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Euratom Supply Agency Annual Report 2025

Published by: Euratom Supply Agency
Date: 2026
Access: Primary source
Link: euratom-supply.ec.europa.eu/document/download/f5fd9141-e7ae-4074-8c83-…
Checked: 5 October 2026

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Quotes from this source

“Origin of uranium delivered to EU utilities in 2025: Canada 5 384 tU, 36.68%; Kazakhstan 2 981 tU, 20.31%; Russia 2 346 tU, 15.98%”

, Table 3, p. 13

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Claims quoting it

Canada is the largest single source of uranium for US reactors, but not by much, and its biggest producer's future sales are shifting overseas. Canadian uranium was 32% of what US reactor operators bought in 2025 (Kazakhstan: 28%) and 37% of what EU utilities received. Cameco's signed long-term sales were 38% to the Americas (the US, Canada and Latin America) at the end of 2025, down from 64% in 2022, against 40% to Europe and 22% to Asia, which includes a C$2.6 billion sale to India. Two new Saskatchewan mines, NexGen's Rook I and Denison's Phoenix, got construction licences in 2026 from the federal regulator under the ordinary process, not the new fast-track laws.