Turns out that yellowcake was an integral part of the banking "bomb" that brought the vaunted Lehman to its knees..
http://www.bloomberg.com/apps/news?pid=20601103&sid=aVgwamEW_98I&refer=news Hmm. that was metaphorically another kind of 'critical mass' no? IOW 'Leverage' seems to have its own tipping point. Even so, there are already price props for this important commodity in place, holding up the so-called low depressed price - -my 'source' at TVA sez that the price mentioned in the article above for yellowcake -is double the real free market price for big steady buyers, which is below $40 per kg (kg not pound). The miners love it when bankers get involved. and it is one more reason to overhaul the entire Wall Street and Chicago merchantile speculation system - get rid of short trading in everything but stocks- at least to anyone who is not a bona fide, steady consumer of the commodity in question. And get rid of high leverage. The consumer-taxpayer ends up picking up the tab for the Lehmanized greed-barons of the world. Jones
