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I am with you. Look their only saving grace is the backing buy the U.S. department of energy.
Production has already moved up a quarter... probably Q4 2025 maybe Q1 2026. Will it be full production ??? I see a roll back occurring after earnings maybe in the 0.52-0.56 range.
As for fusion ... well larger experimental reactors are showing up in a lit of countries. If Fusion is commercially successful ... well Oil will go down but it will take years and a lot time to replace nuclear. That being said Jet A will always be lubrication will always be and so will the ice engine ! Fusion is my only worry at the moment. It has accelerated quickly !! Compared to even 2 years ago. I follow the space so ...about 26 players and China has full Government backing ... so we will see. GLTA
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