the latest issue not only the biggest global supplier Kazatomprom fall short on contract guide by 20%
And now the government resigned Russia pulling strings ?
you have the US that needs 50mlb yearly
the French are scrambling now there Niger supply stopped
Japanese start ups wanting long term supply
safe jurisdictions it just goes on
the imbalance between supply and demand is so overwhelming
The space is going to pop expectation of a real squeeze very likely
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