{"id":40466,"date":"2024-11-27T08:04:32","date_gmt":"2024-11-27T07:04:32","guid":{"rendered":"https:\/\/redanalysis.org\/?p=40466"},"modified":"2025-01-17T16:45:16","modified_gmt":"2025-01-17T15:45:16","slug":"uranium-renaissance-nucleaire-americaine-1","status":"publish","type":"post","link":"https:\/\/redanalysis.org\/fr\/2024\/11\/27\/uranium-us-nuclear-renaissance-1\/","title":{"rendered":"De l'uranium pour la renaissance nucl\u00e9aire am\u00e9ricaine - 1 : R\u00e9pondre \u00e0 des besoins sans pr\u00e9c\u00e9dent"},"content":{"rendered":"<p class=\"has-text-align-right alignright wp-block-paragraph\" style=\"font-size:16.5px\">(Direction artistique et conception :<a href=\"https:\/\/jdlavoixcarli.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"> Jean-Dominique Lavoix-Carli)<\/a> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les \u00c9tats-Unis ont planifi\u00e9 une renaissance nucl\u00e9aire. Ils visent \u00e0 atteindre une capacit\u00e9 de 300 GWe d'ici \u00e0 2050 pour l'\u00e9nergie nucl\u00e9aire et envisagent deux sc\u00e9narios pour atteindre cet objectif (U.S. Department of Energy -DOE,&nbsp;<em><a href=\"https:\/\/liftoff.energy.gov\/wp-content\/uploads\/2024\/09\/LIFTOFF_DOE_AdvNuclear-vX6.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Pathways to Commercial Liftoff: Advanced Nuclear<\/a><\/em>, 30 septembre 2024).<\/p>\n\n\n<ul class=\"wp-block-latest-posts__list alignright related wp-block-latest-posts is-layout-flow wp-block-latest-posts-is-layout-flow\"><li><div class=\"wp-block-latest-posts__featured-image alignleft\"><img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"150\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2026\/03\/RTAS-watch-saudi-250x150.jpg\" class=\"attachment-thumbnail size-thumbnail wp-post-image\" alt=\"\" style=\"max-width:63px;max-height:38px;\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2026\/03\/RTAS-watch-saudi-250x150.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2026\/03\/RTAS-watch-saudi-500x300.jpg 500w, https:\/\/redanalysis.org\/wp-content\/uploads\/2026\/03\/RTAS-watch-saudi-768x461.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2026\/03\/RTAS-watch-saudi-1536x922.jpg 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2026\/03\/RTAS-watch-saudi-18x12.jpg 18w, https:\/\/redanalysis.org\/wp-content\/uploads\/2026\/03\/RTAS-watch-saudi-1320x792.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2026\/03\/RTAS-watch-saudi-1038x623.jpg 1038w, https:\/\/redanalysis.org\/wp-content\/uploads\/2026\/03\/RTAS-watch-saudi.jpg 1568w\" sizes=\"auto, (max-width: 34.9rem) calc(100vw - 2rem), (max-width: 53rem) calc(8 * (100vw \/ 12)), (min-width: 53rem) calc(6 * (100vw \/ 12)), 100vw\" \/><\/div><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/redanalysis.org\/fr\/2026\/03\/30\/watch-out-saudi-arabia-winner-iran-war\/\">VIGILANCE - La guerre en Iran, l'Arabie Saudite et les Houthis<\/a><\/li>\n<li><div class=\"wp-block-latest-posts__featured-image alignleft\"><img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"150\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/10\/RTAS-oil-IA-250x150.jpg\" class=\"attachment-thumbnail size-thumbnail wp-post-image\" alt=\"\" style=\"max-width:63px;max-height:38px;\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/10\/RTAS-oil-IA-250x150.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/10\/RTAS-oil-IA-500x300.jpg 500w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/10\/RTAS-oil-IA-768x461.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/10\/RTAS-oil-IA-1536x922.jpg 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/10\/RTAS-oil-IA-18x12.jpg 18w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/10\/RTAS-oil-IA-1320x792.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/10\/RTAS-oil-IA-1038x623.jpg 1038w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/10\/RTAS-oil-IA.jpg 1568w\" sizes=\"auto, (max-width: 34.9rem) calc(100vw - 2rem), (max-width: 53rem) calc(8 * (100vw \/ 12)), (min-width: 53rem) calc(6 * (100vw \/ 12)), 100vw\" \/><\/div><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/redanalysis.org\/fr\/2025\/10\/07\/petrodollars-ai\/\">P\u00e9trodollars pour l'IA - L'IA est-elle l'avenir de l'industrie p\u00e9troli\u00e8re et gazi\u00e8re ?\u00a0<\/a><\/li>\n<li><div class=\"wp-block-latest-posts__featured-image alignleft\"><img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"150\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/01\/RTAS-Nuclgeo8-250x150.jpg\" class=\"attachment-thumbnail size-thumbnail wp-post-image\" alt=\"\" style=\"max-width:63px;max-height:38px;\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/01\/RTAS-Nuclgeo8-250x150.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/01\/RTAS-Nuclgeo8-500x300.jpg 500w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/01\/RTAS-Nuclgeo8-768x461.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/01\/RTAS-Nuclgeo8-1536x922.jpg 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/01\/RTAS-Nuclgeo8-18x12.jpg 18w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/01\/RTAS-Nuclgeo8-1320x792.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/01\/RTAS-Nuclgeo8-1038x623.jpg 1038w, https:\/\/redanalysis.org\/wp-content\/uploads\/2025\/01\/RTAS-Nuclgeo8.jpg 1568w\" sizes=\"auto, (max-width: 34.9rem) calc(100vw - 2rem), (max-width: 53rem) calc(8 * (100vw \/ 12)), (min-width: 53rem) calc(6 * (100vw \/ 12)), 100vw\" \/><\/div><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/redanalysis.org\/fr\/2025\/01\/17\/uranium-us-nuclear-renaissance-global-geopolitical-race\/\">De l'uranium pour la renaissance nucl\u00e9aire am\u00e9ricaine - 2 : Vers une course g\u00e9opolitique mondiale<\/a><\/li>\n<li><div class=\"wp-block-latest-posts__featured-image alignleft\"><img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"150\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/RTAS-Nuclgeo7PNG-250x150.png\" class=\"attachment-thumbnail size-thumbnail wp-post-image\" alt=\"\" style=\"max-width:63px;max-height:38px;\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/RTAS-Nuclgeo7PNG-250x150.png 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/RTAS-Nuclgeo7PNG-500x300.png 500w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/RTAS-Nuclgeo7PNG-768x461.png 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/RTAS-Nuclgeo7PNG-1536x922.png 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/RTAS-Nuclgeo7PNG-18x12.png 18w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/RTAS-Nuclgeo7PNG-1320x792.png 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/RTAS-Nuclgeo7PNG-1038x623.png 1038w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/RTAS-Nuclgeo7PNG.png 1568w\" sizes=\"auto, (max-width: 34.9rem) calc(100vw - 2rem), (max-width: 53rem) calc(8 * (100vw \/ 12)), (min-width: 53rem) calc(6 * (100vw \/ 12)), 100vw\" \/><\/div><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/redanalysis.org\/fr\/2024\/11\/27\/uranium-us-nuclear-renaissance-1\/\">De l'uranium pour la renaissance nucl\u00e9aire am\u00e9ricaine - 1 : R\u00e9pondre \u00e0 des besoins sans pr\u00e9c\u00e9dent<\/a><\/li>\n<li><div class=\"wp-block-latest-posts__featured-image alignleft\"><img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"150\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/Nucl-Renaissance-US-RTAS-JDLC-250x150.jpg\" class=\"attachment-thumbnail size-thumbnail wp-post-image\" alt=\"\" style=\"max-width:63px;max-height:38px;\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/Nucl-Renaissance-US-RTAS-JDLC-250x150.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/Nucl-Renaissance-US-RTAS-JDLC-500x300.jpg 500w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/Nucl-Renaissance-US-RTAS-JDLC-768x461.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/Nucl-Renaissance-US-RTAS-JDLC-1536x922.jpg 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/Nucl-Renaissance-US-RTAS-JDLC-18x12.jpg 18w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/Nucl-Renaissance-US-RTAS-JDLC-1320x792.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/Nucl-Renaissance-US-RTAS-JDLC-1038x623.jpg 1038w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/Nucl-Renaissance-US-RTAS-JDLC.jpg 1568w\" sizes=\"auto, (max-width: 34.9rem) calc(100vw - 2rem), (max-width: 53rem) calc(8 * (100vw \/ 12)), (min-width: 53rem) calc(6 * (100vw \/ 12)), 100vw\" \/><\/div><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/redanalysis.org\/fr\/2024\/10\/15\/towards-us-nuclear-renaissance\/\">Vers une renaissance nucl\u00e9aire am\u00e9ricaine ?<\/a><\/li>\n<li><div class=\"wp-block-latest-posts__featured-image alignleft\"><img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"150\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/06\/RTAS-Nuclgeo5v1-250x150.jpg\" class=\"attachment-thumbnail size-thumbnail wp-post-image\" alt=\"\" style=\"max-width:63px;max-height:38px;\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/06\/RTAS-Nuclgeo5v1-250x150.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/06\/RTAS-Nuclgeo5v1-500x300.jpg 500w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/06\/RTAS-Nuclgeo5v1-768x461.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/06\/RTAS-Nuclgeo5v1-1536x922.jpg 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/06\/RTAS-Nuclgeo5v1-18x12.jpg 18w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/06\/RTAS-Nuclgeo5v1-1320x792.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/06\/RTAS-Nuclgeo5v1-1038x623.jpg 1038w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/06\/RTAS-Nuclgeo5v1.jpg 1568w\" sizes=\"auto, (max-width: 34.9rem) calc(100vw - 2rem), (max-width: 53rem) calc(8 * (100vw \/ 12)), (min-width: 53rem) calc(6 * (100vw \/ 12)), 100vw\" \/><\/div><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/redanalysis.org\/fr\/2024\/06\/21\/niger-threat-france-nuclear\/\">Niger : une nouvelle menace grave pour l'avenir de l'\u00e9nergie nucl\u00e9aire fran\u00e7aise ?<\/a><\/li>\n<li><div class=\"wp-block-latest-posts__featured-image alignleft\"><img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"150\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/RTAS-Nuclgeo4-250x150.jpg\" class=\"attachment-thumbnail size-thumbnail wp-post-image\" alt=\"\" style=\"max-width:63px;max-height:38px;\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/RTAS-Nuclgeo4-250x150.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/RTAS-Nuclgeo4-500x300.jpg 500w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/RTAS-Nuclgeo4-768x461.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/RTAS-Nuclgeo4-1536x922.jpg 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/RTAS-Nuclgeo4-18x12.jpg 18w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/RTAS-Nuclgeo4-1320x792.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/RTAS-Nuclgeo4-1038x623.jpg 1038w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/RTAS-Nuclgeo4.jpg 1568w\" sizes=\"auto, (max-width: 34.9rem) calc(100vw - 2rem), (max-width: 53rem) calc(8 * (100vw \/ 12)), (min-width: 53rem) calc(6 * (100vw \/ 12)), 100vw\" \/><\/div><a class=\"wp-block-latest-posts__post-title\" href=\"https:\/\/redanalysis.org\/fr\/2024\/05\/21\/uranium-supply-security\/\">Revisiter la s\u00e9curit\u00e9 de l'approvisionnement en uranium (1)<\/a><\/li>\n<\/ul>\n\n\n<p class=\"wp-block-paragraph\">Ce d\u00e9veloppement du futur parc am\u00e9ricain de r\u00e9acteurs va g\u00e9n\u00e9rer de formidables d\u00e9fis et incertitudes auxquels les Etats-Unis vont devoir faire face (H\u00e9l\u00e8ne Lavoix, \"<a href=\"https:\/\/redanalysis.org\/fr\/2024\/10\/15\/vers-renaissance-nucleaire-usa\/\">Vers une renaissance nucl\u00e9aire am\u00e9ricaine ?<\/a>\u201d <em>The Red Team Analysis Society<\/em>, 15 octobre 2024). Qui plus est, les \u00c9tats-Unis vont devoir \u00e9galement \u00eatre en mesure d'alimenter cette renaissance nucl\u00e9aire. Cela signifie qu'ils devront d'abord disposer d'uranium, ce qui suppose de l'extraire, avant m\u00eame de songer \u00e0 le transformer, de la conversion \u00e0 la fabrication de combustible par l'enrichissement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Comment donc les objectifs nucl\u00e9aires am\u00e9ricains se traduisent-ils en termes de besoins en uranium ? Que cela implique-t-il ? <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dans cet article, nous nous concentrons sur les besoins en uranium de la renaissance nucl\u00e9aire am\u00e9ricaine et sur les moyens de les satisfaire, notamment en termes de s\u00e9curit\u00e9 d'approvisionnement. Ensuite, avec les <a href=\"https:\/\/redanalysis.org\/fr\/2025\/01\/17\/uranium-renaissance-nucleaire-americaine-course-geopolitique-mondiale\/\" target=\"_blank\" rel=\"noreferrer noopener\">article suivant<\/a> nous examinerons la mani\u00e8re dont les besoins en uranium des \u00c9tats-Unis dans le cadre de la renaissance nucl\u00e9aire et la politique d'approvisionnement actuelle des \u00c9tats-Unis peuvent avoir un impact sur le march\u00e9 mondial de l'uranium, notamment \u00e0 la lumi\u00e8re de l'essor nucl\u00e9aire de la Chine, avec un retour d'information sur les options am\u00e9ricaines en mati\u00e8re d'approvisionnement en uranium.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pour ces deux articles, nous utilisons le sc\u00e9nario 1 du DOE : les unit\u00e9s nucl\u00e9aires commencent \u00e0 \u00eatre construites en 2025 pour \u00eatre d\u00e9ploy\u00e9es en 2030, et + 13 GWe par an sont ajout\u00e9s \u00e0 partir de 2030 pour atteindre 300 GW de capacit\u00e9 nucl\u00e9aire en 2050 (US DOE, 2024 Pathways, p. 39).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Examen des besoins en uranium des \u00c9tats-Unis<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Selon le DOE, pour atteindre leurs objectifs, les \u00c9tats-Unis devraient \"avoir acc\u00e8s \u00e0 environ 55 000-75 000 tonnes par an de capacit\u00e9 d'extraction et de broyage d'U3O8 pour soutenir 300 GW de capacit\u00e9 nucl\u00e9aire\" (Ibid. p.57).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les besoins actuels des \u00c9tats-Unis en uranium sont de 21 388 tU sous forme d'U3O8 (18 137 tU - WNA, \"<a href=\"https:\/\/world-nuclear.org\/information-library\/facts-and-figures\/world-nuclear-power-reactors-and-uranium-requireme\" target=\"_blank\" rel=\"noreferrer noopener\">World Nuclear Power Reactors &amp; Uranium Requirements<\/a>\", 1 Oct 24).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Si nous supposons que tous les nouveaux r\u00e9acteurs construits sont au minimum de 3\u00e8me G\u00e9n\u00e9ration<sup>(1)<\/sup> (Gen III), on peut consid\u00e9rer que les nouveaux besoins en uranium correspondent \u00e0 192 tU sous forme d'U3O8 par GWe et par an \u00e0 un dosage des r\u00e9sidus de 0,25% (WNA, \"<a href=\"https:\/\/world-nuclear.org\/information-library\/nuclear-fuel-cycle\/introduction\/nuclear-fuel-cycle-overview\" target=\"_blank\" rel=\"noreferrer noopener\">Nuclear Fuel Cycle Overview<\/a>\", 24 mai).<sup>(2)<\/sup> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ainsi, le passage \u00e0 une capacit\u00e9 nucl\u00e9aire de 300 GW par \u00e9tapes de 13 GW par an \u00e0 partir de 2030, comme pr\u00e9vu dans le sc\u00e9nario 1, correspond \u00e0 une augmentation des besoins en uranium de 2.496 tU en U3O8 par an, \u00e0 partir de 2029-2030. Par cons\u00e9quent, \u00e0 partir de 2045-2046, les \u00c9tats-Unis devront augmenter chaque ann\u00e9e leur approvisionnement en uranium d'au moins 61.324 tU en U3O8.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Qu'est-ce que cela repr\u00e9sente exactement, \u00e0 part le fait de devoir r\u00e9pondre \u00e0 un triplement des besoins en uranium ?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les premi\u00e8res livraisons suppl\u00e9mentaires sous forme de combustible (et non d'U3O8) devront avoir lieu pour 2030. Cela signifie que pour le d\u00e9ploiement d'un r\u00e9acteur nucl\u00e9aire en 2030, l'ensemble du cycle du combustible devra avoir eu lieu avant que le r\u00e9acteur ne soit charg\u00e9 pour le premier programme d'essai, lequel dure quelques mois, avant la connexion au r\u00e9seau. Ainsi, en termes de calendrier, il faut tenir compte du fait que l'uranium extrait et transform\u00e9 en yellowcake doit ensuite passer par les \u00e9tapes de conversion, puis d'enrichissement, puis de fabrication du combustible pour \u00eatre charg\u00e9 \u00e0 temps dans un r\u00e9acteur nucl\u00e9aire. Cela implique \u00e9galement le transport. Par cons\u00e9quent, les besoins pr\u00e9sent\u00e9s dans le tableau ci-dessous correspondent \u00e0 ce qui est n\u00e9cessaire pour une ann\u00e9e sp\u00e9cifique, et non au moment de l'achat, lequel doit avoir lieu auparavant afin de permettre au cycle complet de fabrication du combustible de se d\u00e9rouler.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pour le sc\u00e9nario 1, le profil des besoins am\u00e9ricains en uranium pourrait se pr\u00e9senter comme portray\u00e9 dans le graphique ci-dessous :<\/p>\n\n\n<div class=\"wp-block-image is-style-default\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1874\" height=\"1774\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1.jpg\" alt=\"\" class=\"wp-image-40095\" style=\"aspect-ratio:4\/3;object-fit:contain\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1.jpg 1874w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1-317x300.jpg 317w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1-994x941.jpg 994w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1-768x727.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1-1536x1454.jpg 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1-13x12.jpg 13w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1-1568x1484.jpg 1568w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1-1320x1250.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1-250x237.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-yearly-requirements-tU3O8-sc-1-1038x983.jpg 1038w\" sizes=\"auto, (max-width: 1874px) 100vw, 1874px\" \/><figcaption class=\"wp-element-caption\">Estimations des besoins annuels en uranium des \u00c9tats-Unis - Sc\u00e9nario 1 de la Renaissance Nucl\u00e9aire Am\u00e9ricaine<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Les quantit\u00e9s d'uranium \u00e0 fournir sont \u00e9normes. \u00c0 partir de 2045, elles repr\u00e9sentent environ 80% des besoins en uranium du monde entier pour 2024.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Si l'on compare les besoins en uranium des \u00c9tats-Unis \u00e0 leur production, comme le montre le graphique ci-dessous, l'immense d\u00e9fi que repr\u00e9sente l'approvisionnement de la renaissance nucl\u00e9aire am\u00e9ricaine devient plus \u00e9vident.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1922\" height=\"1618\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US.jpg\" alt=\"\" class=\"wp-image-40238\" style=\"aspect-ratio:4\/3;object-fit:contain\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US.jpg 1922w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US-356x300.jpg 356w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US-1118x941.jpg 1118w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US-768x647.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US-1536x1293.jpg 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US-14x12.jpg 14w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US-1568x1320.jpg 1568w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US-1320x1111.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US-250x210.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/05\/Prod-Ur-2000-to-2024-US-1038x874.jpg 1038w\" sizes=\"auto, (max-width: 1922px) 100vw, 1922px\" \/><figcaption class=\"wp-element-caption\">Production totale de concentr\u00e9 d'uranium (tU en U3O8) aux \u00c9tats-Unis 2000 - P2024.<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">En effet, \u00e0 son apog\u00e9e en 2014, la production am\u00e9ricaine d'uranium a atteint 1.881 tU sous forme d'U3O8 (U.S. Energy Information Administration, Domestic Uranium Production Report, Quarterly 19 Sept 2024, Table 1). Depuis lors, elle est tomb\u00e9e \u00e0 presque z\u00e9ro, avec une timide reprise en 2024. Ainsi, le premier besoin suppl\u00e9mentaire d'uranium n\u00e9cessaire aux plans nucl\u00e9aires am\u00e9ricains repr\u00e9sente d\u00e9j\u00e0 1,33 fois le maximum que les \u00c9tats-Unis aient jamais \u00e9t\u00e9 en mesure de produire. Accessoirement, le pic de production am\u00e9ricain de 2014 est inf\u00e9rieur aux 2.000 tU en U3O8 par an de capacit\u00e9 mis en avant dans le document du DOE, 2024 <em><a href=\"https:\/\/liftoff.energy.gov\/wp-content\/uploads\/2024\/09\/LIFTOFF_DOE_AdvNuclear-vX6.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Pathways<\/a><\/em> (p. 57), sans parler de la production 2019-2024.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Actuellement, sans m\u00eame tenir compte d'une quelconque augmentation de capacit\u00e9 de production d'\u00e9nergie nucl\u00e9aire, les besoins nucl\u00e9aires am\u00e9ricains repr\u00e9sentent plus de 11 fois le pic de production d'uranium des \u00c9tats-Unis de 2014.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Comment les \u00c9tats-Unis r\u00e9pondent-ils donc \u00e0 leurs besoins en uranium ? La compr\u00e9hension de leur politique actuelle d'approvisionnement en uranium devrait nous aider \u00e0 envisager la mani\u00e8re dont ils pourront faire face \u00e0 leurs besoins futurs et les d\u00e9fis qu'ils devront relever. <\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\">Acheter de l'uranium plut\u00f4t que d'en produire<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Comme le souligne le DOE, les \u00c9tats-Unis ont \"achet\u00e9 ~22.000 MT\" (2024 <em><a href=\"https:\/\/liftoff.energy.gov\/wp-content\/uploads\/2024\/09\/LIFTOFF_DOE_AdvNuclear-vX6.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Pathways<\/a><\/em>..., p. 57). Cela signifie \u00e9videmment que ce que les \u00c9tats-Unis ne produisent pas sur leur territoire est achet\u00e9 ailleurs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">En 2023, la quantit\u00e9 totale d'uranium livr\u00e9e aux \u00c9tats-Unis \u00e9tait de 19.847,8 t U3O8e, soit une augmentation de 27 % par rapport \u00e0 2022. Cette augmentation peut correspondre \u00e0 la connexion au r\u00e9seau des r\u00e9acteurs de Vogtle, ou \u00e0 une moindre utilisation de l'uranium stock\u00e9, ou aux deux. Elle repr\u00e9sente 93,27% des besoins des \u00c9tats-Unis pour 2023 (WNA, <a href=\"https:\/\/world-nuclear.org\/information-library\/facts-and-figures\/world-nuclear-power-reactors-archive\/world-nuclear-power-reactors-and-uranium-requ-(15)\" target=\"_blank\" rel=\"noreferrer noopener\">World Nuclear Power Reactors &amp; Uranium Requirements<\/a>, D\u00e9c. 2023).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Une r\u00e9duction de l'implication am\u00e9ricaine dans l'extraction de l'uranium, sur le territoire national et \u00e0 l'\u00e9tranger<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Les \u00c9tats-Unis sont confront\u00e9s \u00e0 un double d\u00e9fi, comme le montrent les deux graphiques suivants.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;galleryId&quot;:&quot;6af21c4396de1&quot;}\" data-wp-interactive=\"core\/gallery\" class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6af21c43973f1&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6af21c43973f1\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"919\" height=\"941\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" data-id=\"40227\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023-919x941.jpg\" alt=\"\" class=\"wp-image-40227\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023-919x941.jpg 919w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023-293x300.jpg 293w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023-768x787.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023-1499x1536.jpg 1499w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023-12x12.jpg 12w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023-1568x1606.jpg 1568w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023-1320x1352.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023-250x256.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023-1038x1063.jpg 1038w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/origin-uranium-purchased-US-2023.jpg 1846w\" sizes=\"auto, (max-width: 919px) 100vw, 919px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewbox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6af21c4397a5d&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6af21c4397a5d\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"919\" height=\"941\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" data-id=\"40226\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023-919x941.jpg\" alt=\"\" class=\"wp-image-40226\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023-919x941.jpg 919w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023-293x300.jpg 293w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023-768x787.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023-1499x1536.jpg 1499w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023-12x12.jpg 12w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023-1568x1606.jpg 1568w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023-1320x1352.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023-250x256.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023-1038x1063.jpg 1038w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/nationality-supplyer-uranium-us-2023.jpg 1846w\" sizes=\"auto, (max-width: 919px) 100vw, 919px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewbox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n<\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Insuffisance des gisements d'uranium sur le territoire am\u00e9ricain<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Tout d'abord, comme on pouvait s'y attendre au vu des chiffres de production d'uranium, seuls 4,65% de l'uranium livr\u00e9 provenaient des \u00c9tats-Unis, c'est-\u00e0-dire de gisements am\u00e9ricains, tandis que 95,35% provenaient de pays \u00e9trangers (premier graphique). La situation am\u00e9ricaine par rapport au d\u00e9but des ann\u00e9es 2000 s'est aggrav\u00e9e, puisque la production d'uranium s'est effondr\u00e9e depuis 2016.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Par rapport \u00e0 tous les autres pays producteurs d'uranium, en effet, les \u00c9tats-Unis sont loin d'\u00eatre en t\u00eate en termes de r\u00e9serves et de ressources d'uranium. Si l'on additionne les r\u00e9serves et les ressources mesur\u00e9es et indiqu\u00e9es de 126 mines du monde entier dont les r\u00e9serves et les ressources sont connues, les \u00c9tats-Unis se classent au 12e rang pour les gisements situ\u00e9s sur leur territoire g\u00e9ographique (cf. <a href=\"https:\/\/redanalysis.org\/fr\/produit\/geopolitique-mines-uranium-data-graphe\/\">Le monde de l'uranium - 1<\/a>: Mines, \u00c9tats et entreprises - Base de donn\u00e9es et graphique interactif). <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6af21c4399adf&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6af21c4399adf\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1331\" height=\"941\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-1331x941.jpg\" alt=\"\" class=\"wp-image-40488\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-1331x941.jpg 1331w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-424x300.jpg 424w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-768x543.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-1536x1086.jpg 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-2048x1448.jpg 2048w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-18x12.jpg 18w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-1568x1109.jpg 1568w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-1320x933.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-250x177.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/country-per-reserves-1038x734.jpg 1038w\" sizes=\"auto, (max-width: 1331px) 100vw, 1331px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewbox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Pays class\u00e9s par gisements territoriaux d'uranium (R\u00e9serves et Ressources M&amp;I) - Mi-2024 - Source : <a href=\"https:\/\/redanalysis.org\/fr\/produit\/geopolitique-mines-uranium-data-graphe\/\">Le monde de l'uranium 1<\/a> - Preview)<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Ces gisements, si l'on ajoute toutes les mines \u00e9valu\u00e9es sur le territoire am\u00e9ricain, s'\u00e9l\u00e8vent n\u00e9anmoins \u00e0 147.820 tU sous forme d'U3O8 (Ibid.). Cependant, cela ne correspond qu'\u00e0 6,77 ann\u00e9es de besoins en uranium pour 2023, et \u00e0 2,41 ann\u00e9es de besoins en uranium \u00e0 partir de 2045-2046.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">D\u00e9pendance \u00e9crasante \u00e0 l'\u00e9gard des fournisseurs \u00e9trangers<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Deuxi\u00e8mement, seulement 3,88% de l'uranium livr\u00e9 aux \u00c9tats-Unis ont \u00e9t\u00e9 achet\u00e9es par des fournisseurs am\u00e9ricains, tandis que 96,12% ont \u00e9t\u00e9 achet\u00e9es par des fournisseurs \u00e9trangers (deuxi\u00e8me graphique). L\u00e0 encore, la situation s'est consid\u00e9rablement aggrav\u00e9e au cours des deux premi\u00e8res d\u00e9cennies du mill\u00e9naire, ce qui t\u00e9moigne du d\u00e9sint\u00e9r\u00eat des entreprises am\u00e9ricaines pour l'uranium.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Qui plus est, les deux graphiques ci-dessus montrent que non seulement la production nationale am\u00e9ricaine est faible, mais qu'elle est \u00e9galement assur\u00e9e en partie par des entreprises \u00e9trang\u00e8res, ce que confirme le graphique ci-dessous (cr\u00e9\u00e9 avec <a href=\"https:\/\/redanalysis.org\/fr\/produit\/geopolitique-mines-2-uranium-parts-data-graphe\/\" target=\"_blank\" rel=\"noreferrer noopener\">Le monde de l'uranium - 2<\/a>). Des soci\u00e9t\u00e9s australiennes et canadiennes, en effet, d\u00e9tiennent des parts dans les gisements d'uranium am\u00e9ricains.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6af21c439a19a&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6af21c439a19a\" class=\"aligncenter size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1538\" height=\"906\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-web-of-mining-companies-in-the-world-mid-24.png\" alt=\"\" class=\"wp-image-40215\" style=\"aspect-ratio:4\/3;object-fit:contain\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-web-of-mining-companies-in-the-world-mid-24.png 1538w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-web-of-mining-companies-in-the-world-mid-24-500x295.png 500w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-web-of-mining-companies-in-the-world-mid-24-768x452.png 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-web-of-mining-companies-in-the-world-mid-24-1536x905.png 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-web-of-mining-companies-in-the-world-mid-24-18x12.png 18w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-web-of-mining-companies-in-the-world-mid-24-1320x778.png 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-web-of-mining-companies-in-the-world-mid-24-250x147.png 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/US-web-of-mining-companies-in-the-world-mid-24-1038x611.png 1038w\" sizes=\"auto, (max-width: 1538px) 100vw, 1538px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewbox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Le r\u00e9seau des soci\u00e9t\u00e9s mini\u00e8res am\u00e9ricaines d'uranium et les parts de r\u00e9serves et de ressources (bleu = \u00c9tats-Unis, orange = Australie, turquoise = Canada ; vert = Paraguay) - Capture d'\u00e9cran d'une partie du graphe, <a href=\"https:\/\/redanalysis.org\/fr\/produit\/geopolitique-mines-2-uranium-parts-data-graphe\/\" target=\"_blank\" rel=\"noreferrer noopener\">Le monde de l'uranium - 2<\/a> (aper\u00e7u\/filtr\u00e9).<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Par ailleurs, les compagnies mini\u00e8res am\u00e9ricaines d\u00e9tiennent, au niveau mondial, relativement peu de r\u00e9serves et de ressources. Comme elles ont \u00e9t\u00e9 peu impliqu\u00e9es \u00e0 l'\u00e9tranger, \u00e0 l'exception de quelques mines d\u00e9tenues au Paraguay, en Australie et au Canada, leur part des r\u00e9serves et des ressources \u00e0 l'\u00e9tranger est relativement peu importante (voir <a href=\"https:\/\/redanalysis.org\/fr\/produit\/geopolitique-mines-2-uranium-parts-data-graphe\/\" target=\"_blank\" rel=\"noreferrer noopener\">Le monde de l'uranium - 2<\/a>: Mines, \u00c9tats, soci\u00e9t\u00e9s et parts de r\u00e9serves et de ressources - Base de donn\u00e9es et graphique interactif). <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">D\u00e9pendance \u00e0 l'\u00e9gard des entreprises \u00e9trang\u00e8res et de l'approvisionnement en uranium \u00e0 l'\u00e9tranger<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Par cons\u00e9quent, avec peu de production sur le territoire national ou \u00e0 l'\u00e9tranger, les \u00c9tats-Unis d\u00e9pendent abondamment de l'achat aupr\u00e8s de soci\u00e9t\u00e9s \u00e9trang\u00e8res d'uranium extrait \u00e0 l'\u00e9tranger, principalement par le biais de contrats \u00e0 long terme (84,08% en 2023) et sur le march\u00e9 au comptant (14,92% en 2023) (U.S. Energy Information Administration, \"Table S1a. Uranium achet\u00e9 par les propri\u00e9taires et les exploitants de r\u00e9acteurs nucl\u00e9aires civils am\u00e9ricains, 2002-2023\", <em><a href=\"https:\/\/www.eia.gov\/uranium\/marketing\/\">2023 Uranium Marketing Annual Report<\/a><\/em>, juin 2024).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les pays aupr\u00e8s desquels l'uranium livr\u00e9 en 2023 a \u00e9t\u00e9 achet\u00e9 sont indiqu\u00e9s dans le graphique ci-dessous :<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2.jpg\" target=\"_blank\" rel=\" noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"1958\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2.jpg\" alt=\"\" class=\"wp-image-40229\" style=\"aspect-ratio:4\/3;object-fit:contain;width:500px\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2.jpg 1400w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2-215x300.jpg 215w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2-673x941.jpg 673w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2-768x1074.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2-1098x1536.jpg 1098w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2-9x12.jpg 9w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2-1320x1846.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2-250x350.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/10\/purchased-ur-us-2023-2-1038x1452.jpg 1038w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><\/a><figcaption class=\"wp-element-caption\">Origine de l'uranium achet\u00e9 par les propri\u00e9taires et exploitants de r\u00e9acteurs nucl\u00e9aires civils am\u00e9ricains pour livraison en 2023 <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Comme nous allons le voir maintenant, cette d\u00e9pendance am\u00e9ricaine \u00e0 l'\u00e9gard de l'uranium \u00e9tranger et des op\u00e9rateurs \u00e9trangers fragilise la s\u00e9curit\u00e9 de l'approvisionnement en uranium des \u00c9tats-Unis compte tenu de la politique internationale.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Quand la d\u00e9pendance \u00e0 l'\u00e9gard de l'uranium \u00e9tranger fragilise la s\u00e9curit\u00e9 de l'approvisionnement en uranium<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Perte de l'uranium de la Russie et du Niger ?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">En supposant que la nouvelle administration Trump 2025 ne modifie pas les politiques de 2024 et ne s'efforce pas de r\u00e9tablir les relations avec la Russie, au 1er janvier 2028 et \u00e0 la fin du r\u00e9gime d'exemption des sanctions russes, la Russie ne devrait plus \u00eatre une source d'uranium pour les \u00c9tats-Unis. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">En fait, compte tenu de la d\u00e9cision russe d'interdire temporairement l'exportation d'uranium enrichi vers les \u00c9tats-Unis, avec des exceptions en fonction des int\u00e9r\u00eats russes, la n\u00e9cessit\u00e9 pour l'Am\u00e9rique de ne pas d\u00e9pendre de l'uranium russe pourrait \u00eatre beaucoup plus proche dans le temps, voire imm\u00e9diate (Jonathan Tirone, Ari Natter et Will Wade, \"<a href=\"https:\/\/www.mining.com\/web\/russia-temporarily-limits-nuclear-fuel-shipments-to-us\/\">Russia takes aim at US nuclear power by throttling uranium<\/a>\u201c, <em>Mining.com<\/em>, 15 novembre 2024). <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La n\u00e9cessit\u00e9 de remplacer l'uranium russe pourrait \u00e9galement ne durer \"que\" tant que la politique am\u00e9ricaine \u00e0 l'\u00e9gard de la Russie ne changera pas, tout en \u00e9tant un enjeu parmi d'autres dans d'\u00e9ventuels changements futurs des relations entre les \u00c9tats-Unis et la Russie. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Il est \u00e9galement probable qu'\u00e0 l'avenir, le Niger ne soit plus non plus, pour les Etats-Unis, une source d'uranium, compte tenu des d\u00e9veloppements internationaux (voir H\u00e9l\u00e8ne Lavoix, <a href=\"https:\/\/redanalysis.org\/fr\/2024\/06\/21\/niger-menace-nucleaire-france\/\">Niger : une nouvelle menace grave pour l'avenir de l'\u00e9nergie nucl\u00e9aire fran\u00e7aise ?<\/a>, <em>The Red Team Analysis Society<\/em>, 21 juin 24 ; RTI, \"<a href=\"https:\/\/www.rfi.fr\/en\/africa\/20241113-niger-embraces-russia-for-uranium-production-leaving-france-out-in-the-cold\">Niger embraces Russia for uranium production leaving France out in the cold<\/a>\" 13 novembre 2024).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Par cons\u00e9quent, toujours dans l'hypoth\u00e8se d'une poursuite de la politique de l'administration Biden \u00e0 l'\u00e9gard de la Russie par l'administration Trump, en plus des besoins futurs n\u00e9cessaires \u00e0 leur renaissance nucl\u00e9aire, les \u00c9tats-Unis pourraient \u00e9galement avoir besoin de s\u00e9curiser annuellement 2.869 tU sous forme d'U3O8 pour remplacer l'uranium russe et nig\u00e9rien (U.S. Energy Information Administration, \"Table 3. Uranium purchased by owners and operators of U.S. civilian nuclear power reactors by origin country and delivery year, 2019-23\", <em><a href=\"https:\/\/www.eia.gov\/uranium\/marketing\/\">2023 Uranium Marketing Annual Report<\/a><\/em>, juin 2024).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plus pr\u00e9cis\u00e9ment, les fournisseurs d'uranium des  besoins am\u00e9ricains doivent s\u00e9curiser chaque ann\u00e9e ces 2.869 tU sous forme d'U3O8.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Augmentation des besoins en uranium et r\u00e9duction des sources d'approvisionnement possibles<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Par cons\u00e9quent, m\u00eame si les besoins fournis pr\u00e9c\u00e9demment par la Russie et le Niger ne sont pas nouveaux, ils devront n\u00e9anmoins \u00eatre satisfaits d'une fa\u00e7on nouvelle. Ce sont donc 2.869 tU en U3O8 par an que les \u00c9tats-Unis doivent se procurer jusqu'en 2029, auxquels s'ajouteront ensuite les 2.867 tU en U3O8 suppl\u00e9mentaires chaque ann\u00e9e, correspondant \u00e0 l'augmentation de la capacit\u00e9 nucl\u00e9aire du sc\u00e9nario 1. Ainsi, d'une part, les besoins ont augment\u00e9 et, d'autre part, l'offre disponible a diminu\u00e9 car les gisements russes et nig\u00e9riens ne sont plus disponibles, jusqu'\u00e0 ce que les conditions et les politiques changent. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les exigences am\u00e9ricaines, qui doivent donc \u00eatre satisfaites, sont indiqu\u00e9es dans le graphique ci-dessous :<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1842\" height=\"1724\" src=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2.jpg\" alt=\"\" class=\"wp-image-40473\" style=\"aspect-ratio:4\/3;object-fit:contain\" srcset=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2.jpg 1842w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2-321x300.jpg 321w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2-1005x941.jpg 1005w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2-768x719.jpg 768w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2-1536x1438.jpg 1536w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2-13x12.jpg 13w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2-1568x1468.jpg 1568w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2-1320x1235.jpg 1320w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2-250x234.jpg 250w, https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/US-yearly-requirements-share-russia-niger-2-1038x972.jpg 1038w\" sizes=\"auto, (max-width: 1842px) 100vw, 1842px\" \/><figcaption class=\"wp-element-caption\">Estimations des besoins annuels en uranium des \u00c9tats-Unis montrant la part fournie par la Russie et le Niger - Sc\u00e9nario 1 de la renaissance nucl\u00e9aire am\u00e9ricaine<\/figcaption><\/figure>\n<\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Pour illustrer les achats que les Etats-Unis devraient effectuer pour r\u00e9pondre \u00e0 ces nouveaux besoins am\u00e9ricains en uranium dans le cadre du sc\u00e9nario 1, on peut s\u00e9parer les besoins certains - ceux qui ont \u00e9t\u00e9 fournis par la Russie et le Niger - des besoins possibles, issus des plans pour la renaissance nucl\u00e9aire. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"replacingrussia\">Remplacement de l'uranium provenant de Russie et du Niger<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Les besoins annuels de 2.869 tU sous forme d'U3O8, qui \u00e9taient auparavant couverts par la Russie et le Niger, pourraient d\u00e9sormais provenir de l'augmentation de la production pr\u00e9vue par la soci\u00e9t\u00e9 canadienne Cameco et la soci\u00e9t\u00e9 fran\u00e7aise Orano pour leurs usines de Cigar Lake<sup>(3)<\/sup><strong>&nbsp;<\/strong>et de McArthur River\/Key Lake<sup>(4)<\/sup> (pour plus d'informations sur ces entreprises, voir Helene Lavoix, \"<a href=\"https:\/\/redanalysis.org\/fr\/2024\/05\/21\/securite-approvisionnement-uranium\/\">Revisiter la s\u00e9curit\u00e9 de l'approvisionnement en uranium (1)<\/a>, <a href=\"https:\/\/redanalysis.org\/fr\/2024\/05\/21\/securite-approvisionnement-uranium\/#miningactors\">Le monde unique de ceux qui extraient l'uranium<\/a>\u201c, <em>The Red Team Analysis Society<\/em>, 21 mai 2024). Si l'on regarde pour ces usines la production de 2023 et qu'on la compare \u00e0 la production attendue pour 2024, l'augmentation de la production pour les deux sites est de 2.847 t d'U sous forme d'U3O8, ce qui correspond \u00e0 peu pr\u00e8s \u00e0 ce qui est n\u00e9cessaire pour couvrir les besoins am\u00e9ricains en remplacement de la Russie et du Niger. Dans cette hypoth\u00e8se, nous imaginons que les partenaires des deux mines et usines vendent toute la production suppl\u00e9mentaire aux Etats-Unis.<\/p>\n\n\n\n<figure class=\"wp-block-table aligncenter\" style=\"font-size:0.6em\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-center\" data-align=\"center\"><\/th><th class=\"has-text-align-right\" data-align=\"right\"><strong>Cigar Lake \/ McLean <\/strong><br><strong>Lake mill Mlbs<\/strong><\/th><th class=\"has-text-align-right\" data-align=\"right\">tU en U3O8<\/th><th class=\"has-text-align-right\" data-align=\"right\">McArthur <br>River \/ Key Lake mill <br><strong>Mlbs<\/strong><\/th><th class=\"has-text-align-right\" data-align=\"right\">tU en U3O8<\/th><th class=\"has-text-align-right\" data-align=\"right\">Total Mlbs<\/th><th class=\"has-text-align-right\" data-align=\"right\">tU en U3O8<\/th><th class=\"has-text-align-right\" data-align=\"right\">Augmentation<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>2023<\/strong><\/td><td class=\"has-text-align-right\" data-align=\"right\">15.1<\/td><td class=\"has-text-align-right\" data-align=\"right\">5808.17<\/td><td class=\"has-text-align-right\" data-align=\"right\">13.5<\/td><td class=\"has-text-align-right\" data-align=\"right\">5192.73<\/td><td class=\"has-text-align-right\" data-align=\"right\">28.6<\/td><td class=\"has-text-align-right\" data-align=\"right\">11000<\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>2024<\/strong><\/td><td class=\"has-text-align-right\" data-align=\"right\">18<\/td><td class=\"has-text-align-right\" data-align=\"right\">6923.65<\/td><td class=\"has-text-align-right\" data-align=\"right\">18<\/td><td class=\"has-text-align-right\" data-align=\"right\">6923.65<\/td><td class=\"has-text-align-right\" data-align=\"right\">36<\/td><td class=\"has-text-align-right\" data-align=\"right\">13847<\/td><td class=\"has-text-align-right\" data-align=\"right\">2847<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Capacit\u00e9 maximale<\/strong><\/td><td class=\"has-text-align-right\" data-align=\"right\">18<\/td><td class=\"has-text-align-right\" data-align=\"right\">6923.65<\/td><td class=\"has-text-align-right\" data-align=\"right\">25<\/td><td class=\"has-text-align-right\" data-align=\"right\">9616.17<\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Dur\u00e9e de vie restante de la mine<\/strong> <strong>(ann\u00e9es)<\/strong><\/td><td class=\"has-text-align-right\" data-align=\"right\">13<\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\">16<\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Fin de la production - (approx.)<\/strong> <\/td><td class=\"has-text-align-right\" data-align=\"right\">2037<\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\">2040 <br>18 Mlbs\/an<\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">Sources : <a href=\"https:\/\/www.cameco.com\/sites\/default\/files\/documents\/cameco-2023-cigar-lake-technical-report.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">2024 Cigar Lake Technical Report<\/a>, p.12 ; <a href=\"https:\/\/www.cameco.com\/sites\/default\/files\/documents\/cameco-2018-mcarthur-technical-report.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">McArthur River 2019 Technical Report<\/a>, p. 9, McArthur river ramping down last two years of mine life ; Cameco, Orano<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">En 2038 et 2041, cependant, ces mines auront atteint leur fin de vie et d'autres sources d'approvisionnement devront \u00eatre trouv\u00e9es. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">En attendant, comme nous le verrons dans le prochain article, o\u00f9 nous examinerons l'impact des besoins am\u00e9ricains en uranium sur le march\u00e9 mondial de l'uranium, puis les r\u00e9percussions sur l'approvisionnement en uranium, il se peut que toute la production de ces mines ne soit pas vendue aux \u00c9tats-Unis. Dans ce cas, certaines compagnies nucl\u00e9aires am\u00e9ricaines devraient trouver ailleurs d'autres sources d'approvisionnement. Dans le pire des cas, elles pourraient se retrouver sans avoir suffisamment d'uranium pour alimenter leurs r\u00e9acteurs, ce qui pourrait entra\u00eener des p\u00e9nuries d'\u00e9lectricit\u00e9. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Approvisionnement pour les nouveaux besoins en uranium de la renaissance nucl\u00e9aire am\u00e9ricaine<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Les principales mines et usines de production existantes au Canada ont d\u00e9j\u00e0 \u00e9t\u00e9 utilis\u00e9es dans notre hypoth\u00e8se pour remplacer l'uranium russe et nig\u00e9rien (Commission canadienne de s\u00fbret\u00e9 nucl\u00e9aire, <a href=\"https:\/\/www.cnsc-ccsn.gc.ca\/eng\/uranium\/mines-and-mills\/\">Operating uranium mines and mills<\/a> - <a href=\"https:\/\/www.cameco.com\/businesses\/uranium-operations\/suspended\/rabbit-lake\">Rabbit Lake<\/a> est actuellement en entretien et maintenance et il y reste 14.847 tU de ressources indiqu\u00e9es). <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les \u00c9tats-Unis devront donc acheter de l'uranium ailleurs. Cela n\u00e9cessite de d\u00e9marrer l'exploitation de nouvelles mines, comme nous le verrons dans le prochain article.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ainsi, chaque ann\u00e9e, les nouveaux besoins suppl\u00e9mentaires des \u00c9tats-Unis d\u00e9coulant du sc\u00e9nario 1 repr\u00e9senteraient l'\u00e9quivalent de 10,6% \u00e0 11% de l'ensemble de la production kazakhe de 2024, qui devrait atteindre entre 22.500 et 23.500 tU (mise \u00e0 jour de l'orientation de la production de 2024, \"<a href=\"https:\/\/www.kazatomprom.kz\/en\/media\/view\/finansovie_rezultati_ao_nak_kazatomprom_za_1e_polugodie_2024_goda_i_obnovlenie_proizvodstvennih_planov_na_2025_god\">Kazatomprom 1H24 Financial Results and 2025 Production Plan Update<\/a>\", 23 ao\u00fbt 2024). Le Kazakhstan est le premier producteur d'uranium au monde.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cela signifie que pour 2030, les \u00c9tats-Unis auraient besoin de l'\u00e9quivalent de 10,6% \u00e0 11% de la production kazakhe. En 2031, ils auraient besoin de nouveau de 10,6% \u00e0 11% suppl\u00e9mentaires, et donc absorberaient l'\u00e9quivalent de 21,2% \u00e0 22% de la production kazakhe. Pour 2032, ils auraient \u00e0 nouveau besoin de 10,6% \u00e0 11%, et absorberaient donc l'\u00e9quivalent de 31,8% \u00e0 33% de la production kazakhe, etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A partir de 2045, chaque ann\u00e9e, en consid\u00e9rant la totalit\u00e9 des besoins am\u00e9ricains, les Etats-Unis absorberaient l'\u00e9quivalent de pr\u00e8s de trois fois la totalit\u00e9 de la production kazakhe de 2024. Les Etats-Unis devront donc \"trouver trois Kazakhstan\" chaque ann\u00e9e pour toujours ou tant que leur capacit\u00e9 d'\u00e9nergie nucl\u00e9aire se maintiendra \u00e0 300 GWe.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Il s'agit de quantit\u00e9s sans pr\u00e9c\u00e9dent.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Or, l'extraction, la production et le commerce de l'uranium sont des activit\u00e9s qui se d\u00e9roulent au niveau mondial : les actions d'un acteur \u00e0 une extr\u00e9mit\u00e9 de la plan\u00e8te ont un impact sur l'ensemble de l'\u00e9chiquier mondial de l'uranium, ce qui a en retour des cons\u00e9quences pour chacun des acteurs. Par cons\u00e9quent, avant d'examiner les options qui s'offrent aux \u00c9tats-Unis, nous devons d'abord replacer les besoins en uranium des \u00c9tats-Unis dans leur contexte global. <a href=\"https:\/\/redanalysis.org\/fr\/2025\/01\/17\/uranium-renaissance-nucleaire-americaine-course-geopolitique-mondiale\/\">L'uranium pour la renaissance nucl\u00e9aire am\u00e9ricaine - 2 : Vers une course g\u00e9opolitique mondiale<\/a>. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Notes<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">(1) Les r\u00e9acteurs nucl\u00e9aires avanc\u00e9s comprennent les r\u00e9acteurs de g\u00e9n\u00e9ration III (Gen III), de g\u00e9n\u00e9ration III+ (Gen III+) et de g\u00e9n\u00e9ration IV (Gen IV) (voir, par exemple, WNA, \"<a href=\"https:\/\/world-nuclear.org\/information-library\/nuclear-fuel-cycle\/nuclear-power-reactors\/advanced-nuclear-power-reactors\">Advanced Nuclear Power Reactors<\/a>\", avril 2021).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(2) Ces estimations des besoins en uranium sont un minimum. En effet, si un r\u00e9acteur d'une technologie plus ancienne est remis en service, comme cela risque d'\u00eatre le cas, les besoins en uranium seront plus \u00e9lev\u00e9s (pour une synth\u00e8se rapide concernant les g\u00e9n\u00e9rations (GEN) de r\u00e9acteurs et les remises en service, Lavoix \"<a href=\"https:\/\/redanalysis.org\/fr\/2024\/10\/15\/vers-renaissance-nucleaire-usa\/\">Vers une renaissance nucl\u00e9aire am\u00e9ricaine ?<\/a>\u201c).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(3) Cigar Lake appartient \u00e0 Cameco \u00e0 hauteur de 54,547%, \u00e0 Orano Canada Inc. \u00e0 hauteur de 40,453% (Orano) et \u00e0 TEPCO Resources Inc. \u00e0 hauteur de 5%.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(4) L'usine de Key Lake est d\u00e9tenue \u00e0 83,333% par Cameco et \u00e0 16,667% par Orano.<\/p>","protected":false},"excerpt":{"rendered":"<p>(Direction artistique et conception : Jean-Dominique Lavoix-Carli) Les \u00c9tats-Unis ont planifi\u00e9 une renaissance nucl\u00e9aire. Ils visent \u00e0 atteindre une capacit\u00e9 de 300 GWe d'ici 2050 pour l'\u00e9nergie nucl\u00e9aire et envisagent deux sc\u00e9narios pour atteindre cet objectif (U.S. Department of Energy -DOE, Pathways to Commercial Liftoff : Advanced Nuclear, 30 septembre 2024). Le d\u00e9veloppement du futur parc am\u00e9ricain de r\u00e9acteurs implique ... <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/redanalysis.org\/fr\/2024\/11\/27\/uranium-us-nuclear-renaissance-1\/\" class=\"more-link\">Continuer la lecture <span class=\"screen-reader-text\"> \" L'uranium pour la renaissance nucl\u00e9aire am\u00e9ricaine - 1 : r\u00e9pondre \u00e0 des besoins sans pr\u00e9c\u00e9dent \"<\/span><\/a><\/p>","protected":false},"author":1,"featured_media":40537,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[2503,1335,2860],"tags":[1789,871,349,2560,2175,730],"class_list":["post-40466","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-americas","category-energy-security","category-featured","tag-featured","tag-mining","tag-nuclear","tag-open-access","tag-u-s","tag-uranium","entry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Uranium for the U.S. Nuclear Renaissance - 1: Meeting Unprecedented Requirements &#8226; The Red Team Analysis Society<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/redanalysis.org\/fr\/2024\/11\/27\/uranium-renaissance-nucleaire-americaine-1\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Uranium for the U.S. Nuclear Renaissance - 1: Meeting Unprecedented Requirements &#8226; The Red Team Analysis Society\" \/>\n<meta property=\"og:description\" content=\"(Art direction and design: Jean-Dominique Lavoix-Carli) The U.S. has planned for a Nuclear Renaissance. 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Developing the future American fleet of reactors implies &hellip; Continuer la lecture \u00ab\u00a0Uranium for the U.S. Nuclear Renaissance &#8211; 1: Meeting Unprecedented Requirements\u00a0\u00bb\" \/>\n<meta property=\"og:url\" content=\"https:\/\/redanalysis.org\/fr\/2024\/11\/27\/uranium-renaissance-nucleaire-americaine-1\/\" \/>\n<meta property=\"og:site_name\" content=\"The Red Team Analysis Society\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/pages\/Red-Team-Analysis\/341280995886057\" \/>\n<meta property=\"article:published_time\" content=\"2024-11-27T07:04:32+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-17T15:45:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/redanalysis.org\/wp-content\/uploads\/2024\/11\/RTAS-Nuclgeo7PNG.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1568\" \/>\n\t<meta property=\"og:image:height\" content=\"941\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Dr Helene Lavoix (MSc PhD Lond)\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@HLavoix\" \/>\n<meta name=\"twitter:site\" content=\"@HLavoix\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Dr Helene Lavoix (MSc PhD Lond)\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"15 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/redanalysis.org\\\/2024\\\/11\\\/27\\\/uranium-us-nuclear-renaissance-1\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/redanalysis.org\\\/2024\\\/11\\\/27\\\/uranium-us-nuclear-renaissance-1\\\/\"},\"author\":{\"name\":\"Dr Helene Lavoix (MSc PhD Lond)\",\"@id\":\"https:\\\/\\\/redanalysis.org\\\/#\\\/schema\\\/person\\\/6886ef37ab2b2804bc70995f4ba653d4\"},\"headline\":\"Uranium for the U.S. Nuclear Renaissance &#8211; 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