It is only early days in this crisis. Cigar Lake has closed and if Kazakhstan has a similar problem then over 40% of the uranium supply could be interrupted. If that doesn't shake up the utilities nothing will. The electricity must keep flowing at all costs and this crisis emphasises the need for diversified supply across many continents and jurisdictions. It is going to be an wild 6 months for everyone, good luck.
Ann: Change of Director's Interest Notice - P O'Connor, page-20
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