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HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis

Yet Another Value Podcast

CHAPTER

Challenges and Risks in Power Generation

The chapter delves into the complexities and risks associated with building nuclear power plants and the challenges in power generation amid the shift towards electrification. It explores the potential power crisis due to insufficient generation capacity, regulatory obstacles in relying on natural gas, and concerns about the impact of administration changes on energy policies.

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