RE:World U308 Consumption w/ CGN Consumption HighlightJust when Im about to go to bed somebody posts something very intellegent! Serious Macro sector data. I spent 3 months researching this sector with a portion going to your macro napkin numbers. You are on to something my friend.
Unlike Quakes (Im very sorry to this BB) I dont share my serious data. But you can actually find out the size of each present reactor, how many are actually operational (much less than 449), the size of the new reactors coming on line (hint they are bigger than the present average) to crunch better numbers.
I'll throw you a curve ball, you can actually then delete numbers on your newly created chart for scheduled to be deactivated reactors and if you want to take it one step further do it for reactors that do not have permits past 2024 (this one is tough and I had to work with someone on it).
Ill give you another tidbit, I was going to try to see if I could figure out how many of the deactivated or non permitted reactors were clients of Camecos as I had already crunched some basic numbers on Japan and had a pretty good idea ahead of time how badly that would turn out (note..look at my posts from September to Noivember of last year) but then spot hit 17.75 too quickly and I knew I was wasting my time as spot would bounce back and crush a short position.
good work wireframe, you continue to impress with great posts