RE:tariff...No way to Canada, Aus, NamibiaI am inclined to agree with you there. I doubt that US producers could meet a five fold increase in demand...at least not quickly. However I think Australia would be allowed to export it to them. President Trump does not much like PM Trudeau so I think Canada will get shafted. It is also really interesting to see what will happen to CCO assets in Wyoming and Nebraska. CCO owns ISR mines and facilities in these states and production would be seen as coming from within the US. Also I wonder what effect this will have on spot prices and long term contracting. It might force long term contracts with US suppliers for US reactors.
Unfortunately I think President Trump wants to scrap NAFTA and make bilateral deals...any such deal with Canada could include Uranium supply exemptions.
Fascinating how this will all play out.
Malcolm