Erik’s Substack
Erik TownsendMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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eriktownsend.substack.comLatest Issues
The Race to Reactor 53: How Idaho Falls Is Separating the Men from the Boys in Nuclear
For the first time in nearly half a century, a brand-new nuclear reactor is about to go critical on American soil at Idaho National Laboratory. The last one — NRAD, the Neutron Radiography Reactor — fired up in 1977. Jimmy Carter was presid...
Worst-Case Scenarios if Nuclear Power Plants are Targeted in the Iran Conflict
Context
As I write this on Sunday March 22, 2026, the world is awaiting the outcome of U.S. President Donald Trump’s 48-hr ultimatum to Iran to re-open the Strait of Hormuz. Iran responded promptly by issuing this warning:
The point abo...
Why The Ultimate Geopolitical Hedge (Gold) Crashed in Reaction to the Iran Conflict
Gold’s geopolitical paradox: why war broke the safe haven
Gold’s worst week in 43 years wasn’t caused by a loss of faith in the metal — it was caused by the specific economic transmission mechanism of the Iran war. The US-Israeli strikes...
Nuclear Energy Policy: China's ticket to Global Hegemony
Executive summary
Global dominance/hegemony derives from military invincibility, which derives from economic dominance, which in turn derives from Energy Dominance. Net result: the nation that has the best energy strategy, policy, and...
Why China's Thorium-Fueled TMSR-LF1 Reactor is a Really Big Deal
Part I covered how the TMSR-LF1 came to be, and Part II explained why the TS-MSBR reactor design has the potential to make nuclear energy cost less than energy from fossil fuels. Now Part III will explain why the TS-MSBR reactor design is l...
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Authors
The writers behind this newsletter.
Software entrepreneur (90s) turned macro strategy hedge fund manager (2010s), now retired from both. MacroVoices podcast host (Macrovoices.com) and publisher of Energy Transition Crisis docuseries (energytransitioncrisis.org).
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