Goldman Sachs: Nuclear Power — Global Reactor Tracker
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This edition of Goldman Sachs' Global Reactor Tracker is a chart pack monitoring nuclear capacity and related uranium-market indicators. It opens with installed capacity broken down by country and reactor type, followed by the total count of reactors under construction and a global map of reactors being built. Uranium-market exhibits follow: the CVD/CMC spread over the past month, spot trading volumes relative to historical levels, and the bank's estimate that long-term contract volumes have fallen below the trailing five-year average. The note closes with price performance across uranium-related commodities and the observation that the Sprott Physical Uranium Trust returned to the market in July. Taken together, the exhibits track two threads: the physical build-out of nuclear generation—capacity by geography and technology, plus the construction pipeline that underpins future uranium demand—and market dynamics, spanning spot activity, term contracting, related commodity prices and physical-trust purchasing. As a chart-driven tracker, this edition carries figures rather than narrative analysis, ratings or target prices.
Key exhibits
Exhibit 1
Exhibit 2
Exhibit 3
Exhibit 4
Exhibit 5
Exhibit 6
Exhibit 7
Exhibit 8
