Sublime
An inspiration engine for ideas
According to this Korean article, NuScale won a $37 billion job to supply 24 SMR reactors to an IT infrastructure company, Standard Power. Korean company Doosan Enerbility will supply many of the main components. Article link in reply.
"According to nuclear industry sources, Nuscale Power has agreed to supply 24 SMRs ... See more
WNA has released new "World #Nuclear Supply Chain Report 2040" which for its base reference case projects another 321 new reactors will come online over next 20 years, with associated CAPEX of nearly $1 Trillion... $1.7T in the Upper scenario.⚛️🏗️⤴️ #uranium #ESG #SupplyCrunch🗜️ https://t.co/j2J0bcTFmC
General Matter is enriching uranium for the US.
We will revive nuclear fuel production in America. We chose to do this not because it’s easy, and not because it’s hard, but because it needs doing.
Nothing gets made if fuel isn’t made. America’s ambitions, from manufacturing to AI, all requir... See more
General Matterx.comThorium fuel: Like HALEU for fast reactors, thorium fuel is also more efficient, as the thorium can be fully consumed and then recycled, without needing continuous replenishment of fuel. Thorium today is only beginning to be incorporated into nuclear reactors in countries like India, where thorium supply is abundant.
Bessemer Venture Partners • Investing in a world powered by nuclear fission
⚡️US @ENERGY has published a 200GW Roadmap to TRIPLE #Nuclear power by 2050🇺🇸🗺️3⃣✖️🏗️ that says US must increase its #Uranium fuel supply by 200-300%, expand #mining & milling operations by 50,000MT (+110 Million lbs/yr #U3O8)⛏️⏫ from near-zero today.🚀Just for the #USA!🤠🐂 https://t.co/fLFqLNs2ql
https://r.smartbrief.com/resp/sAruCSusrKDDqJncCigbamBWcNfTZP?format=multipart
NNSA's Mo-99 domestic supply initiative struggled last year
A US initiative to secure domestic molybdenum-99 supplies, which began in 2019, faced financial and commercialization hurdles last year, despite progress in infrastructure, according to the National Nuclear Securi
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If you're investing in radiopharmaceuticals, you should study the parallels with cell therapy
In both, the supply chain is the key limitation.
If you'd like PDFs of the graphics below, comment below! Some takeaways: https://t.co/37ruPuTkff
This is a significant innovation that reduces the amount of radioactive waste produced while generating nuclear energy more efficiently, making transport use and long-term storage simple and preventing security risks associated with moving the waste and fission products from fuel forms into storage containers as in the past.