US uranium revival gains traction as output triples
Rising US uranium output indicates a meaningful increase in uranium supply.
Source →The trace
How it reaches your house.
Starting from Low-Enriched Uranium (LEU) Nuclear Fuel, 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
Low-Enriched Uranium (LEU) Nuclear Fuel →supply upLow-enriched uranium is marked as a critical input to residential electricity with dependency_strength 0.75, so a 0.4-severity future LEU fuel supply easing can modestly improve electricity supply security.
62% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Prices easeJSC TENEX (Rosatom State Atomic Energy Corporation)
As a 35% incumbent LEU supplier on this edge, TENEX is exposed to price-down or oversupply pressure if prospective Namibian uranium availability eases future LEU fuel supply.
50% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Prices easeKazakhstan is shown with a 43% supply share, so added prospective Namibian-backed uranium and fuel availability could create price-down pressure for this incumbent supply country.
50% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Prices easeThe edge assigns Urenco a 20% LEU supply share, making it an incumbent supplier that could face modest price-down pressure from future fuel supply growth.
49% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Prices easeRussia is shown with a 46% supply share for this input, so net-new future LEU-related supply can pressure incumbent supplier-country pricing.
47% confidenceLow-Enriched Uranium (LEU) Nuclear Fuel →Prices easeOrano is identified as a 15% incumbent LEU supplier, so a future supply-up shock in LEU fuel can transmit as limited selling-price pressure.
46% confidenceHop 2
Orano SA →supply upLow-Enriched Uranium (LEU) Nuclear Fuel
If Orano is helped by improved uranium availability, its roughly 20% supplied share of LEU nuclear fuel could translate into a modest future increase in LEU fuel availability, tempered by substitutability and the upstream event's moderate severity.
62% confidenceUrenco Group →supply upLow-Enriched Uranium (LEU) Nuclear Fuel
Urenco is identified on this edge as a supplier of LEU with 10% market share and sole-qualified status, so improved upstream uranium availability could modestly lift future LEU availability through this route, though the Namibia development link is indirect and future-dated.
55% confidenceRussia →Stands to benefitHop 3
Low-Enriched Uranium (LEU) Nuclear Fuel →supply upBecause low-enriched uranium nuclear fuel is marked as a critical input with 0.75 dependency strength for residential electricity, a future uranium/LEU supply increase can modestly ease electricity supply constraints.
56% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Electricity (residential)
Companies you may own
JSC TENEX (Rosatom State Atomic Energy Corporation)Urenco GroupOrano SACEG
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