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nuclear fuel

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 27, 2023 by Adam Rodman · across every show →

Everything said about nuclear fuel, oldest first

Mar 27, 2023 bullish
Insight
Rodman: Nuclear Fuel Demand Forecasting Is Far More Predictable Than Oil and Gas
“The operating reactors and those that are under construction and have licenses are very, very well defined. You know about them five, if not 10 years in advance. You know about decommissionings because of the impact on the grid multiple years in advance. So yo…”
Adam Rodman Mar 27, 2023 ▶ 42:45 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
Mar 27, 2023
Assertion Supported
Rodman: Nuclear Fuel Processing Begins Two to Four Years Before Reactor Insertion
“Nuclear fuel starts its process two, three, four years before it finds its way into a reactor.”
Adam Rodman Mar 27, 2023 ▶ 28:32 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
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