THE GLOBAL NUCLEAR INDUSTRY

IN THIS XERFI GLOBAL REPORT :

MARKET ANALYSIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global nuclear industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

COMPANIES' BUSINESS STRATEGIES

Diversification and downstream integration (particularly in nuclear waste dismantling and recycling), innovation (development of modular reactors), deployment in emerging markets and securing supplies of strategic raw materials : the report details the growth levers prioritised by the world leaders in the nuclear industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

MARKET FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

SECTORAL ENVIRONMENT

• Overview

• The role of public authorities

• Economic factors

• Technological factors

THE GLOBAL NUCLEAR MARKET

• Key demand indicators

• Key market indicators

LEADERS' ACTIVITY AND PERFORMANCES

• Revenue

• Operating profit rate

• Individualised activity and performance

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• The fuel cycle

• Government's influence

• Threat of new entrants

• Threat of substitutes

LEADERS' STRATEGIES

• Leaders' business strategies

• Vertical integration

• The conquest of emerging markets

• Innovation

• Nuclear energy greening

• Accelerating uranium production

• Diversification strategies

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Rankings of the 10 world leaders in the global nuclear industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• EDF

• CGNPC

• KEPCO

• EXELON

• DUKE ENERGY

• MITSUBISHI HEAVY INDUSTRIES

• HITACHI – ENERGY

• ORANO

• URENCO

• KAZATOMPROM

EDF

CGNPC

KEPCO

EXELON

DUKE ENERGY

MITSUBISHI HEAVY INDUSTRIES

HITACHI – ENERGY

ORANO

URENCO

KAZATOMPROM