…then we would need to upgrade our estimates for indigenous European gas production, coal consumption, nuclear generation, uranium consumption and LNG imports. The numbers are quite interesting and material, spelled…
…these facilities could in principle re-start temporarily amidst a war or energy crisis. Total global nuclear generation is around 2,800 TWH pa, so this scenario also presents meaningful uranium upside….
…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 nuclear…
…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…
…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…
Nuclear power can backstop much volatility in renewable-heavy grids, for costs of 15-25c/kWh. This is at least 70% less costly than large batteries or green hydrogen, but could see less…
There are around 50,000 giant mining trucks in operation globally. The largest examples are around 16m long, 10m wide, 8m high, can carry around 350-450 tons and reach top speeds…