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15min chapter
There's Never Been a Uranium Bull Market Like This in History: Chris Timmins
Commodity Culture
The Rise of Small Modular Reactors and Impact on Uranium Demand
Exploring the growing interest in Small Modular Reactors (SMRs) from notable investors like Bill Gates and Elon Musk and its implications on nuclear energy demand. The chapter delves into the evolving energy landscape driven by factors like AI technologies, increasing electricity demand, and the potential shift towards extending the lifespan of nuclear reactors. It also discusses the changing dynamics in anti-nuclear organizations, global energy challenges, and significant developments in the uranium sector impacting supply-demand dynamics.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode