Great subject. Slightly Used Nuclear Fuel contains 270 years of the entire demand in the US when recycled in fast reactors (sodium, molten salt). We really need to embrace the Texas enthusiasm for doing the right thing. Such a solution to "waste" would serve to open up the nuclear market for everyone. It will happen, but happening sooner is better than later. Great points, Reed. Keep up the good work.
Thanks for liking this, Emmet. I would love to discuss this with you at your convenience. You can contact me at steve@u2energy.com. Thanks for a great series of comentary.
Fascinating interview — the economics of load-following SMRs in ERCOT could be a genuine edge if paired with hydrogen or data-center offtake. Curious to see how financing evolves once the first site clears regulatory review.
Great subject. Slightly Used Nuclear Fuel contains 270 years of the entire demand in the US when recycled in fast reactors (sodium, molten salt). We really need to embrace the Texas enthusiasm for doing the right thing. Such a solution to "waste" would serve to open up the nuclear market for everyone. It will happen, but happening sooner is better than later. Great points, Reed. Keep up the good work.
Thanks for liking this, Emmet. I would love to discuss this with you at your convenience. You can contact me at steve@u2energy.com. Thanks for a great series of comentary.
Fascinating interview — the economics of load-following SMRs in ERCOT could be a genuine edge if paired with hydrogen or data-center offtake. Curious to see how financing evolves once the first site clears regulatory review.