What do you mean by "most of the utilities have bought up...

What do you mean by "most of the utilities have bought up requirements to 2029"? Are you referring to inventory or supply contracts in place?

And where do you see supply from Kazakhstan and Russia heading and impacting?

I understand the US currently receives the majority of its uranium from outside North America, which is in play with recent bipartisan moves in the US government as well as Russia's recent announcement of ceasing refined uranium exports to the US.