Discover and read the best of Twitter Threads about #SMR

Most recents (24)

1/14)#Uranium #mining #stocks have been thrashed by global market meltdown⏬ but U #investing thesis👨‍🏫 is most bullish in 4 decades!🤠🐂 This🧵will bring U up to speed🏇 on how a record U supply deficit⤵️⛏️ is colliding💥 with a global #Nuclear #Energy Renaissance⤴️🌞🏗️⚛️ 🌊🏄‍♀️👇2
2)Entering 2022, #Nuclear fuel consultants UxC & TradeTech estimated 200M lbs of #Uranium demand versus just 135M lbs of mined supply🔀 for a ~65M lbs primary deficit.↕️ #Nuclear utilities are drawing down inventory & relying on ~20M lbs of Secondary Supply to fill the gap.⛏️👇3
3)But then #Russia invaded #Ukraine🪖 turning global #Nuclear fuel market on its head.🙃 Russia's 39% of global enriched #Uranium, 27% conversion & 14% of mined U supply have been disrupted by US & EU sanctions, shipping bans & self-sanctioning by western utilities🇷🇺⚛️⛏️⛔️🇺🇸🇪🇺👇4
Read 14 tweets
📢Token distribution📢

1/x Here follows the explanation of the token distribution of the $AUREUS token powerd by Georgius Agricola DAO. We will hereby be able to build up a strong ecosystem💪⛏️💪

#IOTA #GADAO #IotaOrigin #ASM #SMR #ASMB #IOTAcommunity #squad #miningonthetangle
2/x -NFT Holder

All NFT holders who hold the NFT at the time of the airdrop will receive an airdop of the $AUREUS token. This way 5% of the $AUREUS token will be distributed to NFT holders. However, if you own all 5 creatures of the collection you get double the $AUREUS token..
3/x ...airdrop per #Squad. In this way up to 10% of the $AUREUS supply can be distributed to the participants of the #GADAO collection. Also, each $AUREUS holder will receive a governance token in the ratio 1:1 in another airdrop.
Read 12 tweets
📣 Announcement 📣

1/x We would like to inform you about the #NFT benefits of #GADAO collection! Thank you again for your interest in our joint project!

#IOTA #IOTAcommunity #IotaOrigin #SMR #ASMB #NFTCollection #NFT
2/x NFT Benefits:

- #GADAO Expierience Boost
- Creatures rotating Bonuses
- Mining Mini Game
- $AUREUS Airdrop
3/x GADAO Experience Boost:

Within GADAO, there will be several opportunities to take responsibility. NFT holders get a boost when they actively participate in problem solving and can thus take on more responsibility, manage funds or lead and shape projects...
Read 15 tweets
1)The #Uranium #mining #stocks #investing thesis👨‍🏫 in May 2022 is now the most bullish it's been in 4 decades!🤠🐂 Here's a thread to bring you up to speed🏇 on how a record Uranium supply deficit⤵️⛏️ is colliding💥 with a global #Nuclear #Energy Renaissance.⤴️🌞🏗️⚛️ 🌊🏄‍♀️🧵4U👇2 Image
2)Entering 2022, #Nuclear fuel consultants UxC & TradeTech estimated 200M lbs of #Uranium demand versus only 135M lbs of mined supply for a ~65M lbs deficit for many years to come.↕️ #Nuclear utilities draw down inventory & rely on ~25M lbs of Secondary Supply to fill gap⛏️👇3 ImageImage
3)Then to make matters worse, #Russia invaded #Ukraine🪖 turning the #Nuclear fuel market on its head.🙃 Russia's 39% of global enriched #Uranium, 27% conversion & 14% of mined U supply are a target of emerging US & EU import bans & self-sanctioning by western utilities🇷🇺⛏️⛔️👇4 Image
Read 13 tweets
🇬🇧 - Royaume-Uni :

Le Premier ministre a déclaré lundi aux entreprises énergétiques et aux investisseurs qu'il souhaitait des progrès "à grande vitesse" pour accélérer le programme de construction de nouvelles centrales #nucléaire s

ft.com/content/f97ffa…
Le Premier ministre 🇬🇧 a déclaré lundi aux dirigeants de l'industrie #nucléaire qu'il était "incroyablement frustré" par la lenteur avec laquelle le secteur nucléaire britannique se développait, selon des personnes présentes à la réunion de Downing Street.
Le groupe de travail #nucléaire 🇬🇧 propose d'accélérer la construction de centrales électriques
Kwasi Kwarteng veut que l'organisme de livraison aide à atteindre l'objectif des réacteurs pour fournir un quart de la production d'électricité d'ici 2050
Read 11 tweets
1) Long before #Russia, world's main enriched #Uranium supplier, sent shock waves thru #Nuclear fuel markets😱 by invading #Ukraine🪖 mined #U3O8 was already in a sustained deficit⬇️⛏️ with demand for #CarbonFree Nuclear surging.⬆️🏗️⚛️ A Uranium #investing thesis thread 4U🤠🐂👇2
2) #Uranium #mining #stocks are famous⭐️ for delivering investors extraordinary life-altering returns😎🍹🏝️ when they enter a boom cycle⤴️ after a long painful bear market for #Nuclear fuel😩 when supply/demand fundamentals shift🌊 as they have now in a strong bull market🤠🐂👇3
3) #Uranium is a cyclical commodity🔃 that goes through boom & bust cycles based on supply vs demand imbalances⚖️ magnified to extremes🌜 by supply security fears😟 as there is no substitute fuel for #nuclear reactors⚠️ so fear can lead to panic buying by nuclear utilities🛒👇4
Read 12 tweets
¡Empezamos el día con buenas noticias! La Agencia Sueca de la Energía ha concedido 10.6 M$ a la empresa Swedish Modular Reactors AB, una colaboración entre @UniperSweden, @Leadcold y @KTHuniversity, para la construcción del primer prototipo de SEALER

world-nuclear-news.org/Articles/Fundi…
SEALER es un reactor modular pequeño (#SMR) refrigerado por plomo diseñado para la producción de electricidad en un formato muy compacto. Si queréis saber más sobre los beneficios de esta prometedora tecnología, echad un vistazo a nuestro hilo 👇

El prototipo de SEALER se construirá a escala 1:56 en Oskarshamn para demostrar la viabilidad técnica del diseño del reactor y sus materiales en un entorno de plomo fundido a alta temperatura 🌡️. Funcionará a base de calefacción eléctrica durante cinco años a partir de 2024 Image
Read 3 tweets
1/n
I think we all agree that #IOTA / IF is doing great stuff but let's not underestimate the role of #Firefly on this journey. They've got so many great things in the pipeline🤯
Just listened to the 7th episode of @MoonacoPodcast with @c_varley . I'll try my best to summarize...
@MoonacoPodcast @c_varley 2/n
* Voting mechanism out of Firefly:
this mechanism will be used further than deceiding what to do with the unclaimed tokens from the beginnings of IOTA. But in a way where u can't simply buy bags of MIOTA, vote for ur option and than sell & leave. The longer u stay at your...
@MoonacoPodcast @c_varley 3/n
... choice, the more weight does ur vote gain whereas switching ur opionion will continously decrease ur votes weight.
* Different coins in Firefly:
Firefly will (almost obviously) support #ASMB and #SMR and there will be additional "staking" opportunities shortly after...
Read 13 tweets
Happy #Nuclear New Year!⚛️🥳 60-page #EU Taxonomy plan that includes Nuclear as qualifying for low-cost #CleanEnergy project financing 💰🌞 is available for download at this link:
👉 app.box.com/s/f7rgsninwhkf…

Fabulous news for #Uranium sector investors.🤠🐂
Main points 🧵 .../2
2) Covers construction and safe operation of new #Nuclear power plants for basically any function that helps to reduce CO2 emissions - generating electricity, industrial heat, district heating, producing hydrogen - as long as construction permit is issued by 2045 🌞🏗️⚛️ .../3
3) Existing EU #Nuclear fleet is also covered in the providing of low-cost financing for upgrades and modifications that will extend reactor operating life to maintain their contribution to climate mitigation, if authorized by 2040.🌞⚛️

.../4
Read 6 tweets
Who's worried that #SMR and #ASMB might dilute the value of #IOTA? I'm certainly not and here's why. Time for another 🧵👇
I believe #SMR and #ASMB provide a lot of additional utility to #IOTA. There's a lot of synergies to the tokens and together they're much stronger. Let's take a closer look at IOTAs utility:
1. IOTA must be held on firefly to receive the #SMR and #ASMB tokens. I anticipate these two airdroped tokens will become very valuable in the future. VCs have committed over $100m for just 10% of #ASMBs supply and it's likely Huobi will list these with other exchanges to follow
Read 15 tweets
Let's take a trip through the major releases on the @iota network since #chrysalis this April. 🧵(1/13)
Their brand new wallet, #Firefly, was released on April 21 in preparation for the token migration to the new #chrysalis network (#IOTA 1.0 -> #IOTA 1.5). (2/13)
firefly.iota.org
Then the #chrysalis network (1.5) went live on April 28. The coordinator is still active, but this sets the stage for #coordicide (#IOTA 2.0) in the future. (3/13) blog.iota.org/the-new-chrysa…
Read 13 tweets
Aujourd'hui on va faire un point d'actualité sur les petits réacteurs #nucleaire s modulaires, les #SMR !

Pour cela on va passer par la 🇫🇷, la 🇸🇪, les 🇺🇸, la 🇨🇳, le 🇨🇦 mais aussi l'🇪🇪, la 🇫🇮, la 🇵🇱, la 🇨🇿, la 🇷🇴, les 🇳🇱 ...

Ca vous tente ?

C'est par ici ! ⤵️ Image
Alors petits rappels concernant les #SMR :

Pour avoir quelques données sur ce qu'on appelle un SMR ⤵️


Pour les réserves liées aux SMR ⤵️


Et si vous avez des questions sur les SMR posez les ici ⤵️
En 🇫🇷 les #SMR ont été mis sous le feux des projecteurs il y a peu à la suite de l'intervention d'@EmmanuelMacron lors de la présentation de #Francerelance ⤵️

Read 27 tweets
Initially, #IOTA was designed with the IoT in mind - lightweight, highly scalable, no transaction fees, parallel transactions, no miners.

Turns out this is also a great technical basis for every other scenario as well.

Since 17/18 a lot of things have happened:
The project is one of the most ambitious in the whole DLT space. The aim is so high that some don't believe it's possible: "scam" "garbage" etc. And 18/19 was a valley of despair. There were technical misconceptions and unnecessary dirty laundry.
Also - research is not a straight road - no organization has ever researched a feeless DLT system based on a DAG.

But the team took all the learning from the past and redesigned a whole new system with the same principles in mind. The birth of the current #Chrysalis network.
Read 12 tweets
🇨🇳 - Chine :

La 🇨🇳 prévoit de construire au moins 150 nouveaux réacteurs #nucléaire au cours des 15 prochaines années, soit plus que ce que le reste du monde a construit au cours des 35 dernières années.

Cet effort pourrait coûter jusqu'à 440Mds$

bloomberg.com/news/features/…
Au début de l'année, le gouvernement a désigné l'énergie #nucléaire comme la seule forme d'énergie ayant des objectifs intermédiaires spécifiques dans son plan quinquennal officiel.
Il s'agirait du type de transformation énergétique globale dont les démocraties occidentales - qui doivent tenir compte des contraintes budgétaires, de la volonté politique et de l'opinion publique - ne peuvent que rêver. 😑
Read 19 tweets
🇫🇷 - France :

La présidente LR de la région Pays de la Loire, Christelle Morançais, se prononce en faveur de la construction d'une "petite centrale #nucléaire" à Cordemais, pour remplacer la centrale électrique.

francebleu.fr/infos/politiqu…
"Le #nucléaire est une énergie propre, très peu émettrice de gaz à effet de serre, qui doit nous permettre, en complément du développement des énergies renouvelables, de soutenir de façon durable le dynamisme économique de notre région"

Et l'idée est loin d'être dénuée de bon sens du fait que c'est précisément l'un des objectifs des #SMR que de venir remplacer des centrales ⚡️ fossiles, tout en s'intégrant facilement au réseau ⚡️ déjà en place :

Read 9 tweets
I discovered last week at AusIMM #Uranium Conference that I've been seriously underestimating😲 the potential impact of a US #Nuclear #SMR roll-out🏗️ on demand for mined #U3O8⛏️ needed to produce HALEU fuel.⚛️ Centrus $LEU CEO Daniel Poneman's presentation was a shocker!⚡️ 1/3 Image
2/ Production of High Assay Low Enriched #Uranium (HALEU) requires conversion & SWU to first produce 4.95% LEU from natural #U3O8 feed⛏️ which is further enriched to 19.75% for fuel fabrication.🏭⚛️ 9 of 10 #Nuclear SMR's under development in US will require HALEU fuel.😯 2/3 ImageImage
3/3 Given high cost to build a very complex factory to mass-produce advanced #Nuclear #SMR's💰 there would need to be a multitude of units ordered🧾 to justify launching🏭 & NEI estimates raw #Uranium demand could be 30M lbs/yr #U3O8 by 2035⛏️ far higher than I had imagined.🤠🐂 Image
Read 3 tweets
É DAQUI A POUCO! A GRANDE ABERTURA DOS JOGOS OLÍMPICOS DE VERÃO TÓQUIO 2020!

A partir das 08h, ao vivo na Globo, SporTV e BandSports!
#Tokyo2020 #JogosOlímpicos
20 MINUTOS! Bruno e Ketleyn já estão no preparo!

📸 Christian Dawes/COB
COMEÇOU! FINALMENTE 😭😭😭😭😭
Read 101 tweets
#Eurovisionfinds Cyprus - A medieval base silver (billon) denier of Henry II of the Kingdom of Cyprus (1285-1324) of 'lion' type probably dating to the period after 1296 (see notes below). Mint uncertain #Eurovision @findsorguk

finds.org.uk/database/artef… Image
#Eurovisionfinds Albania - A complete Post Medieval copper alloy Venetian 2 Soldi struck for use in Dalmatia and Albania dating from AD 1684 or 1691 #Eurovision
#ALB @CrapFinds

finds.org.uk/database/artef… Image
#Eurovisionfinds Israel - A cast lead pilgrim ampulla of Medieval, thirteenth to fifteenth century date. the ampulla is similar to a design for which a mould was found during excavations of a Medieval workshop in Akko (Acre) in Israel. #Eurovision
#ISR
finds.org.uk/database/artef… Image
Read 26 tweets
THREAD okay let's go! Join me as I draw along with the 2021 Eurovision Grand Final! #draweurovision #Eurovision
El Diablo sounds like a shagger #draweurovision #Eurovision #CYP
Credit to the dude on that smoke machine for going the extra mile #draweurovision #Eurovision #ALB
Read 35 tweets
🧵 many #nuclear hopes are riding on small modular reactors.

@NuScale_Power's #SMR is closest to market. customer for pilot plant is a group of utilities, herded by @SmartEnergy1.

in july only 213 of 720MW (30%) was subscribed.
subscriptions have since dropped to 104MW (14%)…
of the 36 towns in #nuscale's pilot project, the "carbon free power project" #CFPP:
• 8 towns have withdrawn entirely
• 24 reduced their share entitlement
• 3 maintained identical entitlement
• 1 joined (token level).

utah.gov/pmn/files/6554…
with the planned 12 module plant undersubscribed, #nuscale is now looking at downsizing to either 4 or 6 modules.

counteracting this fall of subscriptions, nuscale has uprated modules from 60MWe to 77MWe each.

as such, nuscale now has 33% subscriptions for a 4 module plant…
Read 5 tweets
#Uranium Market Update in a nutshell🥜 #U3O8 continues to be a best performing commodity of 2020, up 25% YTD, up 69% from its bottom in November 2016.🐂📈 #Nuclear power growth remains robust ⚛️🏗️↗️ Demand at 182M lbs/yr & rising, Supply deficit ~60M lbs, -317M lbs by 2026⛏️⏬🗜️
#Uranium has strong #bullish outlook 🐂🔮 #Nuclear utility contracting has been below normal for past 8 yrs. Re-stocking cycle overdue with growing uncovered demand & delayed Long-term contracting since 2012.⌛️
With such strong #Uranium supply/demand fundamentals, why is #U3O8 market rebalance taking so long? 🤔 Trade Issues, Russian Suspension Agreement, #COVID19 have sidelined #nuclear utilities BUT trade issues nearing resolution, utilities getting back to work, #China going all-in🏗️
Read 6 tweets
🤓the nuclear power sector is hoping for a revival with the advent of "small modular reactors".

@NuScale_Power is arguably the closest to a commercial #SMR product, but is also providing a clear example of the challenging and long road ahead for the sector.
.@NuScale_Power aims to reverse trend of increasing nuclear project costs by utilising:
• passive safety systems / simpler design — safely do away with several expensive systems
• modular, factory fabricated reactors — capturing economics of factory manufacturing / repetition
in 2015 @NuScale_Power signed up a first customer, #UAMPS, to build a nuclear power plant near idaho falls for a 2024 delivery.

UAMPS @SmartEnergy1 is a consortium of community-owned (ie. municipal) power systems in the “intermountain west” of the US: utah & neighbouring states.
Read 18 tweets
Le sujet des SMR est le sujet le plus important du moment car il détermine tout le futur du nucléaire.

Je vais garder un #thread dédié de nouvelles ou synthèses sur ce thème.

#nucleaire #smr #mmr
Read 24 tweets
Saksaksi on käsite "eierlegende Wollmilchsau", eli "muniva villamaitosika". Sillä kuvaillaan asiaa, jolla väitetään olevan vain hyviä puolia, ja mikä taipuu mihin tahansa. "Kunnianhimoinen ilmastopolitiikka" on välillä varsinainen muniva villamaitosika. 1/
yle.fi/uutiset/3-1128…
Artikkelissa esitetyistä toimista esim sähköautojen lataus- ja biokaasutankkauspisteet ovat toki fiksuja. On kuitenkin epäselvää, kuinka tehokas verorahojen käyttötapa esim omakotitalojen öljylämmitysten muuntaminen on työllisyyden ja ilmaston kannalta. 2/
Meille on myös kerrottu, että tuulivoima ei nykyisellään enää kaipaa tukia, ja nyt siihen oltaisiin kuitenkin ehdottamassa elvytysvaroja. #ydinvoima #smr 3/
Read 7 tweets

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