If Trump takes similar action on U that he's taken on Aluminium and Steel - what do we think the effect will be on PEN?
https://www.cmtradelaw.com/2018/02/commerce-reviewing-section-232-petition-on-uranium-imports/
I suppose the main problem is whether we can even supply enough Uranium right now even if there was additional domestic US demand as a result...
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US protectionism on Uranium and PEN
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