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Recent covers in the Ux Weekly
Third Quarter Spot Uranium Review
Summer Market Survey: Diverse Views on Future Conversion & SWU Prices
2020 Summer Market Survey: After Initial Shocks, Industry Has Withstood COVID-19
UxC Interview with Jacques Peythieu, Orano Senior Exec. VP, Conversion & Enrichment
The Haze of Uncertainty
WNA Strategic eForum 2020
Third Quarter 2020 Market Update
UxC Interview with Urenco CEO Boris Schucht
Is a Supply Pinch Developing?
Nuclear Power and Renewables Ought to Get Along
NIVC

International Uranium Fuel Seminar - Virtual

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

Global Nuclear Fuel Inventories 2020 - Jun 2020

Uranium Suppliers Annual 2019 - Dec 2019

Uranium Production Cost Study 2019 - Jul 2019

Nuclear Zirconium Alloy Market Outlook 2019 - May 2019

Nuclear Industry Value Chain 2018 - Dec 2018

Market Outlook Report Essays

Is Past Prelude? Contrasting Today’s Market with 2006 - Q3 2020

Spot Conversion – From Afterthought to Forethought - Dec 2019

Examining Small Domestic Enrichment Programs - Q3 2020

HALEU Implications for the Fabrication Industry - Aug 2020

2020 Q3 Nuclear Power Market Trends and Analysis - Q3 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 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.

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 Supplier's 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.

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'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 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.

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's Enrichment Suppliers Assessments (ESA)

USEC recently declared its intention to file for Chapter 11 bankruptcy and re-emerge as a leaner, new enrichment company. What will happen to the American Centrifuge Project (ACP)? Where will USEC find the funding for the ACP? How will the new USEC survive until an ACP plant can be built? These are just a few of the multitude of questions raised by the USEC bankruptcy announcement. UxC's USEC Watch subscriber service follows all of USEC's activities in depth and analyzes their consequences for the company and also for their impact on the enrichment market as a whole. Learn more about the ESA.

End of an Era: The HEU Agreement and Beyond

"End of an Era: The HEU Agreement and Beyond," examines the HEU deal from an historical standpoint, and addresses the impact of the deal's end on the parties to the deal and nuclear fuel market as a whole. In this regard, the essay takes a close look at the fate the Russian enrichment plants, Russia's enrichment industry after the HEU Agreement, and the fate of USEC. Looking forward, we turn to examining the likelihood of follow-on to the HEU Agreement as well as the prospects for the SWU and uranium markets in the post-HEU era. Get more information.

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.

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 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.

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. 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

Georgia Power achieves latest round of Vogtle milestones, lays out final steps to completion of Unit 3
Georgia Power  (Oct 22, 2020)
Vimy Resources - Annual Report 2020
Vimy Resources  (Oct 23, 2020)
First Hualong One reactor achieves criticality
World Nuclear News  (Oct 22, 2020)
Acquisition of Uranium Projects in Canada & Change of Directors
Valor Resources  (Oct 22, 2020)
Cold function test completed for high-temperature gas-cooled reactor
China National Nuclear Corporation  (Oct 21, 2020)
Cameco Releases Sustainability Reporting Updates
Cameco  (Oct 20, 2020)
Leningrad NPP: Test tubine launch took place at new VVER-1200 NPU Number 6
Rosenergoatom  (Oct 19, 2020)
Kayelekera Uranium Project Restart Scoping Study Confirms Low Initial Capital Expenditure of US$50M and C1 Cost1 of US$33/lb U3O8
Lotus Resources  (Oct 20, 2020)
Georgia Power completes Cold Hydro Testing on Vogtle Unit 3
Georgia Power  (Oct 19, 2020)
$400 Million Debenture Offering by Private Placement and Intention to Redeem Series E Debentures
Cameco  (Oct 16, 2020)