Analyst guide - sources

Recommended sources

The following are reputable, based on sound information and involving the processing of that by people familiar with the industry:

World Nuclear Association market report 2007 (published every two years): The global nuclear fuel market: supply and demand 2007-2030

The "Red Book" 2006 (published every two years): Uranium 2005: Resources, Production and Demand A Joint Report by the OECD Nuclear Energy Agency and the International Atomic Energy Agency

OECD Nuclear Energy Agency 2007 Nuclear Energy Data 2007 (annual)

Eurelectric, March 2007, The Role of Electricity - A new path to secure, competitive energy in a carbon-constrained world.

Qualified recommendation

The following are sound and estimable in many respects but in our view fail to take properly into account certain significant apects of their subject relevant to uranium or nuclear power:

World Energy Outlook 2007, from OECD International Energy Agency (annual). This is a very valuable report overall but understates the likely role of nuclear power in policy scenarios.

MIT report 2003 The Future of Nuclear Power. This is sceptical of US policy and with high cost estimates for new reactor construction, but generally positive about expansion of nuclear power.

Deficient sources

The following are put together and published by people and organistaions who are either not engaged or up to speed with major aspects of uranium and nuclear power or evidently running an agenda to denigrate it:

Energy Watch Group, 2006, Uranium Resources and Nuclear Energy.

Jan Willem Storm van Leeuwen, 2007, Nuclear power - the energy balance, energy insecurity and greenhouse gases - divorced from the industry and ignores relevant empirical data. Updated from previous versions which were wrong on key matters by a wide margin. See critique at Melbourne University Physics and WNA paper

Oxford Research Group, London especially: Secure Energy? Civil Nuclear Power, Security and Global Warming, 2007, which argues that nuclear energy make a negligible contribution to lowering CO2 emissions and to energy security; and Too Hot To Handle? The Future of Civil Nuclear Power, 2007, which argues that a worldwide nuclear renaissance is beyond the capacity of the nuclear industry to deliver.

UIC/WNA papers likely to be of most relevance to analysts

• Nuclear Power in the World Today
• The Economics of Nuclear Power
• Uranium Markets
• Military warheads as a source of fuel
• Supply of uranium
• World Uranium Mining
• Australia's Uranium and Who Buys It
• Canada's Uranium and Nuclear Power
• US Nuclear Power Industry
• other country papers, see index
• Australia's Present Uranium Mines
• Australia's Uranium Deposits and Prospective Mines
• Uranium Exploration in Australia

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