I agree M. Urenco's recent 15% expansion in new mexico wont come on line untill 2025. I would bet that western enrichers will go to overfeeding to get output up in the mean time, but as you say UF6 availability may be a problem short term. Gle on the other hand have 30 years supply of uf6 sitting out the back yard in Paducah. If this test loop program delivers the "anticipated" (was a word used in silex's recent investor presentation) result this year and it's positive, then i would think its in the US interest to go flat out getting a Gle plant running.
SLX Price at posting:
$6.70 Sentiment: Hold Disclosure: Held
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