Very interesting link to the honeywell article Zog. If you consider the conversion situation and where the bottle necks may occur throughout the fuel chain during this cycle and why. Also the reasons behind the reluctance to expand.
Out of the three products to invest in that have swung up, uranium, Uf6 and swu's (enriched uranium) which one will go the highest and sustain that level the longest?
It's no wonder Cameco seems so keen to get into Gle in Paducah.
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