Japan: nuclear re-start tracker?

Japan nuclear restart by facility

…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….

Nuclear Power Project Economics

costs of nuclear power

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…

Energy transition: top commodities?

Commodities needed for energy transition

…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…

Mine trucks: transport economics?

Mine Truck Economics

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…

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