new u supply and price issue, page-8

no dramas frogga but i think your figures were more accurate.

vintage, do you have any idea of what the current and proposed USA U mines will generate vs the amount of U imported? i'd imagine it would be on a graph somewhere, i just don't have the time at current to look.
if mining in the US doesn't produce what they consume then the effect on the U price should be minimal for the home grown producers as the plants will still have to import the shortfall they need. vice versa if they produce too much than there will be undercutting which will affect the market. i'd imagine the patriotic yanks will want to use their own produced U before any overseas U, but then again money talks.