The thing about the Japanese restarts for me, the more they tick off the easier it will be for the next reactor applying and so on down the list. It was always going to be hard for the first few, especially getting local government approval, however as they start actually coming back on and Japan returns to 'normal' things will become easier.
Couple that will Abe (Pro-Nuclear) strengthening his position I think the restarts will gain significant momentum through the Q1 2015. Uranium price probably got a touch ahead of itself, but I think the spike shows the belief in the market long term, and probably the fear of some utilities of being left without supply and forced to pay through the nose for it.
Just my thoughts only.
Nuke investments, page-3
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