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Energy Transition and Uranium Market Dynamics

92 2: Reactor build programs and life extensions driving U uranium demand YELLOW CAKE PLC Global nuclear reactor fleet will continue to grow, especially in China, India, and the Middle East China 26 reactors under construction, 42 planned India 8 reactors under construction, 12 planned Russia 3 reactors under construction, 25 planned UAE 3 operating reactors, 1 reactor under construction Investment in nuclear power Operable reactors (1) Reactors under Planned construction (1) reactors (1) Proposed reactors (1) World Nuclear Reactor Fleet 436 62 111 318 Chinese Reactor Fleet 55 26 42 154 Source: 1) World Nuclear Association, World Nuclear Power Reactors & Uranium Requirements (December 2023) 7

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