More then 50%
They bought 1.4M lb this week. The worlds primary production is 125 to 130M lb so at 70M lb annual rate they are buying well over 50% of all mined Uranium. That is on top of a current short fall of around 30 to 40M lb (150M lb Primary and Secondary supply vs 180 to 190M lb used annually and growing).
Fully agree with the rest of your post.
More then 50% They bought 1.4M lb this week. The worlds primary...
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