A good article on SMRs.
SMRs Explained: Real-World Economics, Fuel Bottlenecks, and the Race to Scale
A few thoughts.....
- I'd guess the US is years away from implementation due to regulation and NIMBY-ism.
- We made a deal to work with Kazakhstan to help them build one even though we haven't done it yet? NIMBYism at work.
- They'll be a push to change the way we think about them from "Small Nuclear reactors" to "long lasting batteries".
- Looks like they'll be pushing for old coal generation sites to house them.
- It sounds like the next tech market bubble.
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