may 30, 4 utilities to apply for early screening for restart of reactors; search that headline They want to start this summer if they pass the new requirements.
This is in Japan it may take more than 6 months to check the reactors out. Total of 8 reactors up for early restart. Others will be longer.
China will be starting up a bunch over the next few years. There are two under construction in Georgia and another two in South Carolina. These are all Westinghouse AP1000 design and will require enriched uranium. Do the math.
Sentiment: Strong Buy