The influential biennial nuclear fuel market report from the World Nuclear Association has, since 2019, predicted increases in nuclear generating capacity, but the 2025 World Nuclear Fuel Report anticipates a near doubling of nuclear power capacity by 2040, with uranium supply in particular struggling to keep pace. This proved a contentious finding, with nuclear fuel buyers, sellers and traders sharply at odds over the mid-2030s supply gap forecasted in this year’s report.
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