Temelín commits to first nuclear fuel from Westinghouse
The plant is shifting its nuclear fuel supply to Westinghouse, changing the supplier mix for reactor inputs.
Source →The trace
How it reaches your house.
Starting from JSC TENEX (Rosatom State Atomic Energy Corporation), 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
JSC TENEX (Rosatom State Atomic Energy Corporation) →Prices easeLow-Enriched Uranium (LEU) Nuclear Fuel
Temelín’s move to Westinghouse displaces Rosatom-linked LEU fuel demand, and TENEX’s 35% market share makes the incumbent input market meaningfully pressured even though it is not a sole source.
66% confidenceTENEX (JSC Techsnabexport) →Prices easeLow-Enriched Uranium (LEU) Nuclear Fuel
Temelín’s switch to Westinghouse displaces incumbent LEU supply, and TENEX’s 27% market share means the lost volume is meaningful but not market-wide, so I model a modest downward price shock to LEU nuclear fuel.
64% confidenceHop 2
Low-Enriched Uranium (LEU) Nuclear Fuel →Prices easeThe supplier mix shift away from Rosatom reduces Russia's large LEU share in this fuel chain, making it a displaced incumbent on this node.
71% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Prices easeJSC TENEX (Rosatom State Atomic Energy Corporation)
Temelín's switch to Westinghouse displaces a large Rosatom/TENEX LEU supplier share, and TENEX's low substitutability plus long replacement horizon make this a meaningful incumbent-loss effect.
69% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Prices easeHop 3
Russia →Prices easeLow-Enriched Uranium (LEU) Nuclear Fuel
Temelín's switch to Westinghouse displaces Russian-sourced LEU demand, and Russia's 46% supply share means the incumbent Russian LEU stream faces weaker pricing and volumes.
56% confidence
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
Companies you may own
JSC TENEX (Rosatom State Atomic Energy Corporation)TENEX (JSC Techsnabexport)
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