Resolves YES if Kazatomprom officially reports that more than 50% of its uranium output is allocated to India as of April 1, 2026, based on company disclosures or shareholder meeting outcomes published by that date. This allocation is critical as it could significantly tighten global uranium supply, given Kazatomprom's role as the largest global producer with about 20% of global production. The threshold reflects the announced potential deal representing over 50% of booked asset value with India's Department of Atomic Energy, pending shareholder approval. Only allocations formally confirmed by Kazatomprom or official shareholder meeting results count; informal announcements or proposals do not resolve the market.
The allocation of a significant portion of Kazatomprom's uranium output to India could greatly affect global uranium supply, tightening the market and influencing prices.
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