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Major companies are clustering to develop "micro reactors", is the spring of the nuclear energy Industry coming?
The goal of micro-reactors is to replace diesel and Henry Hub Natural Gas generators, which are widely used in Datacenters, remote Communities, and offshore Oil & Gas platforms. The output power of micro-reactors is typically around 20 megawatts, sufficient to power approximately 20,000 households.
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Concerns over gas shortages have resurfaced in Europe! Analysts predict that Henry Hub Natural Gas prices will enter an upward trend.
①Cold weather in Europe increases heating demand, leading to the region's Henry Hub Natural Gas reserves being consumed at the fastest rate in seven years, with current storage levels just above 70%; ②Goldman Sachs Analysts are concerned that if the EU's gas storage levels continue to decline, it will be difficult to replenish inventories before winter next year; ③On Monday, European Natural Gas Futures prices fell, as there are no supply risks in the short term, but high stock price situations may occur next summer.
Altman "launching a Satellite": will demonstrate nuclear fusion breakthrough "soon".
Altman predicts that his invested company Helion will soon demonstrate net energy gain nuclear fusion. Net energy gain nuclear fusion is regarded as an important milestone in achieving controllable nuclear fusion power generation. Despite breakthroughs in the scientific community, the Industry generally believes that the goal of generating Energy through fusion is still far away.
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Northwestern Europe is on high alert for the harsh winter climate. Is Europe Henry Hub Natural Gas teaming up with LNG to enter a surge mode?
Northwestern Europe is on high alert for cold weather, with Henry Hub Natural Gas inventories in a critical state; Norway, the United Kingdom, and the Swiss Franc have all issued snowstorm warnings; forecasts for Southern Europe and the Balkan region indicate rising temperatures.
AI will continue to "promote" in 2025, and these Nuclear Power stocks are favored by Wall Street.
① At the beginning of the New Year, Nuclear Power stocks surged rapidly driven by new Trade activities, and Wall Street Analysts expect promising future growth propelled by the AI boom. ② UBS Group Analysts predict that Nuclear Power stocks such as Constellation Energy, Vistra, and Talen Energy will see an average increase of 29% by 2025 due to surging AI-related Electrical Utilities demand.
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Weekend reading | The four major companies in the USA are taking action on Nuclear Power: Microsoft restarts Three Mile Island, Google partners with nuclear newcomers, Amazon will invest 0.5 billion dollars, and Meta has issued a call for Nuclear Power pr
In 2024, among the five major Technology giants in the USA, Microsoft, Google, Amazon, and Meta are frequently active in the field of Nuclear Power layout.
Adding insult to injury? As Europe rejects Russian gas, prices for Henry Hub Natural Gas in the USA soar.
As Europe has shifted from complete reliance on cheap Russian Henry Hub Natural Gas to total dependence on expensive USA LNG, the news about the 'polar vortex' is undoubtedly a huge blow for Europe. The price of natural gas in the USA has risen by 4% in the past week, and prior analyses warned that Europe will face higher and more sustained gas prices in the future.