Thread by @ErikSTownsend

1/🧵: Call for @MacroVoices ATOMIC ENERGY guest recommendations

This thread will lay out my editorial objectives for bringing one or more atomic energy experts on @MacroVoices to discuss the future of nuclear energy and the formative global energy crisis.

(cont'd)
#uranium

@MacroVoices 2/ I am convinced that the formative global energy crisis will finally FORCE the world to grow up and recognize that nuclear energy has always been the greenest, safest, and most renewable source of energy to power the global economy.

But emotion trumps logic in politics, so

@MacroVoices 3/ the transition won't come easily.

IMHO, the light water, site-built reactors of the 1970s have to go. Despite that nuclear is statistically the safest form of energy, it could be a LOT safer if we got rid of designs susceptible to meltdown, no matter how small the risk.

@MacroVoices 3/ Further, MOST of the reason the nuclear power trend of the 70s was an abject FAILURE had to do with massive cost- overruns on huge public infrastructure projects wrought with corruption and graft.

Nuclear reactors should be built in factories with super high quality standards

@MacroVoices 4/For INVESTORS, the big question is "Ok, if the Westinghouse-style light water reactors of the 1970s have to go, what's going to be the big winner and how do we invest in it now?"

I have no clue what the answer is. Goal of the thread is to identify who does.

@MacroVoices 5/I'd prefer to AVOID guys who feel sure THEY have the answer. Those will be interesting interviews eventually. But I want to start with experts who are on top of ALL the many technologies and designs, who can objectively compare what Gates is doing with Natrium to what someone

@MacroVoices 6/else is doing with micro-reactors vs. what still another team is doing with (something I don't know about yet).

Who are the best experts in the industry to explain the "Future of Nuclear Energy" to investors?

I've already gottena few recommendations for "Uranium Insider", and

@MacroVoices 7/early replies to this thread before it's even finished seem to be reaffirming that.

Remembering this is for INVESTORS, not nuclear design engineers, who are the best guests we should invite to lay out a roadmap for where nuclear power generation technology is headed in coming

8/years?

I'd prefer to AVOID guests who have a strong "I know the answer" bias, and favor guests whose attitude is "I don't know who will win the great competition, but I see the following players as favorites for the following specific reasons..."

9/ I'd also favor guests with a strong understanding of the capital formation process.

There have always been smart nuclear scientists who knew all along that nuclear was the safest greenest form of energy, LEAVING THEM BAFFLED as to why the sector wasn't getting the CAPEX it

10/deserved.

Those guys don't fit my audience. I need people who are able to see WHY the whole public attitude toward atomic energy is about to change, WHY capital investment trends will reverse, and know from an INVESTMENT perspective which designs will attract the most capital

11/ So those are the objevitves and criteria.

Who are your favorite picks (names of individuals) we should invite on @MacroVoices to lay out a nuclear roadmap of the 2020s for investors, and WHY do you think they're the best fit?

Thanks in advance for your suggestions!
/END 🧵

@MacroVoices ADENDUM/
Oops--looks like a tweet got lost between 2/ and 3/. But I think the overall gist of the thread is still clear.