Rodman: Nuclear Fuel Processing Begins Two to Four Years Before Reactor Insertion
Adam Rodman · Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304) · Mar 27, 2023 · at 28:32
Adam Rodman, founder and CIO of Segra Capital Management, explains the capital cycle delays and procurement lead times inherent to the nuclear fuel industry.
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“Nuclear fuel starts its process two, three, four years before it finds its way into a reactor.”
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