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AI data centres are adding to the case for more nuclear power, while new uranium mines take years to develop. A report covered by MiningWeekly says Canadian explorer Purecore cites forecasts of a possible 335-million-pound uranium supply deficit by 2040, even if mine production more than triples.
Why it mattersThe figures are projections, not a tally of confirmed shortages. Purecore’s report also cites an International Energy Agency forecast that data centres could use 950 terawatt-hours of electricity a year by 2030, and says AI-related US power demand could approach 200 gigawatts by 2033. The connection is practical: bigger electricity demand can strengthen the case for nuclear generation, while uranium supply cannot be expanded overnight. But the supply estimates come through an explorer’s investor report, so they deserve attention rather than a hard hat and unquestioned trust.
Discuss: How much weight should forecasts of AI power demand carry in decisions about new nuclear projects and uranium supply?
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