uranium sector leads market, you can slow down U demand, and credit squeeze contrains new supply, causing a bull market for the U price.
Morocons maintain their 400/t price for RP, and cheap supplies of dap run dry, inevitably, cost of DAP rises with higher ingredients. MAK and ag sector rallies strongly.
Along with rising oil, gas prices rise, and expanding producers such as MAE, RFE, STX soar.
More t/o activity and players with good real estate such as BUL and MEL are made offers they cant refuse.