Old Economy Insights

Industry intelligence, market perspectives and executive conversations.

NUCLEAR

Market intelligence across nuclear power, fuel cycle, uranium, enrichment and emerging nuclear technologies.

CHALLENGES IN SCALING URANIUM PRODUCTION

Mining projects have long lead times – longer than it takes to build reactors. Old Economy discusses the challenges with CNBC International.

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EXPLORE INSIGHTS

INDUSTRY PERSPECTIVE

What is needed to attract capital into nuclear again

Ascending the learning curve on nuclear again is critical – delivering projects on time and on budget is what will ultimately make investors and lenders more comfortable.

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Old Economy Insights provides deep-dive analysis and expert interviews on the global commodity markets. Our team of analysts and industry veterans tracks the latest trends and developments in the paper, packaging, and nuclear industries, providing our clients with the intelligence they need to navigate complex market corridors. From exclusive interviews with industry leaders like Soumyajit Mukherjee of Emami Paper, Saikat Basu of Orient Paper and Raju Agarwal of N R Agarwal Industries, our insights division is dedicated to providing the most accurate and timely information. Our latest executive interview features Soumyajit Mukherjee, Chief Marketing Officer at Emami Paper, discussing the outlook for India's paper and packaging industry. We explore the transition toward sustainable packaging, the impact of global supply chain disruptions on newsprint, and the strategic focus on high-margin specialty grades like Oil & Grease Resistant (OGR) paper. In the nuclear energy sector, we provide comprehensive analysis of the entire front-end fuel cycle. Our research covers uranium requirements for over 1,200 operating and planned reactors worldwide, along with supply assessments. We monitor the impact of the global nuclear renaissance 2.0 on market balances and uranium pricing, with our analysts frequently appearing on global news platforms like CNBC International. At Old Economy, we believe that market intelligence should be actionable and forward-looking. Our insights are built on a foundation of high-quality data and robust analytical methodology. By bridging the gap between raw information and strategic intelligence, we help our clients build sustainable growth and achieve commercial success in the commodity markets of the future.

Old Economy is a premier provider of commodity market intelligence, offering specialized data and strategic advisory services for the global nuclear power, paper industry, and packaging sectors. Our mission is to empower global enterprises to navigate specialized commodity corridors with unmatched precision and elite advisory. We track printing and writing paper trends, pulp market dynamics, and recycled paper imports. Our exclusive interviews with industry leaders provide unique insights into the India packaging board market and the challenges of raw material availability. Our methodology combines high-quality data with robust assumptions to provide unparalleled foresight. Whether you are looking for uranium price forecasts, paper market intelligence, or metal and mining advisory, Old Economy delivers the insights needed for capital allocation and commercial success in the old economy sectors that underpin global infrastructure. Our expertise spans across critical industries that form the backbone of the global economy. In the nuclear energy sector, we provide deep-dive analysis into the uranium fuel cycle, reactor technology developments, and the emerging SMR (Small Modular Reactor) market. Our forest products division focuses on the rapidly evolving Indian market, covering everything from newsprint to specialty paper segments. In metals and mining, we offer strategic insights into base metals, critical minerals, and the transition to battery metals for the green energy revolution. We believe that high-quality data, robust methodology, and plausible assumptions are the key to unlocking market opportunities. By bridging the gap between raw data and actionable intelligence, Old Economy serves as a trusted partner for utilities, miners, traders, and financiers worldwide. Our commitment to excellence and analytical rigor ensures that our clients stay ahead of market trends and navigate complex regulatory landscapes with confidence. From Mumbai to Singapore, our international team of analysts and industry veterans brings a wealth of experience to every report and advisory project. We are dedicated to providing the most accurate, timely, and relevant intelligence to help our clients build a sustainable and prosperous future in the old economy sectors.