current short term dynamics of uranium market

Hi all. New to HC (in fact my first post).

Any interest in a discussion focusing solely on current developments in the uranium market? (Let me know if this is not the best location for it but PDN seems the most active discussion for uranium prices)

Recent (mostly positive) developments:
- spot uranium price steady rise of 5% in November, some share price response offshore (eg, Cameco,URA ETF) though Australian uranium miners not responding so far. Term futures prices also rising.
- megatons to megawatts program was not extended
- continuing development of nuclear plants in China, Pakistan, India, Turkey (though China is the dominant builder by far)
- increasing reports of major producers acting to contain new supply (possibly the "effective supply growth moratorium" referred to in the PDN presentation earlier this week?)
- US banks (eg, Goldman Sachs) ceasing their physical uranium trading businesses (reducing influence of traders which some allege have magnified the spot/term futures price differential)
- rising natural gas prices is easing the squeeze on pricing for electricity generators.

other:
- uncertainty amongst analysts as to the timing of Japanese nuclear restarts and the unwinding of short term inventory excesses

Interested in the current analysis of specialist industry consultants (UX Consulting/ Trade Tech) if anyone has access to it.