Jeremy Gordon

I connect people and information and look at what's next. Working to make nuclear energy the best it can be. Same username everywhere.

[Jeremy Gordon @jrmygrdn]

@alexsakalis Real wealth is simply to be safe and well.

[Jeremy Gordon @jrmygrdn]

For God's sake get off this app. What are you still doing here? This place has become a howling megaphone of one man's mental breakdown and anything you post only makes him more dangerous.

[Jeremy Gordon @jrmygrdn]

@spacekoala Good Twitter briefly returned. 🙏

[Jeremy Gordon @jrmygrdn]

@6point626 Of all the places that need the energy security of nuclear... It would take many years, but Taiwan could electrify everything and make nuclear the backbone of supply. As ever, the best time to build a reactor was 20y ago. The next best time is now.

[Jeremy Gordon @jrmygrdn]

@j_inthe405 @jokelley @MollyMcKew Thanks! Good to hear someone's setting an example.

[Jeremy Gordon @jrmygrdn]

@tylerhnorris The dynamic between the two is interesting: when the economy started to need more power and people got serious about building stuff the old anti-nuclear talking points suddenly seemed very tired indeed.

[Jeremy Gordon @jrmygrdn]

@michael_terrell @Google @KairosPower Well done, Google! Nascent technologies like advanced nuclear need early customer commitments like this. Your decision is a major accelerator of clean energy for the world, not only the tech sector.

[Jeremy Gordon @jrmygrdn]

@JGAMPHO I think you hit the nail on the head there.

[Jeremy Gordon @jrmygrdn]

@TreeFarmerBC And it didn’t apparently ruin the night sky as the naysayers worried!

[Jeremy Gordon @jrmygrdn]

@nagolinc @energybants You forgot the profit taken by the owners.

[Jeremy Gordon @jrmygrdn]

@nukegurualex It’s been building from a low base for a long time. But the effect is exponential and has turned towards the vertical now!

[Jeremy Gordon @jrmygrdn]

Preference cascade. Every time someone says they appreciate nuclear’s benefits and we should be using more of it, new people feel unlocked to say the same thing.

[Anas Alhajji @anasalhajji]

Most of my timeline today is about nuclear… what is going on?

[Jeremy Gordon @jrmygrdn]

@GoncaloAguiar Using my red hot calculator

[Jeremy Gordon @jrmygrdn]

Red hot take: The cost of new nuclear just dropped 10-20%.

[Mark Nelson @energybants]

BREAKING IN NYC: WORLD'S BIGGEST BANKS PLEDGE SUPPORT FOR NUCLEAR

Banks and funds totaling $14 TRILLION in assets have just signed an unprecedented statement in support of nuclear power.

They'll be presenting the pledge to support the goal of tripling nuclear THIS MORNING at the Rockefeller Center in New York City to kick off NY Climate Week.

A few of the names:

Bank of America
Barclays
BNP Paribas
Brookfield
Citi
Credit Agricole
Goldman Sachs
Morgan Stanley
Rothschild & Co

The pledge comes after Microsoft signs deal to buy $16 billion in electricity from a revived Three Mile Island nuclear plant alone over 20 years to fuel its AI ambitions.

I'll be covering live today from the top of the Rockefeller Center, famously built with oil profits, as this unprecedented show of support for the next great energy source overcomes long-held financing barriers.

[Jeremy Gordon @jrmygrdn]

@stickypaaws Yep. For me driving is one of life’s pleasures. I enjoy having a beautiful machine on the driveway, getting inside it and moving around, exploring the world, sometimes FAST. But that doesn’t mean I don’t also walk most places or take buses, trains, taxis as practical.

[Jeremy Gordon @jrmygrdn]

@curious_founder Renewability is not a good metric for decarbonization though.

[Jeremy Gordon @jrmygrdn]

@FracSlap It’s interesting how Karate Combat app issues crypto tokens to the fans, who then get weighted votes on rule changes and matchups. Fans who correctly predict winners end up with more tokens and therefore more influence. (I’m not sure how being crypto is essential to this tho)

[Jeremy Gordon @jrmygrdn]

@m_ashcroft Whattt?!

[Guillaume Gau | Why the West @why_the_west]

One of 🇫🇷's most strategic projects has just begun in the Rhône valley:
Orano is investing €1.7 billion to expand its uranium enrichment plant.

Once extended, the plant will produce enough uranium to supply 120 million homes with electricity.

The aim: to produce more enriched uranium to supply nuclear power plants 🇫🇷, 🇪🇺 & 🇺🇸 and no longer rely on external supplies, particularly from 🇷🇺.
Enrichment is a crucial stage in the nuclear fuel cycle: it increases the proportion of fissile isotopes in uranium, making it suitable for use in nuclear power plants.

Currently, 4 major producers share the global enrichment market:
- 2 Western enrichers (Urenco and Orano),
- 1 Russian enricher (Rosatom)
- and 1 Chinese enricher (CNNC).
The Russian and Chinese markets are closed to Western suppliers. Worldwide, Urenco has 31% of production capacity, Orano 12% and Rosatom 43%.

The planned investment will increase the capacity of Orano's Tricastin enrichment plant (which already produces 12% of the world's enriched uranium) by a third. The plant not only supplies EDF, but also foreign markets such as the nuclear power plants of 🇰🇷.
In all, the plant will cover an area of 100,000 m2. Commissioning is scheduled for 2028.

With its recent investments in uranium mining, enrichment and spent fuel recycling, Orano is a crucial player in the revival of the nuclear industry 🇫🇷.

Feel free to follow me on 𝕏 and to subscribe to my newsletter Why the West (link in my 𝕏 bio), I publish on the economy and the identity of civilizations (the West, 🇯🇵, China etc.)

Sources :
- Dossier de concertation - Projet d’extension de l’usine d’enrichissement d’uranium Georges Besse 2
- RGN - Vinci construction en charge du chantier de l’extension de l’usine Georges Besse II d’Orano