From theoretical risk to board-ready economic outcomes — how leading fuel buyers measure, justify, and optimize the true cost of supply resilience. Introduction: The Nuclear Renaissance Meets Procurement Reality Across North America, policy makers are increasingly positioning nuclear energy as a cornerstone of long-term energy security, grid reliability, and decarbonization. New reactor projects, life extension programs, small modular reactor (SMR) … Read More
From Policy to Procurement: What North American Nuclear Strategies Really Mean for Fuel Buyers
Uranium Procurement Strategy in a Supply Deficit Market: How nuclear fuel buyers secure uranium supply in a tightening market. The near simultaneous release of Canada’s Nuclear Energy Strategy and the United States’ 2026 National Defense Strategy marks a clear geopolitical shift: North America is prioritizing secure, allied nuclear fuel supply chains in an increasingly fragmented global market. For governments, this … Read More
Building a Resilient North American Supply Chain
Why procurement leaders must act now in the AI and energy era Executive Brief North American supply chains are undergoing a structural reset. What’s changing Driven by geopolitical competition, industrial policy, and AI-led energy demand, the United States is no longer relying on markets alone—it is actively designing supply chains. Canada, through resource depth and integration, is emerging as a strategic extension of that … Read More