Daniel Moser

Why I'm Long Uranium and Nuclear / Power Engineering

First off, I can't write a book online...so each post has to be a reasonable size. Secondly nothing you have said is particularly crucial to my underlying thesis being correct: which is that nuclear will eventually become the "duh" solution to solving global warming while keeping costs relatively cheap. Right now the environmentalist lobby is not rationally allowing policy makers (particularly left wing policy makers) the ability to pursue nuclear as the viable option hence your points about nuclear capacity actually declining...however that will change as it becomes abundently clear that there is no other currently viable option to produce energy at a reasonable cost that simultaneously helps reduce global climate change. Third, the rest of the world waking up/expanding nuclear (as the other commentor points out) will still lead to an increase in demand for uranium - which in and of itself promotes uranium prices and simultaneously puts the United States at a competitive disadvantage which will ultimately have to be corrected by some decent policy (we hope so anyways).

My bottomline, my analysis works it is just a matter of timing. You incorrectly focus on the present situation in which nuclear is not seen (as it should be) as the viable option - which actually feeds my argument that in the future this will change after a serious "alternative energy bubble" that mis-allocates capital to the incorrect resources-which will end in tears for most investors playing bad solar companies and what not. Good luck and I geniunly appreciate the feedback.