Thread by @NuclearDorito

Is investing in enrichment considered "diversifying"?

--
Ans: no
But it's THE bottleneck in global #nuclear ⚛ fuel cycle during next decade

SILEX (ASX: $SLX) is still early-stage, but has huge 📈potential w/ their high-efficiency laser enrichment + exclusive 🌎 license via GLE

Global Laser Enrichment (GLE) is a JV between $SLX (51%) and @cameconews (49%)

GLE owns an exclusive worldwide license for use of SILEX uranium enrichment technology
+ $SLX 7% minimum perpetual royalty on GLE's SWU revenues

SMR's are beginning to take-off

SMR benefits:
- scalable
- assembly line manufacturing & design
- significant time & cost reduction
- shorter cycle time between 📝agreement & 1st kWh into ⚡ grid

(@NuScale_Power / $SMR is also a good non-diversified diversification option imo)

Advanced SMR's (aSMR) require #HALEU fuel (#U235 between 5-20%, compared #LEU enrichment of< 5%)

What makes Advanced SMRs "advanced"?

Their designs rely on #HALEU for higher reactor heat & energy density, allowing for compact designs, longer lifespan, higher efficiency & safety

#HALEU critical to the development of advanced nuclear reactors & SMR's

Today, Russia is the only country w/ existing HALEU enrichment capacity. Although work is underway for US & EU centrifugal capacity, MUCH more is needed

nei.org/CorporateSite/…

@SecGranholm will make announcements next month on US @ENERGY 's work to secure US #HALEU supply chain and possible strategic #uranium reserve

SILEX's unique advantage is efficiency - the higher enrichment grade, the more SWU required:

Existing gas centrifuges can create HALEU, but would require much more SWU's (to get 5-20% ²³⁵U)

Efficiency increase *is* economic growth:

- LED >💡
- ⚛ > coal
- SILEX > centrifuges

P.S.

I swear $SLX is not sponsoring me in any way, just think it's a no-brainer