Adam Stein

That material is used up at this point, but we did do that for many years, yes.

There had to be some trust in that deal for it ever to work.

The bigger concern was drawing down the warheads.

Right, right.

And if that could be achieved, then other supply chain risks were essentially considered to be worth it at the time.

The data centers have already purchased out to 2030 every gas turbine that the world can produce.

The interconnection cues for adding new generators to the grid are overflowing.

The demand is huge.

Renewables can be part of the solution, but if data centers continue to buy the output of even existing nuclear plants, then we need to replace that energy for the rest of the market.

And if we can't buy new gas turbines because the data center companies have already purchased those, then what other option do we have?

We have returning retired plants such as coal plants to the market, which is happening in some cases, or building renewables.

But nuclear has to be part of that equation if we're going to even meet this demand curve.

And if we don't meet the demand curve, then prices are going to keep going up.

So we need to build and we need to build quickly.