Nuclear Revival Triggers a New Race for Uranium, Enrichment and Next-Gen Fuels
The source describes a global nuclear resurgence that could double uranium demand by 2040 and tighten supply after 2030, prompting mine restarts, new projects, and route diversification. It also highlights enrichment and HALEU as strategic chokepoints, alongside R&D into TRISO fuels, seawater extraction, thorium reactors, and fusion.