nuclear

big announcement on urnamium supply chain today

fuel is the bottleneck. no fuel (bottleneck)→ no microreactors → no clean distributed power. fix enrichment, unlock the system. 

[raw uranium]  
   ↓  
[conversion]  
   ↓  
[enrichment (haleu)] ← current bottleneck  
   ↓  
[fuel fabrication]  
   ↓  
[microreactor deployment]  
   ↓  
[clean, distributed power]  

https://x.com/generalmatter/status/1911775759301063144 
@julia @kaufman

General Matter is enriching uranium for the US.

We will revive nuclear fuel production in America. We chose to do this not because it’s easy, and not because it’s hard, but because it needs doing.

Nothing gets made if fuel isn’t made. America’s ambitions, from manufacturing to https://t.co/SyiS5Ga6tl

General Matter

Co-founder of Antares. Mom to 3 boys. Nuclear energy advocate. Formerly SpaceX and Opendoor. Angel investor.

Reporter and writer. I cover energy, climate change and geopolitics. Contact me via my website www.alexanderckaufman.com and subscribe to kaufman.substack.com.