Uranium WEEK ``More Upside?
Canaccord Genuity understands that after under-purchasing over the last five years, US utilities are now approaching less than three years of feed requirements held in inventory, with over 50% of supply to be re-contracted by 2023.
Any further supply disruptions could potentially hasten sales contract negotiations with advanced developers.``
https://www.fnarena.com/index.php/2020/03/31/uranium-week-prices-surge-on-mine-shutdowns/