the research consultancy for energy technologies
This data-file is a screen of companies in uranium mining and also contains useful supply-data on the global uranium market. We profile large producers, such as Kazatomprom, Cameco, smaller miners,…
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…
…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…
…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…
…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…
Uranium markets could be 50-75M lbs under-supplied by 2030. This deficit is deeper than other commodities in our roadmap to net zero. Demand is driven by China, constructing reactors for…
…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…
…US E&P, US refining, Western coal, LNG shipping. Mining sectors covered include aluminium, copper, cobalt, lithium, nickel, uranium, silica and silver. Correlation between market concentration and operating margins in energy…
…power transmission lines. It is used to make refrigerants, as used in fridges, AC and heat pumps. UF6 is used in upgrading uranium for nuclear fuel. And HF is used…
…uranium, and Rare Earths. The data-file allows you to stress test costs in $/ton of ore, $/ton of metal, capex, opex, chemicals costs, energy intensity and CO2 intensity. $499.00 – Purchase Checkout…