- Nuclear Update
- Topics
- Critical Minerals
Critical Minerals
Critical Minerals
⚛️The Math Behind the Fuel Cycle
Today we’re doing some arithmetic. Hang in there. This is the kind of napkin math that explains why nuclear fuel keeps sneaking back into energy security briefings, why geopolitics is all over the news right now, and why supply headlines matter more than most people think, and not just for investors. It matters for anyone who cares about nuclear at scale.
⚛️From Feeding the World to Powering It
If you work in or around nuclear, your mental material list probably goes uranium, zirconium, hafnium, maybe a little bit of boron if you’re feeling fancy. Phosphate sounds like it belongs in a farmer’s catalog, not in a conversation about reactors, AI data centers, and grid stability. Yet here we are.
⚛️ The Mineral Behind Nuclear Power’s AI Advantage
Today, we’re zooming in on the mineral sitting at the crossroads of nuclear baseload power, AI data centers, and the global battery race.Phosphate powers the future, literally.And yes, I know what you’re thinking: Phosphate? Isn’t that the fertilizer stuff?Let me explain.
⚛️Rebuilding America’s Nuclear Foundation
This is not the weekly update, that one will land in your inbox on Monday. Today we’re heading deep into America’s heartland, where the key to the next energy revolution doesn’t glow, doesn’t split, and doesn’t make headlines... but makes everything else in the nuclear world possible.
⚛️Fluorspar: The Key Mineral for Enrichment
This is not the weekly update, that one will hit your inbox on Monday. Today we’re doing another deep dive, and this time we’re zooming in on one of the most overlooked choke points in global energy security: fluorspar. Without it, enrichment stalls, reactors go quiet, and the rest of our clean energy plans start to wobble.