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

And so yeah, uranium uh f if it's quick, I'd be stunned if there's a big supply response in in less than five years.

That seems hard to see.

Yeah, five to ten you start to get a response.

And again, because the volumes are small, we could start to balance the market then.

Our hometown is not a test to

Developers with right wing ties

And there's two N members in reality, it always sits in between.

So the primary end member that everyone talks about in in the energy space is the levelized cost of energy.

And Lazard, for example, has been studying this for decades and putting out great work.

And the idea of levelized cost of energy is I need an electron.

I need to charge my phone.

I don't need to charge it all year.

I just need to charge it now.

And that would be levelized cost of energy.

and wind and solar are remarkably good from that standpoint.

Then there's the other end member, which is, hey, I need to power a remote Antarctic field station, right?

Something way off the grid, and I need it baseload 24-7 for a year.

And if I don't have base load, if I have intermittency, if the sun shines and doesn't shine, then I need batteries to support the rest of the time.

And so if my sun shines 1% and I need the other 99 on batteries, I gotta buy a lot of batteries.

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