《Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher》
GEV是一家稳定、多元化的公司，SMR协议势头强劲；建议作为跨越数十年的持有标的。
其中一个值得关注的名字是GE Vernova及其BWRX-300设计。他们已经在安大略省达灵顿开始建造该类型的首座反应堆。通过多项交易，我们认为他们将在田纳西州的Clinch River厂址为田纳西河谷管理局建造一座。
几周前，核管理委员会（NRC）已就此发出初步批准，允许开始初期建设。所以，这是一件大事，而且相当明显，因为他们手头有很多交易正在推进。
One of the notable names is GE Vernova with its BWRX-300 design. They have already begun building the first reactor of this type in Darlington, Ontario. Through multiple deals, we believe they will build one at the Clinch River site in Tennessee for the Tennessee Valley Authority.
Initial approvals for this were issued a few weeks ago by the Nuclear Regulatory Commission (NRC) to begin initial construction. So, this is a big deal and quite obvious because they have a lot of deals in the works.