good commentary from minute 4:50 how tenex operates differently from other fuel suppliers, if utilities switch to another fuel supplier they will need to source uranium first
some comments on boe at minute 31, also good
commentary on usa and allies roll in uranium going forward from about middle of interview
https://youtu.be/Ejo5nyg8gRU?si=VaENB2LZ4npuMuxZ
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good commentary from minute 4:50 how tenex operates differently...
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