RE:FukushimaLook Fukushima is a concern but not as big as some people are making it out to be, i don't think people are going to start deferring there nuclear programs because Tepco is incompetent and honestly the spot price is so low I don't think we are in danger of seeing it fall much lower...
However the concern is that one of the catalysts for the uranium price moving up everyone has been talking about is Japan starting their reactors and I think Tepco has hurt this, as if they can't win the peoples confidence it will be a lot harder for Abe to power them up.... This being said I think all of this only has minor impact on us here and only a minor dely on the eventual upwards movement on the spot price as Japan has to start those reactors. It is just too expensive to keep importing it from China and really do they wanna be dependant on China for thir energy needs considering Chinas most recent behaviour in the south china sea?