Dont know where your getting your information from ura-bull mostly likely twitterland.
From the World Nuclear Association
Doubling the uranium price (say from $25 to $50 per lb U3O8) takes the fuel cost up from 0.50 to 0.62 ¢/kWh, an increase of one-quarter, and the expected cost of generation of the best US plants from 1.3 ¢/kWh to 1.42 ¢/kWh (an increase of almost 10%). Only if uranium prices rise to above $100 per lb U3O8 ($260/kgU), and stay there for a prolonged period (which seems very unlikely), will the impact on nuclear generating costs be considerable. Then you got to add the added cost of Conversion, Enrichment, Fuel fabrication.
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