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Contents
The Great Rethink: A Dramatic Alteration in the Outlook for Global Nuclear Power… 3
…and the Uranium Market 4
Risks to Our Outlook 5
Regional Nuclear Power Outlook 6
Japan: Still Exploring Nuclear Power Alternatives, but the Solution Remains Unclear 7
China: Temporary Slowdown in Nuclear Growth; Resumption of Approvals Is Inevitable 9
South Korea: High Dependency on Nuclear Power; Government Is Committed to Expand Further 13
India: Lack of Fuel and Technology Has Held Up Capacity Growth – Until Now 17
Other Countries 18
The Global Uranium Market: Demand… 20
…and Supply 20
Uranium Market Outlook 25
Appendix 1: The Uranium Industry 101 31
Appendix 2: Uranium Producer Profiles 33