RE:RE:RE:RE:interesting pattern formingSee below article - looks like Taiwan is going to revisit the decision to turn off their reactors next month through a referedum and momentum in Germany is gathering to do the same. Germany has shut down eight of its 17 nuclear reactors, and was implementing measures to close the remaining reactors by 2022.
So here is a near term bull case scenario: Germany/Taiwan reverse course and 21 nuclear reactors add 21 MM lbs of unexpected demand starting in 2022. That could put industry into deficit. Not sure if it will happen but something to monitor.
https://www.forbes.com/sites/michaelshellenberger/2018/10/24/momentum-builds-for-nuclear-power-with-referendum-approved-in-taiwan-and-pride-fest-in-germany/#3e2c50647584