U.S. Army to spend $2.2B on nuclear microreactors at military bases
The planned procurement and deployment of nuclear microreactors would add new on-site power supply capacity at military bases.
Source →The trace
How it reaches your house.
Starting from Uranium ore & natural concentrates (U3O8), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Uranium ore & natural concentrates (U3O8) →Stands to benefitWashington's reactor buildout should lift future uranium demand, and Canada is a major uranium ore supplier with a 32.4% share, so it stands to benefit.
77% confidenceTENEX (JSC Techsnabexport) →Prices riseLow-Enriched Uranium (LEU) Nuclear Fuel
Washington's new reactor investment should lift future uranium fuel demand, and TENEX's 27% supply share with a 24-month replacement lead time suggests meaningful upward price pressure on LEU.
77% confidenceUranium ore & natural concentrates (U3O8) →Stands to benefitHop 2
Low-Enriched Uranium (LEU) Nuclear Fuel →Stands to benefitRussia accounts for 44% of LEU supply, so any durable increase in LEU demand should materially support its export sector.
85% confidenceKazakhstan →Prices riseLow-Enriched Uranium (LEU) Nuclear Fuel
Kazakhstan supplies 43% of global LEU nuclear fuel, so higher expected reactor buildout should lift LEU demand and prices.
84% confidenceAustralia →Prices riseUranium ore & natural concentrates (U3O8)
Australia supplies 22.9% of global uranium ore, so a reactor-buildout-driven increase in future uranium fuel demand should pass through to higher uranium ore demand and pricing.
Hop 3
Russia →Prices riseLow-Enriched Uranium (LEU) Nuclear Fuel
Russia is cited as supplying 46% of LEU, so a step-up in future reactor buildout should tighten LEU demand and lift prices.
76% confidenceKazatomprom →Prices riseLow-Enriched Uranium (LEU) Nuclear Fuel
Washington's reactor investment points to higher future LEU demand, and Kazatomprom supplies about 22% of the market with a 24-month replacement lag, so LEU fuel pricing should tighten.
68% confidenceResidential Electricity →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Residential Electricity
In the MyPRIA app, this is checked against your own holdings.