I love hydrogen. I fully expect N power carbon free to contribute as well. I wonder if Japan today was part of the reason for the little nibbles? The scale of coal replacement is huge. Nuclear is a clear option.
https://www.abc.net.au/news/2020-10-26/japan-aims-for-zero-emissions-carbon-neutral-society-by-2050/12815400
it might be this becoming clearer perhaps ?
- Miner predicts uranium price could soar as supply deficit grows in coming years
- At current prices ‘there is no incentive to build new mines’
- Uranium supply shortfall could reach 50 million pounds this year
Uranium prices could triple to $US100 per pound (A$140/pound) on a looming supply crisis for the generation fuel just as a raft of new nuclear plants enter service this coming decade.
https://unauthorised investment advice/energy/uranium-price-set-to-triple-on-growing-supply-deficit-miner/
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