great article that - thanks for sharing!
“We’re seeing utilities begin to contract, but they’re not even at replacement rate yet so utilities around the planet are consuming more off old contracts than they’re coming in to replace,” Isaac said.
“That’s a pretty exciting situation because it means we’re in the early innings of one of our security of supply driven contracting cycles. The primary supply stack isn’t poised to respond. We don’t have those secondary volumes that have helped fill the gap in the past.
“We’ve never been at this stage of a cycle at a US$50 uranium price already.”
Isaac says higher prices are needed to encourage new sources of production to market,
THE SQUEEZE IS ON, page-24
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