Smity, I just read the article and was about to post.
I would think this has been a major reason that prices of U have been low - not just the extra supply now but the knowledge that more Kazak supply is coming.
Fortunately, many reactors are being rolled out this decade and a lot of secondary supply will be taken out in the next few years
Cheers,
Peteai
kazaks killing the sector.., page-2
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