Remember the Petition 232 deadline? The same thing happened then as is happening with the new deadline. SPOT price started to fall before the deadline. Yet this is a comment that I clipped from a widely spread and hopefully widely read report that was dominating twitter feeds yesterday. The simple facts remain that the industry continues to produce half of what utilities consume, that almost no new mines are being developed and that inventories continue to be drawn down at high rates. I can't remember if it was part 1 or 2 https://thetideoffortune.com/would-you-have-made-a-fortune-in-uranium-part-1/ article