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Is Rubio Starting a Nuclear Arms Race in the Middle East?

July 25, 2026 by Llewellyn King Leave a Comment

The Trump administration has announced and appears to be crowing over an agreement with Saudi Arabia to help the kingdom not only to build nuclear power plants but also to enrich the uranium fuel.

There is no reason for the Saudis to enrich uranium. There are plenty of willing suppliers of enriched uranium and more are coming online.

Besides, it has always seemed curious that Saudi Arabia, with its huge fossil reserves and its abundant, reliable sunshine, should want to stress its industrial infrastructure with a nuclear power program when it clearly doesn’t need it. We are at war with Iran not because of nuclear power, but because it refuses to abandon its enrichment ambitions.

Enrichment raises the potency of uranium fuel by increasing the amount of the fissile isotope Uranium-235.

Today’s generation of light water reactors — the workhorses that provide about 20 percent of U.S. electricity — use uranium that has been enriched by 3 percent to 5 percent. The uranium for the new small modular reactors will be enriched by about 20 percent.

Weapons-grade enrichment is generally considered to be uranium that has been enriched by over 90 percent. But Ernie Moniz, who was secretary of energy in the Biden administration and is a nuclear physicist, told a conference organized by the Earthshot Foundation on June 8 that “you can make a pretty good bomb” with 60 percent- enriched uranium, a reference to the Iranian stockpile that we are trying to destroy.

I have been covering nuclear power — and by extension nuclear proliferation — for more than 50 years. For most of that time, Saudi Arabia has hankered for nuclear power and enrichment. The question is why.

When I began my coverage, there was great fear of nuclear proliferation — that more countries would get nuclear weapons. Those who have, in that time, are Pakistan and North Korea. China acquired a weapon in 1964.

Israel has never declared itself nuclear-armed, but the arms control community believes it has a weapon and that the United States helped it get one years ago.

The original nuclear weapons nations, the United States, Russia, Britain and France, held the technology close and were loath to see any country step in that direction.

Making civilian nuclear power available to the world has been a plank of U.S. foreign policy since President Dwight Eisenhower launched the “Atoms for Peace” program in 1953.

One of the beneficiaries of that program was Iran. In fact, before the Iranian Revolution of 1979, American companies, led by Bechtel, the giant engineering firm, were set to build reactors across Iran.

America’s global nuclear policy was, de facto, nuclear civilian power, yes, nuclear enrichment, no. It was pretty sensible and has worked well. Now it is set aside.

The U.S.-Saudi Arabia deal comes at a time when many nations would like to start down the weapons path. The wars in Ukraine and Iran are a stark inducement to go nuclear.

If Ukraine hadn’t given up its nuclear weapons, would Russia have invaded? Almost certainly not. If Iran had a proven bomb, would Israel and the United States have attacked? I think not.

Nonetheless, every nuclear weapon is a threat to world security. The danger isn’t only that desperate or ambitious countries will use them aggressively, but also that the danger of accidental detonation is ever-present.

The United States and the Soviet Union were so concerned about this that they shared safety technology. For example, when we developed an insensitive TNT for the trigger of a nuclear device, we shared this with the Russians. Neither side wanted a thermonuclear war triggered by someone dropping a weapon off a forklift.

Secretary of State Marco Rubio would seem to be so busy that he hasn’t had time to read up on the history of proliferation.

Rubio, declared about the U.S.-Saudi Arabia deal, “Suffice it to say that any agreement that we are going to make with any country in the world on civil nuclear is going to be one that will have safeguards in place to ensure that it can’t be turned into a weapons program.”

Rubio might want to take a few minutes to ponder these three things: How it is that we came to be at war with Iran, how Iran started with civilian power and went on to weapons, and how safeguards were bypassed.

Saudi Arabia’s neighbors in that volatile region will soon be at Rubio’s door looking for nuclear power — and enrichment. First up, expect Turkey, then Egypt.

If Congress approves Rubio’s deal, then a nuclear arms race in the Middle East is more or less assured. Is there a worse place to have that happen?

Filed Under: King's Commentaries Tagged With: fossil, Iran, Israel, nuclear, Rubio, Saudi Arabia, technology, trump, Ukraine, uranium

The Birth of a New Reactor: Thorium Past and Present

July 4, 2026 by Llewellyn King Leave a Comment

If you are designing a car from scratch, there are certain essentials to begin with. You need to start with the wheels on the corners, for example.

But when it comes to building a nuclear reactor, things are different. There are hundreds and maybe thousands of ways of doing it. The constant is that you need fissionable fuel and a moderator to collect the heat and manage the neutron flux.

That embarrassment of choice — now reflected in the number of small modular reactors (SMRs) vying for market acceptance — may be why thorium reactors, which began with promise, have been left on the shelf.

The nuclear establishment, goaded by the Nuclear Navy’s Adm. Hyman Rickover, wanted light water technology. That is what the first 100-plus U.S. civilian reactors employed.

At the dawn of the civilian nuclear age, it was a straight contest between two fuels: uranium and thorium. Thorium is fertile but not fissile: It can’t start a chain reaction unless it is triggered by a small amount of the isotope uranium-235.

Once this happens, thorium becomes uranium-232 and fizzes wonderfully with a steady stream of neutrons, producing heat in the moderator, which is where the first steps in making electricity are taken.

That heat is captured to create steam that turns a turbine.

Thorium was used in part in the first power-producing, commercial nuclear reactor: the 60-megawatt Shippingport Atomic Power Station in Beaver County, Pennsylvania. With three different fuel assemblies, it ran for 25 years, starting in 1957. It used solid fuel, which was to become the standard for civilian nuclear power.

Meanwhile, at the Oak Ridge National Laboratory in Tennessee, under its director, physicist Alvin Weinberg, work went ahead on what would become a legendary fast-breeder thorium reactor, using a liquid fuel embedded in molten salt. It went critical in 1965 and operated for five years before it was closed by the Atomic Energy Commission (forerunner of the Department of Energy) in a political move.

A fast reactor uses extra neutrons to create new fuel and burn up radioactive waste. The process is akin to perpetual motion — but isn’t, of course.

Now a charismatic nuclear engineer, Yash Patel, founder and CEO of AMReactor, is planning to bring thorium back as a viable future option for space exploration, power generation and, eventually, ship propulsion.

Patel told me that his reactors – he has designs for a microreactor (under 20 MW) and for a SMR (250 MW). The planned reactors are molten salt-moderated, thorium-fueled fast reactors.

He believes they will not only be cheaper, but will also operate better than the SMRs now entering the market.

Patel’s plan for Austin-registered AMReactor is to outsource as much of the fabrication as possible.

A fast reactor is called a breeder reactor because it generates more neutrons than are needed to produce fission, and these transmute waste into additional fuel.

Patel went to school in California and while looking for a career, a break came that changed the trajectory of his life. He got an internship with NASA at the Jet Propulsion Laboratory. There he worked on Curiosity, the plutonium-fueled Mars rover. His nuclear love affair, he told me, was “complete and instant.”

From NASA, he went to Texas A&M and graduated in nuclear engineering. He was well along with his PhD, when a family illness caused him to abandon it.

Patel lists two great blessings in his life. “The first was that I moved to America from India. The second was attending Texas A&M. That was another wonderful break.”

After a stint in biopharma, where he prospered, Patel started designing reactors in all his waking hours along with a friend, D’mitri Scott, now the chief technology officer at AMReactor.

Patel said the numbers didn’t work for their plans until they switched to thorium. It was a eureka moment.

There followed a period which he likened to Bill Gates and Steve Wozniak working on the first computer operating system. The two young men were obsessed and inspired by what they believed was extraordinary. “Our girlfriends, now our wives, saw very little of us. We sometimes worked all night,” Patel said.

With thorium, they found all they were looking for: a stable source of reliable power that was safe, couldn’t melt down, and was able to handle most of the fission products.

And it was proliferation-proof because of the presence of intense gamma radiation, which made it hard to process, steal or divert. “Thorium was the winner,” he said.

A new reactor is on the way.

 

Filed Under: King's Commentaries Tagged With: AMReactor, electricity, fission, isotope uranium-235, NASA, nuclear reactor, Oak Ridge National Laboratory, Shippingport Atomic Power Station, small mpdular reactor, SMR, technology, thorium, uranium, uranium-232

Obama’s Second Blow to a Nuclear Waste Solution

July 26, 2015 by Llewellyn King Leave a Comment

When the Obama administration came into power, one of its first actions was to end work on the Yucca Mountain nuclear waste repository in Nevada. In so doing, it delivered a shuddering blow to the U.S. nuclear industry, trashing the project when it was nearly ready to open. The cost to taxpayers was about $15 billion.

Now the administration is going through the motions to suspend another costly nuclear waste investment when it is about 67 percent complete. Money expended: $4.5 billion. Shutdown cost: $1 billion.

The object of its latest volte face is the Mixed Oxide Fuel Fabrication Facility (MFFF) on the Department of Energy’s Savannah River site in South Carolina. Work started on the facility in 2007, with a 2016 startup envisaged.

But unlike Yucca Mountain, few people outside of the nuclear industry know about the genesis and purpose of the MFFF project.

The project was initiated as a result of a 2000 agreement with the Russians, later amended, in which both countries agreed to dispose of no less than 34 metric tons of excess weapons-grade plutonium — the transuranic element that is the key component of a modern nuclear weapon, and remains radioactive essentially forever.

The DOE’s plan was for the facility to mix the plutonium with uranium to create a fuel for civil nuclear reactors to produce electricity. This recycling technology, developed in the United States originally, has been used in France since 1995.

The DOE has not yet taken a wrecking ball to the MFFF, but it is taking the first steps toward demolition. On June 25, the DOE issued a press release that the industry read as a precursor to a death warrant. The department announced that it was creating a “Red Team,” headed by Thom Mason, director of the Oak Ridge National Laboratory in Oak Ridge, Tenn., to review “plutonium disposition options and make recommendations.”

The DOE statement said the team would “assess the MOX [mixed oxide] fuel approach, the downblending and disposal approach, and any other approaches the team deems feasible and cost effective.”

Industry sources say the choice is between the MOX approach and so-called downblending. In that application, the plutonium is not burned up but is spiked and mixed with a modifier that makes it unusable in weapons. Then it would be disposed either in the Waste Isolation Pilot Plant in Carlsbad, N.M., or in a new repository, if one is commissioned.

The American Association for the Advancement of Science has been pushing the downblending option. But it is using numbers that many believe to be extremely speculative. They come from a private consulting firm hired by the DOE, Aerospace Corporation.

The first number is that the life-cycle cost of the MFFF would be $30 billion, while the life-cycle cost for downblending would be only $9 billion. These numbers are contested by the contractor building the facility, a joint venture between the construction firm Chicago Bridge & Iron Company and the French nuclear technology giant Areva. They point out that plutonium has never been downblended and that the WIPP in New Mexico has had its own problems. On Feb. 5, 2014, the plant closed after a salt truck caught fire; there was an unrelated radiological release nine days later. The plant is still closed.

It is believed that Secretary of Energy Ernest Moniz favors the MFFF approach as a permanent and scientifically attractive solution, rather than burying the plutonium in New Mexico or elsewhere. However, he may be overruled by the White House and the military chiefs, who know that they are going to have to raise money on a huge scale for nuclear weapons modernization, in light of the deteriorated relationship with Russia and China’s continuing military buildup.

If the MFFF is canceled, it will join a long list of nuclear projects that the government has ordered up and canceled later, often with a huge waste of public money. Another negative is the wastage of engineering talent. Families move to sites, buy houses and send their children to local schools. Then come the pink slips and years of demanding engineering effort are nixed by policy, politics and general incoherence in Washington.

Filed Under: King's Commentaries Tagged With: AAAS, American Association for the Advancement of Science, Areva, Carlsbad, Chicago Bridge & Iron Company, Department of Energy, DOE, MFFF, Mixed Oxide Fuel Fabrication Facility, MOX, Nevada, New Mexico, nuclear, nuclear industry, nuclear waste, plutonium, President Barack Obama, Savannah River, South Carolina, uranium, Waste Isolation Pilot Plant, WIPP, Yucca Mountain

The Rare Earths Problem: A U.S. Solution

March 30, 2015 by Llewellyn King Leave a Comment

Rare earth elements – there are 17 of them – have the world’s manufacturing by the throat. They are, as John Kutsch, director of the Thorium Energy Alliance, says, “the great multipliers.” They make metals stronger, generators more efficient, cell phones smaller, television sets sharper, and laptops lighter. They are, in their way, as important to modern manufacturing as energy.

At one time, the United States was a major supplier of rare earths — with supplemental supplies coming from countries around the world, including Australia and Brazil. Today, 90 percent of the rare earths the world uses come from China.

The use of rare earths is as important in lasers and jet engines as it is in aiming cruise missiles, which means the United States, and the rest of the world, has a huge vulnerability: China controls the supply of new war-fighting material. All U.S. defense manufacturers – including giants Boeing, General Electric and Lockheed Martin — are dependent on China. Now China is demanding that U.S. companies do more of their manufacturing there: China wants to control the whole chain.

Yet, as the rare earth elements industry is quick to assert, rare earths are not rare; they are scattered generously throughout the world. So why China’s dominance?

China has three main advantages. The first is that in 1984, leader Deng Xiaoping adopted a major initiative, the so called 863 Program, to move China from being a simple supplier of raw materials and products, enhanced by cheap labor, to being an industrial powerhouse and scientific giant. Rare earths were one of the areas singled out in the program.

The second advantage is that the Chinese ignored – and, to a large extent, still do — the environmental costs of rare earths’ extraction. The environmental damage is described by those who have been to one of two major Chinese sites, which have a combined population of 17 million, as catastrophic, with mountains bathed in acid to remove the sought-after rare earths, resulting in lakes of acid.

China’s third advantage is a natural one: It has a lot of ionic clay, which contains rare earths without the associated uranium and thorium.

About the time China was ramping up its plans to dominate the world rare earths market, the United States, in conjunction with the International Atomic Energy Agency in Vienna, began to regulate so called source materials. These are materials which, at least in theory, could be fashioned into weapons. In reality, those associated with rare earths are not in sufficient quantity to interest potential proliferators.

But the regulations are there. Many in the rare earths elements industry believe that it was these regulations — particularly as affecting thorium — that crippled production around the world and essentially closed down the U.S. industry, just as demand was escalating.

There is a commercial market for uranium. While hardly any thorium is used nowadays, it was once used in some scientific instruments and mantles for lighting. Thorium is akin to uranium in atomic weight, and it is a fertile nuclear material. That means that it can be used in a nuclear reactor, but it has to be ignited by a fissile material, such as enriched uranium or plutonium.

Thorium is radioactive, but mildly so. It is an alpha emitter, which means it can be shielded with tissue paper and will not penetrate the skin. However, it has a half-life of 1.5 billion years.

The answer, according to James Kennedy, a science consultant and rare earths expert, is to develop a reactor using thorium instead of uranium. This reactor, called a molten salt reactor, is inherently safe, say its passionate advocates, and would be a better all-around nuclear future. The technology was pioneered by one of the giants of the early nuclear age, Alvin Weinberg, at the Oak Ridge National Laboratory, but abandoned under pressure from enthusiasts for light water reactors, the kind we have today.

The Thorium Energy Alliance believes that the United States and other countries should develop a cooperative to source rare earths from the existing mining of phosphates and metals and store the thorium until it becomes a useful fuel. A bill to do this is making its way through Congress, but its chances are slim. Short of putting a value on thorium and isolating it, the chances of a rare earth elements industry reawakening in the United States, or elsewhere, is rare. — For the Hearst-New York Times Syndicate

Filed Under: King's Commentaries Tagged With: 863 Program, Alvin Weinberg, China, Deng Xiaoping, International Atomic Energy Agency, ionic clay, King Commentary, nuclear reactor, Oak Ridge National Laboratory, plutonium, rare earth elements, rare earths, thorium, Thorium Energy Alliance, United States, uranium

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