Nuclear Power, Fuel and Uranium Market Outlook

Unparalleled foresight on the nuclear value chain

Nuclear Power

Bottom-up modelling of 1200+ operating and planned reactors, including outlook on SMR penetration and technology development for advanced reactors

Front-end Fuel Cycle

Requirements forecasts for fuel fabrication, enrichment, conversion and uranium, with updated tails assay, and burnup and enrichment parameters

Primary Demand

Views on financial demand, inventories, government stocks, underfeeding and reprocessing, combined with detailed contained-in-product trade balancing

Primary Supply

Bottom-up modelling of all fuel cycle facilities and projects globally for conversion, enrichment and fuel fabrication

Mined Supply

Bottom-up modelling of 100+ uranium mines and projects globally, with views on economic resources and production, and exploration and evaluation.

Prices

Historical and forecast market balance and prices for each element of the fuel cycle

Benefits of Old Economy Market Outlook

Comprehensive Dataset

Over 100,000 datapoints, with bottom-up data on assets, country and region for every link in the value chain

Rigorous Forecasting

Models structured for transparent and consistent assumptions and forecast drivers, along with clearly articulated narratives

Strategic Insights

Plausible range of modelled forecasts and topical scenarios to drive strategic analysis and decision-making

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Nuclear Power, Fuel and Uranium Market Outlook: Comprehensive Analysis

Old Economy's Market Outlook is the definitive guide to the global nuclear value chain. Our research provides unparalleled foresight into the nuclear fuel cycle, uranium demand, and the evolution of reactor technology. We specialize in bottom-up modelling of over 1,200 operating and planned reactors worldwide, ensuring our clients have the data needed for strategic decision-making in the nuclear sector. Our analysis covers the entire front-end fuel cycle, including requirements forecasts for fuel fabrication, enrichment, conversion, and uranium. We provide updated insights on tails assay, burnup parameters, and enrichment trends that impact market balances. For uranium supply, we model over 100 mines and projects globally, providing views on economic resources, production costs, and exploration potential. Key themes in our nuclear market reports include the impact of SMR (Small Modular Reactor) penetration, technology development for advanced reactors, and the role of financial demand and government stocks in uranium pricing. We also provide detailed trade balancing for contained-in-product flows, helping market participants understand the nuances of global nuclear commerce. Strategic insights from Old Economy are built on a rigorous dataset of over 100,000 datapoints. We offer a plausible range of modelled forecasts and topical scenarios to drive capital allocation in commodities. Our methodology combines historical data with future-looking narratives to help leaders prepare for the nuclear renaissance and the challenges of a carbon-free energy transition. Understanding uranium price movements requires a deep dive into primary supply from mined sources and secondary supply from re-enrichment and inventories. Our market outlook identifies the drivers behind uranium price volatility and provides long-term price forecasts based on cost curves and demand projections. From conversion facilities in North America to enrichment plants in Europe and Asia, we track the capacity and utilization of the world's nuclear infrastructure. Our reports assess the risks of supply chain disruptions and the impact of geopolitical shifts on the availability of essential fuel cycle services.
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.