tankerman

Denison Mines: A Play on Escalating Uranium Demand

Even if everyone on the planet magically "got on board" with nuclear power, and approvals for plants were fast-tracked, we would still be severely capacity-constrained on a critical component of modern nuclear reactors: the containment vessels for the core of the reactor.

Japan Steel Works, which has a capacity to make four containment vessels per year, supplies everyone except the Russians:

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