just imo... supply and demand plus incentive price to build new mines is going up with inflation and could actually need to be 125 per pound to be worth while building a new mine. I watched the Nuclear Uranium conference on you tube yesterday, goes for about 4 hours I skipped some but watched most. some very encouraging stuff on the sector. cant share the link unfortunately dunno why...but if you fast forward to about 1hr20mins Alissa Corcoran states the facts that everyone should take note of..
Nuclear Power, page-898
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