Inventories should be very, very high in this market. Nuclear companies are starting their procurement plans over the next two years. And the global utility base needs to go through an inventory restocking cycle. Existing plants that were formerly scheduled to shut down and now have had their license extended need to very quickly procure contracts and inventory at the same time.
In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz
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