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Without getting into mismanagement or environmental concerns, nuclear's economics continue to worsen.

1. The supply of nuclear expertise and trained professionals is shrinking. Thus, nuclear EPC + O&M goes up. This article cites this factor at least 3x in different paragraphs. Though, that's great news for current nukes!

2. LCOE (EPC + O&M) forecasts show nuclear on par with substitutes. I'm not taking on the ESG risks of nuclear to achieve price parity.



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