France’s Orano suspends uranium processing operations in Niger

French nuclear group Orano SA is suspending uranium ore processing at one of its facilities in Niger due to international sanctions against the military junta, which are affecting logistics. This move could potentially tighten supplies of uranium used to fuel nuclear reactors in several countries, including the US, China, and Europe, and force utilities to rely more on other producers like Kazakhstan, Canada, and Australia.

Orano’s uranium treatment plant in Niger was originally scheduled for maintenance early next year, but it has been moved forward due to depleting stockpiles of the chemicals needed for processing. Operations are continuing at Orano’s Somair mine, which is partially owned by the Niger government.

Orano typically exports uranium concentrate to Benin, where it is shipped either back to France or to Canada. There are usually 4-6 shipments per year.

To secure supply for its customers, Orano is also sourcing material from mines in Canada and Kazakhstan, where it holds stakes. In the short term, there is no emergency, but the situation highlights the potential impact of geopolitical events on the global uranium supply chain.

Elevate your business with QU4TRO PRO!

Gain access to comprehensive analysis, in-depth reports and market trends.

Interested in learning more?

Sign up for Top Insights Today

Top Insights Today delivers the latest insights straight to your inbox.

You will get daily industry insights on

Oil & Gas, Rare Earths & Commodities, Mining & Metals, EVs & Battery Technology, ESG & Renewable Energy, AI & Semiconductors, Aerospace & Defense, Sanctions & Regulation, Business & Politics.

By clicking subscribe you agree to our privacy and cookie policy and terms and conditions of use.

Read more insights

China’s exporters pivot away from America as tariffs turn demand unpredictable

What’s happening on China’s factory floor is less a blip than a structural reroute. After months of whiplash from U.S. tariff threats, pauses, and renewed escalation, a growing share of Chinese exporters have stopped treating America as their anchor customer and are redeploying capacity toward Europe, Latin America, the Middle East and Africa.

The Canton Fair, usually a barometer for U.S. buyer appetite, opened without a meaningful American presence, while booths reported brisker interest from Brazil, Southeast Asia and parts of Europe. Customs tallies still show headline export growth this year, but that strength is a mirage of dispersion: shipments destined for the United States are shrinking, and producers are hunting volume anywhere else they can find it.

Korea’s Qcells to supply 12 GW of solar panels to Microsoft in landmark agreement

South Korea’s Qcells has announced a significant agreement with Microsoft to supply 12 gigawatts of American-made solar panels through 2032, marking one of the largest deals of its kind. This collaboration builds on a previous 2.5-gigawatt contract established a year ago and strengthens…

Governments drive uranium demand, prices hit 16-year high

The uranium market is experiencing a significant shift with prices surging by 90% in the past 12 months, reaching levels not seen in 16 years. This surge is driven by increased demand for nuclear power, with governments recognizing it as a reliable and cost-effective low-carbon energy source…

Stay informed

error: Content is protected !!