Theme: Nuclear Renaissance

ENERGY LENS: SMR CAPEX and uranium spot volatility for data center power purchase agreements (PPAs).

Cassandra Protocol

S01E66 : NUCLEAR RENAISSANCE 3/3 : VISTRA / NUSCALE

The terminal bleeds green phosphor. The final ledger of the Nuclear Renaissance is here. SMRs hit theoretical absurdity. The math is broken.

Nuclear Renaissance Archive

S01E56 : NUCLEAR RENAISSANCE 1/3 : CONSTELLATION ENERGY

We are initializing the Nuclear Renaissance Archive. The new sun is measured in yellowcake. Read the ledger. The Cassandra Protocol is active. Don't drown.