Bob Brackett

speaker

400 appearances 1 recordings 1 series first heard Nov 2024 last heard Nov 2024

Bob Brackett’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · What the Nuclear Power Revival Means for the Price of Uranium · 1 Nov 2024 podcast

With uranium, one, the that power plant, the cost of uranium into the power plant is a rounding error once I've spent the billions and some.

This is

And and if you think about running a coal-fired power plant, you are moving millions of tons of material into that plant every year.

With uranium, it's thousands, right?

So it's a remarkably dense, obviously, source of fuel.

And so once that plant is built, there is very little evidence that that plant ever shuts in on uranium price.

And then you combine that with the structure of the industry.

Utility and it can pass price on to the rate base, well, then it's not taking the full brunt of that price straight to the head.

So we don't see substitution on fly-ups for uranium.

We don't really see demand destruction.

And it's also one of these markets that is very difficult to physically short or commercially short.

And so those are the three boogeymans at the top of the cycle.

They don't seem to be obvious.

Yeah, so two thoughts there.

So there there was this investment vehicles.

There was a Sprout uranium physical trust that is

But I always go back to 08-09, where the price of oil shoots to 140 bucks a barrel.

And there were investigations from Congress.

And was it the speculators?

Was it Wall Street that caused the price to skyrocket?

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