Uranium shortage is a growing problem

Investment Analysis Clubs Macro Economic Trends and Risks
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In brief:

  • U.S. nuclear energy faces fuel supply chain vulnerabilities, with tight uranium supplies, geopolitical risks, and rising costs threatening both existing reactors costs and advanced reactor development.

  • The uranium conversion stage represents a major bottleneck, with only five large-scale facilities worldwide, shrinking stockpiles, and companies hesitant to expand capacity without long-term contracts that buyers are reluctant to sign at current high prices.

  • Next-generation reactors will require significantly more mined uranium per ton of fuel, potentially tightening supplies for the existing nuclear fleet, which is already facing high fuel costs.

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But then low enriched uranium fuels (LEU ticker).

And Thorium (in the Rare Earth Elements category) (AMRRY Ticker), etc.

And Small Modular Reactors (SMR ticker).

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All the solutions require investment and time. Maybe 10 years to begin and longer to build to capacity needed. Long term planning and commitment needed.

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Where are they? Long way to go!