MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium
Macro Voices
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The Future of Uranium
The huge boom in wind and solar will have been more than anything else, an artifact of cheap capital and cheap energy. Longer term, if we want to address carbon, we need to go nuclear. The Chinese and the Koreans are basically the only people that can bring a nuclear reactor online on time and on budget. Europe and the United States are both warming up to the idea of nuclear power again.
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