It won't happen ..., page-16

Afternoon Guys,

Whilst frustrating, I wouldn't worry too much about the noise.

I have read two very positive demand driven stories in the last few days:

(1) Saudi Arabia wants to build 17 reactors by 2032: https://www.aljazeera.com/news/2018...ia-nuclear-plant-project-181105192827938.html

(2) China plans to increase nuclear capacity by 50% by 2020 (58k MW) and to 150k MW by 2030: https://asia.nikkei.com/Business/Bu...ades-nuclear-reactors-to-wean-itself-off-coal

IMO, the demand side of the story is now gaining momentum, it's not just about the supply discipline ...

Give it time ... this sector is going to fly.

(1) Climate Change
(2) Air Quality
(3) Energy security in a geopolitically fractious world*

Cheers
John

* For younger HC'ers have a look at why Japan entered WWII. In part, the USA blockaded their sea routes to oil markets and starved Japan of energy sources. I think China et al have studied history.