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

So, two ways to create uranium demand.

One, and and we've seen a bit of both.

One is to build new power plants, and the second is to turn the old ones back on.

And so if if you think about Three Mile Island being reactivated to support Microsoft, imagine the junior strategist that went to Microsoft's board and said, you know what?

AI power demand is huge.

We need a cheap.

Rateable, dispatchable, flat baseload of power to supply it, we should invest in nuclear power.

And I imagine somebody higher above that person said, Are you an idiot?

Have you ever heard of Three Mile Island?

And this junior strategist said, Yeah, that's the one.

We should turn that one back on.

And the fact that it vetted through, and it's not just Microsoft.

Now, every big tech company is a

Associated with nuclear investment.

And they have all gone through this process of what do they need, base electricity, of an unknowable demand growth, and where can they get it?

And so whether it's funding new SMRs, small modular reactors, or reactivating the existing ones, it's been a remarkable inflection point.

So on the producer side, the good news is again, it's a smallish market and it'll move relatively slowly.

So the real inflection would be around small modular reactors.

Because reactivating closed reactors, you know, we've got one up the Hudson you could reactivate in theory.

Oh, I guess I meant on the mining side.

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