That lower baseline energy demand as well as marginal increases in supplies has led to lower global oil and gas prices and more competitive pressure on
the uranium space.
Second, maintain a focus on the lowest - cost producers or near - term producers in
the uranium space.
Several developments in
the uranium space, including the restart of a reactor in Japan that has been offline since the Fukushima disaster, have primed the commodity for a price surge.
Cameco (CCJ: NYSE, CCO: TSX) the bell weather of
the uranium space, continues to consolidate and shed assets.