A substantially larger nuclear component is required for an orderly, economical, and politically viable transition to zero-carbon electricity. As the consequences of alternative techniques become evident, it appears the world has finally realized this. 

Michael Alkin (CIO, Sachem Cove) joins us to discuss nuclear power’s long-term prospects and debate the case for uranium equities. He is widely regarded as the industry’s brightest mind, and uranium mining CEOs seek him out for his strategic nuclear fuel cycle macro insights.