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The Next Big Trade - Justin Huhn on Why We’re Going Nuclear

Real Vision: Finance & Investing

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The Biggest Changes in the Nuclear Fuel Cycle So Far This Year

Russia is a massive player in the market, and that big disjung has to do with the bulk of nuclear energy production happening in the West. So we're seeing nuclear utilities in the West seek out conversion and enrichment contracts from Western providers of those services. All of those elements are up over 100% this year. They've more than doubled this year. Conversion is at an all-time high right now. And enrichment is getting there.

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