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  • 15 hours ago
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00:00I think what we're going to see is we're going to see who is able to build a reactor next year and that's going to be the differentiator. Yes everyone needs a lot of power right now. It wouldn't surprise me if people are signing multiple agreements because they don't know who's going to be able to produce that power in the time frame that we need. But within the next 12 months we're going to start to know. We're going to start to be able to see who's going to be able to produce power and at what levels and at what cost. And so I think we're going to see the froth come out of the market in the next 12 to 18 months. So does that mean a lot of the agreements that are
00:29signed now won't come to fruition because it can't possibly there's there's a lot of excitement people are kind of covering all their bases right now. I think what we don't really know is how long it's going to take for them to come to fruition because as you said deployment time frames are still highly uncertain and I think cost is is the biggest driver. And what we need in order for this to move forward is that we can not only deliver within a short amount of time and deep vision is looking at building reactors in just six months. So that's very quick. Yeah.
00:59But we also need the cost to come down so that you can be profitable and so that it makes financial sense to use nuclear power.
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