Table 2: World projected uranium supply capacity and requirements (in million pounds U3O8)

* Production at 100%, 95%, and 90% of nameplate in 2010, 2011, and 2012 and thereafter
** Enrichment underfeeding, uranium recovery from tails, DOE and Russian inventory drawdown, and recycle

2010 2015 2020 2025 2030
Projected mine production* 141 197 223 207 197
Russian HEU 26 2 1 0 0
Other AMU** 32 33 41 44 46
Total AMU 58 35 42 44 46
Total supply capacity (production + AMU) 199 232 265 251 243
Demand (reference case) 177 198 221 231 268
Demand (high case) 187 211 268 326 344
Excess/shortfall (reference case) 22 34 44 20 -25
Excess/shortfall (high case) 12 21 -3 -75 -101