El Dabaa is North Africa's first nuclear power plant
A new nuclear power plant at El Dabaa adds future electricity generation capacity in North Africa.
Source →The trace
How it reaches your house.
Starting from Electricite de France S.A. (EDF), 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
Residential Electricity →Prices riseLow-Enriched Uranium (LEU) Nuclear Fuel
El Dabaa is a nuclear plant, so added electricity generation capacity raises demand for LEU fuel, a critical input to nuclear power.
69% confidenceHop 2
Low-Enriched Uranium (LEU) Nuclear Fuel →Stands to benefitTENEX has the largest listed supplier share, so incremental LEU demand from the new plant is most likely to accrue to it.
87% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Stands to benefitKazatompromKAP.L
Kazatomprom is a major LEU supplier, so added reactor capacity should modestly improve its sales outlook.
86% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Stands to benefitHop 3
Kazatomprom →Prices riseLow-Enriched Uranium (LEU) Nuclear Fuel
El Dabaa’s added nuclear generation should raise LEU fuel demand, and Kazatomprom supplies about 22% of that market, creating moderate upward price pressure.
83% confidenceOrano SA →Prices riseLow-Enriched Uranium (LEU) Nuclear Fuel
A new nuclear plant raises demand for LEU fuel, and Orano is a meaningful 20% supplier on this edge, so the LEU market should tighten and prices should rise.
76% confidenceUrenco Group →Prices riseHop 4
Low-Enriched Uranium (LEU) Nuclear Fuel →Stands to benefitJSC TENEX (Rosatom State Atomic Energy Corporation)
A new nuclear plant raises future LEU demand, and TENEX's 35% supply share with low substitutability and long replacement lead time make it a likely beneficiary.
78% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Stands to benefitAdded nuclear generation capacity should lift LEU demand, and Urenco's 20% supply share and nontrivial replacement lead time position it to gain.
74% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Stands to benefitHop 5
JSC TENEX (Rosatom State Atomic Energy Corporation) →Prices riseLow-Enriched Uranium (LEU) Nuclear Fuel
El Dabaa's new nuclear capacity raises future demand for LEU nuclear fuel, and TENEX's 35% market share with a 60-month replacement lead time implies upward price pressure on the input.
72% confidence
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
In the MyPRIA app, this is checked against your own holdings.