Still up to your old tricks after how many years? When you're failing to downramp on company info you trot out the anti-nuke propaganda.
Number of reac tors is irrelevant - totat GWh is what matters and that is INCREASING because older plants are <1 GWh and newer ones closer to 1.3 gwh
In a market in structural deficit with drawn down stockpiles - it doesn't really matter who buys uranium from where the point is that there's never enough of it!
Uranium price has a tiny impact on the bottom line of a power plant and can be passed on to consumers (we've seen fossil fuel generation pass on huge increases - way more than Uranium price increases could). The increase from $40 to $106 (assuming contracts at $100) increases the cost per kwh by about a whopping 0.3 cents! WOW!
US will extend the existing fleet and build SMRs (at least) meanwhile the rest of the world has 61 reactors under construction (68 GW) 110 reactors planned, (110 GW) and 321 more reactors are proposed.
Give it up son.
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