#Silex just announced testing is complete and they will ship the First Full-Scale Laser System Module to the US by years end. They are building more of these lasers and Cameco's independent engineering assessment gives it a thumbs up! #uranium $SLX.AX ...

clients3.weblink.com.au/pdf/SLX/025614…
These lasers were custom designed for the frequency and pulse rates required to pop fluorine atoms off of UF6 molecules of the U235 isotope. Process is 2-20X more efficient than gas centrifuges, so it's ideal for harvesting acres of depleted tails at ...

decommissioned enrichment plants that the US needs to recycle. This should motivate more utilities to get on board the GLE/PLEF consortium bandwagon and Cameco's shares will benefit too.

The acceleration continues! Congrats Silex!

Here's the fastest way to get up to speed on the GLE/PLEF business case and why Silex is the best performing #uranium stock, by far.

ans.org/news/article-4… Image
I'm particularly excited about GLE's PLEF project because this will ease the looming nuclear fuel shortage and really move the US #nuclear industry into the future, even without much help from the DoE or Congress. It's the solution that nuclear utilities can self-fund ...
through a new consortium, unlike #Centrus. So, while our politicians waste hundreds of $Billions on wind/solar/batteries/hydrogen, and give only $0.7B for nuclear fuels in the IRA, PLEF will be built ANYWAY. The anti-nukes can't stop this.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Clay D. Montgomery

Clay D. Montgomery Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @ClayDMontgomery

Sep 2
1) A diagram to illustrate the huge transition occurring in the #uranium industry.

The lemonade business (fuel enrichment) used to be so bad that they were squeezing every lemon extra long and hard (underfeeding) to get every possible drop (of U235)... Image
2) But now, no one wants to use Russia's juicers (centrifuges) anymore and we don't have enough (SWU/enrichment capacity) in the West. So, to maintain the same production rate of lemonade (LEU), the lemons will be squeezed faster (overfeeding)...
3) But, this requires more lemons (U308) because more juice is left in the lemons (higher tails assays).

Look at how much the switch from underfeeding to overfeeding increases uranium demand while also producing more depleted UF6 feedstock for the Silex/GLE PLEF project ...
Read 5 tweets
Jul 7
Dr. Kathryn Huff (@katyhuff), the DoE's Assistant Secretary for Nuclear Energy was just added (tentatively) to speak at the @NEI Nuclear Fuel Forum in DC on July 19. Seems like a good venue to make a big announcement on the DoE's new #nuclear fuel ...

nei.org/conferences/nu…
plan, which Dr. Huff has been leading for several months now.

I'm flabbergasted that this plan has received so little attention from most #energy analysts and Congress, considering months of hints from the DoE and leaks via Bloomberg about the size ($4.3 Billion) of the plan ...
and the recent failure of a Canadian ship to make a large delivery of nuclear fuel to US utilities, and their critical dependency on Russian imports for at least 40% of enriched nuclear fuel. The plan is at least 3 months late due to multiple delays that are likely to cause ...
Read 11 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(