A good pragmatic discussion of the global nuclear fuel situation and what happens next, hosted by the Atlantic Council's, Global Energy Center. I like that they didn't invite the DoE, so minimal politics. What caught my attention:John Kotek, NEI (26:00) said, "A survey of their member utilities showed that they expect nuclear generation in their fleets to roughly double by 2050s. The US is going to need a lot more uranium".How is that even possible? Lightbridge fuel? A new NRC?Sean Oehlbert, VP Corporate Business Development at Centrus (30:00) said, "To address the much larger market of LEU [than HALEU], we are exploring opportunities at Centrus to address that market [LEU]."As I have explained, that is only possible by either expanding the DoE's cascade to 11,500 centrifuges ($10 Billion) or for GLE to supply the LEU to Centrus.Debra Cagan (47:00), said "There is no alternative to the US building a huge amount of indigenous conversion and enrichment capacity." and "LNG is filling the gap in Europe and cheap gas is replacing SMR projects in the US." #Uranium #Nuclear #LNG #HALEU #SMR $SMR $LNG $CCJ $LEU $SLX.AX
SLX Price at posting:
$5.14 Sentiment: Buy Disclosure: Held
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