There are very real supply challenges being faced by the nuclear industry, driven by two very important considerations. During 2013, the world's 435 current nuclear power generators are expected to require 20% more uranium than was currently being produced from the world's mines. Power generators will need more than 66,000 tons of uranium, but current global mine production is just 55,000 tons.
I have been a senior resources analyst following the fortunes of the mining and energy sectors for the past 25 years - previously working with stockbroker Intersuisse and financial group Fat Prophets. I am also Executive Director, Mining & Metals...
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