Summer Market Survey: Flat Conversion Prices, but SWU Prices To Keep Rising

摘要

Our latest survey elucidated a range of views on the nuclear fuel markets. The impact of rapidly rising uranium prices since August is one trend that many market actors remain focused on since it has the potential to affect the spot conversion and SWU markets as well. However, when it comes to the general trends in conversion, the industry appears to have settled back into a dormant phase as there is general agreement that the resolution of production issues at Metropolis and Orano will lead to a better supply situation in the coming years.