KETEP 세계에너지시장정보

Table of contents
Executive summary................................................................................................................................9

Chapter 1. Uranium supply .................................................................................................................17
Uranium resources .........................................................................................................................17
Identified conventional resources ................................................................................................17
Distribution of resources by production method .........................................................................34
Distribution of resources by processing method..........................................................................35
Distribution of resources by deposit type ....................................................................................37
Proximity of resources to production centres...............................................................................38
Undiscovered resources...............................................................................................................39
Other resources and materials ....................................................................................................41
Unconventional resources and the UDEPO database ..................................................................42
Seawater .....................................................................................................................................50
Uranium exploration......................................................................................................................51
Non-domestic ..............................................................................................................................51
Domestic......................................................................................................................................52
Current activities and recent developments...............................................................................57
North America.............................................................................................................................57
Central and South America.........................................................................................................58
European Union...........................................................................................................................60
Europe (non-EU)..........................................................................................................................62
Africa ..........................................................................................................................................64
Middle East, Central and Southern Asia.....................................................................................69
South-eastern Asia......................................................................................................................72
East Asia.....................................................................................................................................72
Pacific ..........................................................................................................................................74
Uranium production.......................................................................................................................75
Present status of uranium production.........................................................................................79
Ownership...................................................................................................................................86
Employment ................................................................................................................................86
Production methods.....................................................................................................................88
Projected production capabilities.................................................................................................89
Recent committed mines and expansions....................................................................................91
Planned and prospective mines and expansions .........................................................................92
Idled mines..................................................................................................................................94
Conclusions .....................................................................................................................................95
References........................................................................................................................................96

Chapter 2. Uranium demand and supply/demand relationship ..................................................99
Nuclear generating capacity and reactor-related uranium requirements..............................99
Global nuclear programmes ..........................................................................................................99
OECD...........................................................................................................................................99
European Union.........................................................................................................................102
North America...........................................................................................................................105
East Asia...................................................................................................................................106
Europe (non-EU)........................................................................................................................107
Middle East, Central and Southern Asia...................................................................................108
Central and South America.......................................................................................................109
Africa ........................................................................................................................................110
South-eastern Asia....................................................................................................................110
Pacific ........................................................................................................................................111
Projected nuclear power capacity and related uranium requirements to 2040 ...................111
Factors affecting nuclear capacity and uranium requirements .................................................111
Projections to 2040....................................................................................................................113
Uranium supply and demand relationship...............................................................................116
Primary sources of uranium supply..........................................................................................116
Secondary sources of uranium supply.......................................................................................118
Natural and enriched uranium stocks and inventories .............................................................118
Nuclear fuel produced by reprocessing spent reactor fuels and surplus weapons-related
plutonium..................................................................................................................................123
Uranium produced by re-enrichment of depleted uranium tails and uranium saved
through underfeeding................................................................................................................125
Underfeeding.............................................................................................................................126
Uranium market developments.................................................................................................126
Supply and demand to 2040 .....................................................................................................130
The long-term perspective ..........................................................................................................132
Conclusion .....................................................................................................................................135
References......................................................................................................................................136