Quantify the Cost of Your Supply Security Strategy
Model the financial trade-offs between market exposure and supply security using the Total Cost of Security (TCS) framework
Convert uncertain supply risk into a defined, decision-ready financial exposure.
Ideal For
- Nuclear fuel buyers and procurement leaders
- Organizations with partial forward coverage
- Teams evaluating long-term supply security strategies
- Executives needing a clear view of exposure vs cost trade-offs
What this Session Delivers
This is not a generic advisory call.
This session does not estimate outage losses.
It models the financial cost of procurement strategies used to manage supply risk.
How it Works
A simple, structured process:
1. Share your current position
We start with a high-level view of your supply coverage, inventory, and demand.
2. Calibrate procurement strategy scenarios and model their financial impact
We apply the TCS framework to model the financial impact of your procurement strategy - including contract coverage, market exposure, inventory and holding cost.
This allows you to evaluate how different strategies affect total cost and security trade-offs.
3. Receive decision-ready outputs
You leave with a clear financial view of your current procurement strategy — including the cost of different contracting, inventory, and market exposure positions — and a structured basis for decision-making.
Typical Inputs (Guided)
- Annual fuel requirements / burn rate
- Forward coverage position (approximate % is sufficient)
- Inventory position (e.g. months forward burn)
- Known supply constraints or concentration
- High-level cost or holding assumptions (if available)
Important:
You do not need a complete dataset.
The session is designed to structure and refine your inputs with you.
What's Included
- Guided procurement strategy modelling session (60 minutes)
- Excel TCS model (used during the session and provided as part of the engagement)
- Custom scenario calibration based on your inputs
- Financial outputs comparing alternative procurement strategies
- Executive-ready summaries to support internal discussion and decision-making
Why This Matters
Most procurement models optimize for cost.
Very few quantify the cost of maintaining supply security.
In a constrained uranium market, uncovered positions do not remain theoretical —
they become financial.
Translate your current supply position into a clear, quantified financial outcome profile
