Maybe? CSG has been driving down the price of Uranium and also Coal, but gas and coal aren't exactly global warming,s best friends, but Nuclear is greenhouse friendly and with the price of Uranium falling it will make Nuclear even cheaper, the thing is, what sort of enrichment will be used, one from the Soviets near term or the Laser enrichment in the US? which is much more efficient and cheaper? Nuclear will stay, no doubt about that, the only question is what sort of enrichment will be used?
I agree nuclear will stay. And yes the laser enrichment does give me pause, however last I heard they were not sure at the time if they would proceed due to costs. It is something that investors should keep an eye on.