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Imo, this isn't a supply shortfall story - Kazatomprom can just...

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    Imo, this isn't a supply shortfall story - Kazatomprom can just supply from their inventories,.

    For me the story is that Kazatomprom have sold out .. there's nothing left to contract, and with Cameco sold out as well, what do Utilities do for the next few years?

    Interesting times.



 
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