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14min chapter
MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition
Macro Voices
Investing in Nuclear Innovations
This chapter explores the investment potential in the nuclear fuel cycle, emphasizing key players like Cameco and innovative technologies from companies like Silex and Copenhagen Atomics. The speakers discuss the challenges and opportunities surrounding regulatory reforms, the rise of thorium as a fuel source, and the importance of effective marketing for early-stage companies. With a focus on investment dynamics and the balance of risks and rewards, the conversation sheds light on the promising yet uncertain future of nuclear energy advancements.
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