Steffan Szumowski @UnoMasReactor
I write about the nuclear fuel and reactor development industries at https://t.co/XIOWq37g4c || Active duty Navy, comments my own linkedin.com/in/steffan-szu… Joined August 2024-
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1000 subscribers for The Nuclear Review!!! 🥳 ☢️ 🥳 Here’s to the next 1000, and many thanks to those that stop by to read and learn more about the growing nuclear industry
“We’re building a reactor for the Department of War” Sounds fun, Bob
Some nuclear research efforts: -Commercialize AVLIS for Li-6/7 and eventually HALEU (Hexium, $OKLO, TerraPower) -Molten-salt reactor alloy manufacturing techniques for >700C -Liquid-Metal-cooled fast reactor simulator development $CW -Fast-track OpenMC Monte Carlo with GPUs $GEV
Some nuclear research efforts: -Commercialize AVLIS for Li-6/7 and eventually HALEU (Hexium, $OKLO, TerraPower) -Molten-salt reactor alloy manufacturing techniques for >700C -Liquid-Metal-cooled fast reactor simulator development $CW -Fast-track OpenMC Monte Carlo with GPUs $GEV https://t.co/qwOJscwWtp
$OKLO -nuclear waste recycling with TVA -metal fuel fabrication -additional verbiage that implies an MOU for some Aurora reactors with TVA offtake
$OKLO -nuclear waste recycling with TVA -metal fuel fabrication -additional verbiage that implies an MOU for some Aurora reactors with TVA offtake
$MIR to S&P 600 🥳 +9% after hours
$OKLO commences work towards fuel recycling in Tennessee $1.7 billion? Large govt grant incoming, or we’re about to set some new equity raise records 🫠
$OKLO commences work towards fuel recycling in Tennessee $1.7 billion? Large govt grant incoming, or we’re about to set some new equity raise records 🫠
Starts off with the subtle reminder that companies like Orano and Urenco can't supply fuel for our US submarine reactors. Only companies like Centrus can do that 🤘 $LEU
Starts off with the subtle reminder that companies like Orano and Urenco can't supply fuel for our US submarine reactors. Only companies like Centrus can do that 🤘 $LEU
Case and point: Enjoyed buying $35 $SMR calls at 84 cents a piece after seeing the announcement Just sold each one for $2.70 With nuclear **for now** there is a massive knowledge deficit in the finance community Eventually, that knowledge gap will close
Case and point: Enjoyed buying $35 $SMR calls at 84 cents a piece after seeing the announcement Just sold each one for $2.70 With nuclear **for now** there is a massive knowledge deficit in the finance community Eventually, that knowledge gap will close
HFT bots and Wall Street can’t seem to translate the nuclear news headlines to the trade yet The first posts about the new $SMR deal went out at about 11:30 EST. The stock is just now starting to pop higher *two hours later*
$SMR (with $FLR as EPC?)
$SMR finally gets a deal 6 GW would mean over 70 NuScale reactors
$SMR finally gets a deal 6 GW would mean over 70 NuScale reactors
$ASPI 👀 next couple years could be big
$ASPI 👀 next couple years could be big https://t.co/x2JHnQ0EOe
Nuclear and Uranium Funds 🥇 $SRUUF $5.29b 🥈 $URA $4.15b 🥉 $NLR $2.38b 4️⃣ $URNM $1.68b 5️⃣ $NUKZ $490m 6️⃣ $URNJ $331m Total AUM jump to over $14 billion NUKZ strongest over 12m, but URNJ outperforming x2.5 (‼️) over recent 3m
I’m a little confused by this. It seems that Nano is pursuing work with the Air Force outside of the DUI. Not sure why this path was chosen, or which program might eventually overcome the other
I’m a little confused by this. It seems that Nano is pursuing work with the Air Force outside of the DUI. Not sure why this path was chosen, or which program might eventually overcome the other
$UEC developing new milling/conversion capacity for the US Vertically integrating from mining uranium ore, to milling U3O8, to converting UF6
$UEC developing new milling/conversion capacity for the US Vertically integrating from mining uranium ore, to milling U3O8, to converting UF6
The “industrial heat” application for nuclear energy has always been a tough concept due to the uniqueness of each process’s demand A new group will now work to define requirements to help any potential reactor developer meet the needs of industrial heat Industrial🔥🤝🔥Nuclear
The “industrial heat” application for nuclear energy has always been a tough concept due to the uniqueness of each process’s demand A new group will now work to define requirements to help any potential reactor developer meet the needs of industrial heat Industrial🔥🤝🔥Nuclear
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