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Invest in America

I would like to make some money. A lot of money. An obscene amount of money.

I have a plan.

I will cause the value of the hydrocarbons I already control to triple, and I will prevent the entry of a competitor into the market for fissiles, which will have a secondary medium-term effect of raising further the value of the hydrocarbons I already control.

I will bomb Iran.

I will say the cause for war is not this.

swureq.jpg

I will say it is some other malarky.

And morons will guest post on Juan Cole's Informed Comment a Wicked Dumb Guest Post or at ABC or at XYZ or ... that all Iran needs to do is ... not get into the enriched uranium fuel market, and instead chase the evolutionary "Advanced" tail of the deuterium oxide D2O cooled and moderated pressurized heavy water reactor series (PHWR), and stay the hell out of the rest of the Gen III and all of the Gen IV reactor fuel market. Because the malarky is seasoned to taste.

Prior work: Iranian Nuclear Fuels, Inc.
See also: Wampum's Atomkraft series.

Comments

Eric, where can I find that chart? Doesn't look like EIA's data, and I couldn't find that on the IAEA's pages.

I thought you might find this speculation interesting:

StockInterview:
How are the U.S. utilities going to fare in getting their “share” of uranium to fuel our domestic nuclear power plants in the context of the apparent overwhelming Asian demand?

Gene Clark:
In reality, the U.S. utilities, which tend to wait longer to contract, may be the ones on the losing end because the Chinese and the Indians will contract early. The implication of current group-think is that the Chinese and Indians are not going to be able to find enough uranium for their new plants. But, they are committing for supplies way out into the future. When the U.S. utilities come to the market, they’re going to look around say, “Oh blankety- blank, what happened? Where’s the uranium?” They’ll be the ones that sat around. I think that is what’s going to happen unless things really change in the way contracting is done in the United States.

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