Market cap at full production, page-99

You're both right which might seem contradictory. The spot price tends to set the direction of the contract price with a lag. A bit like futures. It's due to negotiations over contract price. The gap between the spot price in recent years and the amounts sold under spot. What increased and is now diminishing is a major reason for the increase in interest in u over the last year or so.

Maybe it's not my place to say it but politeness goes along way as there's already huge amount of tension in the world right now e.g. potential for Israel to bomb Iran's near weapons-grade nuclear facilities, as one of their three options.

All IMVHO.