I don't think there are too may developers and producers that are yet to come online that would be able to produce uranium to fill large contracts into 2022 , that is why I believe holding physical uranium to help secure contracts and squeeze utilities into negotiating new contracts is a good thing . The contract price would have to be viable for them to come online or restart and if there is less in the spot market prices have to go up.
New Video Coverage on $Pen! Huge News for Uranium in U.S.!, page-116
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