Five entities spanning Kazakhstan's uranium mines, Russia's enrichment cascades, and next-generation reactor designs determine nuclear energy security, commodity prices, and proliferation risk.
Uranium is the raw fuel of every commercial nuclear reactor, with Kazakhstan, Canada, and Australia controlling supply chains that underpin civil energy and proliferation risk worldwide.
詳細ファイル ›The process that raises uranium's fissile U-235 concentration for reactor fuel or weapons, a dual-use chokepoint central to the Iran nuclear standoff and Russia-West fuel decoupling.
Kazakhstan's state uranium miner supplies roughly 40% of global primary uranium, making it the single largest swing factor in world uranium prices.
Nuclear reactors up to 300 MWe per module, factory-built for speed; the United States, United Kingdom, and China are racing to commercial operation as AI data centres create demand.
世界最大のウラン生産会社がブデノフスコエ鉱山の増産でリフトを図る一方、公称生産量は従来計画の約10%下を維持
鉱山再稼働の遅れと長期的な原子炉燃料ギャップの拡大にもかかわらず、電力会社の現物買いが低調でスポット価格は停滞
DOEによるCentrus・General Matter・Oranoへのタスクオーダー、およびUrencoのニューメキシコ拡張は、2028年の免除期限前にロシア産LEUを代替することを目標としている