Uranium
topic on 8 shows · 16 statements across 11 episodes
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16 statements about Uranium, every show
Nolan: Small Advanced Reactors Require Enrichment up to 19.75% U-235
“Most reactors, the big ones, people think about gigawatt scale reactors. They need that you, the uranium enriched to about three to five percent U two 35. And then the small ones, 19.75% is where everyone's ending up”
Shafer: Spent commercial nuclear fuel is 95% uranium and 5% byproducts
“The uranium composition, as far as the actual irradiated meat, ends up being about 95% of the material, and then the other five percent are these fission products that grow in over the course of the irradiation, as well as the, what I call the transmutation pr…”
DeWahl: Uranium is a million times as energy dense as coal
“Uranium, while it does require, you know, digging out of the ground or whatever, it's so much easier to store. It's a million times as dense as coal, right?”
DeWahl: US Buys Almost 50% of Its Uranium From Russia and Ex-Soviet States
“And yeah, we're still buying, like, almost 50% of our uranium from Russia and, kind of, ex-Soviet states.”
Lafont: Coatue buys uranium because US cannot catch up without nuclear power
“In fact, we can't, and why we buy uranium.”
Friedberg claims the Global X Uranium ETF contains junk holdings
“I looked at the components of that ETF last, last week when we were preparing for this, it has absolute junk in it, like it was not the right, right way to kind of trade Uranium”
Uranium's negative thermal coefficient automatically shuts microreactors down if cooling fails
“If that helium pump fails, the system will start to heat up. And as it heats up, it doesn't even need to heat up very much. It heats up a little bit. The reactor goes subcritical and shuts itself off. And this is
this is true for most reactor technologies bec…”
Harris: Nvidia GPUs are the uranium equivalent for AI governance
“In this case, what uranium was for nuclear weapons Advanced Nvidia GPU chips are for AI.”
Vincent Daniel: Uranium and Nuclear Remain Core Investment Themes for Seawolf
“One of our favorite themes has been and continues to be uranium and nuclear.”
Rodman: Uranium at $50 is not a balancing price and will rise
“It's around 50 dollars now. It's still not a balancing price. We still think there's quite a bit to go”
Rodman: Fuel Is 15% of Nuclear Plant Costs vs. 80% for Gas
“Fuel costs are a relatively small percentage of operating a plant. People who don't know nuclear economics that well maybe assume that light coal or gas plant feedstock is 80% of running. It's flipped on its head for a nuclear reactor. It's all Upfront, CapEx,…”
Rodman: Uranium enrichers will shift from suppliers to net buyers
“What the market hasn't fully digested yet, because this market moves in slow motion, is that on a go forward basis, you probably aren't going to get supply from enrichers, and it's very likely that you actually have demand from enrichers, which is a process th…”
Rodman: Best Uranium Development Assets Are Likely Four Years From Production
“And even high-quality development assets, the best ones that we see out there are probably four years out from producing.”
DeWitte: A Golf Ball of Uranium Can Power a Human Lifetime
“That's why you can take a golf ball of uranium and power your life with it.”
DeWitte: Thorium and Uranium Reserves Could Power Earth for 10B+ Years
“Between thorium and uranium reserves, we could power the planet for well over ten billion years.”
Wolfe: Technological progress follows inevitable directional vectors independent of specific actors
“If you look at a directional arrow of progress in energy, you went from carbohydrates to hydrocarbons to uranium, and the undeniable arrow of progress there was more and more energy density per unit of raw material. When you discover the directional arrow of p…”