For your consideration. This is the first I've heard of phenomenal gains in efficient use of Uranium in ultra modern nuclear reactors. Uranium may not be such a great investment after all, despite the trashing the sector has taken since Fukushima.
ESL
http://www.homelandsecuritynewswire.com/first-china-connects-fast-neutron-reactor-grid
"Fast-neutron reactors use uranium sixty times more efficiently than a normal reactor; if adopted, the reactors would make current uranium reserves go longer; the reactor design also minimizes radioactive waste from nuclear energy; China is the first country to connect a fast-neutron reactor to its grid......"
"The Wall Street Journal reports that China is the ninth country to develop a fast-neutron reactor, which uses uranium sixty times more efficiently than a normal reactor, helping the country to reduce its reliance on imports of the mineral.
Beijing has stepped up investment in nuclear power in an effort to reduce its world-leading carbon emissions and scale down its heavy reliance on coal, which accounts for 70 percent of its energy needs."