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15min chapter
TIP631: The Bullish Energy Cycle w/ Arvind Sanger
We Study Billionaires - The Investor’s Podcast Network
Navigating the Complexities of Energy Transition
This chapter explores the challenges and potential solutions regarding energy sources, with a focus on small modular reactors, nuclear fusion, and Uranium market dynamics. It highlights the geopolitical complexities of Uranium supply, investment strategies in the Uranium sector, and the resurgence of certain mines. Additionally, the chapter delves into the importance of metallurgical coal in the steel industry and key data points to monitor in the energy transition.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode