Supply-Demand
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Global uranium supply-demand?
Our global uranium supply-demand model sees the market adequately supplied in 2026-30, even as demand ramps from 170M lbs pa to 210M lbs pa in 2030. However, our project risking is generous and there may be supply disruptions. What implications for broader power markets, decarbonization ambitions, and uranium prices?
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Global population and GDP breakdown by country?
Global population and GDP are broken down in this data-file, across 10 key regions, with data back to 1960 and projections to 2050, as an input to all of our supply-demand models. Population rises at 0.7% pa from 8.0bn in 2023 to 9.7bn in 2050. Real global GDP rises at 2.5% from $105trn in 2023…
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Global nuclear capacity: by reactor, by country, over time?
Global nuclear capacity, by reactor, by country, and over time, are built up in this data-file, by reviewing the construction, operation and shutdowns of 800 global nuclear reactors. After running sideways for 20-years, at 2,800 TWH pa, global nuclear generation rises at c3% pa to 2030, and c3% pa to 2050, reaching 5,600 TWH pa.
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Global oil demand forecasts: by end use, by product, by region?
This model forecasts long-run global oil demand to 2050, by end use, by year, and by region; across the US, the OECD and the non-OECD. We see demand rising from 104Mbpd in 2024 to a plateau of 107Mbpd in 2030, then easing back to 100Mbpd by 2050.
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Global vehicle fleet: vehicle sales and electrification by region?
Global electric vehicle sales will ramp from c22M units in 2025 to 120M units in 2050, while combustion vehicle sales run flat at 80M units per year. This data-file forecasts global electric vehicle sales by region, the total electric vehicle fleet, and thus informs our models for long-term global oil demand.
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Copper: global demand forecasts?
This data-file estimates global copper demand as part of the energy transition, rising from 33MTpa in 2023 to 44MTpa in 2030 and 80MTpa by 2050. Key demand drivers are solar, EVs, greater AC adoption and possibly drones and robotics. You can stress test half-a-dozen key input variables in the model.
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Global CCS Projects Database
Over 400 CCS projects are tracked in our global CCS projects database. The average project is 2MTpa in size, with capex of $800/Tpa. The largest CO2 sources are hubs, gas processing, blue hydrogen, gas power and coal power. The most active countries are the US, UK, Canada and Europe. However, slow project progress in 2025…
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Global lithium production: by project, by country, by resource?
Global lithium production, by project, by country, by resource type, and over time, are aggregated in this data-file, by tabulating details of each project. There is spare capacity in 2026, especially from Australian mine projects, but the current project pipeline sugggests a 20-30% market deficit in 2030-35.
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Oil project developments: by region over time?
This data-file tracks conventional oil projects, by region, by development type, and over time. Over 10Mbpd of conventional oil projects are currently under development in 2025, representing $500bn of capex. What does this mean for oil markets?
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Australia energy supply-demand model?
Australia’s useful energy consumption rises from 820TWH pa in 2023, by 1.2% pa 1,100 TWH pa in 2050. As a world-leader in renewables, it makes for an interesting case study. This Australia energy supply-demand model is disaggreated across 215 line items, broken down by source, by use, from 1990 to 2023, and with our forecasts…
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