Nuclear - where is the hype from last year?

[1/2]: Drive towards nuclear power - not fast, but it’s now fermenting.

read more: www.energynoats.com/p/watchtower...

Rare Earths vs. Semiconductors: Who Holds the Real Power in the Trade War?

Watchtower 2025-06-19: Weaponizing rare earth minerals - www.energynoats.com/p/watchtower...

#CriticalMinerals
#Geopolitics
#Semiconductors
#EnergySecurity

Saudi oil, Trump’s tariffs, and Middle East flashpoints — where does the oil market go next?

Watchtower 2025-06-15: www.energynoats.com/p/watchtower...

#CrudeOil #OilPrices #Geopolitics #USOilPolicy #Tariffs

When your favorite oasis turns into an AI data center 💧⚡- can the desert nations really keep up with it?

#energy&oats #ClimateComics #sustainability #greenenergy #enviornment #Inny&Oaty #AI #energy

[1/3]: Aviation Needs a Scalable Path to Decarbonization.
Modern aviation relies on jet fuel’s unmatched energy density. As air travel demand grows, emissions will rise. Can aviation decarbonize with batteries, hydrogen, or something else?
www.energynoats.com/p/aviation-n...

[1/3]: Debate over govt intervention to support EVs in US & EU continues, but one reality remains clear: EVs have yet to achieve price parity with gasoline cars in these markets. EVs cost 10-50% more than gasoline equivalents. Parity unlikely to be reached before 2030, according to IEA.
#EV #tech

[1/3]: A common argument against SMRs and nuclear power is that they are too costly. Yet even at a premium, SMRs offer unique advantages. Chief among these is the autonomy and control they provide, reducing dependence on the grid. #energysky
#nuclear #AI

www.wsj.com/business/ene...

[1/3]: Western governments have recognized the critical role minerals will play in future energy security—and have been alarmed by the high geographic concentration of supply controlled by just a few countries, particularly China.

To delve deeper into Japan's early 20th-century struggles with energy security, see: www.energynoats.com/p/from-muscl...
#history #energy #japan

Catering to tech companies has become the latest focus in #nuclear energy. The need for substantial funding in initial buildouts, nuclear firms are targeting an industry with deep pockets. Companies are designing reactors tailored specifically to data centers.
www.neimagazine.com/news/deep-at...
#AI

Unlike oil, electricity is hard to export—a challenge for countries with abundant renewable resources. AI might be the solution. Rather than export electricity, these nations can export answers to energy-intensive AI queries.
www.ft.com/content/b123...
#AI #renewables

Data centers in space instead of space-based #solarpower? Perhaps beaming energy back to Earth isn’t necessary if we could instead beam back rearranged bits of data. Suddenly, energy no longer seems like an obstacle to the long-term growth of AI.
#AI
youtu.be/iW0bAcLUs5g

[1/3]: The last golden era for nuclear reactors unfolded in the 1960s and 1970s, a time when electric appliances were rapidly replacing manual labor in tasks like dishwashing and laundry. And concerns about finite fossil fuel resources loomed over energy planners.