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Ode to a Draftsman.
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The Gas Turbine: The final revelation in the pantheon of prime movers.
Why it arrived last and why the West still dominates
May 12
56
4
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Part 2: The Structural Bull: Why this Uranium Cycle is Different
Supply, Demand, Multipolarity and a more boring Bull Market Ahead?
May 4
32
2
4
Part 1: The Structural Bull: Why This Uranium Cycle Is Different
Part one of a two part series based on my interview with Grant Isaac President of CAMECO Corporation
Apr 30
60
9
8
X-Energy's Immodest IPO
What China's 50-year pebble bed reactor program can teach us about the valuation of the West's most recent publicly traded reactor company.
Apr 27
50
11
6
The Absolute Best Water Reactor
Whatever happened to the World’s fastest constructed reactor?
Apr 23
32
13
5
Arctic Baseload: Russia's Floating Nuclear Power Plant Dominance
The floating reactor barges that will power one of the world’s largest undeveloped copper deposits
Apr 13
43
2
5
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Understanding Vogtle
James Krellenstein deep-dives America's most recent nuclear build
Apr 16, 2024
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Mar 29, 2023
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Aug 9, 2022
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