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MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

Macro Voices

CHAPTER

Uranium Demand

The signal to investors that's available right here right now is they're signing contracts at higher tail assay values. That means when we buy our next batch of potatoes, we're not going to use all of the potato meat to make french fries. We're going to essentially waste a whole bunch of it because it's more efficient for us to consume more potatoes than it is to be stingy about how we cut up those potatoes in order to use them. So there's a really good signal there that says for uranium demand, it's about to pick up and pick up substantially.

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