No. of Recommendations: 1
excellent podcast from 'decoupled' on the brookfield role in america's revived nuclear ambition.
westinghouse seems primed for the position as america's mature nuclear champion.
uh, the small problem is westinghouse in no longer american, as ownership is split between 2 canadian companies.
as long as the enthusiasm continues, there is a runway to westinghouse emerging as a revived american entity, given that brookfield and cameco have enough incentive$ to spin it out. cameco in particular has to balance this with long term benefits of deeper integration.
as to the '$80b deal' with the trump admin and its STEM skills, where the american gov also becomes a significant shareholder, it is as vague and unstructured as anything the gop has ever rolled out.
throw into the mix of promises and obligations by japanese partners and their government, and the most likely outcome seems nothing happens.
hello fox-conn factory fans !
