The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 33 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
DeWahl: Nuclear power must target premium buyers like the military and hyperscalers
“And so we believe, I believe that, you know, premium power is where you need to go with nuclear, and there's sort of like two, there's two places for that. One is what we're doing with Antares, which is go to the military, help them with mission critical need …”
DeWahl: 100% 24/7 solar and battery storage costs rival nuclear
“Actually to get true hundred percent, 24 seven coverage, the battery or the excess build out is massive. It is really expensive. It's on, it's like basically on par with nuclear costs.”
DeWahl: Antares is not using DARPA because micro-reactors lack fundamental technical novelty
“We are not working with DARPA mostly because it's actually not as technically risky as you might even think, like even. ... Like we actually, in a funny way, like it's not even really a tech problem. ... You know, I mean, it's hard to build these things, but i…”
DeWahl: Three Mile Island accident was completely overblown
“Well, it was an accident, but it was not really a big deal. Like, this much radiation came out, it was like this amount of a chest x-ray. Yes, completely overblown.”
DeWahl: Path for US nuclear reactor builds is clearer than ever
“There's just, like, so much happening where they're opening up federal land they're removing, starting to remove some of those, like, NEPA-type regulations that really just hold everything up so there is a clearer path now than there really ever has been for r…”
DeWahl: NRC regulatory headwinds are overestimated today
“I think it's an overestimated headwind, certainly today. I think if you go back five years ago, 10 years ago, for sure, I mean, they hadn't licensed anything in decades.”
DeWahl: NRC rules now mandate licensing decisions within 18 months
“Right now, there's they've changed it to, you have 18 months to get your answer from the NRC. License or no license, like, do, do you pass or not?”
DeWahl: Antares will pursue DOD licensing before approaching the NRC
“The Army is now also able to license its own reactors alongside the Navy, which already does. So that will absolutely be our first stop. The NRC really only license sorry, regulates civilian electricity, so civilian power. So we actually don't need to even go …”
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.”
DeWahl: Antares pays national labs hundreds of thousands to prep testing
“You know, we spend a lot of money paying the national labs to do things like clear out a pit so that we can test our reactor, and it's like, we're paying for that, and they're like, you know, here's hundreds of thousand dollars, here's the bill.”
DeWahl: US Government Plans $80B Nuclear Partnership with Westinghouse
“The announcement is that the U.S. Government now wants to spend eighty billion dollars on nuclear development alongside Westinghouse.”
DeWahl: Brookfield Moving to Complete Abandoned V.C. Summer Nuclear Plant
“There's a huge, like, trillion asset, trillion dollar asset under management company called Brookfield Asset Management, and they they've actually just gotten in the game as well. In the last couple weeks, I'm sure there was, like, talk, right? Yeah, yeah. To …”
DeWahl: Microsoft and Constellation are restarting Three Mile Island
“That's being brought up back online, partnership between Microsoft and Constellation, I believe.”
DeWahl: US missile defense sites still rely on diesel generators
“Our, you know, our missile defense sites are sitting there, like, being powered by diesel generators still, like, shouldn't we upgrade that?”
Antares targets 2026 criticality test and 2027 demonstration reactor unit
“So next year, our criticality test is kind of the first milestone. By end of 2027, we want to have our first demonstration unit demonstrated.”
DeWahl: 50% of Afghanistan War casualties were tied to logistics
“I mean, it was 50% of the, I think the Afghanistan casualties were from just logistics.”
DeWahl: State-level nuclear energy bans are falling across the US
“There's actually many states in the US that have bans as well, but they've just been falling left and right.”
DeWahl: Nuclear energy support surged nearly 20 points to over 60%
“The, like, percentage point change we've seen in the last five to 10 years is almost 20 points. I mean, it's like 17 points or something. Yes. So it's 60 plus percent of people support nuclear.”
DeWahl: Antares is participating in the DOE's new test reactor program
“And so actually, Antares is part of this new test reactor program, which allows the DOE alongside usually like Idaho National Lab to be sort of your regulator as you're testing your first reactors, so that you don't have to spend all this time up front with th…”
DeWahl: US Army Janus Program to Fund 3 to 5 Prototype Nuclear Reactors
“The Army has taken that model a bit, and I think used that as inspiration for this Janus program, where they're saying, we're going to fund up to kind of three to five companies to build their first prototype alongside us, kind of at a base, and then we will k…”
DeWahl: US Military Is Largest Buyer of Non-Commodity Energy
“The largest buyer of non-commodity energy, if not all energy.”
DeWahl: No one is processing nuclear-grade graphite in the US
“The graphite that I brought here is actually from a Japanese company, right? No one's even processing that stuff in the U.S.”
DeWahl: US grid demand is projected to surge to 5% annual growth
“It was less than one percent year-over-year growth for twenty-plus years, and now it's like, people are like, estimating five percent annual growth next year, like, oh my gosh.”
DeWahl: Antares is building sub-megawatt nuclear micro-reactors
“The really small ones are the micro-reactors, and we're actually one of the smallest of those, so we're even sub one megawatt, we're kind of in the hundreds of kilowatt scale, you can think of that as like hundreds of houses worth of electricity.”
DeWahl: No nuclear micro-reactors are commercially available today
“Well, the market for micro-reactors is one of these ones where it's like, well, there are no micro-reactors today on the market to just like buy and use.”
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: Only 1% of US Nuclear Fuel Was Domestically Mined Over Last Decade
“The last 10 years or so, it's been, like, one percent of nuclear fuel used in the U.S. Was actually domestically mined.”
DeWahl: Scott Nolan and Founders Fund Launch Uranium Enrichment Firm General Matter
“And, actually, there's a little bit of Silicon Valley DNA entering the space with General Matter, which is Scott Nolan's company out of Founders Fund, so he's getting into the enrichment space.”
DeWahl: Commercializing Antares Micro-Reactors Will Cost Hundreds of Millions
“Oh, in the hundreds of millions.”
DeWahl: Antares Did Not Seek Foreign Regulatory Jurisdictions
“You know, we really didn't. It felt like there was enough signal that we would be able to, you know, get through regulatory, right, and see some positive change. There was enough to basically demand signal within the US, and it's, I don't know, we take pride i…”
DeWahl: Antares is already talking with oil and gas operators
“We are, you know, we're talking with oil and gas already. Just understanding them, right? What do you need? What do you think you'd pay?”