The real killer feature isn’t "more thorium than uranium" (thorium is already 4× more abundant). The real win is that thorium MSRs can eat the existing mountain of "spent" fuel rods from regular reactors and turn what we currently call high-level waste into electricity while leaving waste that’s safe in a few hundred years instead of tens of thousands. That’s hundreds of thousands of tons of "waste" suddnely becoming centuries of clean fuel. That alone flips the economics on its head.
Also: passive safety (the thing just drains and freezes if anything goes wrong), no pressure vessel, tiny physical footprint, way less long-lived actinides, and U-233 is basically proliferation-proof because of the hard gamma from U-232.
Uranium feels cheap and plentiful right now exactly the way oil felt infinite in the 1950s. China is playing the long game, and this little 2 MW rig lighting up and breeding U-233 last month is the “Sputnik moment” for the thorium cycle.
So...Three decades? Maybe if the West keeps sitting on its hands. China says 10 MW by 2030 and 100 MW demo by 2035. I wouldn’t bet against them.
Also: passive safety (the thing just drains and freezes if anything goes wrong), no pressure vessel, tiny physical footprint, way less long-lived actinides, and U-233 is basically proliferation-proof because of the hard gamma from U-232. Uranium feels cheap and plentiful right now exactly the way oil felt infinite in the 1950s. China is playing the long game, and this little 2 MW rig lighting up and breeding U-233 last month is the “Sputnik moment” for the thorium cycle.
So...Three decades? Maybe if the West keeps sitting on its hands. China says 10 MW by 2030 and 100 MW demo by 2035. I wouldn’t bet against them.
So yeah, exciting as hell actually.