RE:Coffee with T (Freshly ground Peruvian Femenino today) Excellent summary, touareg, sense of humour also much appreciated (Quakes influence ?)
Concerning the last point you made on "Where are we now ?", may I suggest to emphasize that before the last bull market, there were 26 (if my memory serves me well) reactors under construction, and 3 mines about to come online. Today there are over 50 under construction (by the way requiring more uranium) and zero mine about to come online.
It may get things accelerate, as you suggest, and have an even more drastic parabolic effect on the spot.
I'll get my last cup of coffee now !