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Recent covers in the Ux Weekly
Uranium 2020: Resources, Production, and Demand
Nuclear Power Issues to Watch For in 2021
December Month-End Ux Price Update
Top Ten Stories of 2020
Atoms for Africa
Four Years After the Nadir
2020 Currency Review
Fourth Quarter 2020 Market Update
China's New Build Outlook is Looking Up
U.S. Nuclear Policy Under President Biden
UMO

Nuclear Power Plants Expo & Summit

UxC Seminars and Webinars

UxC announces new Nuclear Fuel Market Webinars for clients

UxC's next Nuclear Fuel Training Seminar is scheduled for Oct 10-13, 2021 in Vienna, Austria

Global Nuclear Fuel Inventories

Recent Special Reports

Uranium Suppliers Annual 2020 - Dec 2020

Conversion & Enrichment Supplier Assessments - Dec 2020

Global Nuclear Fuel Inventories 2020 - Jun 2020

Uranium Suppliers Annual 2019 - Dec 2019

Uranium Production Cost Study 2019 - Jul 2019

Market Outlook Report Essays

Intricacies of Existing Production - Q4 2020

The Future of Long-Term Conversion Contracting - Dec 2020

Ten Trends Likely to Affect the SWU Market in the 2020s - Q4 2020

HALEU Implications for the Fabrication Industry - Aug 2020

2020 Q4 Nuclear Power Market Trends and Analysis - Q4 2020

COVID-19 Notice

Despite the global pandemic and impacts on travel and other restrictions in the U.S., UxC continues to operate normally. All staff are working remotely and performing duties as usual. UxC is continuing to publish all standard products, including the Ux Weekly, UxC Headline News, Market Outlook reports, SpentFUEL, etc. UxC takes its nuclear fuel price reporting duties very seriously and employs a team approach with adequate backup to ensure continuity of service, including the weekly publication of the Ux U3O8 Price®. All email and telephone communications remain operational. We welcome clients to reach out with any concerns.

UxC's Uranium Market Outlook (UMO) highlights recent developments and their impact on the market.

Each UMO quarterly report covers key supply and demand developments as well as the overall supply and demand situation, reviews spot and long-term contract activity over the past three months, provides a near-term technical analysis along with detailed spot market indicators, projects prices under different market scenarios with associated probabilities, and examines key developments in the market through a topical essay.

This quarter's essay, "Intricacies of Existing Production," examines key existing uranium projects, focusing on the major factors that could impact their production levels over the next fifteen years as the demand for primary production increases in response to declining commercial and government inventories.

Also included are a review of recent market activity and a look a current and prospective activity, and a detailed listing of reactor and production developments that promise to shape the future market.

Uranium Suppliers Annual

Sometimes referred to as "The Uranium Bible", the Uranium Suppliers Annual contains comprehensive data and information on all of the world's uranium suppliers, including detailed sections on planned producers and junior/exploration companies.

Whether you are a utility, producer, trader, or investor, the Uranium Suppliers Annual provides the basis for understanding potential future developments surrounding the availability of supply, particularly since uranium production has continued to be sub-par against a backdrop of growing demand. In light of the increasing volatile nature of the uranium market, primary and potential suppliers are continuously re-evaluating their properties and future production plans, as well as expanding exploration programs where economically feasible.

Uranium Production Cost Study

The Uranium Production Cost Study complements UxC's Uranium Market Outlook (UMO) and Uranium Suppliers Annual (USA) in identifying where expanded and new uranium supply will come from over 100 worldwide projects to meet future nuclear fuel demand through 2035.

UxC's Conversion Market Outlook (CMO) details an often overlooked market.

Each bi-annual report covers key supply and demand developments as well as the overall supply and demand situation, reviews spot and long-term contract activity over the past three months, provides a near-term technical analysis along with detailed spot market indicators, projects prices under different market scenarios with associated probabilities, and examines key developments in the market through a topical essay.

Chapter 1 presents our essay entitled "The Future of Long-Term Conversion Contracting" which examines how the dramatic increase in spot and long-term (LT) conversion prices over the past three years has affected utility approaches to procurement and the likely future direction of LT contracting in the face of shifting market fundamentals and other important recent trends.

Also included are a review of recent market activity and a look a current and prospective activity, and a detailed listing of reactor and production developments that promise to shape the future market.

Conversion & Enrichment Supplier Assessments (CESA)

UxC is pleased to announce a new special report entitled Conversion & Enrichment Supplier Assessments (CESA), that was published in December 2020. This report addresses important questions about supply reliability in the conversion and enrichment markets, and presents a new tool to compare suppliers active within in these markets.

UxC's Enrichment Market Outlook (EMO) Covers a Dynamic and Key Segment of the Overall Nuclear Fuel Market.

Enrichment developments not only are important for understanding the enrichment market, but are also crucial for understanding the future progression of the uranium market. Since uranium and enrichment are substitutes, increases in enrichment supply can have a major impact on the future demand for uranium. Each EMO quarterly report covers key supply and demand developments as well as the overall supply and demand situation, reviews spot and long-term contract activity over the past three months, provides a near-term technical analysis along with detailed spot market indicators, projects prices under different market scenarios with associated probabilities, and examines key developments in the market through a topical essay.

This quarter's essay, "Ten Trends Likely to Affect the SWU Market in the 2020s" provides an analysis of ten of the most important factors that are expected to shape the global enrichment market over the coming decade. The purpose of this review is to highlight the issues that deserve the most attention as market participants look to understand the likely direction of the market in the coming years.

Also included are a review of recent market activity and a look a current and prospective activity, and a detailed listing of reactor and production developments that promise to shape the future market.

Conversion & Enrichment Supplier Assessments (CESA)

UxC is pleased to announce a new special report entitled Conversion & Enrichment Supplier Assessments (CESA), that was published in December 2020. This report addresses important questions about supply reliability in the conversion and enrichment markets, and presents a new tool to compare suppliers active within in these markets.

UxC's Fabrication Market Outlook (FMO)

With a long history of tracking the unique fabrication market, UxC issues an annual comprehensive and up-to-date Fabrication Market Outlook (FMO) report addressing the commercial, economic, institutional, and technical aspects of this sector. Fabrication differs greatly from other steps in the fuel cycle. Its high technical content, need for regulatory approval, and the restriction of fuel assemblies to specific reactors require a unique approach to its analysis. To those with little knowledge of fuel fabrication and its markets, this report can serve as a primer providing a solid background and understanding of how its markets function. To those knowledgeable in the fundamentals, it offers analyses of a variety of its aspects based on several decades of participation. To those who are actively involved in the industry, it supplies additional insights to assist in the improvement of existing nuclear fuel programs and in the development of new ones.

This year’s in-depth topical essay in Chapter 1 – Essay: HALEU Implications for the Fabrication Industry delves into the rapidly evolving situation regarding advances in high assay low enriched uranium (HALEU) fuel development and how this is likely to affect the nuclear fuel fabrication industry in the coming years.

UxC's Nuclear Grade Zirconium Alloy Market Outlook

UxC has prepared a new special report to provide an overview of the zirconium alloy market for the nuclear industry entitled Nuclear Grade Zirconium Alloy Market Outlook. Nuclear-grade zirconium alloys and products are used in the fabrication of fuel assemblies, which are used in the vast majority of nuclear reactor designs either currently operating, under construction, or planned around the world. As the nuclear renaissance takes hold in countries all over the globe, many questions about the international nuclear supply chain have arisen. The supply of nuclear-grade zirconium – from zircon mineral sand through the cladding and components used in finished fuel assemblies – has also not escaped this scrutiny. Therefore, the primary objective of this report is to factually and analytically approach the current and expected future direction of the nuclear-grade zirconium market to help formulate clear conclusions about how producers of fuel assemblies for nuclear reactors will obtain the necessary zirconium for their finished products.

UxC's Nuclear Power Outlook (NPO)

Each NPO quarterly report, at over 200 pages, covers key supply and demand developments as well as the overall supply and demand situation, reviews spot and long-term contract activity over the past three months, provides a near-term technical analysis along with detailed spot market indicators, projects prices under different market scenarios with associated probabilities, and examines key developments in the market through a topical essay.

This quarter's Chapter 1 - Nuclear Power Market Trends & Analysis starts with our annual "Year in Review," which provides a full recap of the key developments and nuclear market trends from 2020. Additionally, we examine possible future developments through our take on expectations for the nuclear markets in the com-ing year. Our "In The Spotlight" section reviews several recent new global energy and nuclear power projections, such as the latest World Energy Outlook 2020 pub-lished by the OECD's International Energy Agency.

Also included are a review of recent market activity and a look a current and prospective activity, and a detailed listing of reactor and production developments that promise to shape the future market.

UxC Analyzes Reactor Technology

In March 2013, UxC issued a new special report on the SMR Market Outlook (SMO). This 450 page report provides comprehensive commercial and technical analysis of the overall SMR market and detailed reviews of the leading SMR designs in the world. The SMO report is the result of UxC's continuing efforts to provide its global clients with insightful products and services in the SMR sector. It includes a global SMR market review along with a global outlook for SMR market developments as well as deployment forecasts to 2040.

In December 2010, UxC issued a groundbreaking special report on Small Modular Reactor Assessments (SMRA). This report's objective is to provide technical, economic, and other commercial assessments of each of the SMR designs being developed in the world today. In addition, the report provides an in-depth discussion of the broader issues impacting SMRs, such as the keys to successful deployment for SMRs, comparisons with larger reactor technologies, specific applications for SMRs, and the broader issues facing potential customers for SMRs.

In August 2008, UxC completed a special report on Nuclear Reactor Technology Assessments (NRTA). This in-depth study provides nuclear reactor technology assessments and overall evaluations of the major reactor designs currently available in the world. The decision of which reactor design to pursue is an extremely important one and must be based on many factors, such as the robustness of the technology, the constructability of the plant, the plant economics - both initial and operating, the type of fuel used, the ability to license and regulate, among a variety of other considerations.

UxC's SpentFUEL and StoreFUEL

UxC is not only expanding its geopolitical coverage of the market, but is also now covering more of the fuel cycle. In June 2007, UxC began to publish SpentFUEL and StoreFUEL, two leading newsletters dealing with the backend of the fuel cycle.

Both publications cover major fuel cycle and backend-related conferences in detail. In addition, UxC can advise clients in issues related to the back end of the fuel cycle, including profiles of utility spent fuel storage facilities and plans, country profiles, vendor profiles, etc.

UxC Headline News Service

Shearwater Energy selects NuScale Power's Small Modular technology for SMR Wind-Hybrid Energy Project
FuelCellWorks  (Jan 15, 2021)
Uranium Participation Corporation Reports Financial Results for the Quarter Ended November 30, 2020
Uranium Participation Corporation  (Jan 14, 2021)
Short-Term Energy Outlook
U.S. Energy Information Administration  (Jan 12, 2021)
Iran works on uranium metal for reactor fuel in new breach of nuclear deal
Reuters  (Jan 13, 2021)
TABLE-Japan nuclear reactor operations: Kyushu Electric restarts Sendai No. 2 reactor
Reuters  (Jan 13, 2021)
Volume of oil and condensate production in Kazakhstan in 2020 amounted to 85.7 million tons - Nurlan Nogayev
Prime Minister of the Republic of Kazakhstan  (Jan 12, 2021)
Georgia Power Expects to Adjust Key Milestones at Plant Vogtle
Georgia Power  (Jan 11, 2021)
World's first HTGR nuclear fuel elements shipped
China National Nuclear Corporation  (Jan 12, 2021)
Unit 3 of Kakrapar nuclear plant synchronised to grid
PTI  (Jan 11, 2021)
Blue Sky Uranium Closes 1st Tranche of Non-Brokered Private Placement
Blue Sky Uranium  (Jan 11, 2021)