The WNA (World Nuclear Association) Fuel Report, issued every two years, provides the most authoritative supply-demand modeling based on consensus from a dozen industry professionals (both demand and supply side experts), though individual organizations like Cantor may be more bullish on demand assumptions than the WNA's reference case.
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Speaker
Justin HuneaultEvidence Quote
“the w puts out a fuel report every two years they put one out last year and they do a lower case a reference case and an upper case the reference cases in their estimation in the W by the way when they put out this report they have um you know a dozen industry Professionals in the investing site and the new nuclear side that work together both in the demand camp and the supply Camp”
Created: 8/12/2026, 6:05:51 PM
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