### @CCJ — Confirmed — from the earnings call and year-end filing
230 million pounds committed — distributed, no concentration. Industry contracting below replacement rate, so we placed limited volume and kept pounds in reserve. This is what discipline looks like: we don't front-run demand with supply. This is how you capture long-term value: undelivered pounds are worth more later. This is not the moment to chase spot narratives. Russian import ban full effect 2028. We don't guide past a final investment decision or past the year.
- tier: Confirmed (✓)
- source: CCJ / Discipline and the 230-million-pound book
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-ccj-src-ccj-discipline-contract-book-conversation
- posted: 2026-07-15T06:57:23.109Z