http://www.theenergyreport.com/pub/...deficit-and-shares-three-ways-to-profit-by-it
"Several hundred reactors are being planned or are under construction in China, India, Russia, Saudi Arabia, Argentina and the United Arab Emirates. That doesn't include the smaller reactor business in places like Turkey, Jordan, Bulgaria, Bangladesh and Vietnam. That means a Grand Canyon of a deficit in supply from known sources--approximately 30-35 million pounds per year (30-35 Mlbs/year) in what is currently a 155 + Mlbs/year market--will open up by 2020-2022. The way in which the deficit gets filled is going to be a complex process
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