"What happens to the spot price when Cigar Lake is bought online?"
" We've seen Zarechnoye close, La Sal, Beaver, Pandora, Daneros. Projects are being deferred, big projects including Olympic Dam, Trekkopje, Imouraren, Cameco's Double U, plus no more Kazakhstan production. The HEU agreement is gone, and we're getting unexpected disruptions, such as Ranger, Rossing, Cigar Lake and assets in Niger. So I think investors should focus on that. When uranium prices come back, I think they're going to come back quite quickly, not because Japan is going to come back seeking supply but because the other 90% of the world hasn't been buying like it should."
http://www.u3o8.biz/s/MarketCommentary.asp?ReportID=626709&_Type=Market-Commentary&_Title=Uranium-Supply-Disruptions-Spell-Opportunity-for-Investors-David-Talbot
sale of the century, page-31
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