Uranium Supply and the Nuclear Power Renaissance

One small pellet of enriched uranium, about theis increasing, and mine supply struggles to keep
size of a fat pencil eraser, contains about theup. Between 2003 and 2006 world uranium prices
same energy as 3 cords of wood, or 3 barrels ofhave increased from $7/lb in 2002 to nearly $70
fuel oil.lb near the end of 2006.
Uranium is key to a successful nuclearUranium has also become an interesting
renaissance, on which much as been written.investment area. Uranium blue chip stocks, such
Global warming has caused manyas Cameco, and uranium explorers such as JNR
environmentalists to throw their support behindResources have also done well riding the uranium
nuclear energy, an energy source free ofwave higher. Problems have occurred with
greenhouse emissions present in "fossil fuels' suchCameco's Cigar Lake mine recently, which filled
as coal and oil. The nuclear industry greatlywith water after the collapse of a freeze barrier.
improved its safety record since the Three MileAlthough work is underway to repair the breach,
Island accident decades ago. It has also improvedit has caused prices to increase more quickly.
reactor on-line efficiency to over 90%, importantDemand for uranium has continued to outpace
for both grid stability and investor return onsupply and complications such as this coupled with
investment. With coal and oil prices tripling, nuclearChinese and Indian demand indicated that the
energy by many accounts has become thefundamental trends of new demand are soundly in
cheapest source of electricity in the United States.place. Enriched uranium recovery is also much
New reactors being considered in the U. S. withmore important as enriched uranium at 3% U-235
the application of combined construction andenrichment is now valued at over $1000/lb.
operating licenses, and China alone has plans toSo, uranium is in an exciting position as global
build over 30 new nuclear reactors.growth continues, and nations seek to provide
Uranium demand has also increased as a result ofpower to support their economic expansions.
increased demand for reactors. Uranium fuels theUranium recovery is of great importance to
nuclear reactor. It is mined from the ground anddeveloping nations, and the investors in the U.S.
refined into "yellowcake", or uranium oxide. Theshould seriously look into securing a long-term
uranium oxide is converted into uraniumsupply in order to not only profit from the boom
hexafluoride gas and enriched up to 5% in U-235but also ensuring a supply of uranium at
for reactors in the U.S. Total world uranium usagereasonable prices.