Nuclear is well suited to providing heat. At the moment, it's current form because of the limitations of the fuel. But they still wouldn't be able to make steel or those sorts of arc furnaces that are much higher. I think liquid fuels, particularly trucking, personal transportation and aviation present and rail, present an enormous challenge. There is no reason to think it will ever be as cheap as what we currently have. And so that has implications for global supply chains.

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