The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Rodman: Rosatom's Exclusion From the West Will Create a Massive Fuel Deficit
“They're close to 50% of the market, and over time, they'll be cut out of western markets, in our opinion, which will create a very big deficit.”
Rodman: There Has Never Been a Stored Nuclear Waste Accident in History
“There has never been an accident with nuclear waste in the history.”
Rodman: Uranium enrichers will shift from suppliers to net buyers
“What the market hasn't fully digested yet, because this market moves in slow motion, is that on a go forward basis, you probably aren't going to get supply from enrichers, and it's very likely that you actually have demand from enrichers, which is a process th…”
Rodman: Advanced Nuclear Reactors Feature Meltdown-Proof Fuels and Passive Safety
“Advanced designs have walk away passive safety features, in some cases have cores that can't melt down, fuel that cannot melt down. They have lower waste profiles. Proliferation risk is reduced.”
Rodman: Uranium at $50 is not a balancing price and will rise
“It's around 50 dollars now. It's still not a balancing price. We still think there's quite a bit to go”
Rodman: Lifetime Nuclear Power Leaves Half a Soda Can of Waste
“For all the electricity used and power they used, I think half a Coke can is about how much uranium
Waste you'd have left over, whereas you'd probably have your whole yard stacked up five stories of coal.”
Rodman: All US Nuclear Waste Ever Accumulated Fits on One Football Field
“In the United States, all the nuclear waste we've ever accumulated, you know, over the last
Can fit on a football field 10 feet.”
Rodman: Chinese nuclear reactors are built on Westinghouse designs
“In certain cases, the Chinese who are building scalable, inexpensive reactors built on the Westinghouse design”
Rodman: Kazakhstan Mines 40% of Global Uranium While Russia Only Mines 5%
“Russia does not do much direct ethereal-weight mining. They're maybe five percent global supply or so. But Kazakhstan, fully independent neighboring country, former satellite, is 40%.”
Rodman: Fuel Is 15% of Nuclear Plant Costs vs. 80% for Gas
“Fuel costs are a relatively small percentage of operating a plant. People who don't know nuclear economics that well maybe assume that light coal or gas plant feedstock is 80% of running. It's flipped on its head for a nuclear reactor. It's all Upfront, CapEx,…”
Rodman: Uranium Miners Make Up the Vast Majority of Public Nuclear Plays
“The public markets are mostly dominated by fuel cycle plays and a fuel cycle plays. Uranium miners are vast majority of the opportunity set.”