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Gianarikas: We need clean baseload power and nuclear is the solution
CNBC Television· 2025-09-16 11:20
I think we want to put these big outsized moves for these different companies in in perspective. Um, do you see this as speculative or is this the time to invest in these kind of stocks because according to our notes here, you don't really see any of these reactors being up and running until 2027. Well, look, uh, Frank, it's going to take a long time to build them.But what we've seen from the Trump administration is an incredibly dynamic push towards nuclear, and we need it based on everything that's happen ...
Trump Mindful of GOP Divisions: Pollack on Israel, Iran
Bloomberg Television· 2025-06-20 22:35
Geopolitical Strategy & Considerations - The U S is weighing factors related to Iran's nuclear program, with President Trump considering both personal and national interests in his decision-making process [1][2] - President Trump faces a divided constituency, balancing traditional conservative internationalists who want to prevent Iran from acquiring nuclear weapons with a neo-isolationist MAGA base opposed to intervention [3] - A key consideration for the U S is avoiding a long-term engagement or "forever war," while also aiming to potentially end the Iranian nuclear threat [4] - The destruction of Iran's nuclear program would be a significant blow to the regime, potentially undermining its stability [7] - Ayatollah Khamenei, despite not being liked, is considered a prudent and strategic thinker who has historically shown respect for American military power [7][8] Potential Military Actions & Consequences - A potential U S strike on Fordo or other Iranian nuclear sites, while devastating, may not end Iran's nuclear program [6][9] - The most critical issue is preventing Iran from rebuilding its nuclear program after any potential strike [10] - Iran possesses approximately 300 kilograms of highly enriched uranium, enough for about ten nuclear weapons, along with unaccounted-for centrifuges [12] - Israel may have a plan to take down Fordo without U S intervention, potentially mitigating the need for a broader U S military engagement [17][19] - The U S could focus on preventing Iran from reconstituting its nuclear program, with the threat of U S force serving as a deterrent [19]