Global uranium supply-demand?
…Net Zero. But can uranium production keep up? Global uranium production was only 150 M lbs in 2023, as nuclear utilities were over-contracted in 2012-2017, and have been drawing down…
Uranium production: by company and by country?
Global uranium production is broken down by company and by country in this data-file, which also screens 20 of the most noteworthy companies in uranium mining, the reserves, production and…
Uranium mining: the economics?
This simple model aims to disaggregate the marginal costs of a new uranium mine, as a function of uranium prices, ore grade, capex and opex. Our base case is a…
Nuclear power: what role in the energy transition?
…on the uranium market are quantified on page 14. We are bridging to 50-75M lbs of under-supply by 2030, with risks skewed to the upside. Uranium prices must re-inflate, from…
Neodymium market: our top ten facts?
…chains that have crossed our screen, such as lithium, uranium or copper, and similar models could be translated across. https://thundersaidenergy.com/2021/07/15/lithium-reactive/ https://thundersaidenergy.com/downloads/uranium-mining-the-economics/ https://thundersaidenergy.com/downloads/copper-the-economics/ https://thundersaidenergy.com/downloads/energy-costs-of-mining-processes/ https://thundersaidenergy.com/downloads/mine-trucks-transport-economics/ (7) Where is it produced? Output…
Reaching criticality: nuclear re-accelerates?
…note particularly interesting concepts and companies on pages 10-13. What outlook for uranium? 2-3% demand growth for nuclear already leaves uranium markets deeply under-supplied by late in the 2020s. After…
China Energy Demand and CO2 Emissions, 2000-2060
…in 2023, rising 3.7x by 2050 and 4.75x by 2060, via building another 200 GW of nuclear capacity. This is equivalent to adding 70M lbs of uranium demand by 2050,…
X Energy: nuclear fuel breakthrough?
…15.5% enriched uranium core (HALEU), surrounded by a porous layer of graphite, then three further containment layers of dense carbon and ceramic, to make the particle “the most robust nuclear…
Semiconductors: outlook in energy transition?
…will underpin 1,000 TWH of internet energy consumption, in turn boosting demand for gas, gas pipelines, gas turbines, uranium, industrial cooling equipment, fiber optics, and unlocking transformative new technologies including…
Nuclear Power Project Economics
…power. Uranium only comprises 3% of total levelized costs (at $50/lb U3O8 prices), which makes nuclear power economics less sensitive to fuel costs than combustion-based power technologies. Energy efficiency of…