Welcome to the next chapter - is it called Project Lift Off for a reason?

The US Government has just released number of studies called Pathways to Commercial Liftoff. One of the reports therein is regarding advanced Nuclear.

And here we go:

Proposed build out paths (slow vs fast)



And then, for Uranium investors - potential US Government sourcing of Uranium from the Spot market.



Full Report: https://liftoff.energy.gov/wp-content/uploads/2023/03/20230320-Liftoff-Advanced-Nuclear-vPUB.pdf

Some of my thoughts:
- If they're serious about 2030 deployment, then the US Government needs to start making decisions now.
- It's a US Election year in 2024 and so a perfect time to go huge?
- The extra demand (114mlb per year) is extra and is only for the US. Imagine what is going to happen with the rest of the world also committing to SMRs
- The Uranium market has to set off soon. There's no choice. They must incentivise all known deposits into production ... and even then, there's not going to be enough.

To be clear; this is a report by the US Government.

LFG