RE: uranium 70-80? demand?
is demand growing this year? i suggest not..
how does it get to 70-80 this year? i suggest not.
how many of the new plants from India and China go 'online' this year or even next year? i suggest none.
if there is no further demand destruction from Fukishima, how much supply will be reduced end of 2013 from the HEU agreement? I sugggest about 15%...
what actual price increase due to shortage hype, assuming no govt intervention, etc. may occur due to HEU and feasibility for new mine production? i suggest maybe 25% and 65-70, sometime in 2014...
same like oil hitting 150...