Taps Coogan – August 18th, 2023
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The punchline of the wide ranging interview is that Mr. Huhn sees a very bullish outlook for nuclear power buildout and the uranium market, even with fairly conservative assumptions about the number of new reactors that get built. To support that outlook he points to the high likelihood of significant life-extensions for existing reactors around the world, the increasing construction of reactors in the developing world, and a relatively fragile uranium supply chain that has nearly half of global production coming from Kazakhstan.