This uranium cycle is very different. 1-No Fukushima. 2-Japanese...

This uranium cycle is very different.

1-No Fukushima.
2-Japanese N plants restarted.
3-Massive increase in new nuclear power plants world wide.
4-Uranium supply shortage coming due to mining cutbacks.
5-Uranium mining overproduction to be eliminated. Kazatomprom now has a policy to seek value not volume.
6-All uranium miners will follow Kazatomproms lead, realizing chasing volume will rapidly deplete hard earned resource bases. This will result in more orderly marketing and pricing.
7-Existing uranium miners eg kazatomprom, camaco, paladin, will have a head start in negotiating new long term contracts.
8-No uranium miner will agree to contracts which will not ensure operational sustainability.
8-Uranium miners in the predevelopment and exploration stage will struggle to get a toe hold into new long term contracts.
9-More international focus being put on emission free energy since 2015 Paris agreement.