Supply in a Post-Fukushima Era
In the aftermath of the Fukushima disaster, many reactor projects worldwide have been delayed, and in some cases,
new reactors have been cancelled. The decline in demand stemming from the Fukushima accident more than negates
the reduction in supply that resulted from the end of the U.S.-Russia HEU deal. Inventories are currently playing
a larger role in the near- and medium-term as some reactors have shutdown permanently while others are expected to remain offline
for extended periods to address safety issues.
However, over the long term, it is not all doom and gloom for nuclear power, with China's nuclear generation still
expected to grow at a rapid rate, India building up strategic reserves due to its lack of low-cost domestic uranium
resources to meet ambitious demand growth, and new countries such as the U.A.E. and Saudi Arabia advancing their
nuclear power programs. Thus, it is still imperative for new production to respond to accelerating growth by the middle
part of the next decade to avoid a situation where prices could push higher until the requisite amount of production becomes available.
It is critical for new projects to be developed by the mid 2020s, but this could prove challenging given the difficulty to finance
new projects in the current economic environment. And as exploration slows, this delays the development time for the next wave of
new uranium projects.
There is also the complex economic, environmental, strategic and geopolitical issues facing various uranium projects over
the next 10 years, which must be understood and risks evaluated by buyers to protect themselves in the future.
Preparing for the Future
In assisting utilities in this endeavor, UxC has revised the Uranium Suppliers Annual (USA), containing comprehensive
data and information on all of the world’s uranium suppliers, including detailed sections on planned producers and junior
exploration companies. Included in the USA are future production forecasts, operation considerations, supplier/project
risk analysis, production cost estimates, mill capacities, project reserves, and supplier/facility summaries. The USA also
features Google project maps for primary, domestic, and planned producers.
Furthermore, the USA examines supplier marketing strategies, allowing buyers to understand the
capabilities and motivations of suppliers, as well as the political, social, and economic environments in which they
operate. In addition, the USA is supported and updated via UxC’s Subscriber Services website, giving subscribers the
opportunity to retrieve the latest supplier information. For more information and pricing, please contact Nick Carter at
For each primary and planned producer, detailed tables are provided on mill and mine data, which include:
- Ownership Interest
- Nominal Capacity (Mills)
- Process (Mills)
- Estimated Reserves (Mines)
- Percent Average Ore Grade (Mines)
- Mine Type
- Estimated Production Cost
Additional information covered on each primary and most planned producers include:
- Company Overview
- Driving Force
- Projected Production Based on Ownership Share
- Marketing Strategy
And given the numerous risks affecting uranium producers today, we provide a Project Risk Assessment Matrix for each
primary producer to assess a number of risk factors – Geopolitical, Regulatory, Resource Base, Operational,
Product Dependency, Exchange Rates, and Transportation. Also provided is a Company Risk Matrix, featuring a
comparative aggregate overview of all primary suppliers with aggregate project-specific ratings and
company-specific risks – Resource Diversity, Financial Strength, and Customer Relations.
Please see our product flier and table of contents
in Adobe Acrobat PDF format.
An online order form is now available.