Absolutely fascinating breakdown! The way you frame uranium and rare earth magnets as the “power couple” of the energy transition really shifts the conversation from abstract goals to concrete supply challenges and opportunities. I’m especially interested in how supply chain risks—like China’s dominance—and the pace of SMR deployment will shape the next decade.
Much appreciated, Alexander! Same here -- the next ~2yrs will be crucial to the energy transition. If nations don't take measures seriously on both fronts (Uranium and Rare Earths), the transition will be a trickle
great essay, amazing work
Much appreciated!
Absolutely fascinating breakdown! The way you frame uranium and rare earth magnets as the “power couple” of the energy transition really shifts the conversation from abstract goals to concrete supply challenges and opportunities. I’m especially interested in how supply chain risks—like China’s dominance—and the pace of SMR deployment will shape the next decade.
Much appreciated, Alexander! Same here -- the next ~2yrs will be crucial to the energy transition. If nations don't take measures seriously on both fronts (Uranium and Rare Earths), the transition will be a trickle