⚛️ US Uranium Demand Model

EIA-923 Nuclear Generation · 95 units · 2024–2025 · Generated May 21, 2026
103.8 GW
US Nuclear Fleet (2025)
785 TWh
2025 Net Generation
39.2M lbs
U3O8 Consumed 2025E
86.4%
Fleet Capacity Factor
$0.050
lbs U3O8 per MWh (fleet avg)
📊 Monthly US Nuclear Generation — 2024 vs 2025
2024202518.1T36.3T54.4T72.5T2024-Jan: 69.16 TWh2024-Feb: 64.58 TWh2024-Mar: 63.35 TWh2024-Apr: 57.57 TWh2024-May: 64.97 TWh2024-Jun: 68.19 TWh2024-Jul: 69.85 TWh2024-Aug: 69.77 TWh2024-Sep: 62.67 TWh2024-Oct: 58.78 TWh2024-Nov: 61.91 TWh2024-Dec: 71.21 TWh2025-Jan: 71.75 TWh2025-Feb: 61.85 TWh2025-Mar: 62.48 TWh2025-Apr: 57.92 TWh2025-May: 62.16 TWh2025-Jun: 66.22 TWh2025-Jul: 70.78 TWh2025-Aug: 70.71 TWh2025-Sep: 65.46 TWh2025-Oct: 59.24 TWh2025-Nov: 63.82 TWh2025-Dec: 72.52 TWh2025TWhJan 24Apr 24Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25
TWh = terawatt-hours net generation. Dips indicate refueling outages. Each 1 TWh = 50,000 lbs U3O8 consumed.
⚡ Generation & Demand by NERC Region
SERC
45.8 GW
42 units
339.2 TWh
2025 generation
17.0M lbs
U3O8 consumed
43.2%
of US nuclear
RFC
33.6 GW
30 units
262.0 TWh
2025 generation
13.1M lbs
U3O8 consumed
33.4%
of US nuclear
WECC
7.7 GW
6 units
56.6 TWh
2025 generation
2.8M lbs
U3O8 consumed
7.2%
of US nuclear
NPCC
6.9 GW
7 units
56.0 TWh
2025 generation
2.8M lbs
U3O8 consumed
7.1%
of US nuclear
TRE
5.7 GW
4 units
41.6 TWh
2025 generation
2.1M lbs
U3O8 consumed
5.3%
of US nuclear
MRO
3.9 GW
5 units
29.4 TWh
2025 generation
1.5M lbs
U3O8 consumed
3.7%
of US nuclear
nan
0.1 GW
1 units
0.0 TWh
2025 generation
0.0M lbs
U3O8 consumed
0.0%
of US nuclear
🏭 U3O8 Demand by Utility (FY2025)
OperatorSTNERC Units GW TWh U3O8 M lbs CF%
Constellation Nuclear NY NPCC 21 22.89 182.3 9.11 90.9%
Duke Energy Carolinas, LLC NC SERC 7 7.65 61.3 3.07 91.6%
Tennessee Valley Authority TN SERC 7 8.84 59.1 2.95 76.3%
Georgia Power Co GA SERC 6 6.68 51.2 2.56 87.6%
Energy Harbor Nuclear Generation LLC OH RFC 4 4.19 32.2 1.61 87.8%
Arizona Public Service Co AZ WECC 3 4.14 31.3 1.57 86.4%
Florida Power & Light Co FL SERC 4 4.02 30.6 1.53 86.9%
Duke Energy Progress - (NC) NC SERC 4 3.83 30.3 1.51 90.2%
Virginia Electric & Power Co VA SERC 4 3.83 28.2 1.41 84.1%
PSEG Nuclear LLC NJ RFC 3 3.69 27.9 1.40 86.3%
STP Nuclear Operating Co TX TRE 2 2.76 21.8 1.09 90.1%
Luminant Generation Company LLC TX TRE 2 2.95 19.8 0.99 76.8%
TalenEnergy Susquehanna LLC PA RFC 2 2.62 18.6 0.93 80.9%
Indiana Michigan Power Co MI RFC 2 2.38 17.6 0.88 84.4%
Pacific Gas & Electric Co. CA WECC 2 2.35 17.6 0.88 85.4%
Dominion Energy Nuclear Conn Inc CT NPCC 2 2.18 16.7 0.84 87.5%
Entergy Louisiana LLC LA SERC 2 2.19 15.3 0.76 79.6%
Entergy Arkansas LLC AR SERC 2 1.95 15.2 0.76 88.8%
Northern States Power Co - Minnesota MN MRO 3 1.83 13.2 0.66 82.5%
Alabama Power Co AL SERC 2 1.89 13.0 0.65 78.6%
System Energy Resources, Inc MS SERC 1 1.46 11.5 0.57 89.6%
NextEra Energy Seabrook LLC NH NPCC 1 1.29 10.9 0.55 96.8%
NextEra Energy Point Beach LLC WI RFC 2 1.25 10.2 0.51 93.3%
DTE Electric Company MI RFC 1 1.19 9.9 0.50 95.2%
Wolf Creek Nuclear Optg Corp KS MRO 1 1.26 9.3 0.46 83.7%
Dominion Energy South Carolina, Inc SC SERC 1 1.05 8.1 0.41 88.3%
nan WA WECC 1 1.19 7.8 0.39 74.2%
Union Electric Co - (MO) MO SERC 1 1.29 7.1 0.36 63.1%
Nebraska Public Power District NE MRO 1 0.83 6.9 0.35 95.0%
State-Fuel Level Increment MI nan 1 0.10 0.0 0.00 0.0%
🌍 Global Supply / Demand Context
CategoryM lbs U3O8
US demand (2025E) 39.2M lbs
China (operating) 58.0M lbs
Europe (EU+UK) 45.0M lbs
Russia 20.0M lbs
South Korea 18.0M lbs
Japan (partial restart) 10.0M lbs
Rest of world 25.0M lbs
Global mine supply (2024E) 145.0M lbs
Supply deficit (2024E) 70.2M lbs
📅 US Demand Forward Projection
Year Fleet GW Changes TWh U3O8
2025 104.6 +0.8 GW Palisades 791.7 39.6M
2026 104.6 — 791.7 39.6M
2027 104.6 — 791.7 39.6M
2028 104.6 — 791.7 39.6M
2029 104.6 — 791.7 39.6M
2030 102.4 −1.1 GW Diablo Canyon 1−1.1 GW Diablo Canyon 2 774.7 38.7M
2031 102.4 — 774.7 38.7M