DATA SOURCES:
LIVE — Gold, Silver, Platinum (Yahoo Finance)
DELAYED — Copper, Aluminum (Yahoo Finance futures)
ESTIMATED — Uranium, Cobalt, Thorium, Molybdenum
440
Operational Reactors
+12 vs 2020
62
Under Construction
+18% vs 2023
110
SMR Projects
Small Modular Reactors
204M
lbs U3O8 Demand/yr
vs 173M supply — deficit
$86
LT Contract Price/lb
14-year high (2025)
2030
Supply Gap Onset
Widening to 2040+