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Nuclear

Uranium spot and fuel cycle pricing

Nuclear Market Context

  • -Global reactor pipeline: 60+ units under construction, 110+ planned
  • -US restart interest: Three Mile Island, Palisades exploring recommissioning
  • -Enrichment capacity constrained — Urenco, Orano near full booking
  • -Conversion services pricing elevated, UF6 bottleneck persists
  • -Kazatomprom production guidance flat amid logistics constraints