Art Hyde

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Art Hyde

Art Hyde

@JekyllCapital

PM @ Segra Capital Managment (@segracapital). Focused on niche & under-followed investment opportunities. Strong advocate for Nuclear Power.

New York Katılım Ağustos 2020
1.1K Takip Edilen18.6K Takipçiler
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X-energy
X-energy@xenergynuclear·
From classroom ➡️ control room. @EnergyNorthwest, @WSUtricities, and @cbcollege recently unveiled the second XE-100 simulator in existence at the Institute for Northwest Energy Futures at WSU Tri-Cities, creating opportunities for students to engage in hands-on learning with our advanced SMR technology. Learn more: energy-northwest.com/news-releases/…
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General Fusion
General Fusion@GeneralFusion·
Our Magnetized Target Fusion (MTF) technology uniquely solves critical barriers to fusion energy. What’s the secret? Our liquid metal wall! Some key benefits of our approach are: 🌟 A durable fusion machine 🌟 Abundant fuel 🌟 Simple energy conversion 🌟 Economical fusion power using existing materials Check out this video where our Founder and Chief Scientist, Dr. Michel Laberge, shares details of what makes MTF practical.
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Department for Energy Security and Net Zero
For years our nuclear regulatory system hasn't worked. Today that changes with our plan to implement the recommendations of the @JohnFingleton1 review. 47 reforms. One lead regulator. A faster path to new nuclear projects & clean, secure power. Patrick Vallance explains 🎥
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X-energy
X-energy@xenergynuclear·
Our team is expanding to deliver the next generation of clean, reliable power. If you're ready to join the innovators building the next generation of nuclear energy, visit x-energy.com/careers
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Ursula von der Leyen
Ursula von der Leyen@vonderleyen·
Europe needs homegrown, low-carbon energy sources. Nuclear & renewables together have a key role to play Nuclear energy is available around the clock, providing electricity all year. Europe has been a pioneer in nuclear technology. And can lead again ↓ twitter.com/i/broadcasts/1…
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Emmanuel Macron
Emmanuel Macron@EmmanuelMacron·
L’énergie nucléaire nous donne ce dont notre époque a plus que jamais besoin : l’indépendance, la résilience face aux crises, la compétitivité et la capacité de tenir nos ambitions climatiques. Au moment où nos économies s’électrifient, où le numérique et l’intelligence artificielle transforment nos usages, où l’industrie a besoin de s’électrifier, la demande mondiale d’électricité progresse deux fois plus vite que durant la décennie passée. Face à cette montée des besoins, la France dispose d’un atout que beaucoup de nations nous envient : 57 réacteurs répartis sur 18 sites, soit le parc nucléaire le plus important au monde rapporté à notre population. Le nucléaire civil est aussi un levier décisif pour la décarbonation : le nucléaire c’est 12 grammes de CO2 par kilowattheure contre 490 pour le gaz et 820 pour le charbon ! À Belfort en 2022, j’avais fixé un cap clair : reprendre en main notre destin énergétique, en sortant de la dépendance aux énergies fossiles et en retrouvant notre souveraineté industrielle et énergétique. Nous y sommes et nous tenons ce cap. En 2025, nos centrales ont produit environ 370 térawattheures d’électricité, et la France a exporté plus de 90 térawattheures d’électricité décarbonée. Notre programme de construction de nouveaux réacteurs avance et nous accélérons. Au niveau européen, la neutralité technologique, de la standardisation, des financements à renforcer, des compétences et une vraie chaîne de valeur européenne. Au niveau mondial, des collaborations sur les enjeux de recherche et de développement, et un travail collectif sur la sûreté. Voilà notre ambition sur le nucléaire et ce que j’ai dit à Paris à tous les pays ce matin. Dans un monde plus instable, plus fragmenté, plus incertain, il est un choix de souveraineté, un choix de compétitivité, et une garantie pour l’avenir. Ce choix, la France l’a fait.
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Art Hyde
Art Hyde@JekyllCapital·
@quakes99 Stifel was out pushing this narrative yesterday but it’s not accurate. See below direct response from Kazatomprom. #uranium
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John Quakes
John Quakes@quakes99·
⚠️Sulphuric Acid is also used for in-situ recovery #Uranium #mining which makes up ~55% of global #U3O8 production.⚗️⚛️⛏️ A protracted closure of the Strait of Hormuz could lead to reduced U supply in future if essential sulphuric acid production stalls.🤠🐂
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Heather Exner-Pirot@ExnerPirot

The Strait of Hormuz is not just an oil chokepoint. The Middle East accounts for about 24% of global sulphur production, and sulphur is the feedstock for sulphuric acid used across nickel, copper and fertilizer supply chains open.substack.com/pub/theoregong…

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isabelle 🪐
isabelle 🪐@isabelleboemeke·
they always promise nuclear will be replaced with renewables. it never happens. indian point in NY was fully replaced by fossil fuels.
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Bloomberg
Bloomberg@business·
US Energy Secretary Chris Wright is calling to restart a shuttered nuclear plant north of New York City, saying it is needed to meet surging demand for power bloomberg.com/news/articles/…
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Constellation Clean Energy
Constellation Clean Energy@CEGCleanEnergy·
Nothing else on the grid delivers 24/7 output at 90%+ capacity factor and is emissions-free. That’s why major buyers are locking in nuclear. Reliability has value. ⚛️
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X-energy
X-energy@xenergynuclear·
The next generation of energy begins with the next generation of talent. Join X-energy and help power the future of American energy. View open roles at x-energy.com/careers
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NRC
NRC@NRCgov·
#NRCNews: We've issued the first commercial reactor construction approval in 10 years for TerraPower's Kemmerer Power Station in Wyoming. nrc.gov/sites/default/…
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Art Hyde
Art Hyde@JekyllCapital·
@pmje73 Very accurate take imo although I tend to find my day to day happiness more tied to forward expectations than trailing performance. Prob 60-70% future vs. past results.
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Paul Enright
Paul Enright@pmje73·
This shouldn’t require more explanation but I guess it does. If you’ve made mistakes and lost money on a trailing three month basis and had to crystallize those mistakes, now need new ideas or didn’t crystallize but don’t really love your existing ideas anymore you will be on your heels and in a pain cave. If you’ve lost money, feel like it’s volatility, didn’t overreact and are now really excited for future performance you will be annoyed but front foot and excited for the future. If you disagree you’ve never managed other people’s money.
Paul Enright@pmje73

Your happiness as a public market investor is always a function of your trailing 3 month performance plus your optimism for the next 3 months. IYKYK.

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Tom
Tom@GitzelsGreen·
@JekyllCapital @UnoMasReactor What was with the weird pauses. More than once someone was like “hello anyone there?” 🤣🤣
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