Thanks for the post...yes we can't forget Russia's recent announcement to build 12 new reactors for Indai... and 6 of those pretty quickly.
Not sure where to find info on an actual global reserve count... I saw one article about someone who is pushing to see a "bank" to indicate Uranium holdings. All we seem to have is #'s on how much we use and how much we mine and the potential in the ground reserves.
this is a good recent article that again expresses how we are useing more than we mine... should bod well for RSC no matter who is watching us.
http://www.cfr.org/publication/14705/global_uranium_supply_and_demand.html#p1
http://news.softpedia.com/news/Global-Uranium-Reserves-Are-Running-Low-127213.shtml