Search results for: “uranium”
-
Global uranium supply-demand?
Our global uranium supply-demand model sees the market 5% under-supplied through 2030, including 7% market deficits at peak in 2025, as demand ramps from 165M lbs pa to 230M lbs pa in 2030. This is even after generous risking and no room for disruptions. What implications for broader power markets, decarbonization ambitions, and uranium prices?
-
Uranium enrichment: by country, by company, by facility?
Global uranium enrichment by country, by company and by facility are estimated in this data-file, covering the 155M lbs pa uranium market. The data-file includes a build-up of enrichment facilities (ranked by SWU capacity), notes on each enrichment company and an attempt to map the world’s uranium production to where it is enriched and ultimately…
-
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 operational details. This matters as another contracting cycle is underway in the uranium industry, due to rising power demand, next-gen nuclear, but also supply disruptions…
-
Uranium mining: the economics?
This data-file disaggregates the marginal costs of a new uranium mine, as a simple function of uranium prices, ore grade, capex and opex. Our base case is a marginal cost of $60/lb for a 10% IRR. Cash costs range from $7-40/lb. But lower ore grades can easily require $90/lb uranium to justify investment.
-
China Energy Demand and CO2 Emissions, 2000-2060
This data-file is our China Energy Model and China CO2 Model, disaggregating China’s energy demand by industry, across coal, oil, gas, wind, solar, hydro and nuclear, across c200 lines, from 2000-2060, with 20-input variables that can be stress-tested. There are routes to reach Net Zero in China by 2060, but it requires some heroic assumptions.
-
Nuclear power: what role in the energy transition?
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 50-70% less than the West, yielding zero carbon power at 6-8c/kWh. This 18-page note presents the outlook and screens uranium miners.
-
X Energy: nuclear fuel breakthrough?
X-Energy is a next-generation nuclear company, progressing a demonstration project in Washington State, due to start up in 2027. The key innovation is using TRISO fuels, whose manufacturing is locked up with a concentrated patent library. Long-term costs are suggested at 6c/kWh.
-
US nuclear generation by company?
US nuclear generation of 800 TWH pa has come from 94 reactors, at 65 nuclear plants, owned by c50 companies, with 102 GW of current capacity. This data-file breaks down the industry by plant and by owner/operator, and assesses the restart potential of shuttered nuclear plants.
-
Nuclear Power Project Economics
This data-file models the costs of nuclear power project, based on technical papers and past projects around the industry. An up-front capex cost of $6,000/kW might yield a levelized cost of 15c/kWh. But 6-10c/kWh is achievable via a renaissnace in next-generation nuclear.
-
Energy transition: top commodities?
This data-file summarizes our latest thesis on ten commodities with upside in the energy transition. The average one will see demand rise by 3x and price/cost appreciate or re-inflate by 100%. The data-file contains a 6-10 line summary of our work into each commodity.
Content by Category
- Batteries (85)
- Biofuels (42)
- Carbon Intensity (49)
- CCS (63)
- CO2 Removals (9)
- Coal (38)
- Company Diligence (87)
- Data Models (803)
- Decarbonization (156)
- Demand (106)
- Digital (51)
- Downstream (44)
- Economic Model (196)
- Energy Efficiency (75)
- Hydrogen (63)
- Industry Data (267)
- LNG (48)
- Materials (79)
- Metals (70)
- Midstream (43)
- Natural Gas (144)
- Nature (75)
- Nuclear (22)
- Oil (161)
- Patents (38)
- Plastics (44)
- Power Grids (118)
- Renewables (149)
- Screen (109)
- Semiconductors (30)
- Shale (50)
- Solar (67)
- Supply-Demand (45)
- Vehicles (90)
- Wind (43)
- Written Research (340)