Energi
Kärnbränslekedja
Guldkaka, anrikning och bränslestavar — flaskhalsen bakom reaktoromstarter.
⚠ Konverterings- och anrikningskapacitet
Viktiga flaskhalsar
- Uranium mining (U3O8)Mining
Kazakhstan supplies roughly 40% of primary uranium; Western utilities seek non-Russian sources.
Relaterade tickers: CCJ, UUUU
- Yellowcake conversionProcessing
Conversion capacity outside Russia is limited; Cameco and ConverDyn are key Western options.
- Uranium enrichment (SWU)Enrichment
Russia historically supplied a large share of enrichment services; sanctions reshaped flows.
- HALEU for advanced reactorsNext-gen fuel
Commercial HALEU supply chain is nascent; DOE programs are seeding capacity.