What the Nuclear Power Revival Means for the Price of Uranium | Odd Lots

There's something of a uranium cult out there: the investors and traders who believe that nuclear is the future of energy, and therefore this crucial commodity will end up being a huge winner. And over the last several years, the price has gone up substantially. But what are the economics of the uranium market? And how sensitive is it to some of these power plants that are reopening? On this episode, we speak with commodities guru Bob Brackett, head of Americas energy and transition at Bernstein Research. Bob knows everything about just about every commodity under the sun, so in addition to talking uranium, we get an update on lithium, gold, silver, oil, and more.
Previously: The Three Big Things Driving the Nuclear Energy Revival (bloom.bg/3YIIWTI)
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[@johncampbell191]

They did not shut Three Mile Island down after the accident they only stop using the one of the reactors that malfunctioned. The other reactors ran until 2019 and where shut down due to competitive economic reasons.

[@Galaxie00]

This guy knows his stuff. I'm a consumer of mining content and all comments are spot on.

[@adriansaw8329]

Uranium equities in previous boom cycle have returned 22x to 1000x for investors. Hence the obsession amongst uranium bros

[@FaithInyamuwa21-x3m]

Good

[@meeranraees3183]

Nuclear fusion renewable energy production energy efficiency