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and Amazon agreements highlight growing hyperscaler nuclear demand amid already-tight uranium market","google-and-amazon-agreements-highlight-growing-hyperscaler-nuclear-demand-amid-already-tight-uranium-market","article/google-and-amazon-agreements-highlight-growing-hyperscaler-nuclear-demand-amid-already-tight-uranium-market",{"_uid":558,"date":559,"tags":560,"editor":570,"content":580,"excerpt":754,"featured":51,"reporter":755,"component":764,"seo_title":765,"categories":766,"visibility":776,"data_vis_image":777,"featured_image":780,"seo_description":784,"side_panel_banner":595,"formattedDate":785,"formattedArticleDate":786},"f493cf99-6c8b-410b-9ef6-0048a3bceecd","2026-10-28 00:00",[561,564,567],{"slug":562,"name":563},"google","Google",{"slug":565,"name":566},"data-centres","Data centres",{"slug":568,"name":569},"department-of-energy","Department of Energy",[571],{"slug":572,"name":573,"content":574},"benjamin-roche","Benjamin Roche",{"job_title":575,"image":576,"bio":578,"linkedin":579},"Editor – Energy Transition Supply Chains",{"filename":577},"https://a.storyblok.com/f/287943243085208/800x800/66d6674fb8/benjamin-roche.png","Benjamin is Benchmark's Editor for Energy Transition Supply Chains, covering both upstream products like critical minerals and downstream products including energy storage systems and electric vehicles. He has previous experience covering trade flows, tariffs and the effects of geopolitics on supply chains.","https://www.linkedin.com/in/benjaminrochecontent/",{"type":581,"attrs":582,"content":583},"doc",{"backgroundColor":49},[584,613,634,639,661,673,681,689,698,708,718,726,736],{"type":585,"attrs":586,"content":587},"paragraph",{"textAlign":49},[588,596,608],{"text":589,"type":590,"marks":591},"Big Tech’s nuclear ambitions are starting to impact ","text",[592],{"type":593,"attrs":594},"textStyle",{"color":595},"",{"text":597,"type":590,"marks":598},"uranium demand",[599,606],{"type":600,"attrs":601},"link",{"href":602,"uuid":603,"anchor":49,"target":604,"linktype":605},"/article/uranium-market-entering-a-structural-deficit-as-new-demand-drivers-meet-supply-shortfall","fb233f4c-5c8d-4d26-9e00-7455a62d85b5","_blank","story",{"type":593,"attrs":607},{"color":595},{"text":609,"type":590,"marks":610},". Volumes are small but growing in a market where mined supply already falls short.",[611],{"type":593,"attrs":612},{"color":595},{"type":585,"attrs":614,"content":615},{"textAlign":49},[616,621,629],{"text":617,"type":590,"marks":618},"On 6 October, ",[619],{"type":593,"attrs":620},{"color":595},{"text":563,"type":590,"marks":622},[623,627],{"type":600,"attrs":624},{"href":625,"uuid":626,"anchor":49,"target":604,"linktype":605},"/article/google-to-purchase-all-power-from-largest-under-construction-bess-project-in-us","37961f6c-f52a-4ebd-aa4e-7e6681fc8973",{"type":593,"attrs":628},{"color":595},{"text":630,"type":590,"marks":631}," signed a 20-year power purchase agreement (PPA) with Constellation, funding more than USD $4.3 billion of upgrades across 11 units in Illinois, New Jersey and Pennsylvania to add 890MW. It also signed a 15-year deal for 2,700MW from existing plants. It follows a deal signed by Constellation with Meta last year to expand an existing nuclear site in Illinois. On 19 October, Amazon, AEP and X-energy agreed to study a 960MW, 12-reactor plant using the advanced Xe-100 design at a former Indiana coal site, ahead of any final investment decision.",[632],{"type":593,"attrs":633},{"color":595},{"type":585,"attrs":635,"content":636},{"textAlign":49},[637],{"text":638,"type":590},"Benchmark’s Uranium Forecast estimates the 1.85GW of new capacity will need around 315tpa of natural uranium a year once operational, ~0.8Mlb U₃O₈ (yellowcake), or 0.4% of 2026 demand. Amazon and X-energy plan for 5GW of US capacity by 2039, which Benchmark forecasts would need a further 850tpa once running – five times the requirement of the Indiana plant.",{"type":585,"attrs":640,"content":641},{"textAlign":49},[642,647,656],{"text":643,"type":590,"marks":644},"“Each deal is small in tonnage terms, but together they add up,” said Benchmark research manager ",[645],{"type":593,"attrs":646},{"color":595},{"text":648,"type":590,"marks":649},"Tony Alderson",[650,654],{"type":600,"attrs":651},{"href":652,"uuid":49,"anchor":49,"target":604,"linktype":653},"https://intelligence.benchmarkminerals.com/video/watch/analyst-insights-uranium","url",{"type":593,"attrs":655},{"color":595},{"text":657,"type":590,"marks":658},". “Hyperscalers sign for 15–20 years and value security of supply over price. They are competing with utilities for the same uncommitted pounds and advanced designs like the Xe-100 also face the enrichment bottleneck.”",[659],{"type":593,"attrs":660},{"color":595},{"type":662,"attrs":663,"content":665},"heading",{"level":664,"textAlign":49},2,[666],{"text":667,"type":590,"marks":668},"DOE backing nuclear",[669,671],{"type":593,"attrs":670},{"color":595},{"type":672},"bold",{"type":585,"attrs":674,"content":675},{"textAlign":49},[676],{"text":677,"type":590,"marks":678},"On 27 October, Constellation received a commitment from the Department of Energy (DOE) for a conditional loan of up to $5 billion to increase generation across a range of its facilities. Constellation's CEO has remarked that its deals with Google and Amazon are incentivising significant new investment into the sector.",[679],{"type":593,"attrs":680},{"color":595},{"type":585,"attrs":682,"content":683},{"textAlign":49},[684],{"text":685,"type":590,"marks":686},"The DOE is also lending up to $4.4bn to restart the Palisades, Crane and Duane Arnold nuclear power plants, sites whose operators have already signed agreements with Google and Microsoft. This is expected to increase uranium demand by 400tpa by 2030.",[687],{"type":593,"attrs":688},{"color":595},{"type":662,"attrs":690,"content":691},{"level":664,"textAlign":49},[692],{"text":693,"type":590,"marks":694},"Small volumes into a widening gap",[695,697],{"type":593,"attrs":696},{"color":595},{"type":672},{"type":585,"attrs":699,"content":700},{"textAlign":49},[701,703],{"text":702,"type":590},"For the uranium market, supply tightness is at the mining stage. Benchmark's base case scenario shows that mined uranium supply can meet 94% of 2026 demand. Mined supply is forecast to grow 7% by 2030 compared to demand growth of 18%, leading to just 85% of 2030 demand being met by mined supply. Secondary supply",{"text":704,"type":590,"marks":705}," covers about half of the 2030 gap, leaving a deficit of around 6,000tU, or about 7% of demand. For scale, the 315tpa needed by the new capacity in the Google and Amazon deals equals about 5% of that deficit",[706],{"type":593,"attrs":707},{"color":595},{"type":709,"attrs":710},"blok",{"id":711,"body":712},"b8c33918-65c5-416b-8fe9-fcc275210168",[713],{"id":714,"_uid":715,"type":716,"component":717,"fixed_height":595,"use_fixed_height":50,"fixed_height_mobile":595,"fixed_height_tablet":595},"30706951","i-36668d85-b5be-4c0a-864a-afa89f2a0f0a","visualisation","ContentFlourish",{"type":585,"attrs":719,"content":720},{"textAlign":49},[721],{"text":722,"type":590,"marks":723},"Benchmark’s latest forecast puts the long-term price at $94.0/lb in 2026, with spot at $88.5/lb. Benchmark expects the long-term price to rise more than 30% by 2030 as the gap widens.",[724],{"type":593,"attrs":725},{"color":595},{"type":585,"attrs":727,"content":728},{"textAlign":49},[729],{"text":730,"type":590,"marks":731},"This analysis draws on Benchmark’s new uranium coverage, part of a ten-market expansion into ferro alloys, minor metals and defence materials. Complete the form below to learn more about our uranium supply chain data.",[732,734],{"type":593,"attrs":733},{"color":595},{"type":735},"italic",{"type":585,"attrs":737,"content":738},{"textAlign":49},[739,745],{"text":740,"type":590,"marks":741},"Benchmark is hosting a webinar on the future of uranium on 29 October, with an exclusive look at the supply-demand balance to 2030. ",[742,744],{"type":593,"attrs":743},{"color":595},{"type":735},{"text":746,"type":590,"marks":747},"You can register here.",[748,751,753],{"type":600,"attrs":749},{"href":750,"uuid":49,"anchor":49,"target":49,"linktype":653},"https://www.benchmarkminerals.com/events/fission-impossible-navigating-the-uranium-supply-squeeze",{"type":593,"attrs":752},{"color":595},{"type":735},"Big Tech’s nuclear ambitions are starting to impact uranium demand. Volumes are small but growing in a market where mined supply already falls short.\n\nOn 6 October, Google signed a 20-year power purchase agreement (PPA) with Constellation, funding more than USD $4.3 billion of upgrades across 11 units in Illinois, New Jersey and Pennsylvania to add 890MW. It also signed a 15-year deal for 2,700MW from existing plants. On 19 October, Amazon, AEP and X-energy agreed to study a 960MW, 12-reactor plant using the advanced Xe-100 design at a former Indiana coal site, ahead of any final investment decision.",[756],{"slug":757,"name":648,"content":758},"tony-alderson",{"job_title":759,"image":760,"bio":762,"linkedin":763,"markets_covered":263},"Research Manager - Anode",{"filename":761},"https://a.storyblok.com/f/287943243085208/800x800/f521ccb976/tony-alderson.jpeg","Tony is a Research Manager at Benchmark Mineral Intelligence, specialising in forward-looking models that encompass supply, demand, and pricing dynamics for anode materials. He has over 3 years experience in the battery supply chain, previously working as a Price & Data Analyst, for LiB raw materials. His background is in renewable and sustainable energy technologies, having completed an MSc at Northumbria University, Newcastle.","https://www.linkedin.com/in/tony-alderson-b370b7170/","article","Hyperscaler nuclear demand growing in tight uranium market",[767,770,773],{"slug":768,"name":769},"uranium","Uranium",{"slug":771,"name":772},"critical-minerals","Critical Minerals",{"slug":774,"name":775},"raw-materials","Raw Materials","private",{"id":49,"alt":49,"name":595,"focus":49,"title":49,"source":49,"filename":595,"copyright":49,"fieldtype":778,"meta_data":779},"asset",{},{"id":781,"alt":595,"name":595,"focus":595,"title":595,"source":595,"filename":782,"copyright":595,"fieldtype":778,"meta_data":783,"is_external_url":50},235502752937706,"https://a.storyblok.com/f/287943243085208/2560x1707/b099fe5ead/data-centre-disco.png",{},"Big Tech’s nuclear ambitions are starting to impact uranium demand. Volumes are small but growing in a market where mined supply already falls short.","Oct 28, 2026","28th October 2026",[],[],1793210158489]