Could be a good opportunity coming. I guess with the Europe issues their are always fears of someone reneging on one of our contracts. Then of course there is just general fear. Keeping powder dry for awhile, to add to investment at some point.
The market is still under-supplied. Any contract that might drop out could be replaced with another --probably more lucrative-- contract; though I have no news of any contracts falling out. The news that Japan is restarting 2 nukes is certainly a damper, but immaterial. This partnership looks like an interesting value.