Andrew Marsh

👨‍👩‍👧‍👧 ⛪️ 🎾 ⛳️ 🏃 ☢️ 🚀

[Andrew Marsh @hamarsh]

RT @da_sails: DOE AWARDS $45.7M ACROSS 19 CRITICAL MINERALS PROJECTS, FOA 3105 SET 4

Pilot-Scale Awards (Area of Interest 1B)
• USA Rare E…

[Andrew Marsh @hamarsh]

@byumtennis 💪💪💪

[Andrew Marsh @hamarsh]

@hankrsmith @BYUMBB @ArizonaMBB BYU 80, AZ 77

[Andrew Marsh @hamarsh]

Not overrated! What a night for AJ.

[Andrew Marsh @hamarsh]

@BYUCougars #GoCougs

[Andrew Marsh @hamarsh]

#uranium spot market feeling like September 2022

[Governor Cox @GovCox]

Between 1970 and 1990, America built 95 gigawatts of nuclear capacity. But then momentum stalled: regulation tightened, costs soared, and we gradually lost the will and ability to build.

Today, China is racing ahead. With 30 reactors under construction and hundreds of gigawatts in the pipeline, they’re on track to quickly surpass U.S. nuclear capacity.

It’s time for a nuclear renaissance — for energy abundance, for national security, and for American prosperity. It’s time to build again.

[Governor Cox @GovCox]

Utah is ready to build advanced nuclear. Operation Gigawatt will drive down costs, deliver abundance, and make our state a net energy exporter.

We’re accelerating site selection, rightsizing regulation, and getting to work. This is about powering Utah and securing America. 🇺🇸

[Dallin H. Oaks @OaksDallinH]

As we enter in this new year, let us prepare for an Easter celebration of the atoning sacrifice of Jesus Christ culminating in His Resurrection—the most glorious event in history—and contemplate our own future resurrection.

How grateful I am for the profound meaning of the universal Resurrection, which is made possible by the great plan and the boundless love of God the Father and our Savior Jesus Christ. #GreaterLove

[Andrew Marsh @hamarsh]

#gocougs #vampirecougs

[Andrew Marsh @hamarsh]

⁦@KStateFB⁩ Cougars cheering on the Cats tonight from Provo. Let’s go!! ⁦@BYUfootball⁩

[Andrew Marsh @hamarsh]

@ringjeff @douglasnmarsh He’s a great uncle and I can’t wait for the game! Going to be a good one and a fun family reunion.

[Mark Nelson @energybants]

Telegraph: Microsoft reportedly planning "Stargate", a $100billion supercomputer to be powered by several nuclear plants

The era of the great uranium brains approaches.

[Andrew Marsh @hamarsh]

@theAlexW Your work is impressive. Thanks for sharing!

[Russell M. Nelson @NelsonRussellM]

Jesus Christ is our ultimate exemplar, “who for the joy that was set before him endured the cross” (Hebrews 12:2).

He lives! He is our Advocate with the Father and our Redeemer.

Without His Resurrection, death would be the end. Our Savior’s Atonement made eternal life a possibility and immortality a reality for all. #BecauseofHim

[Mark Nelson @energybants]

AMAZON FINALLY GOES NUCLEAR

Amazon just bought a massive data center under construction right at one of America's best nuclear plants.

Operating costs for the Susquehanna nuclear plant in Pennsylvania are crazy low - likely around $25 per MWh.

Why is this a huge nuclear signal?

Until recently, Jeff Bezos was giving immense funding to enviro org NRDC, a group that has been trying to destroy American nuclear power plants.

NRDC succeeded at Indian Point, so New York City now runs on just natural gas and diesel. They almost succeeded at Diablo Canyon in California.

Amazon is bigger than Jeff, true. And Bezos may not have known the America-sabotaging dirty energy mission his money was supporting at NRDC, which only cut their anti-nuclear program late last year according to insiders.

But unlike Microsoft which has long had a pro-nuclear founder in Bill Gates, a stated interest in purchasing clean nuclear electricity, and even a nuclear power program, Amazon has been silent on nuclear.

Even Google has been louder than Amazon, saying 24/7 clean energy from nuclear would probably be an important clean energy resource in the future.

So by buying a data center that uses nearly HALF of a massive nuclear plant's output, Amazon is effectively announcing that they're a nuclear-powered company.

This is colossal for the "Nuclear Energy as ESG" story.

The major tech companies, which are essentially all entirety of the ESG sector, were avoiding buying nuclear power, instead misleading the public for years about using 100% renewable even though they knew it wasn't true.

Now, in order to accept the tech giants as ESG, major financial groups and the ESG ratings agencies that work with them will have to accept that these companies are openly powering themselves with zero-emission nuclear energy.

With the power demand for data centers soaring, and the major companies like Microsoft and Amazon now openly buying nuclear power to meet their needs, we are in the beginning of a new nuclear age.

Will the nuclear industry be able to meet this demand? That's the next challenge.

[Andrew Marsh @hamarsh]

@brianapple12 @mwarren93 @WesternUandV Had a great time with everyone tonight. Thanks for having us on!

[Andrew Marsh @hamarsh]

@janwolansky @TBirdV The NRC is likely not changing the rules anytime soon. Once Maverick is running and KS is used, data and material test results will be collected to try to change their ruling. DISA is working on it from a mine site cleanup angle to not cloud the issue with uranium mining.

[Andrew Marsh @hamarsh]

@80z_born @WesternUandV @mwarren93 The jurisdiction is great and so is the need for a new mill. Western has a lot of work ahead to make this happen, which will require about three years of time and a lot of money. But if spot keeps going where it's trending, their stock will be re-rated closer to their peers.

[Andrew Marsh @hamarsh]

Some thoughts on Western #uranium & #vanadium @WesternUandV $WUC $WSTRF

@mwarren93 and I were recently able to visit the high-grade uranium and vanadium Sunday Mine Complex (SMC) in western Colorado along with the future site of their mill in Green River, Utah.

[Andrew Marsh @hamarsh]

Grant Glasier is George’s son who many of you likely don’t know. He was a wonderful host during our visit. We spent a number of hours discussing all things uranium. Grant has learned so much from his dad, George, and is a valuable member of the Western management team.

[Andrew Marsh @hamarsh]

We appreciate the great work being done by the Western executive team and thank them for the opportunity to tour their sites. Lots of upside for this company.