There is likely to be an oversupply until 2015 due to warhead deblending but from then a massive supply gap will open up.
China alone currently has 15 reactors under construction, 34 planned and 80 proposed.
When build contracts are signed it is now common for first load and lifetime supply to be locked in which shifts the demand forward.
http://www.world-nuclear.org/info/reactors.html
http://www.world-nuclear.org/info/inf17.html
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