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What the Nuclear Power Revival Means for the Price of Uranium
Nov 1, 2024
Bob Brackett, head of Americas energy and transition at Bernstein Research, dives into the rising interest in nuclear power and its impact on uranium prices. He humorously compares uranium's price dynamics to the wild world of Bitcoin, revealing the complexities of supply and demand. The conversation touches on how uranium mining regulations and historical price movements shape market perceptions. Brackett also explores the interplay between nuclear and renewable energy, highlighting the future of clean energy amidst changing global policies.
44:30
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Quick takeaways
- The revival of nuclear power in the U.S. suggests a potential increase in uranium demand, significantly influencing its market price dynamics.
- Challenges such as regulatory barriers and local acceptance continue to impact the expansion of nuclear infrastructure and its associated uranium supply.
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