Stephen Stapczynski

Japan imported its 1st shipment of liquefied natural gas 50 years ago today. Now the nation is the world’s largest buyer of the fuel (and pioneered the industry) Hiroshi Anzai is the little known maverick who played a key role in Japan becoming an LNG juggernaut thread below 👇

The first American-made LNG carrier since the late 1970s was just ordered 🇺🇸🚢⚠️ 🤝 Korea's Hanwha Shipping will buy the ship from its affiliated Philly shipyard 🇨🇳 The order comes as the US released wide-ranging policies to target Chinese shipbuilding bloomberg.com/news/articles/…

live shot of me painstakingly photoshoping a simpsons meme ontop of a price chart

Trump says the US and Japan are close to forming a venture to export LNG from Alaska 🇺🇸🤝🇯🇵 👉 If true, this could help move forward the long-delayed Alaska LNG project 🤔 However, details are thin. And Alaska still doesnt have binding purchase deals bloomberg.com/news/articles/…

Why is Japan moving to build a new nuclear reactor? The head of Kansai Electric answers 👇 bloomberg.com/news/articles/…

THE UK APPROVES £38 BILLION SIZEWELL C NUCLEAR PLANT 🇬🇧☢️🚨 It’s a major milestone for the government to drive investment in nuclear power supply to cut emissions and boost economic growth (Plans to develop Sizewell C go back more than a decade!!) bloomberg.com/news/articles/…

China launched construction of mega-dam could become the world’s biggest 🇨🇳 💧 💰 The $167 billion (!!) project is on the Yarlung Tsangpo river in Tibet ⚠️ Previous reports said it has potential for 70 gigawatt of capacity (triple the Three Gorges Dam) bloomberg.com/news/articles/…

Westinghouse plans to begin construction of 10 new AP1000 nuclear reactors in the US by 2030, says interim-CEO Sumner 🇺🇸 ☢️ This would be a big turnaround for the tech US utilities have been reluctant to build AP1000s due in part to cost overruns/delays at the Vogtle plant

Why Japan is moving to build its first nuclear reactor since the 2011 Fukushima disaster 🇯🇵 ☢️

Japan’s move to build a new nuclear reactor to feed the AI boom ☢️ 🤖 👉 Kansai Electric is looking to nuclear to meet rapidly rising power requirements and reduce emissions, the Nikkei says ⚠️ Power demand from data centers in Kansai region to grown 1,100% (!!) by 2030

The EU slaps sanctions on the (mostly exploded) Nord Stream gas pipeline while also proposing to ban Russian gas imports from 2028

These places are prime locations for the next US nuclear reactors 🇺🇸 ☢️ The land parcels already have federal approval for new atomic plants, potentially speeding up future construction. Thats good news for nuclear-hungry data centers bloomberg.com/news/newslette…