[en] Conclusions: • Shift in axis of nuclear power development (and uranium mining) away from OECD countries (83% of world nuclear generating capacity); • Nuclear capacity increase will create additional uranium demand, but countries with the largest and growing demand may meet all requirements using traditional market means; • Market reforms needed in liberalized markets to maintain or increase nuclear generation share; • Opportunities remain for producers, but may need to adjust expectations to these new circumstances; • Secondary supply not done yet