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Here's a piece on uranium supply constraints for Pakistan:
As construction on a fourth reactor at Pakistan’s weapons-grade plutonium production complex at Khushab continues apace, an important question is where the government plans to get the uranium needed to fuel its growing fleet of reactors.
The answer cannot be ‘Pakistan’ for much longer, at least not without severe difficulties. Pakistan is not a signatory to the Nonproliferation Treaty, which complicates the import of uranium. Pakistan has been able to secure Chinese LEU fuel assemblies for the Chasma Nuclear Power plants and a limited stock of safeguarded natural uranium fuel assemblies for the Karachi Nuclear Power Plant (KANUPP). However, as Canada stopped supplying Pakistan with fuel assemblies for KANUPP in 1976, this stock is most likely gone by now, causing KANUPP to rely on domestic stocks of uranium in recent decades. The weapons program, including military HEU production and fabrication of fuel for the reactors at Khushab, must also rely on domestic production. Pakistan’s Bagalchore mine was reportedly exhausted and closed by 2000, so uranium resources now only come from the Qabul Khel mine (opened in 1992), the Nanganai deposit (1996), and Taunsa deposits (2002), all using in situ leaching. Current domestic production estimates from these sources stand at 40 tons of uranium per year.
A 2009 study by Mian, Nayyar, and Rajaraman estimates that when applied to the fueling of the Khushab fleet of reactors, the 40 tons per year amount alone can only support approximately 150 MWt of total reactor capacity operating at 70 percent efficiency and a low burnup of 1000 MWd/ton. Forty tons would just barely support the first three reactors. Today, there is a fourth.
In my recent paper, Combining Satellite Imagery and 3D Drawing Tools for Nonproliferation Analysis: A Case Study of Pakistan’s Khushab Plutonium Production Reactors, I sought to refine maximum thermal capacity estimates of the reactors based on 3D analysis of each reactor’s cooling towers (snapshot below). Using these estimates, the table here shows how the completed four reactors at Khushab would operate at around a total of 200 MWt at 70 percent efficiency, which translates to a requirement of as much as ~70 tons of uranium per year. The reactor capacity estimates in my paper are upper limits based on cooling capacity. Seventy tons of uranium is therefore also an upper limit. The reactors could be slightly smaller, with overdesigned cooling systems, or Pakistan may plan to operate the reactors at a lower capacity. Still, Pakistan appears likely to run a uranium deficit, perhaps as much as 30 tons, that could exhaust uranium stocks and eventually the deposits themselves.
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Along with the fact that phosphoric acid is widely traded for the production of fertilizer, it is also not subject to heavy scrutiny through export controls. Morocco in particular is a major exporter of phosphoric acid as it holds nearly 77% of worldwide phosphate rock reserves. In recent years, Pakistan and Morocco have established a joint venture to ensure “uninterrupted supply” of phosphoric acid to Pakistan on a large scale. Export of phosphoric acid, a legitimate commodity, is not prohibited and there is no evidence that the joint venture is supporting Pakistan’s nuclear weapons program or engaged in any nefarious activities. An important question is how much uranium may be inadvertently transported through the trade of phosphoric acid for DAP production...
http://lewis.armscontrolwonk.com/archive/5928/patton-on-pakistans-u...
Tech Billionaires Bet on Fusion as Holy Grail for Business
Jeff Bezos and Bill Gates are among titans chasing almost Iimitless energy source
https://www.wsj.com/articles/tech-billionaires-bet-on-fusion-as-hol...
Sam Altman became a tech sensation this year as the CEO of OpenAI, the artificial-intelligence startup that seems pulled from science fiction.
But Mr. Altman, who has been among Silicon Valley’s most prominent investors for more than a decade, has placed one of the biggest bets of his career on a company that might be even more futuristic: a nuclear-fusion startup called Helion Energy Inc.
He is one of a number of tech founders and billionaires who hope to harness the process that powers the sun and stars to deliver almost limitless energy. Jeff Bezos, Peter Thiel, Bill Gates and Marc Benioff are among those betting that the decadeslong goal of building fusion reactors is now within years of being reality.
Mr. Benioff calls fusion a “tremendous dream.”
“It’s the holy grail. It’s the mythical unicorn,” said Mr. Benioff, the CEO of Salesforce Inc., who invested in the Massachusetts Institute of Technology spinout called Commonwealth Fusion Systems, which aims to create compact power plants. Mr. Gates is also an investor.
Fusion has long been seen as a clean-energy alternative to sources that burn fossil fuels and release greenhouse gases. Other technologies and applications being developed in the race for fusion power include powerful magnets, better lasers or radiation therapy for cancer research.
Fusion, Mr. Benioff added, “has no limits if you can get it to work.”
Developers mostly in the U.S., Canada and Europe have been riding a wave of momentum since August 2021, when scientists at Lawrence Livermore National Laboratory came close to achieving more energy in a fusion reaction than was put in with lasers, a goal known as net gain.
Many grew to believe that a breakthrough was imminent. It came in December when the national lab achieved net gain for the first time.
Nuclear fusion occurs when two light atomic nuclei merge to form a single heavier one. That process releases huge amounts of energy, no carbon emissions and limited radioactivity, but companies would have to sustain fusion reactions and engineer a way to turn that energy into net power.
The old saw about fusion is that it is a mirage years away and always will be. It is a long-shot bet even with the high-risk world of venture funding.
Mr. Benioff said he was persuaded by Vinod Khosla, the Sun Microsystems co-founder who was an early investor in private fusion, historically the province of academia and national labs.
Mr. Khosla’s interest hinged on the ability to build a large high-temperature superconducting electromagnet. He spent 15 months on due diligence and hired three teams to evaluate the design before investing.
He thinks that several fusion designs should be tested and is investing in another firm, Realta Fusion, a spinout from the University of Wisconsin-Madison. “Even if one of them can work, the planet is much better off is how I look at it,” he said.
As an investor, Mr. Khosla sees fusion this way: “Financially either you lose one times your money or you can make a thousand times your money,” Mr. Khosla said. “That’s the math of fusion.”
Industrial firms, major oil companies and sovereign-wealth funds are backing efforts along with the Department of Defense, which is in search of a toaster-sized power system for satellite propulsion.
“There’s a reasonable probability at least one, maybe two companies will demonstrate fusion conditions in this decade,” said Ernest Moniz, who is the chief executive of the nonprofit research group Energy Futures Initiative and a former U.S. Energy Secretary.
Mr. Moniz, a physicist, said that improvements in large-scale machine learning have sped experiments and helped several companies achieve or approach the extreme temperatures and pressures needed for fusion reactions.
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ContinuePosted by Riaz Haq on November 14, 2024 at 10:30am — 2 Comments
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