Good thing for us that GEH builds reactors.
These are some of the biggest players on the nuclear scene internationally. I remember making a prediction a while back that GEH would take a 50% market share in the enrichment business. With the heavy hitters on board, this seems highly likely. For me, it seems like while the current price is loosely based around 3.5-6m swu, we really should be modelling the price based on market share and the world market size. Which is a much tougher ask.
the silex ge deal, page-10
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