We’re in unprecedented times. Personally speaking, the Texas family just experienced arctic weather in the entire state of Texas.
Families left without power, water, or access to food for roughly 4–5 days across the state. The ERCOT power grid failure almost became catastrophic - being seconds, minutes away from a state wide blackout that would take weeks or months to recover from. The problem wasn’t energy, it was the infrastructure that failed leaving families unsupported and lack of preparedness by our Texas energy regulators and investors.
The estimated economic damage is about $50 billion, when we see numbers this large and widespread infrastructure failure — we have to beg the question: How do we improve? How do we innovate? Where are the solutions?
Besides the political controversy of energy billionaires siphoning profits and skimping natural disaster recovery infrastructure, and the twists and spins brought by industry lobbyist of unreliable renewables: we need more effective and robust energy systems.
The most pragmatic way to make breakthroughs in this is via Thorium nuclear reactors.
Lets not bog down on the technical details and science. I’m not a nuclear physicist and I won’t pretend to be. I have a lot of work to do to understand the mechanics of these systems, but the information is incredibly important to be educated and informed on for this evolving story and history we’re actively living through. It is truly unprecedented times we’re collectively living through.
But what does this have to do with Elon Musk, US Military, Bitcoin, and Mars?
This concept of unsustainable energy infrastructure is not anything new. This problem is actively being addressed by Elon Musk on his pursuit to colonize Mars, Marathon Patent Group ($MARA) to power Bitcoin mining operations with this technology, and the US Military is caught in between as a lot of this science falls into the realm of Military Science and mutual engineers and scientist that work in this space.
Here’s some data points on our current US energy footprint from the EIA:
Regardless if you believe climate change is a conspiracy or you think everyone needs to go vegan to reduce carbon footprints — the essence of science and innovation is to increase efficiency of our systems. To maximize the output from the least input and minimize energy loss from each step of our supply and value chains, bottom line.
To balance out this hype, there is a lot of fair skepticism of the commercial viability of Thorium reactors in the Nuclear industry. For fair reasons, but we must understand the history of why this is and decide how we should influence the future.
Back in WW2, the Nuclear Arms race proliferated the demand for atomic bombs as the United States had Geo-political interest to compete with the Soviet Union, Nazi Germany, and Japan. This resulted in nuclear investments to focus on Uranium to produce plutonium to derive nuclear arms. Thus ignoring and stalling nuclear innovation for Thorium-based nuclear energy.
While Militant interest will remain on the weaponization of disruptive technology, we must reflect on the cultural and spiritual essence of why we intend to create weapons of mass distraction. The environment, economy, and society we operate in is fundamentally different of past generations. We absorb information, memes, content, and at the end of the day — data, in a multitude of ways. Frankly, most of this data is garbage and junk yet this hyper-growth of our data and digital world will only continue, I think its fair to say that's common sense.
Kinetic warfare is no more, perhaps only in proxy wars or second and third world nations such as Yemen, Libya, Syria, etc.
This is a constant cyber and psychological environment we operate in, relying on core energy infrastructure. The continued growth of computing solely relies on the production of electrons, not necessarily contingent on fossil fuels, coal, solar, wind, hydro, Geo-thermal - individually.
America must invest accordingly given the strategic and Geo-political magnitude in front of us.
There is a lot we can do to make this world better. We have to learn with discipline, criticize with empathy, and suspend our assumptions and judgements about the nature of reality.
There is infinite knowledge to gain and the worst disservice we can do is to allow cognitive dissonance and self-limiting beliefs to guide our judgement and decision making.
Godspeed.
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Research produced by Yeetum Investment Group, LLC and authored by Cristobal Torres-Valderas. If you’re interested to learn more about our work, what we do, and partnering with us — visit yeetum.com
