IAEA sees a significant increase in nuclear power capacity
The headline points to a sizeable expansion in nuclear generating capacity, which would increase future uranium fuel and nuclear equipment demand.
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 benefitA larger nuclear build-out raises uranium requirements, and Canada's 32.4% supply share means it should benefit from stronger demand.
90% confidenceUranium ore & natural concentrates (U3O8) →Stands to benefitA larger nuclear build-out raises uranium requirements, and France's 31% supply share means it should benefit from stronger demand.
90% confidenceUranium ore & natural concentrates (U3O8) →Stands to benefitA larger nuclear build-out raises uranium requirements, and Australia's 22.9% supply share means it should benefit from stronger demand.
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.