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MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

Macro Voices

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Uranium Fuel Cycle - The Opportunity Continues to Evolve

Uranium is a perfect set up where most people don't understand it. There's plenty of room for a really big, you know, rubber band snap kind of move to happen in uranium. And that's why you give the fuel rather than building the plants and the other things that go into this. The opportunity continues to evolve as people stare at spot price, not recognizing the transition has occurred.

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