In short: Told the symposium China has 62 units operating and 58 under construction with a 110 GW target by 2030, "while cautioning that suppliers of critical equipment may not be able to meet fleet scale demand" — the caution Frostad says is "where the fuel cycle enters the story."
3:49consideration. China's State Nuclear Technology Corporation told the room that the country now has 62 units in operation and 58 under construction with a target of 110 gigawatts by 2030 while cautioning that suppliers of critical equipment may not be able to meet fleet scale demand.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.