References
  1. This latter issue was raised in a recent issue of NuclearFuel, Vol. 29, Num. 16, August 2, 2004, p. 2.
    2.
  2. For a warning about supply shortages before the McArthur River flood and other supply disruptions that
    occurred last year see Thomas L. Neff, “Long-Term Supply: No Field of Dreams,” Nuclear Energy Institute
    Fuel Cycle 2003, April 6-9, 2003. Also, there were other warnings that the market was changing before this. See, for instance, “A New Decade, A New Market,” The Ux Weekly, December 3, 2001, p. 1-2.
  3. We wrote several editorials on this subject when price was below $10. See, for example, “Putting Market Prices
    into Context,” The Ux Weekly, April 8, 2002, p. 1-2; “What Price Information?,” The Ux Weekly, September 30,
    2002, p. 1; and, “More on Prices,” The Ux Weekly, November 18, 2002, p. 1.
  4. “A Case of Market Failure?,” The Ux Weekly, June 9, 2003, p. 1-2.
  5. For a discussion of this see “Euratom: Utilities De-stocking,” The Ux Weekly, May 8, 2000, p. 1-2; “Euratom:
    Still Security of Supply Concerns,” The Ux Weekly, May 21, 2001, p. 1-2; “Euratom: Making the Case for
    Holding Inventories,” The Ux Weekly, May 20, 2002, p.1-2; and, “Euratom: Focus Intensifies on Security of
    Supply,” The Ux Weekly, July 5, 2004, p. 1-2.
  6. Jeff Combs and Dr. Thomas L. Neff, “The Soviets, SWU, and U – A Win-Win Solution?,” NYNCO Newsletter,
    November 20, 1989, p. 1,2, and 5.
  7. Thomas Neff, “A Grand Uranium Bargain,” The New York Times, OP-ED, October 24, 1991.
  8. “Market Impact of USEC Inventory Sales,” The Uranium Market Outlook, July 1998, p. 2-13.
    9.
  9. Oleg Bukharin, “Russia’s Gaseous Centrifuge Technology and Uranium Enrichment Complex,” Program on
    Science and Global Security, Woodrow Wilson School of Public and International Affairs, Princeton University,
    January 2004, p. 29.
  10. Bukharin, p. 24. This is based on V. Shidlovsky, “On the Prospects and Plans for Modernizing Enrichment
    Facilities,” Atompressa, 36, September 2000.
  11. Bukharin, p. 30.
  12. For a more complete discussion of this, see “Who Needs New Reactors for Demand Growth?,” The Ux Weekly,
    August 20, 2001, p.1 (http://www.uxc.com/cover-stories/uxw_15-34-cover.html).
  13. George F. Combs, Jr., “The Economics of Strategic Choice: U.S. Uranium Enrichment in the World Market: A
    Comment,” The Energy Journal, Volume 10, Number 1, January 1989, p. 175-178.
  14. This was discussed in “A New Decade, A New Market,” The Ux Weekly, December 3, 2001, p. 1-2.
  15. The Future of Nuclear Power, an Interdisciplinary MIT Study (http://web.mit.edu/nuclearpower/), and Steven
    Pacala and Robert Socolow, “Stabilization Wedges: Solving the Climate Problem for the Next 50 Years with
    Current Technologies,” Science Magazine, Vol. 305, No. 5688, 27 August 2004.
    16.
  16. Euratom Supply Agency, Annual Report 2003, p. 21.
  17. Euratom Supply Agency, Annual Report 2003, p. 23.
    18.
  18. Russian enrichment capacity is net of that devoted to the enrichment of tails, which produces needed uranium
    supplies.

Fueling the Future: A New Paradigm Assuring Uranium Supplies in an Abnormal Market

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