RE:RBC outlook 1 year ago@dointhisforcash - RBC's 2013 report is pretty much the smoking gun that says their analysts don't know squat. Because of the market structure of uranium, the narratives from producers are probably a better guage of the markets supply/demand balance, and I haven't read of one producer that's said the market will be oversupplied until 2021. If RBC's 2021 forecast in their most recent report is accurate, you would expect that producers would not have increased supply in 2013 but instead would have shut-in more of their production. IMO part of the reason that producers have not closed more mines to date is because they expect their future returns from improved future market fundamentals to out weigh the present cost of keeping marginl mines open. So even when RBC throws out a report with impressive looking charts and graphs and all kinds of high minded commentary to go along with them, do they really have a better handle on the market than producers' who field calls from customers shopping for product? RBC's track record says no.