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I see this as positive for TOE ( understatement!)

Australia quietly makes first uranium shipment to India three years after supply agreement
AM
By South Asia correspondent James Bennett
Posted 9 minutes ago

PHOTO: Commercial considerations are most likely to explain the long wait before making the first shipment. (AP: Manish Swarup)
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MAP: Indiasupply deal with India, signed in 2014, is the first of its kind Australia has made with a country not party to the nuclear non-proliferation treaty.

At the time, then-prime minister Tony Abbott said Australian uranium could play a reliable long-term role in supplying India's growing energy needs.

But it was not until last night, in a brief and low key announcement, that Ms Bishop announced the first shipment was finally en route.

"I understand the first shipment is on its way. That's my understanding, its a commercial arrangement," Ms Bishop said.