m101

11 ms·

151.
by m101 1y ago
You don't actually need enriched uranium for nuclear power. The design is easier if you enrich it, but there are reactors that would work on unenriched uranium. The solution to these issues is just to manage the enrichment supply cha
152.
by m101 1y ago
Nuclear + gas is the climate friendly solution.
153.
by m101 1y ago
The cheapest form of energy is firing up a recently closed nuclear power plant. What they are doing is beyond reason.
154.
by m101 1y ago
Yes. This. Nuclear waste storage is extremely cheap. Also, we only "use" 3% of the fuel in current nuclear power station designs so we could just reprocess the fuel and vastly reduce the volume of waste too.
155.
by m101 1y ago
Well yeah, if you regulate it so it's costly the no one will invest... Unless you deregulated it?
156.
by m101 1y ago
You suggest people forget that without considering that perhaps you don't know: - We killed nuclear power in countries that can be trusted so that is not relevant. - Nuclear accidents are not as harmful as people imagine. - We have ple
157.
by m101 1y ago
It is expensive because we choose to make it expensive. It is regulation pushing safety levels far beyond other industries, and far beyond science (radiation is far less harmful than regulatory models suggest)
158.
by m101 1y ago
That's because nuclear + gas is the climate friendly solution.
159.
by m101 1y ago
German people mostly just listen to what their leaders tell them. If their leaders change their mind then the German people will step in line and believe they changed their mind out of their own free will too.
160.
by m101 1y ago
The comment you reply to talk about regulatory costs but you choose to talk about cost in general. No one thinks its cost is 0.
161.
by m101 1y ago
It is not beyond insurance. https://gordianknotbook.com/wp-content/uploads/2025/05/nuke_... Insurance already insures extremely complicated industries.
162.
by m101 1y ago
Nuclear is baseload which is why it always runs. Gas peakers is what you turn on and off.
163.
by m101 1y ago
I think a good exercise for the reader is to reflect on why they were ever against nuclear power in the first place. Nuclear power was always the greenest, most climate friendly, safest, cheapest (save for what we do to ourselves), most e
164.
by m101 1y ago
https://en.m.wikipedia.org/wiki/Energy_return_on_investment That, as well as intermittency being difficult to manage. Nuclear+gas is the cleanest solution.
165.
by m101 1y ago
How these things are calculated is dumb: The market implied rate (from swaps/forwards curves) for the following period is something like 27bps cut, so they say: - 27 Is bigger than 25, so 0 cuts is 0% - attribute 2/25bps likelihoo
166.
by m101 1y ago
What is probably going on is the following: - if inflation picks up again it will have to be controlled - going by 1970s experience it may be that an engineered recession is required to bring inflation down - recession fears is risk-off - r
167.
by m101 1y ago
Yes you're right
168.
by m101 1y ago
And that an annual number is diluted and will only feed in slowly over time. If we knew inflation was permanently at 5% from now on, a blend with 2% for 11 months and 5% for 1 month, is not informative.
169.
by m101 1y ago
12*0.4% is 4.8% Inflation is running at an annualised 4.8%. The 2.9% number is backward looking. Sure monthly inflation is more volatile, but the direction of travel is up, and that running average of 2.9% will be increasing slowly as it in
170.
by m101 1y ago
Remind me why we want electric cars again?
171.
by m101 1y ago
This round started at $5bn target and it ends at $13bn. When this sort of thing happens it's normally because the company wants to 1) hit the "hot" market, and 2) has uncertainty about their ability to raise revenues at highe
172.
by m101 1y ago
A joke for finance types I was told a while back: "what do you call a rouge trader that makes money?" "Managing director" If someone makes money on time, everything is forgiven. Money blinds us.
173.
by m101 1y ago
Why is this downvoted when it's spot on.. if reality < expectations so much money is sitting on extremely quickly depreciating assets. It will be bad. Risk is to the downside.
174.
by m101 1y ago
Except it's like second tier semi manufacturer spending 10x less on the same fab in one years time. Here it might make sense to wait a bit. There will be customers, especially considering the diminishing returns these models seem to ha
175.
by m101 1y ago
I've heard of it but I'm not very familiar, or have a deep understanding of it. I buy into things like Wolfram physics for explaining how the universe actually works, with equations/calculus being limited to approximations to
176.
by m101 1y ago
Yes, agree that suggesting "true" is unclear, and in fact in science doesn't really talk about true things but rather than ability to predict the way things behave. We are still in the dark about the fundamental nature of rea
177.
by m101 1y ago
Quantum mechanics is "true" insofar as it's useful for some purpose. Until then it's a theory and the jury is still out. Randomness is something which I feel is a pretty weird phenomenon. I am definitely one of those &#x
178.
by m101 1y ago
Yes, but that's not the point is it. The point is: what are total emissions?
179.
by m101 1y ago
None of those energy source is zero-ish. They all require upfront releases of CO2 to create, and end of life release to recycle. Nuclear for base load and gas for peak/flexible demand is the most climate friendly solution available.
180.
by m101 1y ago
As of two years ago it was the preferred option at moorfields eye hospital private eye clinic. The caveat being the slightly longer recovery period.

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