Ann: Lance Production to Restart in 2024 under Revised LOM Plan, page-197

If you haven’t had the chance to watch, definitely an opportune time to do so. From about the 11min mark is a good place to start. The small amount of pounds moving the market of late in the terms of dollars at a time is quite rare. Simply put, the supply is just not there. Given SPUT is about to re-enter and other third parties - Then and most importantly Utilities…..

The scramble to lock up supply looks to be just getting started.