SMRs: The $20,000/kW Question—Too Expensive to Scale?

Small Modular Reactors (SMRs) were supposed to be cheaper, faster, and scalable. Instead, costs are soaring past $20,000/kW and timelines keep slipping.

What happened? Thread 🧵 👇 2/ The numbers here tell the story:
•NuScale (2023): $20,000/kW > 4x initial projections.
•X-Energy: Rising costs, uncertain range.
•GE-Hitachi BWRX-300: Also climbing, still below NuScale.

Greece’s Digital Gold Rush: Can It Become the Cloud Hub of Southeast Europe?

Follow the data, follow the money.

Greece’s data center market is projected to grow 76% by 2029, hitting $1.35B from $763.8M in 2023. A 9.9% CAGR in a sector that defines modern economic infrastructure.
Thread 🧵 👇 💡 2/ Why Greece? The country is emerging as a digital hub, driven by:
•Geography: Gateway between Europe, the Middle East, and North Africa.
•Cloud investment: Microsoft, Amazon Web Services (AWS), and Google expanding presence.
•Energy advantage: High solar & wind potential to power sustainable data centers.

Macro Meets Megawatts: Can Greece Leverage Its Grid for Strategic Power?

The Trade Route Theory of Power: From the Silk Road to Suez, control of supply chains defines empires. In the 21st century, it’s not oil or gas it’s #electricity flows that will determine strategic leverage. Greece is positioning itself at the center.
Thread 🧵 👇 2/ The Structural Shift:
•The EU is replacing Russian hydrocarbons with interregional electricity.
•MENA’s energy surplus needs a high-voltage exit.
•Greece has the geography and grid capacity to monetize both trends.

Revisiting this Substack by @GreekAnalyst

Is Greece quietly becoming Europe’s energy gatekeeper balancing between US LNG, Middle Eastern crude, and the EU’s green ambitions?
Let’s discuss ! Thread 🧵 ⬇️ 2/ Greece’s refinery play is a case study in geography, geopolitics, and global demand.
Greece positioned itself as a refining and transshipment hub. Think Singapore, but for the Eastern Mediterranean. Why? Location.

Let’s talk #Venezuela and it’s never ending super hyper #inflation for a second
Thread 👇 1/ According to the consumer price index elaborated by the National Assembly, monthly inflation in #Venezuela jumped to 55.1% m/m in July – thereby taking it back above the hyperinflation baseline of 50% (!)

and off we go #EnergyTwitter! May the thread start! 💡

Did You Know: To provide vital #oil across the English Channel after the #DDay landings, within months secret #pipelines were unwound from massive spools to reach French ports.

https://twitter.com/Patricia_Energy/status/1136335920318296064

Following the #DDay invasion– June 6, 1944 – Allied forces would need vast quantities of #petroleum to continue the advance into #Europe. Allied leaders also knew that petroleum tankers trying to reach French ports would be vulnerable to #Luftwaffe attacks...