According to the International Atomic Energy Agency, less than half the world's uranium reserves can be mined profitably at current levels.

WSJ: Upside: A Contrarian Play With Big Potential

Factor in waning supplies from recycled Russian nuclear warheads, which make up a substantial portion of world uranium reserves, and there is a clear need for new supply.

FORBES: Magazine Article

The U.S. has the fourth-biggest total of uranium reserves in the world, but uranium, like other commodities, has been on a price roller coaster over the past several years.

FORBES: Energy & Genius

Rio Tinto (nyse: RTP - news - people ), based in London, is one of the most diversified mining companies in the world, with huge reserves of iron ore, copper, aluminum and uranium.

FORBES: The Hardest Of Assets: Metal Stocks

They possess reserves of oil, gas, coal, gold, silver, diamonds, bauxite, cobalt, uranium, coltan and many more.

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