We have reduced our estimates for global nuclear reactor capacity and uranium demand throughout our forecast profile through 2020. Yet we still see a favorable medium- to long-term outlook for nuclear power, so the uranium market appears to be on a long but potentially appealing road to recovery.
The Great Rethink: A Dramatic Alteration in the Outlook for Global Nuclear Power... ............................... 3
...and the Uranium Market .................................................................................................................... 4
Risks to Our Outlook ............................................................................................................................. 5
Regional Nuclear Power Outlook ............................................................................................................ 6
Japan: Still Exploring Nuclear Power Alternatives, but the Solution Remains Unclear.................................. 7
China: Temporary Slowdown in Nuclear Growth; Resumption of Approvals Is Inevitable ........................... 9
South Korea: High Dependency on Nuclear Power; Government Is Committed to Expand Further ............. 13
India: Lack of Fuel and Technology Has Held Up Capacity Growth – Until Now .......................................... 17
Other Countries ...................................................................................................................................... 18
The Global Uranium Market: Demand… ..................................................................................................... 20
…and Supply ............................................................................................................................................ 20
Uranium Market Outlook ........................................................................................................................... 25
Appendix 1: The Uranium Industry 101 ........................................................................................................ 31
Appendix 2: Uranium Producer Profiles ......................................................................................................... 33
Global Metals -Mining-Asia Insight The Global Nuclear Power and Uranium Market Outlook.pdf
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