Thanks Yuro,...

Thanks Yuro, re
http://www.nytimes.com/gwire/2010/05/20/20greenwire-study-kerry-lieberman-climate-bill-would-promp-31963.html

Just a snippet from your link:
"The bill would spawn 68 gigawatts of new nuclear power production due to $36 billion in loan guarantees and a 10 percent investment tax credit for plants that are in operation by 2025."

Just look 68 GW of new reactors.

Well that works out to be 102M/lb to startup the reactors.
68GW * 1.5M/lb = 102M/lb

Now to keep those reactors operating
68GW * 0.5M/lb = 32M/lb (units not taken into the equation)

That is just for the new reactors. That is more than PEN has JORC'd at the moment.

Now think if the price lowers by say $20 contract price then there will be a problem with supply.