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…
Energy transition: top commodities?
…Earths, Nickel, Oil, Polyurethanes, PV Silicon, Silicon Carbide, Silver, STATCOMs, Steel, Sulphuric Acid, Tin, Uranium, Vanadium. Further details on each commodity can be found by browsing our supply-demand models. Another…
Japan: nuclear restart tracker?
…to uranium markets. The impact is milder on LNG markets, especially if the nuclear ramp predominantly displaces coal. For further details, please see our outlook for nuclear in the energy…
The laws of thermodynamics: what role in the energy transition?
…law of thermodynamics is the nuclear energy industry, which creates energy from the controlled decay of Uranium-235. To all intents and purposes, nuclear energy is “creating energy”. But the first…