China is light years ahead of the competition
they already own half of Namibian production
they have a 49% stake in 2 mines in Kazakhstani
and only recently signed 2 big contracts with Kazatomprom 6 months apart
that needed shareholder approval because it was bigger than the kazatomprom book value
whatever that means but was obviously large
they will continue to be aggressive buyers not only for there reactor builds but will be leaders in SMR technology
construction and supply
so a lot of east supply won’t be coming to the west
and currently the west has the largest usage !
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China is light years ahead of the competition they already own...
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