Good interview - general interest Uranium and the United States: Colin Healy
Includes his perspective on the impact going forward of secondary sources on the global market. Hers's the pertinent quote:
"In 2013 we expect secondary sources will account for about 24% of total uranium supply, falling to about 18% in 2014, reducing the oversupply situation and eventually leading to a supply shortfall as the demand side recovers."
Link to interview: https://uraniuminvestingnews.com/15801/uranium-and-the-united-states-colin-healy.html