The Future of the Uranium Industry - Reserves, Production and Demand Analysis

• Key geographies covered in the report include Asia Pacific, Europe, North America, South and Central American region and, Africa and Middle East.
• Provides in-depth Analysis of the future of the global uranium industry including industry growth trajectory, growth drivers, industry challenges and investment potential.
• Provides detailed analysis of uranium production and reserves for all the major producing countries including industry analysis of the key drivers, challenges and production forecasts to 2015.
• Detailed uranium demand analysis for all the major nuclear power countries including demand forecasts up to 2015.
• Qualitative analysis of market drivers, restraints, future outlook and challenges for the global uranium industry.
• Production and supply gap analysis for all of the producing and consuming countries.

• Gain most up to date information and analysis on the potential opportunities and challenges in the global uranium industry
• Drive business decisions based on the analysis of growth drivers and key challenges.
• Understand the emerging opportunities in the uranium industry and demand and supply balance.
• Facilitate decision making by understanding the reserves, production and market analysis of key uranium producing countries.
• Understand potential market opportunities in various geographies and fine tune your business strategy in target locations.

1 Table of contents

1.1 List of Tables

1.2 List of Figures

2 Introduction

2.1 What is this report about?

2.2 Global Markets Direct’s Report Coverage

3 Future of the Global Uranium Industry

3.1 Global Uranium Industry - Future Trends

3.2 Potential Areas for Investment

3.3 Key Growth Drivers

3.3.1 Growing Demand for Nuclear Power

3.3.2 Emerging Nuclear Power Countries

3.3.3 Economic Advantages Associated with Uranium Production

3.3.4 Increased Attention towards Reduction of Carbon Emissions

3.3.5 Plant Life Extension (PLEX)

3.3.6 Oil Price Fluctuations

3.3.7 Economic Advantage of Nuclear Power

3.4 Key Challenges

3.4.1 Public and Government Opposition to Uranium Mining Activities

3.4.2 Uranium Price Fluctuations

3.4.3 Environmental Issues in Uranium Mining and Milling

3.5 Analysis of Global Uranium Supply and Demand Balance

3.5.1 Trends in Global Uranium Demand, 2006-15

3.5.2 Trends in Global Uranium Production, 2006-15

3.5.3 Global Uranium Supply and Demand Balance - Gap Analysis

3.5.4 Uranium Production and Reactor Demand for Major Producing and Consuming Countries, 2008

3.5.5 Analysis of Global Uranium Export and Import

4 Global Uranium Exploration, Reserves and Production Analysis

4.1 Global Uranium Reserves and Production Analysis, 2000-15

4.1.1 Global Uranium Reserves and Production, 2000-15

4.1.2 Global Uranium Reserves and Production, by Region, 2008

4.2 Global Uranium Demand Analysis

4.2.1 Global Uranium Demand, 2006-15

4.2.2 Global Uranium Demand, by Region, 2008 & 2015

4.2.3 Estimated Uranium Demand for Top 10 Countries, 2008 and 2015

5 Uranium Supply and Demand in Asia-Pacific

5.1 Uranium Reserves and Production in Asia-Pacific

5.2 Uranium Demand in Asia-Pacific, 2006- 15

5.3 Armenia, Demand Analysis

5.3.1 Estimated Uranium Demand, 2006-15

5.4 Australia, Uranium Reserves and Production Analysis

5.4.1 Uranium Industry Overview

5.4.2 Uranium Reserves and Production from Major Mines in Australia, 2000- 15

5.4.3 Australia, Uranium Mining Industry Challenges

5.4.4 Australia, Uranium Mining Industry Outlook

5.5 China, Uranium Reserves, Production and Demand Analysis

5.5.1 Uranium Industry Overview

5.5.2 Uranium Reserves and Production from Major Mines in China, 2000- 08

5.5.3 Estimated Uranium Demand, 2006-15

5.6 India, Uranium Reserves, Production and Demand Analysis

5.6.1 Uranium Industry Overview

5.6.2 Uranium Reserves and Production from Major Mines in India, 2000- 08

5.6.3 Estimated Uranium Demand, 2006-15

5.7 Japan, Uranium Demand Analysis

5.7.1 Estimated Uranium Demand, 2006-15

5.8 Kazakhstan, Uranium Reserves and Production Analysis

5.8.1 Uranium Industry Overview

5.8.2 Uranium Reserves and Production from Major Mines in Kazakhstan,2000-15

5.8.3 Uranium Mining Industry Challenges in Kazakhstan

5.8.4 Uranium Mining Industry Outlook - Kazakhstan

5.9 Kyrgyzstan, Uranium Exploration Analysis

5.10 Mongolia, Uranium Exploration Analysis

5.11 Pakistan, Uranium Demand Analysis

5.11.1 Estimated Uranium Demand, 2006-15

5.12 Republic of Korea, Uranium Demand Analysis

5.12.1 Estimated Uranium Demand, 2006-15

5.13 Taiwan, Uranium Demand Analysis

5.13.1 Estimated Uranium Demand, 2006-15

5.14 Uzbekistan, Uranium Reserves and Production Analysis

5.14.1 Uranium Industry Overview

5.14.2 Uranium Reserves and Production from Major Mines in Uzbekistan,2000- 08

6 Uranium Supply and Demand in Europe

6.1 Uranium Reserves and Production in Europe

6.2 Uranium Demand in Europe

6.3 Belgium, Uranium Demand Analysis

6.3.1 Estimated Uranium Demand, 2006-15

6.4 Bulgaria, Uranium Demand Analysis

6.4.1 Estimated Uranium Demand, 2006-15

6.5 Czech Republic, Uranium Demand Analysis

6.5.1 Uranium Industry Overview

6.5.2 Uranium Reserves and Production from Major Mines in Czech Republic

6.5.3 Uranium Mining Industry Challenges in Czech Republic

6.5.4 Uranium Mining Industry Outlook - Czech Republic

6.5.5 Estimated Uranium Demand, 2006-15

6.6 Finland, Uranium Demand Analysis

6.6.1 Estimated Uranium Demand, 2006-15

6.7 France, Uranium Demand Analysis

6.7.1 Estimated Uranium Demand, 2006-15

6.8 Germany, Uranium Demand Analysis

6.8.1 Estimated Uranium Demand, 2006-15

6.9 Hungary, Uranium Demand Analysis

6.9.1 Estimated Uranium Demand, 2006-15

6.10 Lithuania, Uranium Demand Analysis

6.10.1 Estimated Uranium Demand, 2006-15

6.11 The Netherlands, Uranium Demand Analysis

6.11.1 Estimated Uranium Demand, 2006-15

6.12 Romania, Uranium Demand Analysis

6.12.1 Uranium Industry Overview

6.12.2 Uranium Reserves and Production from Major Mines in Romania

6.12.3 Estimated Uranium Demand, 2006-15

6.13 Russian Federation, Uranium Reserves, Production and Demand Analysis

6.13.1 Uranium Industry Overview

6.13.2 Uranium Reserves and Production from Major Mines in Russian Federation

6.13.3 Uranium Mining Industry Challenges in Russian Federation

6.13.4 Uranium Mining Industry Outlook - Russian Federation

6.13.5 Estimated Uranium Demand, 2006-15

6.14 Slovakia, Uranium Demand Analysis

6.14.1 Estimated Uranium Demand, 2006-15

6.15 Slovenia, Uranium Demand Analysis

6.15.1 Estimated Uranium Demand, 2006-15

6.16 Spain, Uranium Demand Analysis

6.16.1 Estimated Uranium Demand, 2006-15

6.17 Sweden, Uranium Demand Analysis

6.17.1 Estimated Uranium Demand, 2006-15

6.18 Switzerland, Uranium Demand Analysis

6.18.1 Estimated Uranium Demand, 2006-15

6.19 Ukraine, Uranium Reserves, Production and Demand Analysis

6.19.1 Uranium Industry Overview

6.19.2 Uranium Reserves and Production from Major Mines in Ukraine

6.19.3 Estimated Uranium Demand, 2006-15

6.20 The UK, Uranium Demand Analysis

6.20.1 Estimated Uranium Demand, 2006-15

7 Uranium Supply and Demand in North America

7.1 Uranium Reserves and Production in North America

7.2 Uranium Demand in North America, 2006- 15

7.3 Canada, Uranium Reserves, Production and Demand Analysis

7.3.1 Uranium Industry Overview

7.3.2 Uranium Reserves and Production from Major Mines in Canada, 2000- 15

7.3.3 Uranium Mining Industry Challenges in Canada

7.3.4 Uranium Mining Industry Outlook - Canada

7.3.5 Estimated Uranium Demand, 2006-15

7.4 The US, Uranium Reserves, Production and Demand Analysis

7.4.1 Uranium Industry Overview

7.4.2 Uranium Reserves and Production from Major Mines in the US, 2000- 15

7.4.3 Uranium Mining Industry Challenges in the US

7.4.4 Uranium Mining Industry Outlook - the US

7.4.5 Estimated Uranium Demand, 2006-15

8 Uranium Supply and Demand in South and Central America

8.1 Uranium Reserves and Production in South and Central America

8.2 Uranium Demand in South and Central America, 2006- 15

8.3 Argentina, Uranium Demand Analysis

8.3.1 Estimated Uranium Demand, 2006-15

8.4 Brazil, Uranium Reserves, Production and Demand Analysis

8.4.1 Uranium Industry Overview

8.4.2 Uranium Reserves and Production from Major Mines in Brazil, 2000- 15

8.4.3 Uranium Mining Industry Challenges in Brazil

8.4.4 Uranium Mining Industry Outlook - Brazil

8.4.5 Estimated Uranium Demand, 2006-15

8.5 Chile, Uranium Exploration Analysis

8.6 Mexico, Uranium Demand Analysis

8.6.1 Estimated Uranium Demand, 2006-15

9 Appendix

9.1 Methodology

9.1.1 Coverage

9.1.2 Secondary Research

9.1.3 Primary Research

9.1.4 Forecasts

9.1.5 Expert Panel Validation

9.2 Definitions

9.2.1 Units of Measure

9.2.2 Acronyms

9.3 Contact Us

9.4 Disclaimer

1.1 List of Tables

Table 1: Global Uranium Industry Growth - Impact Analysis

Table 2: Global Uranium Industry - Potential Investment Areas

Table 3: Global Cumulative Installed Nuclear Capacity, MW, Generation, Billion kilo Watt hours, 2000-15

Table 4: Key Emerging Nuclear Power Countries Planned Reactors as of 2008

Table 5: Estimated Carbon Emissions for Electricity Generation from Various Sources, gCeq/kWh

Table 6: Overnight Capital Cost and Electricity Cost by Fuel Type

Table 7: Global Uranium Demand, tU, 2006-15

Table 8: Global Uranium Production and Production Capacity, tU, 2006-15

Table 9: Uranium Production and Demand for Major Producing and Consuming Countries, tU, 2008

Table 10: Natural Uranium Requirement, tU for Different Reactor Types

Table 11: Global Uranium Export and Import Analysis, 2008

Table 12: Electricity Production from Various Fuel Types

Table 13: Global Uranium Reserves and Production, Thousand tU, 2000-15

Table 14: Asia-Pacific, Number of Operational Reactors, Installed Capacity, MW and Estimated Uranium Demand, tU, by Country, 2008

Table 15: Armenia, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Table 16: Australia, Uranium Reserves and Production, tU, 2000-015

Table 17: Australia, Future Uranium Mines

Table 18: Australia, Uranium Mines under Exploration

Table 19: China, Uranium Reserves and Production, tU, 2000-08

Table 20: China, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Table 21: India, Uranium Reserves and Production, tU, 2000-08

Table 22: India, Future Uranium Mines

Table 23: India, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Table 24: Japan, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Table 25: Kazakhstan, Uranium Reserves and Production, tU, 2000-15

Table 26: Kazakhstan, Future Uranium Mines

Table 27: Kyrgyzstan, Uranium Mines Under Exploration

Table 28: Mongolia, Uranium Mines Under Exploration

Table 29: Pakistan, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 30: Republic of Korea, Uranium Demand, tU and Installed Capacity , MW, 2006-15

Table 31: Taiwan, Estimated Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 32: Uzbekistan, Uranium Reserves and Production, tU, 2000-08

Table 33: Europe, Number of Operational Reactors, Installed Capacity, MW, Uranium Demand, tU, 2008

Table 34: Belgium Uranium Demand, tU and Installed Capacity, MW, 2006-15

Table 35: Bulgaria, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 36: Czech Republic, Uranium Demand, tU And. Installed Capacity, MW, 2006-15

Table 37: Finland, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 38: France, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 39: Germany, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 40: Hungary, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 41: Lithuania, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 42: The Netherlands, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 43: Romania, Uranium Reserves and Production, tU, 2000-08

Table 44: Romania, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 45: Russian Federation, Uranium Reserves and Production, tU, 2000-15

Table 46: Russian Federation, Future Uranium Mines

Table 47: Russian Federation, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Table 48: Slovakia, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Table 49: Spain, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 50: Sweden, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 51: Switzerland, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 52: Ukraine, Uranium Reserves and Production, tU, 2000-08

Table 53: Ukraine, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 54: The UK, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 55: North America, Number of Operational Reactors, Installed Capacity, MW, Uranium Demand, tU, 2008

Table 56: Canada, Uranium Reserves and Production, tU, 2000-15

Table 57: Canada, Future Uranium Mines

Table 58: Canada, Uranium Mines under Exploration

Table 59: Canada, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 60: The US, Uranium Reserves and Production, tU, 2000-15

Table 61: The US, Future Uranium Mines

Table 62: The US, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 63: South and Central America, Number of Operational Reactors, Installed Capacity, MW, Uranium Demand, tU, 2008

Table 64: Argentina, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Table 65: Brazil, Future Uranium Mines

Table 66: Brazil, Uranium Demand tU, and Installed Capacity, MW, 2006-15

Table 67: Chile, Uranium Mines Under Exploration

Table 68: Mexico, Uranium Demand tU, and Installed Capacity, MW, 2006-15

1.2 List of Figures

Figure 1: Global Cumulative Installed Nuclear Capacity, MW, Generation, Billion kilo Watt hours, 2000-15

Figure 2: Key Emerging Nuclear Power Countries, Planned Reactors as of 2008

Figure 3: Estimated Carbon Emissions for Electricity Generation from Various Sources, gCeq/kWh

Figure 4: Age of Current Operational Reactors, 2009

Figure 5: Spot Price of Uranium, $/lb of U3O8, 2000-07

Figure 6: Global Uranium Demand, tU, 2006-15

Figure 7: Global Uranium Production and Production Capacity, tU, 2006-15

Figure 8: Global Uranium Supply and Demand - Gap Analysis, 2006-15

Figure 9: Uranium Production and Demand for Major Consuming Countries, tU, 2008

Figure 10: Global Uranium Reserves and Production, tU, 2000-15

Figure 11: Global Uranium Reserves and Production, Percentage Share, by Region, 2008

Figure 12: Estimated Global Uranium Demand, tU, 2006-15

Figure 13: Estimated Global Uranium Demand, Percentage Share by Region, 2008 and 2015

Figure 14: Estimated Uranium Demand for Top 10 Countries, 2008 & 2015

Figure 15: Asia-Pacific, Uranium Reserves and Production, Percentage Share, by Country, 2008

Figure 16: Asia-Pacific, Country Standings, Uranium Demand, tU, 2008

Figure 17: Asia-Pacific, Country Standings, Uranium Demand, tU, 2008

Figure 18: Armenia, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Figure 19: Australia, Uranium Reserves and Production, tU, 2000-015

Figure 20: Australia, Uranium Production from Major Active and Planned Mines, tU, 2000-15

Figure 21: China, Uranium Reserves and Production, tU, 2000-08

Figure 22: China, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Figure 23: India, Uranium Reserves and Production, tU, 2000-08

Figure 24: India, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Figure 25: Japan, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Figure 26: Kazakhstan, Uranium Reserves and Production, tU, 2000-15

Figure 27: Pakistan, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 28: Republic of Korea, Uranium Demand, tU and Installed Capacity , MW, 2006-15

Figure 29: Taiwan, Estimated Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 30: Uzbekistan, Uranium Reserves and Production, tU, 2000-08

Figure 31: Europe, Uranium Reserves and Production, Percentage Share, by Country, 2008

Figure 32: Europe, Country Standings, Uranium Demand, tU, 2008

Figure 33: Europe, Country Standings, Uranium Demand, tU, 2008

Figure 34: Belgium Uranium Demand, tU and Installed Capacity, MW, 2006-15

Figure 35: Bulgaria, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Figure 36: Czech Republic, Uranium Reserves and Production, tU, 2000-15

Figure 37: Czech Republic, Uranium Demand, tU And. Installed Capacity, MW, 2006-15

Figure 38: Finland, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 39: France, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 40: Germany, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 41: Hungary, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 42: Lithuania, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 43: The Netherlands, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 44: Romania, Uranium Reserves and Production, tU, 2000-08

Figure 45: Romania, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 46: Russian Federation, Uranium Reserves and Production, tU, 2000-15

Figure 47: Russian Federation, Uranium Production from Major Active and Planned Mines, tU, 2000-15

Figure 48: Russian Federation, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 49: Slovakia, Uranium Demand, tU and Installed Capacity, MW, 2006-15

Figure 50: Slovenia, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 51: Spain, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 52: Sweden, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 53: Switzerland, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 54: Ukraine, Uranium Reserves and Production, tU, 2000-08

Figure 55: Ukraine, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 56: The UK, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 57: North America, Uranium Reserves and Production, Percentage Share, by Country, 2008

Figure 58: North America, Country Standings, Uranium Demand, tU, 2008

Figure 59: Canada, Uranium Reserves and Production, tU, 2000-15

Figure 60: Canada, Uranium Production from Major Active and Planned Mines, tU, 2000-15

Figure 61: Canada, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 62: The US, Uranium Reserves and Production, tU, 2000-15

Figure 63: The US, Uranium Production from Major Active and Planned Mines, tU, 2000-15

Figure 64: The US, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 65: South and Central America, Uranium Reserves and Production, tU, 2000-015

Figure 66: South and Central America, Country Standings, Uranium Demand, tU, 2008

Figure 67: Argentina, Uranium Demand, tU, and Installed Capacity, MW, 2006-15

Figure 68: Brazil, Uranium Production from Major Active and Planned Mines, tU, 2000-015

Figure 69: Brazil, Uranium Demand tU, and Installed Capacity, MW, 2006-15

Figure 70: Mexico, Uranium Demand tU, and Installed Capacity, MW, 2006-15

Figure 71: Global Markets Direct Methodology