"the gap", page-8

What you mean in current market by fundamentals?

More than 43 million pounds of uranium-oxide concentrate, or yellowcake equivalent sold on the spot market last year, more than doubling the 2007 trading

Lehmans got joke of the quantity
Lehman, once the fourth-largest investment bank, has an estimated The uranium, which may be as much as 500,000 pounds,
but many countries is changing attitude towards Uranium:
UPDATE ON SWEDEN'S RECENT NUCLEAR PROGRAM ANNOUNCEMENTS

Earlier this month, Sweden's centre-right government decided to end a 29-year-old moratorium on the construction of new nuclear power plants. In 1980, a referendum in Sweden voted to phase out nuclear power, however, only two of the country's 12 nuclear plants were closed during intervening years and Sweden's nuclear reactors currently provide around 50 percent of the country's electricity.