2 interesting references in the article that point to a Uranium bull in the coming months / years.
http://www.reuters.com/article/marketsNews/idUSHKG5510020090706
in April, state-owned Guangdong Nuclear Power Group announced the establishment of the 10 billion yuan ($1.46 billion) China Nuclear Power and New Energy Industry Investment Fund -- the first such specialist fund approved by the cabinet.
China has around 9.1 gigawatts (GW) of installed nuclear capacity but it is considering revising its 2020 target to over 80 GW from an original plan of 40 GW to increase clean energy supplies, state media reported.
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