bitte fusion nicht hier diskutieren, danke
Wie hoch ist aktuell der weltweite Verbrauch?
eigene dd ?
https://world-nuclear.org/info…um-mining-production.aspx
https://world-nuclear.org/info…rces/uranium-markets.aspx
Demand
About 440 reactors with combined capacity of about 390 GWe require some 74,000 tonnes of uranium oxide concentrate containing about 62,500 tonnes of uranium (tU) from mines (or the equivalent from stockpiles or secondary sources) each year. This includes initial cores for new reactors coming online. The capacity is growing slowly, and at the same time the reactors are being run more productively, with higher capacity factors, and reactor power levels. However, these factors increasing fuel demand are offset by a trend for increased efficiencies, so demand is dampened – over the 20 years from 1970 there was a 25% reduction in uranium demand per kWh output in Europe due to such improvements, which continue today.
Each GWe of increased new capacity will require about 150 tU/yr of extra mine production routinely, and about 300-450 tU for the first fuel load.
Fuel burn-up is measured in units such as MW days per tonne U (MWd/tU). Increases in burn-up reduce the number of fresh fuel assemblies which need to be loaded. Higher burn-ups therefore result in potential cost savings for the utility at both ends of the fuel cycle. However, increases in burn-up sometimes (but not always) require increased enrichment levels in the fuel assemblies, which increases the uranium and/or the enrichment needed for each assembly, thus increasing the cost of each assembly. During 1980-2010 burn-up levels increased, compared with original designs, to around 40,000 MWd/tU for most LWRs, with reductions in specific uranium consumption. Some utilities have continued to increase burn-ups further, and levels of 45-50 GWd/tU are now common. However, increasing burn-up above 40 GWd/tU only reduces specific uranium consumption slightly, while very slightly increasing specific enrichment requirements. For example, an increase from 40 to 50 GWd/tU reduces uranium requirements by 4-5% and increases enrichment requirements by about 2-3%.
Generally, utilities have pursued higher enrichment and burn-ups, and when uranium prices were high they specified low tails assays from enrichment, to get more fuel from it, so that significantly less natural uranium feed was required. However, more enrichment energy was then needed. There is a clear trade-off between energy input to enrichment and uranium input.
[Blockierte Grafik: https://world-nuclear.org/getmedia/601d097b-1b7d-4bcb-a4fd-ad30d1218a44/Uranium-and-enrichment-requirements-different-tails-assay.png.aspx]
Percentage variation in uranium requirements and separative work unit (SWU) requirements (i.e. energy input to enrichment) with different tails assays, from a base tails assay of 0.22% U-235 (Source: World Nuclear Association)
Because of the cost structure of nuclear power generation, with high capital and low fuel costs, the demand for uranium fuel is much more predictable than with probably any other mineral commodity. Once reactors are built, it is very cost-effective to keep them running at high capacity and for utilities to make any adjustments to load trends by cutting back on fossil fuel use. Demand forecasts for uranium thus depend largely on installed and operable capacity, regardless of economic fluctuations. However, this picture is complicated by policies which give preferential grid access to subsidised wind and solar PV sources.
Looking ten years ahead, the market is expected to grow. The Reference Scenario of the 2021 edition of the World Nuclear Association's Nuclear Fuel Report shows a 27% increase in uranium demand over 2021-30 (for a 16% increase in reactor capacity – many new cores will be required, and electricity demand is expected to recover following the pandemic). Demand thereafter will depend on new plant being built and the rate at which older plant is retired – the Reference Scenario of the 2021 Nuclear Fuel Report has a 38% increase in uranium demand for the decade 2031-2040. Licensing of plant lifetime extensions and the economic attractiveness of continued operation of older reactors are critical factors in the medium-term uranium market. However, with electricity demand by 2040 potentially increasing by about 50% from that of 2019 (based on the International Energy Agency's World Energy Outlook 2020 report), there is plenty of scope for growth in nuclear capacity in a world concerned with limiting carbon emissions.
Supply
Mines in 2021 supplied some 56,961 tonnes of uranium oxide concentrate (U3O8) containing 48,303 tU, 77% of the utilities' annual requirements (see also information page on World Uranium Mining). The balance is made up from secondary sources including stockpiled uranium held by utilities, and in the last few years of low prices those civil stockpiles have been built up again following their depletion over 1990-2005. At the end of 2020 they were estimated at about 40,000 tU in each of Europe and the USA, about 130,000 tU in China, and about 60,000 tU in the rest of Asia.
Note that at the prices which utilities are likely to be paying for current delivery, only one-third of the cost of the fuel loaded into a nuclear reactor is the actual ex-mine (or other) supply. The balance is mostly the cost of enrichment and fuel fabrication, with a small element for uranium conversion.
With the main growth in uranium demand being in Russia and China, it is noteworthy that the vertically-integrated sovereign nuclear industries in these countries (and potentially India) have sought equity in uranium mines abroad, bypassing the market to some extent. Strategic investment in uranium production, even if it is not lowest-cost, has become the priority while world prices have been generally low. Russia’s ARMZ bought Canada-based Uranium One in 2013, and China holds equity in mines in Niger, Namibia, Kazakhstan, Uzbekistan and Canada.
Supply from elsewhere
As well as existing and likely new mines, nuclear fuel supply may be from secondary sources including:
- Recycled uranium and plutonium from used fuel, as mixed oxide (MOX) fuel.
- Re-enriched depleted uranium tails.
- Ex-military weapons-grade uranium, blended down.
- Civil stockpiles.
- Ex-military weapons-grade plutonium, as MOX fuel.
Commercial reprocessing plants are operating in France and Russia with a combined capacity of about 2000 tonnes of heavy metal (tHM) per year. World reprocessing capacity would increase by 800 tHM with the restart of the Japanese plant at Rokkasho-Mura. Further capacity is under construction in Russia and China, and there are a number of other plants with small reprocessing capacities worldwide.
Military uranium for weapons was enriched to much higher levels than that for the civil fuel cycle. Weapons-grade material is about 97% U-235, and this can be diluted about 25:1 with depleted uranium (or 30:1 with enriched depleted uranium) to reduce it to about 4%, suitable for use in a power reactor. From 1999 to 2013 the dilution of 30 tonnes per year of such material displaced about 9720 tonnes U3O8 per year of mine production. (See also page on Military Warheads as a Source of Nuclear Fuel.)
The following graph gives an historical perspective, showing how early production went first into military inventories and then, in the early 1980s, into civil stockpiles. It is this early production which has made up the shortfall in supply from mines since the mid-1980s. However, the shortfall is diminishing towards the level of continuing secondary supplies.
[Blockierte Grafik: https://world-nuclear.org/getmedia/ec98a5fe-5355-4a83-9646-ed232625d322/world-uranium-production-and-demand-2021.png.aspx]
World uranium production and reactor requirements, 1945-2020, tU (source: OECD-NEA, IAEA, World Nuclear Association)
The following graph suggests how these various sources of supply might look in the decades ahead. The graph shows a breakdown of the Reference Scenario of the 2021 edition of the World Nuclear Association's Nuclear Fuel Report) into current mine capacity (with idled capacity separated), and capacity that is under development, planned or prospective. The black line shows the Reference Scenario of the 2019 edition of The Nuclear Fuel Report for comparison. In the near term, current uranium production is considerably lower than anticipated in the 2019 edition, mainly due to suspension of production at several major mining centres as a result of low prices compounded by the Covid-19 pandemic.
[Blockierte Grafik: https://world-nuclear.org/getmedia/7ffc40a0-cc7f-4df5-a4c1-0a6fee4b76f2/reference-scenario-prospective-production-tu-2021.png.aspx]
Reference Scenario for uranium production, tU (source: The Nuclear Fuel Report, World Nuclear Association)