Nah, I agree with DULL - it's a commercial decision.
It is an emerging trend for Nuclear reactor manufacturers to get involved in the Nuclear fuel business - Areva pioneered it, and GE has said publicly it wants to have the same model.
Here's a nice post on it:
http://djysrv.blogspot.com/2008/01/ge-to-expand-nuclear-fuel-services.html
From there you'll also find a link to a Bloomberg report that says GE is keen to get into partnerships with U miners:
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aaiGCCHHCyGg
ge purchase, page-5
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