Enrichment Market Dynamics
The enrichment market is constantly evolving amid shifts in supply and demand fundamentals. The market adapted to various changes in the last decade, including overcapacities created after the drop in demand due to Fukushima as well as various trade policy issues. However, no event is likely to shape the SWU market in more fundamental ways than the reaction of open market utilities to shift away from Russian enrichment supplies following Russia's invasion of Ukraine in 2022. Thus, UxC's quarterly Enrichment Market Outlook (EMO) reports are invaluable for identifying those forces influencing the enrichment market and analyzing supply, demand, and price trends.
Quarterly Updates
Enrichment plays a crucial role in the nuclear fuel market, and UxC's EMO provides clients with the most up-to-date and in-depth information and analyses. In addition to providing trusted price projections, these quarterly reports offer a complete review of all the latest relevant market and contracting developments along with expert insights into future market direction.
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Special Issue Offer
Each quarter, UxC releases a new Enrichment Market Outlook (EMO) that contains detailed up-to-date analysis on the enrichment market. UxC makes available any individual report for sale as a stand alone report. In each EMO, topical essays are devoted to topics such as current market developments, major market events, and long-term market trends.
This quarter's essay, "Where Could New SWU Supply Come From?" updates the latest situation in terms of the future open market supply/demand picture given expectations for reduced Russian SWU/EUP deliveries. Next, the analysis turns to an evaluation of all the possible sources of new SWU supply that could replace lost Russian supplies, focusing on the near-, medium-, and longer-terms, along with the corresponding market conditions that may be required to support any new SWU supplies over these periods.
An annual subscription to the EMO costs US$7,500.00, which includes four quarterly reports as well as monthly price indicator updates.
UxC also makes this quarter's EMO available as a special single report order at a rate of US$4,500.00.
Please note that this special offer only covers this quarter's EMO report. It does not include services associated with a full year's subscription as discussed below: such as three additional quarterly reports, the monthly leading price indicator updates, and access to UxC's Subscriber Services website.
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