Discover and read the best of Twitter Threads about #HALEU
Most recents (5)
Dipendenza degli Stati Uniti 🇺🇸 dall'uranio russo 🇷🇺 e dalle sanzioni
– Vladimir Danilov
La crisi energetica, esacerbata negli ultimi mesi dalla politica di sanzioni anti-russe di Washington, è forse la peggiore crisi che si verifichi dal 1973,
- thread 🧵
– Vladimir Danilov
La crisi energetica, esacerbata negli ultimi mesi dalla politica di sanzioni anti-russe di Washington, è forse la peggiore crisi che si verifichi dal 1973,
- thread 🧵
2/ quando i paesi arabi imposero un embargo petrolifero per protestare contro il sostegno occidentale a Israele nella guerra di Yom Kippur.
Mentre la ricerca di nuove fonti di energia esistenti (relativamente rispettose dell'ambiente) di generare elettricità su scala
Mentre la ricerca di nuove fonti di energia esistenti (relativamente rispettose dell'ambiente) di generare elettricità su scala
3/. industriale continua, le centrali nucleari rimangono una sorta di salvezza per molti dei principali stati del mondo.
Tutto questo ha spinto i paesi a rivisitare la possibilità di utilizzare l'energia nucleare per combattere la crisi energetica.
Tutto questo ha spinto i paesi a rivisitare la possibilità di utilizzare l'energia nucleare per combattere la crisi energetica.
Silex $SLX.ax $SILXY / GLE today announced a pivotal milestone for the SILEX #uranium #enrichment technology which demonstrates the ability of their laser systems to operate reliably at commercial-scale ‼️ for extended periods
Some thoughts in the 🧵
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cdn-api.markitdigital.com/apiman-gateway…
Some thoughts in the 🧵
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cdn-api.markitdigital.com/apiman-gateway…
#GLE has made great progress on its quest to become the only third-generation laser #uranium #enrichment company in the world
I highlighted important points in my notes below
This also proves the benefits of having a JV partner with deep pockets like Cameco $CCJ $CCO.to
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I highlighted important points in my notes below
This also proves the benefits of having a JV partner with deep pockets like Cameco $CCJ $CCO.to
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The first fully commercial scale module passing this milestone is important as it is a proxy for assuming that the whole triple opportunity will pass the necessary assessments in the future
This would include natural grade UF6, LEU/LEU+ & #HALEU production
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This would include natural grade UF6, LEU/LEU+ & #HALEU production
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Is investing in enrichment considered "diversifying"?
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Ans: no
But it's THE bottleneck in global #nuclear ⚛ fuel cycle during next decade
SILEX (ASX: $SLX) is still early-stage, but has huge 📈potential w/ their high-efficiency laser enrichment + exclusive 🌎 license via GLE
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Ans: no
But it's THE bottleneck in global #nuclear ⚛ fuel cycle during next decade
SILEX (ASX: $SLX) is still early-stage, but has huge 📈potential w/ their high-efficiency laser enrichment + exclusive 🌎 license via GLE
Global Laser Enrichment (GLE) is a JV between $SLX (51%) and @cameconews (49%)
GLE owns an exclusive worldwide license for use of SILEX uranium enrichment technology
+ $SLX 7% minimum perpetual royalty on GLE's SWU revenues
GLE owns an exclusive worldwide license for use of SILEX uranium enrichment technology
+ $SLX 7% minimum perpetual royalty on GLE's SWU revenues
SMR's are beginning to take-off
SMR benefits:
- scalable
- assembly line manufacturing & design
- significant time & cost reduction
- shorter cycle time between 📝agreement & 1st kWh into ⚡ grid
(@NuScale_Power / $SMR is also a good non-diversified diversification option imo)
SMR benefits:
- scalable
- assembly line manufacturing & design
- significant time & cost reduction
- shorter cycle time between 📝agreement & 1st kWh into ⚡ grid
(@NuScale_Power / $SMR is also a good non-diversified diversification option imo)
London has been beautiful for this week’s @WorldNuclear Working Group meetings - learned a lot as always.
World #Nuclear Fuel Cycle meeting kicking off now with Treva from @U3O8TradeTech discussing #uranium fundamentals with @cameconews @Oranogroup @NAC_Kazatomprom
World #Nuclear Fuel Cycle meeting kicking off now with Treva from @U3O8TradeTech discussing #uranium fundamentals with @cameconews @Oranogroup @NAC_Kazatomprom
Jason Murphy from @ConstellationEG giving a great talk on the company’s #nuclear fleet - very impressive stats all around. Emphasized that the company intends to pursue life extensions to 80 years for the whole fleet. Also- contracting strategy starts 6 years before any reload!
Favorite quote of the day so far: “we don’t live in the spot market like some others do. I’m not sure how those guys sleep at night”… long term contracts with reliable partners is the name of the game. Also strategic inventories are clearly important for a fleet of their size.
🧵#UkraineKrieg
Die #Uran-Sorgen der 🇺🇸Atomindustrie
Für "fortschrittliche" #Atomkraftwerke wie #BillGates' #TerraPower eines in Wyoming bauen will, gibt es nur eine einzige kommerzielle Quelle: #Russland. #HALEU #Atomkraft trib.com/business/energ… @CSTribune @nepollack
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Die #Uran-Sorgen der 🇺🇸Atomindustrie
Für "fortschrittliche" #Atomkraftwerke wie #BillGates' #TerraPower eines in Wyoming bauen will, gibt es nur eine einzige kommerzielle Quelle: #Russland. #HALEU #Atomkraft trib.com/business/energ… @CSTribune @nepollack
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Politiker in Wyoming drängen #TerraPower, ihr #Atomkraftwerk mit 🇺🇸Uran zu betreiben.
Nach dem Angriff #Russland:s auf die #Ukraine sind die Forderungen noch lauter geworden. Die USA und ihre Verbündeten wollen in den nächsten Jahren ihre Beziehungen zum🇷🇺Energiesektor kappen.
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Nach dem Angriff #Russland:s auf die #Ukraine sind die Forderungen noch lauter geworden. Die USA und ihre Verbündeten wollen in den nächsten Jahren ihre Beziehungen zum🇷🇺Energiesektor kappen.
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Am Dienstag scheiterte im Repräsentantenhaus ein Antrag zu einem Gesetzentwurf zur Änderung der Standortanforderungen für #Atomkraftwerke in Wyoming, der #TerraPower die Nutzung von 🇷🇺#Uran untersagt hätte.
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