Great piece on Bloomberg from the Deep Yellow CEO - 100% agree. Nuclear has to be used into the green future. GHG wise it's on par with wind and solar. The "do no harm" rule of renewables CAN be managed and I would argue that both wind and solar don't truly meet the "do no harm principle"
I'm bullish nuclear power, I'm waiting for the pressure to move away from coal and gas to give us momentum. Also, people need to get comfortable with the risk. Look at Covid, at the beginning, everyone was fearing Zombie apocalypse, now we are using public transport with a mask! comfort takes time.
Def. a LTH, CME has uranium futures trending up. Delivery out 5 years from now has it moving up at ~ 10% per calendar year!
DYL Price at posting:
70.0¢ Sentiment: Hold Disclosure: Not Held
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