Daniel Valentino

[Daniel Valentino @DValentinoPHD]

@felixprehn WORKBOOK

[Daniel Valentino @DValentinoPHD]

@felixprehn WORKBOOK

[Daniel Valentino @DValentinoPHD]

@EPBResearch So glad to hear that you're doing well 🤩 through this challenging time. And I love your posts ... both professional and personal!

[Daniel Valentino @DValentinoPHD]

@mintzmyer @Shipping_VIE @MarineMoney @ClimentMolins @JamesCatlin76 Congratulations Jay and Christina! From my family to yours, we're so happy for you!!! 😍🤗😍

[Daniel Valentino @DValentinoPHD]

@robertlufkinmd Yes, I'm in! 😎

[Daniel Valentino @DValentinoPHD]

@rhdkaplan @hkuppy @kdaniellepark @tickerguy We need nuclear.

[Daniel Valentino @DValentinoPHD]

If you're investing in the LNG space (or interested in the relationship between global politics and energy) then this is a must listen ...
https://t.co/wb2iu0Ml0s

[Daniel Valentino @DValentinoPHD]

@Israeltolz @clcoding Did you install cartopy in your environment using:

pip install cartopy

(then run Jupyter from the environment where you installed the package)

[Daniel Valentino @DValentinoPHD]

@DominicFrisby Your one-leg press into standing position is really impressive!

[Daniel Valentino @DValentinoPHD]

@charlesbonnerjr @Shipping_VIE Sadly, that format isn't helping $FLNG too much today 🫤

[Daniel Valentino @DValentinoPHD]

@ChrisMartzWX Also, solar conversion % has gone up over the past decade and, at the same time, it is very difficult to recycle rare earths from existing panels ... makes me wonder if we should save valuable rare earths until we've maxed-out conversion efficiency.

[Daniel Valentino @DValentinoPHD]

@ChrisMartzWX Thanks for posting this @ChrisMartzWX. One thing that surprises me is the amount of concrete needed for solar. Why does solar require more concrete than nuclear (or geothermal and coal for that matter)?

#nuclear #uranium

[Daniel Valentino @DValentinoPHD]

@quakes99 @TerraPower And, ICYMI, it generates enough power for a small town a couple of large data centers 😉

345 Megawatts; 500 MW at peak 🤓

[Daniel Valentino @DValentinoPHD]

@quakes99 @TerraPower Also, the article didn't directly mention the fuel, but I believe I read that this design uses 20% #HALEU. Has there been any discussion of where they will get the fuel? Bullish for $GEV or $LEU or ???

#uranium #HALEU #nuclearpower

[Daniel Valentino @DValentinoPHD]

@quakes99 @energyintel EIA estimated nuclear power generation in China, India and the USA ...

[Daniel Valentino @DValentinoPHD]

@quakes99 @energyintel China alone has 18 reactors under development with plans to bring 4 online in 2024 and as many as 10 new reactors commissioned per year within the next few years.

[Daniel Valentino @DValentinoPHD]

$GEV stock is down this week after a significant run in May, but this seems very bullish in the long-term for $GEV and their partners.

[Daniel Valentino @DValentinoPHD]

In May, GE Vernova ($GEV) sold their Arabelle steam turbine technology and services to EDF (now Arabelle Solutions under EDF).

https://t.co/zF2t6hp49X

[Daniel Valentino @DValentinoPHD]

At the same time, Bloomberg is reporting that new reactor development in the US is shifting to retrofits of existing reactors and building small modular reactors (SMRs).

https://t.co/z0Qp9JDNPt