pretty sure even with those new reactors nuclear power contribution to the energy mix Will still be around 7-9% last i read. Also worth noting that Chinas strategy to sourcing uranium (wish i could remember the report - who knows how reliable it was anyway) is split roughly in 3rds, so 1/3 domestically sourced, 1/3 from joint venture investments - largely in Africa, and the remaining 1/3 on spot market.
It's certainly an interesting sector. Gets a tough wrap from mainstream media.
South east Asia has growth potential.
BP's energy outlook and the ASEAN energy reports gave an interesting overview
watching BKY closely myself.
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pretty sure even with those new reactors nuclear power...
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