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Can nuclear get below 2 - 3 c/kWh? Most people think it's impossible, so we built an interactive cost model to debate on a more granular level. Here's what must be true, line by line, for < 3 c/kWh nuclear. In my view it's surprisingly feasible... 👇🧵

24,138 görüntüleme • 4 ay önce •via X (Twitter)

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IRAN JUST BREACHED IRON DOME AND HIT ISRAEL'S NUCLEAR FACILITY. THE WAR JUST CHANGED FOREVER. WHAT HAPPENS NOW THAT IRAN HIT ISRAEL'S NUCLEAR FACILITY? Here's what comes next, step by step: 🔴 Step 1 — Israel faces the most dangerous decision in its history Dimona is not just a building. It's the nuclear program. Hitting it is Iran saying: "We can reach what you thought was unreachable." 🔴 Step 2 — Israel's war cabinet debates the Samson Option This is not a theory. This is now a live scenario. If Iran can hit Dimona, it can cause a radiological event. That's an existential threat. 🔴 Step 3 — Iran escalates deliberately to force the choice They're not stopping. Wave 71 will come. Iran wants to either trigger nuclear retaliation — or prove Israel won't use nukes. Both outcomes serve Iran. 🔴 Step 4 — If Israel does NOT respond with nuclear force Iran wins the deterrence argument. Forever. Every country watching learns that nukes are a bluff. The entire architecture of nuclear deterrence collapses. 🔴 Step 5 — If Israel DOES activate nuclear doctrine Every Gulf state, every NATO ally, every world power intervenes instantly. The war becomes global within 48 hours. 🔴 Step 6 — The market reaction will be historic Oil goes to $200. Gold to $4,000. Bitcoin either crashes with the global system or moons as fiat collapses. Nobody knows which. That's the danger. 🔴 Step 7 — CENTCOM has no answer for this They claimed 8,000 Iranian targets destroyed. Iran still hit a nuclear site. The entire narrative of "we're winning" just broke. The question is not whether this escalates. The question is how far. Are you positioned for what comes next?

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