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

Macro Voices

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Don't Let the Narrative Get in Away

After fucashuma, the number of companies producing went from 500 down to less than forty. Wall street left. There were no more uranium analists per set. And so there's a scenario there where perception is such tht it's a dead industry. But when you go in and actually do the math, which i did, my team did,  you start to realize that at that time, several years ago, growth really didn't even matter. You just needed not much of a decline. It was hay, i think h the price of uranium has to at least double. And therefore the leverage in these companies, those equitieslwill move significantly higher over time.

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