re: Uranium

Japan will be back eventually. It's the only energy source that makes sense for them. And shutting that down because of an old plant that got hit with a record tsunami is not a reason to suffer high energy costs. Learn your lessons, fix your regulatory body and invest in newer, safer designs, and move on.

The US is dwindling slowly though because of costs and lack of movement on the spent fuel front from Washington. Maybe SMRs changes the cost factor, but you still have a federal government that has been tasked (and paid $25B) to take the used fuel.

China could make up for that loss though. I'd probably rather invest in something else.