GLOBAL URANIUM DEMAND SET TO OUTSTRIP PRODUCTION STARTING THIS YEAR. 60K ton shortfall by '18. U prices bottomed at ~$28/lb last May. Now ~$40 .... US oil production down 22Kb/d in week ending Apr 17 to 9.36Mb/d. 3rd decline in 4 weeks. Gasoline stocks down 2.1M bls .... Petrobras wrote down $17B lately .... Est. $50B private capital raised for oil/gas deals. Oil/gas sector market cap ~$4T.