From that article, this was an interesting comment from Primatov:
"The theme of uncertainty in the uranium market persisted through the first half of 2020," CEO Galymzhan Pirmatov said on a conference call."However, the general sense is that there has been a shift in sentiment - from participants wondering 'when' the market will transition to support current and future primary production, to now talking of 'how soon' that transition could take place."
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