FT Energy Source

Western markets could be facing a new era of uranium scarcity

Nuclear power is experiencing a revival as countries look to low-carbon solutions to meet their energy needs. Demand for the uranium that fuels nuclear reactors is predicted to almost double by 2040, but as that demand rises, supply may be tightening for the west, thanks to the war in Ukraine, and growing competition for resources from China.


Energy Source is FT's trusted destination on essential news, forward-thinking analysis and insider intelligence around the world's most indispensable business. The channel combines independent reporting by FT journalists with expert insights from global electricity group Iberdrola.

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FT Energy Source

FT Channels, a partnership destination that combines impactful and enriching multimedia content to spark curiosity and encourage discovery. Each vertical brings expert insights from the Financial Times and our Partners into the most pressing issues of our time.


Energy Source is FT's trusted destination on essential news, forward-thinking analysis and insider intelligence around the world's most indispensable business. The channel combines independent reporting by FT journalists with expert insights from global electricity group Iberdrola.