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The report starts with a color executive summary, with an extra copy to circulate, providing a concise overview of the current market situation. An advance copy of the executive summary is now e-mailed to subscribers. |
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Chapter 1 contains a topical essay that addresses key events and their potential impact on the market. Examples of past essays are listed here. |
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Chapter 2 - Recent Contracting Review reviews recent contracting activity in both the spot and long-term enrichment markets and describes some of the key developments and trends which are apparent from recent transaction activity. |
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Chapter 3 - Requirements and Demand Outlook updates the world reactor demand and changes to SWU requirements on a regional basis, as well as reviewing unfilled enrichment requirements over the next decade. The spot and long-term demand picture for the near term is also analyzed, along with the growing demand for EUP. |
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Chapter 4 - Primary and Secondary Supply Outlook examines spot and long-term supply sources, including an overview of each of the primary enrichment suppliers and the most significant secondary or inventory supplies of SWU and EUP. |
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Chapter 5 - Enrichment Spot Market Indicators & Technical Analysis presents a detailed update of two sets of leading indicators designed by UxC to quantify market factors that are affecting price outlook in the near-term and two years forward, along with a technical analysis of near-term price movements. Included with a subscription to the quarterly report are monthly updates of UxC's near-term price indicators, a predictive tool used to gauge potential spot movements two to three months forward. |
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Chapter 6 - Market Outlook and Price Forecast discusses near-term (2001-2003) market fundamentals, provides bullish and bearish arguments as to where market prices could move over this period, and presents three scenarios of forecasts for base prices under long-term contracts. |
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The report contains four appendices. The first appendix, Appendix A - Glossary & Acronyms, contains a listing and definition of industry-specific terms used in this and other UxC reports. Appendix B - Forecasting Methodology details the methodologies used in this report to forecast market price indicators. Appendix C - Chronology of Events in U.S./Russian HEU Deal gives an updated listing of the events that lead up to the signing of the commercial Russian HEU feed deal. The last appendix, Appendix D - Statistical Review, contains expanded tables and figures in addition to those presented throughout the report. It is designed to be used as a standard reference source providing both historical and current market data. |