Nuclear
Critical node· Nuclear · Critical anchor

Rosatom / TENEX

Moscou, Russia55.75°N 37.62°E
computed criticality21/100
reading
≈44% of global enrichment capacity (SWU)
2024
Market priceUranium (ETF) · $
38.73$
18% over 30dthis week 10%

Indicative delayed market price: a tension gauge, distinct from the physical flow. A rise signals the input tightening.

Fault line

Together with China, more than 62% of global uranium enrichment capacity. The West remains dependent on Russian fuel, notably for the HALEU of advanced reactors, where alternative supply is near-zero.

Actors
Rosatom / TENEX (Moscow)
Urenco (Stoke Poges)
Orano (Tricastin)
Depends on 1
Kazatomprom, Chu-Sarysu basinNuclear · Critical anchor
Feeds 2
Orano, TricastinNuclearWestern PWR fleet, United States & EuropeNuclear
Sources