Sheer delight at this part on page 9
"Six offtakes with approximately 18Mlb contracted, representing
48% of estimated production to CY2030
• Contract book is closed for CY2024
Buyers who thought they can just buy on Spot or from Niger or Russia may take a while to sink in
Others who loudly claim there is more than 200000 thousand LBS of Secondary Supplies might not like page 6 from ("1. Sources: UxC Market Outlook, Q2 2023. “Other” includes US Government supplies, MOX and reprocessed fuel") might be in for a shock!
Lots to like and a short time frame.
Ann: Diggers and Dealers Presentation 2023, page-2
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