uranium: like gol was 10 years ago, page-154

Ethical and safety concerns surrounding nuclear power are valid.

Sometimes the fundamental economic concept of need vs want will overwhelm best practice and ideology.

The collective approach to supply side discipline we are seeing atm will re-balance the supply/demand dynamic.

More importantly it is the perception of this approach that will drive speculation and hence spot price, which is imo is far more important than the industry heavyweight make out. Particularly in recent times where institutional traders have come into the market to create short/medium term contracts for utilities.

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