The uranium fuel chain: where the real constraint lies
Nuclear energy is attracting capital at a scale not seen in decades. Thirty-one countries have committed to tripling their nuclear capacity by 2050, with new countries pledging since governments across Europe, North America, and Asia are extending plant lifetimes, restarting mothballed reactors, and funding new builds. Hyperscalers are signing long-term powe
The new geography of nuclear: energy security, supply chains and strategic autonomy
For most of its history, nuclear energy has been discussed through three familiar lenses: technology, safety, and financing. Reactor design, regulatory oversight, and project economics dominated conversations. That framework is no longer sufficient. What is increasingly reshaping nuclear today is geography, where critical materials originate, who controls ke
Nuclear supply chain under pressure in a fragmented world
The nuclear sector is entering a new phase of global expansion. Across the globe, governments are commissioning new large-scale reactors, accelerating SMR development, and investing in advanced fuel cycles. Ambitions are bold: the EU has reaffirmed its support for next-generation nuclear projects as part of its decarbonization strategy, while the United Stat