Why should you be all about nuclear energy in 2024?
People always ask me why nuclear, here are some of its biggest advantages.
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We mostly burn stuff like oil, gas and coal to keep our lights on.
Having anā¦
MacroVoices @ErikSTownsend and @PatrickCeresna welcome back @Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. bit.ly/3rlVliz
We are in inning two...maybe bottom of the second. The real parabolic moves don't come until the last few innings.
Uranium is $39/lb. Marginal cost of production is almost twice that.
But, cost of production will not be the driver of the upward price movement, just as...
We are in inning two...maybe bottom of the second. The real parabolic moves don't come until the last few innings.
Uranium is $39/lb. Marginal cost of production is almost twice that.
But, cost of production will not be the driver of the upward price movement, just as... https://t.co/UoPsDYtuGd
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I know a thing or two about #uranium.
THESIS: Utilities consume more #uranium than miners can supply until minimum 2030
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