Erik’s Substack
Erik TownsendMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 3 years ago | Last Issue | 15 days ago |
| Active | |||||
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eriktownsend.substack.comLatest Issues
The Uranium Deal Nobody Sees Coming
Full disclosure: I’m an active investor in this space. I hold a significant position in Cameco, positions in numerous other uranium companies, and investments in advanced reactor companies, including Aalo Atomics. That means I have a vested...
How Aalo Atomics Just “Made History”
Full disclosure: I am an early investor in Aalo Atomics and have a direct financial interest in the company’s success. Nothing here is investment advice. Early-stage private investments are speculative, illiquid, and can go to zero. Do your...
Saturday Night Musings on Crude & Iran
A note on timing: I’m writing this on Saturday evening, May 23, 2026 — roughly 20 hours before the Sunday 6:00pm ET futures open. Parts of this piece are meant for immediate consumption. By the time the screens light up Sunday night, the st...
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...
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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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