Featured research / 05 Nov
Uzbek Acid Test, Part 2: Seeking Sulphur
A Drone-Struck Russian Gas Plant, Brazilian Fertiliser, and Uzbekistan's Biggest Uranium Competitor
Research / Market models
Living Maps of Civilization's Critical Markets
Building the most comprehensive bottom-up market models in the world. Starting with nuclear.
01 / Our Public Research
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Nuclear / 20 Oct
Will Uzbekistan’s Uranium Ambitions Pass the Acid Test?
Uzbekistan is the uranium market’s wildcard. Output doubled in three years to 7,000 tonnes, and the government wants 15,000 tonnes by 2030, which would make it the world’s third-largest producer. That depends less on Navoiyuran, the state miner, than on a copper smelter, the country’s fertiliser makers, a sanctioned Russian oil company, and sulphur from a neighbour which owns Navoiyuran's largest competitor.
Nuclear / 22 Sept
Who's Going to Fund Mauritania's First Uranium Mine?
The trail of intelligence behind why we think China's SNURDC are negotiating a deal with Aura Energy (AEE.ASX).
02 / Global Micro
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