18 mlbs coming onto supply side, page-14

This RBC report has a lot of relevant stuff that may be of interest.

http://www.resource-capital.ch/fileadmin/research/fremde/Heinz_Isler_Juni_2013/Metal_Prospects_-_Uranium_RBC_18.6.13.pdf

Note on Page 10, that estimated output from Cigar Lake appears to accurately reflect recent announcements concerning forward production. So Cigar Lake production has been factored into RBC's analysis.

Also, at estimated all-in production costs of about $US30 per pound, Lance lies in the lower quartile of all producers and is the second lowest-cost of all near-term producers. Assuming that Lance real operating costs reflect these estimates, then a lot of other producers are going to feel the heat before PEN, should prices stay low longer than anticipated.

Cheers :-)