Grant Isaac

“Over the years, people that have followed our story have watched us talk about nuclear. We initially were cautious. Then we were cautiously optimistic. You know, and I think what we want to remind people is we're now fully optimistic.”

“In general, across the industry, I think what the most notable point to make is we are still not at replacement rate demand across the industry. We still don't have utilities coming forward and collectively buying at a volume that replaces what they consume under existing contracts.”

“And by the way, I do encourage questions from the floor, really interested in what you're thinking. Your questions help us understand where our story is being understood and where it's not being understood as well.”

“I'm going to maybe start with your second question, and then we'll work backwards into the specific guidance. I mean, Westinghouse continues to be a very exciting space for us.”

“Availability continues to be strong, as demonstrated by the adjustments to our outlook. Production was down, but our market purchases didn't go up.”