
MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
Macro Voices
Nuclear Is a Growth Sector
Nuclear is actually a growth sector, which flies in the face of the sentiment that seems to be relatively prominent around nuclear. There's bipartisan support for nuclear in the United States. Nuclear has been approved for the green EU taxonomy. And so we have this significant disjunct between supply and demand. We need the commodity price to rise substantially in order to incentivize those projects on the margin.
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