John Leggett ✏️
@leggett_john
Followers
3K
Following
19K
Statuses
5K
Retired - which means I have more time to pay attention to details. Uranium, commodities, macroeconomics and classic cars. No advice - simply opinions.
Joined March 2012
✅ Victory lap? Only 20 days after my prediction (below) we get an announcement to build “up to” 10 large reactor units at Port Hope 🇨🇦. I’m pretty sure the US will join the mix in ‘25 also. Cheers 🥂
1
8
56
@quakes99 Thank you for everything Professor! I’m saddened but definitely understand where you are coming from as my wife is 🇨🇦 and we love the True North!
0
0
21
RT @U3O8TradeTech: Korea to Extend $103.1 Mil. in Policy Financing to Nuclear Power Plant Firms; #NuclearEnergy #Nu…
0
1
0
RT @TNECD: "Now, East Tennessee is home to global industry leaders like @KairosPower, @xenergynuclear, @Orano_usa – which is seeking to mak…
0
6
0
RT @simonmaechling: AI needs power. 🇫🇷 Nuclear delivers. Data centers need stability. 🇫🇷 Nuclear delivers. The future needs reliability.…
0
1
0
@IAEANE Given their capacity factors, the more apt name for renewables is “intermittents” and sometimes: “occasionals.”
0
0
0
RT @NuclearPowersMD: 🚢⚛️ Nuclear-powered shipping? It’s closer than you think. The global shipping industry needs to cut 70% of its carbon…
0
1
0
@piterloskot82 So, Kz is stacking a higher VAT on top of 2025’s higher Mineral Extraction Tax, and ever-increasing acid expenses not to mention trans-Caspian shipping expenses. ✅
1
0
13
RT @ziontree: Energy abundance 🤝 human progress “In France, we produce some of the most carbon-free electricity in the world. We have the…
0
57
0
RT @hchris999: According to Mike Alkin, China has 16 years of #uranium inventory and consumes 40 mm lbs per yr at present. By 2030 consump…
0
24
0
0
17
60
RT @uraniuminsider: BHP's Olympic Dam mine is primarily a copper and gold mine, but produces a substantial amount of uranium as a "byproduc…
0
11
0
RT @INL: It would take only 𝟲 𝘂𝗿𝗮𝗻𝗶𝘂𝗺 𝗳𝘂𝗲𝗹 𝗽𝗲𝗹𝗹𝗲𝘁𝘀 (each the size of a fingertip) to power the big game todayl! ⚛️🏈 That’s the power of n…
0
10
0
@MJD007 In the autumn of ‘21 the Chinese Govt allocated $440B and mandated 150 reactors be built in 15 years. It’s easier to “get it” and move quickly under those conditions. We need a similar “moon shot” goal.
0
0
2
On the point about the west not investing conversion, ICYMI: the DoE (Dec ‘24) awarded $3.4B to build out western enrichment plants (separate awards for LEU & HALEU) including CONVERSION. The recipients were OranoUSA, UrencoUSA, Centrus, GLE, LIS and General Matter. Orano and Urenco had already committed billions in private capital to expand the western fuel supply chain. Orano’s new plant alone will be the largest industrial investment in the history of Tennessee. Of course GLE & LIS (as well as ASPI) should be able to generate UF6 without the conversion step. Framatome is also planning an advanced fuel facility in WA state. Westinghouse is still toying with reopening conversion at Springfields, UK. Notably Honeywell/Converdyn chose not to apply for a DoE grant. I’m guessing Converdyn is minting money by running 24/7 and do not see it in their best interest to shut down for 6 to 12 months to upgrade (that timeframe supplied by former Converdyn VP, Dustin Garrow.) Sure, it’s a bottleneck that won’t be fixed overnight but I’d bet my life the west is not ever going back to dependence on Rosatom. Cheers.
1
0
5
1
0
2