Love the write-up. I am bullish nuclear myself, especially with the most recent policy tailwinds. I'm surprised you didnt speak on HALEU and its use for SMR's. We do have a domestic supplier in the US: LEU
I'm definitely no expert, but from what I understand HALEU is used for the SMR's and will help us decouple from global dependency. Anyway, I subscribed and looking forward to reading your future work. I will be doing a write-up on my favorite nuclear stocks in a few weeks (spoiler alert it will be on BWXT and LEU). If you're interested feel free to sub. Appreciate it 👍
Love the write-up. I am bullish nuclear myself, especially with the most recent policy tailwinds. I'm surprised you didnt speak on HALEU and its use for SMR's. We do have a domestic supplier in the US: LEU
Thank you. I need to look up on HALEU to further understand its use in SMRs.
I'm definitely no expert, but from what I understand HALEU is used for the SMR's and will help us decouple from global dependency. Anyway, I subscribed and looking forward to reading your future work. I will be doing a write-up on my favorite nuclear stocks in a few weeks (spoiler alert it will be on BWXT and LEU). If you're interested feel free to sub. Appreciate it 👍