that depends on many fronts
the increased demand coming from reactor growth
the spot price
the separation of east and west
the current US reactor fleet needs about 50mlb a year and growing and very hard to get that amount from the west
And produces zip plus having signed agreement to bring on the SMR s with the plan the 1st on line in 2030
And government backing for security of safe supply and return to there backyard as a producer they once where !
i see this as the dawn of the U.S. uranium industry
and pens price when in production much higher than todays
imo
Ann: A$10m SPP Closes Substantially Oversubscribed, page-11
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