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https://www.thebizsense.com/views/files/2011/03/uranium.448.jpg448200The Other Yellow Metal According to a new report on uranium by Jackson Wong of Investors Intelligence, current bullishness stems from several factors: • The annual requirement to fuel nuclear reactors is forecast to increase over the next four years from 68,000 tons to about 90,000. Current mine output is no more than 55,000 tons. New production from countries such as Namibia, Niger and Uzbekistan “takes time” to bring on stream and requires “huge up-front capital expenditure.” • The gap between newly-mined supply and demand has been bridged by dismantling 12,000 nuclear warheads and converting their highly-enriched uranium into low-enriched