Nice summary on the fragile state of US uranium production: https://youtu.be/wg-YSt4OjRQ?si=4dD8s6uuWZxoOKML
"Q3 2025: 477,501 lbs to 329,623 lbs. EIA data confirms. Wyoming ISR well fields hit the natural decline phase simultaneously. Smith Ranch, Lost Creek, and Nichols Ranch are all plateaued and exhausted."
Add in geopolitics, national security, energy independence.. makes for a nice premium on big domestic uranium projects like Copper Mountain district in Wyoming.