As AI drives the labor input cost of goods and services towards zero, materials, energy, and AI HW/Infra become the bottlenecks where value is captured.
Miami
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Here it is.
"The Chinese government implements export controls on rare earths and other critical minerals in accordance with laws and regulations, and reviews compliant, civilian-use permit applications."
If you follow me, you'll know more laws & regulations have been passed recently.
To read this simply.
Export will be reviewed by per order basis. Only civilian use.
All this is built on eggshell. 1 wrong step and China can stop export again.
Could be another 3-6 months before we see actual export.
I'm not aware there's any export permit granted in 2026 yet.
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Tim retweeted
Here it is.
"The Chinese government implements export controls on rare earths and other critical minerals in accordance with laws and regulations, and reviews compliant, civilian-use permit applications."
If you follow me, you'll know more laws & regulations have been passed recently.
To read this simply.
Export will be reviewed by per order basis. Only civilian use.
All this is built on eggshell. 1 wrong step and China can stop export again.
Could be another 3-6 months before we see actual export.
I'm not aware there's any export permit granted in 2026 yet.
CHINA COMMERCE MINISTRY says the United States will supply aircraft engines and component support tied to the Boeing agreement
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#uranium spot market doesn't really look that thin to me. 4.9M lbs traded in November, which is ~1/3 of reactor demand on an annualized basis, as I understand it. Spot price still matters.
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A fantastic, must-read article on the benefits and re-emergence of nuclear energy as well as the shortfalls of solar/wind. Needs signal-boosting. #nuclear #uranium @Mining_Atoms @DoombergT @DecoupleMedia
"The largest solar plant in the world as of 2021, Gonghe, in China, covers 50 square kilometers and generates around 2.8 TWh per year. For comparison, the Diablo Canyon nuclear plant in the US sits on less than one square kilometer of land yet generates six times as much power."
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Of Civilization, Dust Bunnies, and the Second Law of Thermodynamics: Entropy Bites!
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When we looked at the cost to serve load from wind and solar on a grid, we found the true cost of using wind and solar to meet demand was $272 and $472 per MWh, respectively. files.americanexperiment.org…
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YOUR CHANCE TO SAVE GERMANY'S REACTORS
A petition was written by 19 active German professors to repeal the nuclear phaseout.
If it gets 50,000 legit signatures from anywhere in the world in the next 3 days, parliament MUST respond.
How to help? Read on!
epetitionen.bundestag.de/con…
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Think of the duopoly as two divisions of a corporation...
politicians = employees
special interests/elites = shareholders
mainstream media = outsourced PR/marketing
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#SPUT has taken 10.3M lbs of #uranium off the market, but still more selling pressure than buying. Everyone understands the long-term supply deficit thesis, but lack of understanding of short-term dynamics will reduce conviction. Need more focus on this.
Spot #uranium 4800/4950 USc/Lb #U3O8 (Delivery at CMO , Chg -75c, -1.54%) CMO = CVD 0c/Lb, CMO = CMX 0c/Lb See numerco.com/NSet
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Tim retweeted
Calling all #YangGang! Our official Yang Gang Iowa Strategy Call is this Monday night at 9pm ET. Join the call and learn about our strategy to win on caucus night 👍🏼
myaccount.maestroconference.…
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