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Iam so fucking bullish for energy the next couple of years. Oil, gas, nulcear, renewal. Doesnt matter its the bottle neck for all innovation. And even conservatively thirdworld countries will get richer and will consume more. Its innevitable to go up. Especially nuclear if you consier that currently the world is building over 70 new reactors of which china builds over 50.
Opening new uranium mines takes forever and all the mining and processing companies are stuck in centuries old contracts. The demand will get bigger than the supply.



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