RE:RE:HUGE supply disruption... yet nobody noticed.
If I were in charge of Cameco, I would make it my business that no matter how many shutdowns we get from all the other U suppliers, I would make it my business to continue to supply the spot market with enough U to keep the spot ptice low for the next couple of years. I believe they can do this single handedly by themselves at very little cost to themselves since much of their U sales is at the contract prices and not at the spot price.
The net result would be that those U cos that are borderline such as Paladin and many others will not be able to hang amd will be easy prey to a take over from Cameco. Bottom line - a continued low spot price is very good for Cameco in the long term!