MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

1

Introduction

00:00 • 2min

2

Investing in the Nuclear Fuel Cycle

02:11 • 2min

3

Is There a Nuclear Renaissance?

04:23 • 4min

4

Are We Facing an Energy Crisis?

08:27 • 5min

5

Is There a Nuclear Weapons Proliferation Risk?

13:18 • 4min

6

Is There a Linkage Between Nuclear Fuel and Colliferation Risk?

17:43 • 4min

7

Is That a Myth?

21:25 • 3min

8

The Future of Nuclear Power Is Not About Facts

24:04 • 3min

9

Nuclear Power Plants - What Are the Different Types of Plants?

27:00 • 4min

10

Is the New Way, the Good Stuff?

31:05 • 2min

11

Investing in Green Energy in Europe

33:34 • 3min

12

Nuclear Power Plants in a Factory?

36:29 • 3min

13

Is There a Future for Nuclear Plants?

39:55 • 4min

14

Is There a Difference in Reactor Design?

44:10 • 3min

15

Is There a Way to Speed Things Up for Nuclear Energy?

46:48 • 2min

16

Nuclear Power - What's the Difference Between the West and the East?

48:36 • 4min

17

Is This a Toyota Corolla Story?

52:20 • 4min

18

Investing in the Uranium Fuel Cycle?

56:44 • 2min

19

Don't Let the Narrative Get in Away

58:15 • 5min

20

Energy Policy in the United States

01:03:40 • 5min

21

The Enrichment Globel in the West

01:08:39 • 1min

22

Is There a Buffer or an Inventory in the Nuclear Industry?

01:09:51 • 4min

23

The Contracting of the Utilities

01:14:18 • 4min

24

Uranium Contracting - The Inventory Overhang Is Mover

01:18:01 • 5min

25

Is That What You're Telling Me?

01:22:44 • 3min

26

Is Russia in Control of the Uranium Market?

01:25:15 • 3min

27

Uranium Fuel Cycle - The Opportunity Continues to Evolve

01:28:34 • 2min

28

Is There a Better Way to Build Nuclear Power Plants?

01:30:18 • 5min

29

Is There a Fuel Cycle in the Nuclear Space?

01:35:17 • 3min

30

MicroVoices

01:37:59 • 2min

31

Macro Voices

01:40:07 • 2min