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Yes, SMR is used to describe plants that aren’t SMRs

SMRs are needed but the tech remains a long way off imo

The physics are hard

Spent a decent amount of time looking at investments in the value chain but too early; better opportunities in renewables value chain

That would be surprising

Haven’t seen the report but will take a look

Think most data center demand goes behind the meter, and I don’t know the costs of transmission 

Co-location of wind and solar with storage may be more economical?

Does it talk about the overlay with fiber networks?