It's human nature to view things from one's own perspectives....hence the general comments here relating to off-take/sales agreements from the shareholders perspective.
When do we think they're coming, what price, how many lbs, how many years etc etc.
Consider the beleaguered US utility - had an easy time of it the past 20yrs with HEU supply contracts, then more recently surplus fuels at bargain basement prices.
Now probably looking at uncovered forward demand in another 2-3yrs, Russian relations potentially going South in the short term, insufficient domestic supply etc etc.
I would suggest we shouldn't worry about this; it's going to happen as surely as night follows day.
If you were the CEO of a large US energy utility what would you be doing right now?
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