The opponents of nuclear power tend to portray the contrast between nukes and hydrocarbon-generated electricity as a choice between adopting a rabid hyena or a Golden Retriever puppy. But the contrast is not quite that extreme or simplistic. A more accurate metaphor might be choosing between sleeping under a guillotine blade every night or sleeping in an airport smoking lounge. As long as the blade never falls, that's a much better - and healthier - place to sleep.
The Chinese will be taking full advantage here to game the uranium mkts ans I doubt very much they really slow down.
That said, as a LT investment, I have to think valuations for uranium miners will be hurt for a long time.