铀市场规模、份额和成长分析（按类型、应用、最终用途产业和地区划分）－2026-2033年产业预测

预计到 2024 年，全球铀市场规模将达到 155.7 亿美元，到 2025 年将达到 161.6 亿美元，到 2033 年将达到 217.8 亿美元，预测期（2026-2033 年）的复合年增长率为 3.8%。

市场分析显示，全球铀产业呈现成长态势，主要受核能需求成长及能源安全关注的推动。核子反应炉技术的进步和铀矿的大规模投资预计将提振市场销售。低碳能源的復兴以及政府的支持政策也进一步强化了铀的需求。投资者，尤其是大宗商品基金和机构投资者（例如斯普罗特实体铀信託基金），对铀的热情日益高涨，因为他们认识到铀在建立安全能源基础设施方面的潜力。然而，核能基础设施的高额初始投资、公众反对、再生能源来源的竞争以及政治因素等挑战可能会阻碍铀的广泛应用。总而言之，这些趋势将共同塑造铀市场的未来发展轨迹。

全球铀市场驱动因素

地缘政治紧张局势，尤其是在主要天然气出口国週边地区，正促使各国寻求能源独立。以铀动力来源燃料的核能已成为可靠的国内能源替代方案，可以缓解石化燃料进口带来的不稳定性。各国政府采取有利于铀采购来源多角化、签订长期合约和建立策略性储备的政策，可望改善全球铀市场的前景。这些措施可望推动对核能解决方案的需求，以创造更稳定的能源环境，以符合国家能源安全目标，并减少对外部能源来源的依赖。

限制全球铀市场的因素

由于车诺比和福岛等历史性灾难引发的公众对核能的普遍担忧，全球铀市场面临严峻挑战。人们对辐射安全、核废弃物管理以及可能发生严重事故的担忧，导致了环保组织和当地社区的强烈反对。这些担忧往往转化为政治压力，导致核能发电厂许可证被暂停或推迟，对铀需求产生负面影响。此外，在德国和奥地利等正在逐步淘汰核能的国家，也出现了显着的趋势，显示社会对这种能源来源有更广泛的抵制。

全球铀市场趋势

全球铀市场正经历着一个显着的趋势，而小型模组化反应器（SMR）的需求不断增长是推动这一趋势的主要动力。随着美国、加拿大和英国等国家推进SMR的研发和部署，预计浓缩铀的需求将大幅增加。这些紧凑型核子反应炉应用广泛，尤其适用于偏远地区，并且作为老旧石化燃料发电厂的永续替代方案，能够开拓新的市场领域。因此，铀矿相关企业正致力于优化营运以满足这一激增的需求，并在一个强调清洁能源解决方案和核能发电进步的不断变化的环境中进行战略布局。

目录

介绍

• 调查目标
• 调查范围
• 定义

调查方法

• 资讯收集
• 二手资料和一手资料方法
• 市场规模预测
• 市场假设与限制

执行摘要

• 全球市场展望
• 供需趋势分析
• 细分市场机会分析

市场动态与展望

• 市场规模
• 市场动态
  • 驱动因素和机会
  • 限制与挑战
• 波特分析

关键市场考察

• 关键成功因素
• 竞争程度
• 关键投资机会
• 市场生态系统
• 市场吸引力指数（2025）
• PESTEL 分析
• 总体经济指标
• 价值链分析
• 定价分析
• 监管环境
• 案例研究
• 技术分析

全球铀市场规模（按类型及复合年增长率划分）（2026-2033 年）

• 铀矿
• 加工铀（黄饼）
• 六氟化铀

全球铀市场规模（按应用领域划分）及复合年增长率（2026-2033 年）

• 核能发电
• 军事/国防
• 医疗保健

全球铀市场规模（依最终用途产业划分）及复合年增长率（2026-2033 年）

• 活力
• 防御
• 卫生保健

全球铀市场规模及复合年增长率（2026-2033）

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 德国
  • 西班牙
  • 法国
  • 英国
  • 义大利
  • 其他欧洲地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 亚太其他地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地区
• 中东和非洲
  • 海湾合作委员会国家
  • 南非
  • 其他中东和非洲地区

竞争资讯

• 前五大公司对比
• 主要企业的市场定位（2025 年）
• 主要市场参与者所采取的策略
• 近期市场趋势
• 公司市占率分析（2025 年）
• 主要企业公司简介
  • 公司详情
  • 产品系列分析
  • 依业务板块进行公司股票分析
  • 2023-2025年营收年比比较

主要企业简介

• Cameco Corporation（Canada）
• Kazatomprom（Kazakhstan）
• Orano（France）
• Uranium Energy Corp.（US）
• Energy Fuels Inc.（US）
• BHP Group Limited（Australia）
• Rio Tinto Group（UK/Australia）
• CNNC（China National Nuclear Corporation）（China）
• ARMZ Uranium Holding Co.（Russia）
• Paladin Energy Ltd.（Australia）
• NexGen Energy Ltd.（Canada）
• Denison Mines Corp.（Canada）
• Peninsula Energy Limited（Australia）
• Toro Energy Limited（Australia）
• Berkeley Energia Limited（UK/Spain）
• Uranium Resources, Inc.（US）
• Forsys Metals Corp.（Canada）
• Energy Resources of Australia Ltd.（Australia）
• Deep Yellow Limited（Australia）

结论与建议

Global Uranium Market size was valued at USD 15.57 Billion in 2024 and is poised to grow from USD 16.16 Billion in 2025 to USD 21.78 Billion by 2033, growing at a CAGR of 3.8% during the forecast period (2026-2033).

Market insights indicate that the global uranium sector is poised for growth driven by heightened demand for nuclear energy and a focus on energy security. Advancements in reactor technology along with significant investments in uranium are expected to enhance market sales. The resurgence of interest in low-carbon energy has strengthened uranium demand, supported by favorable government policies. Investor enthusiasm is rising, particularly from commodity funds and entities like the Sprott Physical Uranium Trust, as they recognize the potential of uranium in building a secure energy infrastructure. However, challenges such as substantial initial investments for nuclear infrastructure, public opposition, competition from renewable energy sources, and political sensitivities may impede uranium's widespread adoption. Overall, these dynamics will shape the future trajectory of the uranium market.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Uranium market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Uranium Market Segments Analysis

Global Uranium Market is segmented by Type, Application, End-Use Industry and region. Based on Type, the market is segmented into Uranium Ore, Processed Uranium (Yellowcake) and Uranium Hexafluoride. Based on Application, the market is segmented into Nuclear Power Generation, Military & Defense and Medical. Based on End-Use Industry, the market is segmented into Energy, Defense and Healthcare. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Uranium Market

Geopolitical tensions, especially concerning significant gas-exporting nations, have prompted nations to focus on achieving energy independence. Nuclear energy powered by uranium emerges as a reliable domestic alternative to the instability often associated with fossil fuel imports. The introduction of beneficial government policies aimed at diversifying uranium procurement, establishing long-term contracts, and creating strategic reserves is anticipated to enhance the global uranium market's prospects. These initiatives are expected to drive demand for nuclear energy solutions, fostering a more stable energy landscape that aligns with national energy security goals and reduces reliance on external energy sources.

Restraints in the Global Uranium Market

The global uranium market encounters significant challenges stemming from widespread public apprehension towards nuclear energy, largely fueled by historical disasters such as Chernobyl and Fukushima. Concerns surrounding radiation safety, the management of nuclear waste, and the potential for catastrophic incidents contribute to strong opposition from environmental organizations and local communities. Such apprehensions often result in political pressures that can lead to the suspension or postponement of nuclear plant approvals, adversely impacting the demand for uranium. Additionally, a notable trend is observed in countries like Germany and Austria, which are in the process of transitioning away from nuclear power, illustrating a broader societal resistance to this energy source.

Market Trends of the Global Uranium Market

The global uranium market is witnessing a significant trend driven by the rising demand for Small Modular Reactors (SMRs). As nations like the United States, Canada, and the United Kingdom gear up for the development and deployment of SMRs, the need for enriched uranium is poised to surge. These compact reactors offer versatile applications, particularly in remote areas or as sustainable alternatives to aging fossil fuel plants, thereby capturing new market segments. Consequently, uranium companies are increasingly focusing on optimizing their operations to cater to this burgeoning demand, positioning themselves strategically within an evolving landscape that emphasizes clean energy solutions and technological advancements in nuclear power generation.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2025
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Regulatory Landscape
• Case Studies
• Technological Analysis

Global Uranium Market Size by Type & CAGR (2026-2033)

• Market Overview
• Uranium Ore
• Processed Uranium (Yellowcake)
• Uranium Hexafluoride

Global Uranium Market Size by Application & CAGR (2026-2033)

• Market Overview
• Nuclear Power Generation
• Military & Defense
• Medical

Global Uranium Market Size by End-Use Industry & CAGR (2026-2033)

• Market Overview
• Energy
• Defense
• Healthcare

Global Uranium Market Size & CAGR (2026-2033)

• North America (Type, Application, End-Use Industry)
  • US
  • Canada
• Europe (Type, Application, End-Use Industry)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Type, Application, End-Use Industry)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Type, Application, End-Use Industry)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Type, Application, End-Use Industry)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

• Cameco Corporation (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Kazatomprom (Kazakhstan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Orano (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Uranium Energy Corp. (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Energy Fuels Inc. (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• BHP Group Limited (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Rio Tinto Group (U.K./Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• CNNC (China National Nuclear Corporation) (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ARMZ Uranium Holding Co. (Russia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Paladin Energy Ltd. (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NexGen Energy Ltd. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Denison Mines Corp. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Peninsula Energy Limited (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toro Energy Limited (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Berkeley Energia Limited (U.K./Spain)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Uranium Resources, Inc. (U.S.)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Forsys Metals Corp. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Energy Resources of Australia Ltd. (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Deep Yellow Limited (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations