1/ Energy, industry, and sovereignty are inseparable. If Europe wants to be a truly independent pole in an emerging multipolar world, it must reindustrialize—not deindustrialize. That starts with reversing nuclear phaseouts. 🧵
2/ Germany, the industrial powerhouse of the EU, built its economic might on two things:
⚡ Cheap nuclear power
🔥 Cheap Russian gas
Now that Russian gas is gone, nuclear must return.
3/ Instead of securing its own energy future, Germany is swapping one dependency for another—replacing Russian gas with expensive American LNG.
Why is China electrifying its economy at such dizzying speeds?
3 words
Straits of Malacca.
While the US leans into its hydrocarbon advantage, China is decoupling from severe oil dependence & geographical vulnerability. a 🧵based on @DecoupleMedia w @pretentiouswhat
When Western climate analysts look toward China, in some sense they see the future, where fantasies of large-scale renewables deployment and EV adoption are playing out.
But far more than climate considerations, the geopolitics of oil dependence are shaping China's energy future. With 80% of its oil imports flowing through the narrow Strait of Malacca, China faces an existential vulnerability.
This maritime chokepoint, flanked by Indonesia and Malaysia, could easily be blockaded in a conflict. The ring of U.S.-aligned nations and military bases encircling China's eastern seaboard only heightens these anxieties.
Major crude oil trade flows in the South China Sea (2011), illustrating the importance of the Strait of Malacca and the vulnerability it creates. Source: US Energy Information Agency.
Tritiated water behaves just like H2O and is excreted from the body quickly with a biological half life of 3.5 days. For this reason it doesn’t bioaccumulate up the food chain and diffuses and dilutes rapidly in lakes and oceans.
It may come as a shock to some journalists but the natural world, including our lakes and oceans, are naturally radioactive thanks to cosmic rays and the decay of naturally occurring radionuclides like Potassium 40.
Its all doom and gloom for Nuclear in @BentFlyvbjerg's new book "How Big Things Get Done"
But did he miss some nuance when conflating the Korean/UAE collaboration which will have delivered four 1400MW reactors in 12 yrs with the unfolding fiasco of Vogtle 1/
In the book @BentFlyvbjerg and @dgardner contrast the Guggenheim museum and the Sydney Opera house to draw important lessons from two very cutting edge buildings. 2/
The Guggenheim is the product of meticulous iterative planning by a mature dreamteam of architects & engineers who routinely pull off complex projects on budget/on time, the Opera House a couple of sketches by an inexperienced architect which balooned into a budgetary fiasco 3/
Unshielded & fresh out of the reactor exposure for seconds would result in certain death.
But somehow there has not been a single documented death from storing civilian nuclear waste. Ever.
Here's what you need to know: a 🧵
We make dangerous things, like nuclear waste, safe.
Consider civil aviation.
In 2019, 4.5 billion passengers took 42 million flights worldwide flying 900km/hr at 30,000 feet in thin skinned, pressurized aircraft often over vast oceans.
There were only 289 fatalities.
The truth is that it's a lot easier to handle and store nuclear waste than to meticulously maintain an airliner which has over 10,000 mission critical moving parts.
This Hydrogen Alliance is coming under increasing scrutiny due to allegations of a conflict of interest arising out of the Premier of Newfoundland, Andrew Furey's luxury trip to a lodge owned by Canadian billionaire John Risley this summer. 2/
Risley happens to be one of the principal investors in a project called Nujio’qonik, one of three projects competing to be part of the Canada German Hydrogen Alliance alongside EverWind Fuels in Nova Scotia and the Port of Belledune project in New Brunswick. 3/