Hearing you Intuit.
Think you percentages are about right ? But Kazak uranium stuffed to spot price no matter what. If Russia stops supply and MORE importantly Enrichment tomorrow the US is farked They have no enrichment capacity either. UssR has that as well.
Seriously the US are in energy crisis. They produce 2% of there needs and have bugger all capacity to make fuel rods. Btw NO way Japan will sell uranium into spot coz 90% of their inventory is in none exchange fuel rods ready to go.
Things are hotting up my friend. I love all the knowledge and theories.
Save the planet, page-45
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