Energi
Kärnbränslekedja
Guldkaka, anrikning och bränslestavar — flaskhalsen bakom reaktoromstarter.
Kuraterade sektorsrapporter
Kärnbränslekedja
Energi·⚠ Konverterings- och anrikningskapacitet
Viktiga flaskhalsar (4)
Uranium mining (U3O8)
⚠ aktiv flaskhals
Kazakhstan supplies roughly 40% of primary uranium; Western utilities seek non-Russian sources.
Relaterade tickers: CCJ, UUUU
Yellowcake conversion
⚠ aktiv flaskhals
Conversion capacity outside Russia is limited; Cameco and ConverDyn are key Western options.
Uranium enrichment (SWU)
⚠ aktiv flaskhals
Russia historically supplied a large share of enrichment services; sanctions reshaped flows.
HALEU for advanced reactors
⚠ aktiv flaskhals
Commercial HALEU supply chain is nascent; DOE programs are seeding capacity.