MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
Macro Voices
Anticipating a Multi-year Nuclear Contracting Cycle
The nuclear industry is expected to undergo a multi-year period of replacement rate contracting as seen historically, with a yearly burn-up rate of 180 million pounds in 2023. The market, historically under-supplied, shows increased demand in the upcoming years leading to potential bidding wars for uranium supply between utilities and financial players.
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