US nuclear capacity expansion to accelerate
The guest argued that the US will significantly accelerate its nuclear reactor build-out to compete with China and meet massive projected demand increases.
The argument
China is successfully executing its plan to build 10 reactors a year on time and budget, prompting the US to target quadrupling its nuclear capacity to over 200 million pounds of uranium demand by 2040. The guest anticipates the US will announce the start of construction for up to 10 large reactors in 2026.
The thesis, stress-tested
✓ What validates it
- ✓US announcement of up to 10 new large reactor constructions in 2026
▸ Risks discussed
- ▸US reactor builds historically run significantly over budget and behind schedule
Hear it yourself
"Do you think the AI arms race could have an impact on uranium demand moving forward? Yeah. That's a a really good point. And let let me back that up a little bit. When you said China is planning to build a 150 reactors, they made that statement a few years ago. And not only did they make that statement, they are executing it beautifully. They're now they're now building 10 reactors a year, and they're building them on time and on budget. They're able to build a large nuclear reactor, you know, a gigawatt reactor for, you know, under 5 or $6,000,000,000, and they're doing it in about five or six years."
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