French multinational company Orano has been given the go-ahead to develop and operate a major uranium mine, in Mongolia....
The Tennessee Valley Authority has announced it is leading a bid for US$800 million in funding under the US Department of Energyâ€...
The Advanced Nuclear Research Centre at the University of Strathclyde has signed a memorandum of understanding on cooperation wit...
Mykkänen: Finland to Devise New Subsidy to Encourage Nuclear Power Build-Up; https://t.co/B5SpIKphVx #NuclearEnergy #NuclearPower #CleanEnergy
— TradeTech (@U3O8TradeTech) January 16, 2025
Forecast Report - Uranium Market Study
Recent developments in government policies that support nuclear power as a critical source of clean energy are driving forecasted demand for uranium to record highs. However, a lack of development on the supply side in recent years has left the industry in a state of structural undersupply. This imbalance has brought into question both the potential availability and affordability of future supply.
TradeTech’s Uranium Market Study examines the supply and demand dynamics that define the current market while providing a thorough assessment of key market trends. The report includes analysis of the primary forces active in the market today, forecasts of primary and secondary sources of supply and demand, and spot and long term price forecasts.
Quarterly In Focus
Each quarter we have an in-depth analysis on a pressing topic in the nuclear fuel market. Past titles included: Innovation, Competition, and Costs in Uranium Mining; The Current State of Future Production; Supply & Demand through 2040; and Investment in the Uranium Space.
Market Review
TradeTech continues to re-evaluate its Long-Term Forecasts through 2040, setting the stage for extended supply and demand analysis.
Forward Availability Model & Prime Contracting Period
TradeTech’s Forward Availability Model (FAM) is executed using assumptions and forecasts long-term prices through 2040, by evaluating supply and demand fundamentals in the Prime Contracting Period, which starts three years forward and lasts for five years. FAM 1 reflects “good” project development and FAM 2 reflects “restricted” project development. Key adjustments are made according to the latest developments in the production sector.
Dynamic Price Model
The Dynamic Price Model (DPM) blends insight and judgment in a proven econometric model to produce a 12-month price forecast. The DPM is uniquely capable of reflecting market dynamics by capturing the distinct lag that can exist before market pressure affects price movements. Using the correlation between Active Demand, Active Supply, and Price, along with a quadratic accelerator and proper categorization of prevailing supply and demand motivations.
For a quote of the Uranium Market Study, please complete the inquiry form here. We will respond to you as soon as possible.