Don,t bet on Uranium mining being the answer?
New Fast Neutron reactors will displace LWR reactors over time.
https://www.sciencedirect.com/scien...&ref=pdf_download&rr=7ecfd8bb68975ab8
When closed fuel cycle benefits begin
The primary benefits of closing the fuel cycle are significantly reducing the amount of natural uranium needed per unit of energy produced and reducing the amount of waste that is hazardous enough for a long enough time to require geologic isolation.
Reduction in the usage of natural uranium occurs gradually as the transition proceeds and some (breed/burn system) or all (breakeven system) of the thermal reactors are replaced by fast reactors:
Some papers will tell you this-:https://www.nei.org/news/2023/taking-the-investment-pulse-q2-2023
Uranium: The mineral critical to fueling most future and existing reactors has been experiencing a bull market, thereby garnering attention from Wall Street and retail investors alike.
- How Uranium Can Be a Shelter From Economic Meltdown (Wall Street Journal)
- Uranium is having a ‘renaissance.’ What to know about it, and how to play it (CNBC)
- The commodity opportunity you may have overlooked... but should not ignore (livewire)
- Are Uranium Prices About to Go Nuclear? (Investing.com)
- Bank of America says there’s a bull market underway in uranium and names an ETF to play it (CNBC)
- Bullish on nuclear? This global stock with 55% upside offers uranium price exposure, BoA says (CNBC)
- Major fundie Tribeca says the green shift will be bigger for mining than China boom (*)
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