It's probably worth pointing out that 90% of global uranium supply comes from 4 countries.

Given the current instability of oil prices, where considerably more than 4 countries are producers, it's perhaps dangerous to bet the farm on future fuel supply.

Edit: for reference each reactor consumes about 140 tons of uranium each year, and current production is lower than demand by about 10%.

So if there's a growth in nuclear reactors (which there is, in China alone) I guess we're hoping for an equivalent growth in uranium supply? Do yeah, you're not wrong. Currently nuclear, once built, is very reliable. But equally it has a "single supplier" problem as well.