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MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

Macro Voices

CHAPTER

Is the French Fry Analogous to Underfeeding?

Underfeeding has been a major source of secondary supply. There's no extra capacity with the Western enriches right now. The tails material has more U-235 in it at a higher-tales assay. And eventually, when the cycle turns, there'll be a point where Western enrichment expands and maybe demand will pull back.

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