There are a dozen countries building nuclear power stations who are starting from a similar point. They are importing initial builds that train the local workforce. Granted, 🇷🇺 & 🇨🇳 are the top exporters of these builds but So Korea or 🇨🇦 would be happy build reactors for 🇦🇺.
Holtec gains approval to share SMR technology with three of India’s nuclear mfg firms. #Nuclear powered by #Uranium.
indianexpress.com/article/busi...
“$120 lb price target for #Uranium”
—Bram Vanderelst, Co-founder Curzon Trading, Member WNA Nuc Fuel Supply Working Group
youtu.be/2IovjzLz4EY?...
What changed in the DOE’s “reissued” $900m program to support first-mover SMR deployment? #Nuclear powered by #Uranium.
www.powermag.com/doe-reissues...
Bannerman “…still on track for 2028 #Uranium production.
youtu.be/WYle4jkDFHI?...
Re Kazatomprom Earnings. A keen observation by my friend Borja: Even though KAP increased production by 10%, nearly all of that (83% of the increase) went to the Russia-owned JVs. UAE was also a buyer for the first time. He says we should expect these trends to continue. #Uranium #Nuclear
Your comment reminded me of this quote from a retired 🇨🇦 nuclear engineer friend:
“40 Years ago, Fusion was said to be 20 years away, and 20 years from now, it still will be.”
Crux calls “Entry Point” for #Uranium investors.
www.cruxinvestor.com/posts/uraniu...
Nice summary. ✅
And a moment ago…
I won’t even bother asking why you’ve said that. The fact is 31 countries around the globe have pledged to triple nuclear power by 2050. Nuclear is clean, safe base load power that is exponentially superior to all intermittent forms of power.
I bet she’ll talk about it on this, but I haven’t listened yet.
youtu.be/-BPM6V-MGIw?...
Holtec gets second tranche of DoE funds for Palisades restart. #Nuclear powered by #Uranium.
world-nuclear-news.org/articles/sec...
New podcast focuses on the flexible, resiliency Mircoreactors could bring to our aging grid. #Nuclear powered by #Uranium.
www.americanbar.org/groups/law_n...
“We are here to LAUNCH the American Nuclear Renaissance (935 acre TVA site) here you will see reactors being built and the first small modular reactors in the US.”
—Chris Wright, Secretary of Energy #Nuclear powered by #Uranium
tva.com/the-powerhou...
“Urenco is overfeeding in Europe.” -Dustin Garrow, Fuel Consultant.
(Me: This enables Urenco to enrich #uranium faster. This is ONLY done when there is robust demand as it is a less efficient process which requires more UF6 feedstock -from U3O8)
Comment ~47:50 mark
youtu.be/1HkXbo0paPc?...
Macron to chair Council on #Nuclear SMRs & #Uranium Supply.
energynews.pro/en/emmanuel-...
First Nation Dene Chief pens Op/Ed strongly in favor of speeding the final permitting of NexGen’s World Class Rook1 #Uranium Deposit.
#Nuclear Power
nationalpost.com/opinion/opin...
Amusing that being in the “Show me” State, they want to see operating examples before selecting a reactor type. 😀
Spent #nuclear fuel is recyclable! MOX by Orano is used in 30 reactors in Europe & Japan. All spent fuel in the US is an asset that no one has EVER been harmed by. As w many new technologies MOX costs more than fresh fuel but that can change as #uranium prices rise due to structural supply deficits.
So much key info in this new interview w #Uranium industry veteran Per Jander of WMC Energy (SPUT’s Buying Agent.) #EnergySky
youtu.be/znAOmlv4lOA
#Uranium enrichment giant Urenco’s Order Book is now larger than at any time in the previous cycle — with orders booked out to 2040! Capacity expansion is in the works on both sides of the atlantic. #Nuclear power. #EnergySky
Is there is a chance the DoE will skip over new large #Nuclear reactor builds in favor of championing GenIV SMRs? 🤷♂️
“Are we past the point of no return on bringing on greenfield #Uranium supply this decade?” Update from a renowned #Nuclear Fuel Cycle Expert.
youtu.be/QxHblQu-Vcg?...
“Don’t be shocked to hear about new, large US reactor builds in 2025”
—Scott Melbye, Uranium Producers of America
#Nuclear powered by #Uranium. #EnergySky
youtu.be/vIQNV_GcH2k?...
They will, happily, and at a premium, but that presents a new challenge for regulators — how to keep them from using too much power and endangering the residential grid. We’re going to have to both build more capacity and modernize our ancient transmission system.
Bill to fast-track small nuclear reactors for data centers advances in Senate azmirror.com/briefs/bill-...
