ablation update very bullish, page-14

Good article, thanks Buc.

We've known about the drop in supply from the Megatons to Megawatts program for some time and thought it would be the trigger for a rise in prices, but I wonder what impact the continued idling of Japanese reactors will have. Is any demand that may have risen from the end of the program completely taken up by the lack of buying from Japan?

And therefore do we need to wait for Japan to flick all the switches back on before we see the demand we need to list prices?

Just a thought, interested in others views.