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Tim (@GreatDecoupling) profile picture

Tim

@GreatDecoupling

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
Joined April 2011
  • Tweets12.5K
  • Following129
  • Followers395
696Media
Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)Photo by Tim (@GreatDecoupling)
"only civilian use" means no #tungsten ATP will be exported $EQR.ax
Teo (@Teo_Sinamin) profile pictureTeo
@Teo_SinaminMay 20
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.
Image from Teo (@Teo_Sinamin)
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Tim retweeted
Teo (@Teo_Sinamin) profile picture
Teo
@Teo_SinaminMay 20
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.
Image from Teo (@Teo_Sinamin)
First Squawk (@FirstSquawk) profile pictureFirst Squawk
@FirstSquawkMay 20
CHINA COMMERCE MINISTRY says the United States will supply aircraft engines and component support tied to the Boeing agreement
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Must read for mineral investors. #tungsten #tin $eqr.ax
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Well done JPM. It is just math.
Image from HFI Research (@HFI_Research)
Image from HFI Research (@HFI_Research)
Image from HFI Research (@HFI_Research)
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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.
Image from Tim (@GreatDecoupling)
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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
Lea Booth (@LeaBoothJr) profile pictureLea Booth@LeaBoothJr9 Feb 2023
"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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The Energy Future Belongs to Nuclear quillette.com/2022/11/04/the…
The Energy Future Belongs to Nuclear

The Energy Future Belongs to Nuclear

It remains the only proven technology capable of serving the energy needs of de-carbonized modern society.

quillette.com
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Of Civilization, Dust Bunnies, and the Second Law of Thermodynamics: Entropy Bites!
Image from B.F. Randall ⚛ ⛏ ⚡ (@Mining_Atoms)
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Replying to @MeredithAngwin @JesseJenkins @pwrhungry @LinowesLisa @SierraClub @NRDC @USCleanPower @energybants
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…
Image from Isaac Orr (@TheFrackingGuy)
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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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#uranium teapawt.net/energybants/status/154…
Mark Nelson (@energybants) profile pictureMark Nelson
@energybants12 Jul 2022
Huge nuclear-operating utility includes nuclear in their green bonds. Could a refurbishment of Pickering be around the corner? Bruce Power, the EU, now OPG: the dominoes are falling. We're seeing nuclear finally and correctly categorized as green energy around the world.
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At what price of #uranium is there demand destruction?
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What is your nationality? #uranium #SPUT
21%American
21%Canadian
14%Australian
45%Something else
58 votes • Final results
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#uranium youtube.com/watch?v=_4kLv4gx…
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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The price of #uranium spot through the end of the year will be completely dependant on #SPUT/financial players as utilities can hold off buying for months.
28%True
47%False
26%Don't know/see results
47 votes • Final results
#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. teapawt.net/numerco/status/1441107…
numerco (@numerco) profile picturenumerco@numerco23 Sep 2021
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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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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My interest in any debate without @TulsiGabbard or @AndrewYang ‘breaking the fourth wall’ is greatly reduced.
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