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I am not try to get too far away from this topics. Uranium stocks might experience a correction recently. But I don't agree it has topped out. So I try to revisit a few fundamentals, to help me and other true believer to ride out the current storm. Still the same, demand is high, supply is short, global warming is real, and fuel is not significant in cost structure for nuclear power.

A couple of "insider" info:

1. Within 5 years, China will open carbon trading business;

2. BP Asia is doing "clean coal" project, experiment carbon capture technology in China;

3. DOE in US is swapped with nuclear power station applications. DOE is not only help the applicants financially, but also provide assistance dealing with legal, political, and environmental issues.

4. SO2 is worse pollutant than CO2 in fossil fuel power station

And I don't care whether there is a nuclear power station in Australia in the future although I think it will be stupid without one.

As long as China, India, France or USA are begging Aussie for uranium, I am happy smart Aussie will jack up the price.