Interesting comment on the U3O8 supply/demand imbalance at this link http://seekingalpha.com/article/4016346-several-crucial-questions-uranium-bulls
Gives reasons why spot pricing is returning to a more normal level.
I have been aware of the natural gas pressure on nuclear plants (particularly in USA and Japan too) while renewables are starting to have impact going forward. However, this article puts together a number of reasons why there are much more deep seated and long run reasons behind the current malaise in the U3O8 price.
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