155 net more nuclear reactors in operation by 2035, a 35% increase.
Significant supply deficit to occur in 2025, at least through 2035.
Uranium is trading under its cost of production and is going to take off as supply fails to meet demand.
Uncovered demand by utility companies is at a record low level, giving pricing power to producers.
https://seekingalpha.com/article/4058243-uranium-go-nuclear
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