MI Rewind: The Bull Case for Uranium w/ Justin Huhn
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The History of the Commodity Market
After the Fukushima nuclear disaster in 2011, the market was in the air for a very long period of time. The equities got destroyed from that period of 2011 to about 2018. Now we have about 65 publicly traded companies and the sector is starting to rebound. There's this growing positive sentiment around nuclear. China is planning to build 150 reactors in the next 14 years. It's set to grow as an industry as a whole, two to three percent per year for the next few decades.
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