"#Uranium, #uranium everywhere, but not a pound to burn."
It really be like that these days, and something's gotta give.
Will #nuclear power plants shut down, or will the world pay higher prices per pound to incentivize mining? The answer lies in conversion & enrichment prices.
@FreiburgCoffeeC Just back from WNFM. Current supply is a concern based on only "known" demand: operating reactors + expected restarts + under construction. 500GW (+25%) by 2032, NOT including secondary demand: financial, sovereign, inventory build, military, SMR 'snowballing,' hyperscalers? ๐