Investor Presentaiton
92
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YELLOW CAKE PLC
Growing mine supply gap
Underinvestment in exploration and development is leading to a potential future supply gap.
The Reference market scenario incorporated in the latest WNA nuclear fuel market report shows
an immediate global market supply deficit (1)
Supply/demand imbalance (U3O8 tu)
120,000
100,000
80,000
60,000
40,000
20,000
Source
0
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040
Demand t
Secondary Supplies (Group 1)
Prospective Mines
Supply-Restarted Idled Capacity
I Mines Under Development
Restarted Idled Capacity
1) The Nuclear Fuel Report - Global Scenarios for Demand and Supply Availability 2019-2040 (September 2019)
Current Capacity
Planned Mines
Reactor Requirement, Reference Scenario
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