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SITUATION ANALYSIS: America may have fixed the nuclear permitting problem. What Lee Robinson, founding member & COO of General Matter, says is happening: • Regulatory reform has made real progress • Small modular reactors and microreactors are closer to coming online • Reactor companies are now focused on fuel... show more

MTS

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30,174 просмотров • 4 месяцев назад •via X (Twitter)

Новости и политика Здоровье и велнес Наука и технологии

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SITUATION ANALYSIS: AI data centers may be driving America’s nuclear comeback. What Christopher Koopman says is happening: • Nuclear companies are already building test reactors • Some are already going critical • Hyperscalers are demanding huge amounts of reliable power • Data centers need baseload electricity that can run around the clock • Chris says you probably don’t get the nuclear renaissance without the data-center build-out • The next unlock is small modular reactor rulemaking • After that, the question becomes how fast America can build

SITUATION ANALYSIS: AI data centers may be driving America’s nuclear comeback. What Christopher Koopman says is happening: • Nuclear companies are already building test reactors • Some are already going critical • Hyperscalers are demanding huge amounts of reliable power • Data centers need baseload electricity that can run around the clock • Chris says you probably don’t get the nuclear renaissance without the data-center build-out • The next unlock is small modular reactor rulemaking • After that, the question becomes how fast America can build

MTS

153,301 просмотров • 4 месяцев назад

US Secretary of Energy Wright: "The whole idea of small modular [nuclear] reactors is everything in our lifetimes that is built in a factory has become cheaper and faster to build. When you stick-build something on location, those things have become more expensive and slower... the more you can build in quantity in manufacturing facilities, we're very good at driving the cost of those down. To build nuclear systems and nuclear supply chain at scale, that's the road to lower cost." From Relentless pod with Ti Morse.

US Secretary of Energy Wright: "The whole idea of small modular [nuclear] reactors is everything in our lifetimes that is built in a factory has become cheaper and faster to build. When you stick-build something on location, those things have become more expensive and slower... the more you can build in quantity in manufacturing facilities, we're very good at driving the cost of those down. To build nuclear systems and nuclear supply chain at scale, that's the road to lower cost." From Relentless pod with Ti Morse.

Aalo Atomics

17,668 просмотров • 4 месяцев назад

"We sell energy, not nuclear reactors." - Isaiah Taylor - making nuclear reactors, founder of Valar Atomics "The best way to use a Falcon 9 at SpaceX is to own the entire operational cadence. You sell products like kgs to orbit and Internet connectivity." "Nuclear reactors are like this as well. You build reactors on large energy campuses, then sell energy to AI data centers which need hydrogen and synthetic fuels." "If we can make a synthetic fuel that's cheaper than diesel or gasoline, we can become the energy company of the world."

"We sell energy, not nuclear reactors." - Isaiah Taylor - making nuclear reactors, founder of Valar Atomics "The best way to use a Falcon 9 at SpaceX is to own the entire operational cadence. You sell products like kgs to orbit and Internet connectivity." "Nuclear reactors are like this as well. You build reactors on large energy campuses, then sell energy to AI data centers which need hydrogen and synthetic fuels." "If we can make a synthetic fuel that's cheaper than diesel or gasoline, we can become the energy company of the world."

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26,366 просмотров • 1 год назад

🚨 NOW: Rep. Byron Donalds demands Democrats PUT UP or SHUT UP on claiming to want affordable energy, saying they should immediately support massive nuclear power plant legislation SPOT ON! "Nuclear power is American technology. We created it." 🇺🇸 "The United States of America needs to get back into the business of building nuclear power plants. The way we do that is reforming the regulatory side to lower those costs!" "So it becomes more efficient. It's not just a big plan that everybody thinks about. It's also allowing for small modular nuclear reactors and micro nuclear reactors to be deployed to help lower utility costs of the people of Florida, but also of all of America." "Small modular reactors are on all of our naval ships. For the most part is technology and energy sources that are just common sense and we can do that. And I think this might even be a conduit for Senate Democrats to join us to have a way to have cheap and readily available power for the people of our country and of Florida." Byron Donalds knows his stuff. He's gonna be a great governor.

🚨 NOW: Rep. Byron Donalds demands Democrats PUT UP or SHUT UP on claiming to want affordable energy, saying they should immediately support massive nuclear power plant legislation SPOT ON! "Nuclear power is American technology. We created it." 🇺🇸 "The United States of America needs to get back into the business of building nuclear power plants. The way we do that is reforming the regulatory side to lower those costs!" "So it becomes more efficient. It's not just a big plan that everybody thinks about. It's also allowing for small modular nuclear reactors and micro nuclear reactors to be deployed to help lower utility costs of the people of Florida, but also of all of America." "Small modular reactors are on all of our naval ships. For the most part is technology and energy sources that are just common sense and we can do that. And I think this might even be a conduit for Senate Democrats to join us to have a way to have cheap and readily available power for the people of our country and of Florida." Byron Donalds knows his stuff. He's gonna be a great governor.

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Most sodium reactors are "fast spectrum", meaning they have no moderator. Aalo reactors are "thermal spectrum", and we use graphite as the moderator. Why? Because using a moderator allows us to leverage the existing fuel supply chain, of low enrichment (5-10%) UO2. Our target market is data centers, so the only fuel choice that could scale fast enough to meet that level of demand was the off-the-shelf fuel used by all the water based reactors around the world today. Here's a quick video showing the graphite being loaded into our nuclear reactor, on pace for criticality by July 4th as per the executive orders!

Most sodium reactors are "fast spectrum", meaning they have no moderator. Aalo reactors are "thermal spectrum", and we use graphite as the moderator. Why? Because using a moderator allows us to leverage the existing fuel supply chain, of low enrichment (5-10%) UO2. Our target market is data centers, so the only fuel choice that could scale fast enough to meet that level of demand was the off-the-shelf fuel used by all the water based reactors around the world today. Here's a quick video showing the graphite being loaded into our nuclear reactor, on pace for criticality by July 4th as per the executive orders!

Matt Loszak | Aalo Atomics

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Trawsfynydd Nuclear Power Station. Hands down nuclear power is the safest and most abundant source of energy mankind has ever discovered. It is clean, can be reusable (breeder reactors), and has a body count far far less than all other energy production methods. It is the epitome of green. Which is why they dont want you to have it and deliberately conflate nuclear power with nuclear weapons. Meanwhile all the major tech companies are planning to build small modular nuclear power stations for their data centres whilst pushing the green agenda.

Trawsfynydd Nuclear Power Station. Hands down nuclear power is the safest and most abundant source of energy mankind has ever discovered. It is clean, can be reusable (breeder reactors), and has a body count far far less than all other energy production methods. It is the epitome of green. Which is why they dont want you to have it and deliberately conflate nuclear power with nuclear weapons. Meanwhile all the major tech companies are planning to build small modular nuclear power stations for their data centres whilst pushing the green agenda.

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President Trump is lowering tariffs on nonessential goods. Howard Lutnick says the President is “gonna use the power of what he has created to bring these prices down so that by Christmas, the prices in America are lower and lower”

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What if the logic at the core of the SMR paradigm is faulty? One of the key promises of SMRs is to move a greater percentage of work from the unproductive construction site to a productive factory environment... but what if large modular reactors do a better job of that? Module construction for the nuclear steam supply system and balance of plant containing key components, HVAC, electrical, plumbing etc... can be moved to the factory environment in small or large modular reactors like AP1000, ABWR or the most recent CANDUs. Civil works and site preparation cannot. The problem with grid scale SMRs like BWRX-300 & AP300 etc... is that the civil works and site preparation don't scale down proportionately with the decreased reactor output. The nuclear steam supply system and turbine island is typically only 25-35% of the overnight construction cost of a nuclear plant. The civil works, site preparation, installation work dominate overnight cost. Therefore with grid scale SMRs ~300MWe you actually end up with a greater proportion of work per MWe being on the unproductive construction site compared to a large modular reactor defeating the premise and promise of SMR productivity gains.

What if the logic at the core of the SMR paradigm is faulty? One of the key promises of SMRs is to move a greater percentage of work from the unproductive construction site to a productive factory environment... but what if large modular reactors do a better job of that? Module construction for the nuclear steam supply system and balance of plant containing key components, HVAC, electrical, plumbing etc... can be moved to the factory environment in small or large modular reactors like AP1000, ABWR or the most recent CANDUs. Civil works and site preparation cannot. The problem with grid scale SMRs like BWRX-300 & AP300 etc... is that the civil works and site preparation don't scale down proportionately with the decreased reactor output. The nuclear steam supply system and turbine island is typically only 25-35% of the overnight construction cost of a nuclear plant. The civil works, site preparation, installation work dominate overnight cost. Therefore with grid scale SMRs ~300MWe you actually end up with a greater proportion of work per MWe being on the unproductive construction site compared to a large modular reactor defeating the premise and promise of SMR productivity gains.

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Would you look at this. It turns out the future isn’t wind and solar, It’s nuclear power Happening Now: Construction on 3 Nuclear Power Plants has begun to meet Google’s net zero company goals after demands for more power increased with ai “Oak Ridge, Tennessee, they're building three phases of experimental nuclear power plants here. These are called SMRs. Small modular reactors, smaller, cheaper, and safer than traditional power plants. Instead of fuel rods, they use these fuel pebbles. Cut it in half and you can see the simulated specs of uranium in there. These contain the byproducts. The client for all this is Google. Google's trying to reach its goals of being a net zero company, so they need a lot more clean power now that they're using all this AI stuff. So this company called Kairos Power is gonna build them with luck by 2030, a fleet of small modular reactors for clean, safe nuclear power forever.”

Would you look at this. It turns out the future isn’t wind and solar, It’s nuclear power Happening Now: Construction on 3 Nuclear Power Plants has begun to meet Google’s net zero company goals after demands for more power increased with ai “Oak Ridge, Tennessee, they're building three phases of experimental nuclear power plants here. These are called SMRs. Small modular reactors, smaller, cheaper, and safer than traditional power plants. Instead of fuel rods, they use these fuel pebbles. Cut it in half and you can see the simulated specs of uranium in there. These contain the byproducts. The client for all this is Google. Google's trying to reach its goals of being a net zero company, so they need a lot more clean power now that they're using all this AI stuff. So this company called Kairos Power is gonna build them with luck by 2030, a fleet of small modular reactors for clean, safe nuclear power forever.”

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"When you just look at the nuts and bolts of how many reactors are in the world, how many new reactors are coming online, how many are closing... and then, is there enough economically viable #uranium to feed those beasts? The answer is no." Sachem Cove CIO and uranium guru Mike Alkin Mike Alkin is interviewed on the LEVRD podcast by LEVRD Matty, discussing uranium supply and demand, global reactor rollout, views on nuclear fuel buyers and SPUT, plus more. Full interview ➡️

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Last year, electric and gas utility companies requested to raise their rates by $31 billion, the largest increase on record. But instead of doing everything he can to make power more affordable, President Trump cut the clean energy grants that would have helped lower electricity prices.

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Senator Dick Durbin

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Pauline Hanson’s Nuclear Word Salad OH MY GOD. 😂 #PaulineHanson has produced what may be her finest piece of nuclear word salad yet. She was asked a very simple question: How many nuclear reactors does #OneNation actually want, and does the government need to fund them? < AND DOES THE GOVERNMENT need to fund them? Her answer starts reasonably enough: ⛐ “Put in a reactor.” Then the Hanson sentence generator kicks in: ⛐ “To start with one, it all comes down to if you can afford it as well, as a nation.” WHAT DOES THAT SENTENCE MEAN? 😂 “To start with one” — okay, one what? “It all comes down to if you can afford it” — afford WHAT? “As well, as a nation” — as well as WHAT? And then, without actually finishing the thought, she simply abandons the sentence and changes direction: “And I'd like the reactor to go on the east coast.” Righto. Geography solved. Then: “Build one and deliver the power.” Excellent. A nuclear reactor has now been reduced to “build one.” But then comes the pièce de résistance: “The more we can get power out to the people, we will increase industries, manufacturing, and leave the energy cost on people.” 𖧀 LEAVE THE ENERGY COST ON PEOPLE. What? Did she mean reduce energy costs? Did she mean lower energy costs? Did she mean pass energy costs on to people? Nobody knows. Because she has started one sentence, wandered into another, thrown “industries” and “manufacturing” into the middle of it, and then crashed directly into: LEAVE THE ENERGY COST ON PEOPLE. And THAT is apparently One Nation's nuclear energy policy. →One reactor. →Somewhere on the east coast. →If we can afford it. →Build one. →Deliver the power. →Increase industries. →Manufacturing. →Leave the energy cost on people. Question unanswered. Sentence unfinished. Policy missing. But hey... #nuclear 😂 She really is DUMBER than a pie full of pimples.

Pauline Hanson’s Nuclear Word Salad OH MY GOD. 😂 #PaulineHanson has produced what may be her finest piece of nuclear word salad yet. She was asked a very simple question: How many nuclear reactors does #OneNation actually want, and does the government need to fund them? < AND DOES THE GOVERNMENT need to fund them? Her answer starts reasonably enough: ⛐ “Put in a reactor.” Then the Hanson sentence generator kicks in: ⛐ “To start with one, it all comes down to if you can afford it as well, as a nation.” WHAT DOES THAT SENTENCE MEAN? 😂 “To start with one” — okay, one what? “It all comes down to if you can afford it” — afford WHAT? “As well, as a nation” — as well as WHAT? And then, without actually finishing the thought, she simply abandons the sentence and changes direction: “And I'd like the reactor to go on the east coast.” Righto. Geography solved. Then: “Build one and deliver the power.” Excellent. A nuclear reactor has now been reduced to “build one.” But then comes the pièce de résistance: “The more we can get power out to the people, we will increase industries, manufacturing, and leave the energy cost on people.” 𖧀 LEAVE THE ENERGY COST ON PEOPLE. What? Did she mean reduce energy costs? Did she mean lower energy costs? Did she mean pass energy costs on to people? Nobody knows. Because she has started one sentence, wandered into another, thrown “industries” and “manufacturing” into the middle of it, and then crashed directly into: LEAVE THE ENERGY COST ON PEOPLE. And THAT is apparently One Nation's nuclear energy policy. →One reactor. →Somewhere on the east coast. →If we can afford it. →Build one. →Deliver the power. →Increase industries. →Manufacturing. →Leave the energy cost on people. Question unanswered. Sentence unfinished. Policy missing. But hey... #nuclear 😂 She really is DUMBER than a pie full of pimples.

The Noisy Elephant

13,544 просмотров • 1 месяц назад

Valar Atomics Founder Isaiah Taylor - making nuclear reactors says nuclear has a fundamental advantage over natural gas for powering AI data centers because it can scale faster and isn't constrained by pipeline infrastructure. "We believe that nuclear has some fundamental scaling advantages over something like gas. The climate impact is a big part." "The other problem with gas generation is it has really backed up turbines, and it also has natural gas infrastructure that has to scale along with it. We're running out of places where you can just plop down a turbine without having to go and lay pipeline." "With uranium, you have one truckload that delivers an entire year's worth of fuel. That gives you a lot more flexibility on where you build the reactors and how big you can scale those sites. Nuclear has this fundamental advantage."

Valar Atomics Founder Isaiah Taylor - making nuclear reactors says nuclear has a fundamental advantage over natural gas for powering AI data centers because it can scale faster and isn't constrained by pipeline infrastructure. "We believe that nuclear has some fundamental scaling advantages over something like gas. The climate impact is a big part." "The other problem with gas generation is it has really backed up turbines, and it also has natural gas infrastructure that has to scale along with it. We're running out of places where you can just plop down a turbine without having to go and lay pipeline." "With uranium, you have one truckload that delivers an entire year's worth of fuel. That gives you a lot more flexibility on where you build the reactors and how big you can scale those sites. Nuclear has this fundamental advantage."

TBPN

26,596 просмотров • 3 месяцев назад

🇩🇪 "Nuclear power plants are being built in 🇫🇷France, in 🇨🇳China, in the 🇺🇸US — everywhere around us. Only Germany blows them up. And that despite already having the highest energy prices. What is that, if not pure ideology, stupidity, or deliberate sabotage?" — German AfD Leader, Alice Weidel *Germany's current electricity prices remaining among the highest in Europe. Chancellor, Merz has labeled the total nuclear phase-out a "serious strategic mistake". He has already proposed a nuclear energy revival, which includes the restart of the last 3 reactors shut down in 2023 & investing in new-generation nuclear technology, such as Small Modular Reactors (SMRs)

🇩🇪 "Nuclear power plants are being built in 🇫🇷France, in 🇨🇳China, in the 🇺🇸US — everywhere around us. Only Germany blows them up. And that despite already having the highest energy prices. What is that, if not pure ideology, stupidity, or deliberate sabotage?" — German AfD Leader, Alice Weidel *Germany's current electricity prices remaining among the highest in Europe. Chancellor, Merz has labeled the total nuclear phase-out a "serious strategic mistake". He has already proposed a nuclear energy revival, which includes the restart of the last 3 reactors shut down in 2023 & investing in new-generation nuclear technology, such as Small Modular Reactors (SMRs)

Lord Bebo

27,370 просмотров • 7 месяцев назад

Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI keeps demanding more electricity, the commodities that power that infrastructure could become just as important as the chips themselves.

Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI keeps demanding more electricity, the commodities that power that infrastructure could become just as important as the chips themselves.

Kevin O'Leary aka Mr. Wonderful

35,073 просмотров • 1 месяц назад

"We're very much into the world of nuclear energy, and we can have it now at good prices," President Donald J. Trump Donald J. Trump said Wednesday at World Economic Forum. Two advanced AP1000® modular reactors are currently operating in the U.S., powering more than one million households and businesses with safe, 24/7 #nuclearenergy — and we're just getting started! The White House

"We're very much into the world of nuclear energy, and we can have it now at good prices," President Donald J. Trump Donald J. Trump said Wednesday at World Economic Forum. Two advanced AP1000® modular reactors are currently operating in the U.S., powering more than one million households and businesses with safe, 24/7 #nuclearenergy — and we're just getting started! The White House

Westinghouse Nuclear

31,047 просмотров • 8 месяцев назад

America wants a nuclear-energy race with China. China is building the machines that build nuclear power plants. SANY has just rolled out the world’s first 250,000 tonne-metre ring-rail crane, designed specifically for large-scale nuclear construction. All-electric. Digitally controlled. Built for modular nuclear projects. And European and Japanese customers are already interested. This is the part Washington keeps fucking missing. Industrial competition is not won by announcing more reactors. You need the steel. The cranes. The machine tools. The components. The supply chains. The engineers. The factories capable of producing all of them at scale. In 2013, America covered the Chinese logo with an American flag. In 2026, it still cannot cover the industrial reality. And that is the real problem: America wants to race China in nuclear power. China is manufacturing the fucking racetrack.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

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BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices

BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices

Ark Invest Tracker

95,730 просмотров • 2 месяцев назад