Hey JJ,
I think your right, the nuclear sector are probably looking at copenhagen more intensely then any other for direction, except for maybe wind and solar.
I'm pretty sure America import about 92% of their uranium requirements. With 8% coming from home.
However I think the world is still only producing around 60% of its annual needs.
Either or, Future is looking good for us.
Cheers NK
question on jorc, page-42
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