about 1% of it by volume,” so the referent is slightly ambiguous, though the 4% figure immediately after makes the reading consistent. Shafer
- Yucca Mountain’s legal management obligation was 10,000 years; Shafer notes the material practically persists longer than the legal obligation. Shafer
- Remove the actinides and the remaining waste-management timeline is on the order of several hundred years rather than millions, with technetium-99 and an iodine isotope as long-lived exceptions. She does not recall whether the iodine isotope is 129 or 131. Shafer
- Yucca Mountain’s legal capacity limit was 70,000 metric tons, already below the 90,000 tons on hand. She separately mentions a heat limit nearer 140,000 metric tons and raises, without answering, whether there is any play in the legal figure. Shafer
- Tripling or quadrupling nuclear would take annual arisings from about 2,000 metric tons to roughly 6,000 to 8,000 metric tons a year. Shafer
- Using Yucca as a rough guide of 80,000 metric tons per repository implies filling a repository roughly every decade at that rate. She flags the 80,000 explicitly as a heuristic she is picking on the spot. Shafer
- About $50 billion has been paid into the nuclear waste fund, stated with a visible hedge (“anywhere from about, we’ll say about”). Shafer
- Funding for Yucca Mountain stopped around 2009, but it remains the law of the land under the Nuclear Waste Policy Act. Shafer
- Survey work by Hank Jenkins-Smith at the University of Oklahoma: states asked to host a repository alone respond poorly; willingness rises when a recycling facility is added, and rises further with a national laboratory. Jenkins-Smith, cited by Shafer
- Used fuel spends roughly a decade in a spent fuel pool before moving to dry casks. Shafer
- Reactor types by waste difficulty: high-temperature gas and TRISO-fueled molten salt designs present no challenge; molten salt with fuel dissolved in the core requires conditioning; sodium fast reactors, for which she names TerraPower and Oklo, require conditioning at minimum; light water designs including the AP1000 have established pathways. Shafer
07Where it’s contested
- Whether recycling counts as a waste solution. Shayle states that it is a fuel-supply answer rather than a waste answer, and that reacting the recovered uranium generates more waste products. Shafer argues the opposite on volume, concedes his point that the material still has to be managed, and does not accept the framing. The guest’s position is the one to carry.
- The actinide-burning loop is conditional, and she says so twice. It is most plausible with fast reactor technology and would be very difficult on today’s light water reactors. Nothing in the episode claims it has been demonstrated at scale.
- Transmutation of the shorter-lived isotopes is presented as newly plausible, not as available. Her language is that it seems possible that you could maybe minimize some of these pieces.
- She declines to answer the question the episode ends on. Asked directly whether she is optimistic about a second attempt at a centralized repository, she does not say yes or no. She answers with conditions instead: that she would be surprised if Nevada stepped forward again, that it is very hard for one state to accept the nation’s material without the right incentive structures, and that the solution, whatever the disposal technology, lies in engaging state stakeholders at the right moment. Her one firm prediction is a negative one about Nevada.
- The borehole option is offered tentatively. Boreholes might relax the geological constraints and might make state-by-state self-management workable, which she says she can imagine and almost feels could be more socially acceptable, while noting there are broader conversations around it.
- The host states his priors up front. Shayle opens by saying he is excited about new nuclear build, expects it to happen, and is convinced of the safety of existing and many new designs, before framing waste as the thing that persists regardless. That is a stated position rather than a finding of the episode, and Shafer is not asked to endorse it.