Uranium Market Update slide image

Uranium Market Update

Uranium market update January 2022 Netherlands (1) 92 U כ YELLOW CAKE PLC In mid-December, the Netherlands announced the formation of its new government accompanied by a revised climate change commitment to at least 55% CO2 reduction by 2030 ■ The Dutch government aims to reduce CO2 emissions by 70% by 2035 and 80% by 2040 The climate change agenda included the construction of two new nuclear reactors budgeted at €5 billion United Kingdom (2) ☐ The UK government is to provide GBP100 million (USD134 million) in support of the proposed Sizewell C nuclear power plant project (two EPRs producing 3.2 Gwe of electricity) which remains under evaluation The government has committed to making a Final Investment Decision on at least one large-scale nuclear power station by December 2024 Brazil(3) Brazil has executed an agreement to initiate a siting study for a planned nuclear power plant to be operational by 2050 The country currently operates the two-unit Angra NPP with a third unit expected to be built on the existing site Russia (4) The Russian News Agency, TASS, reported that the Russian Natural Resources Ministry released a report on the state and use of mineral resources in Russia in 2020 which stated "It is possible that a shortage of uranium raw materials suitable for development in the current economic conditions may emerge in Russia by 2030-2035, which is due to the depletion of reserves of developed uranium deposits" Source: 1. 2. Energy Monitor; "The Netherlands opens the door to new nuclear with €5bn"; 27 January 2022 World Nuclear News; "Sizewell C gets financial backing from UK government": 27 January 2022 3. World Nuclear News; "Brazil looks to nuclear expansion"; 17 January 2022 4. TASS; "Russia may face uranium raw materials shortage by 2030-2035, ministry says"; 22 December 2022 5
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