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Pt 1/4 - Today I read the @WorldNuclear report 2019 extended summary. It is excellent, thank you @brandon_munro et al. Here are some key #uranium takeaways from my (first) read. First up (see pic) fuel cost has historically comprised of up to 20% of total electricity cost...
Pt 2/4 - ...this is important to consider. As investors we should re-calibrate our mindset to those of the utilities where #uranium price is just one factor at the start of a much larger chain. Second, the simple cost-benefits of non-intermittent energy (e.g. nuclear), see pic...
Pt 3/4 - ...intermittency is a simple concept at the very crux of the nuclear-renewable energy discussion. We should expect to hear a lot more use of the word 'intermittency' as this discussion enters mainstream circles outside of #uranium echo chambers (see pic)...
Pt 4/4 - A primary concern for governments relates to initial CapEx and start-up costs of nuclear power plants - usually beyond the time horizon of many governments with current 4-5 year terms dictating action. Fortunately, the costs are being reduced (see pic) #uranium.
