美国2025年铀产量超过2024年的三倍，创2017年以来最高水平
U.S. uranium production more than tripled in 2025 and was the highest since 2017
美国能源信息署称，美国2025年铀浓缩物（U₃O₈）产量为210万磅，超过2024年的三倍，为2017年以来最高。2025年美国核电厂运营方采购4690万磅U₃O₈当量，低于2024年的5590万磅；加权平均价格为每磅58.46美元，同比上涨11%。2025年交付美国核电厂的铀多数来自海外，加拿大占32%、哈萨克斯坦占28%、澳大利亚占15%，美国本土来源占7%。
材料呈现了美国铀产量、核电厂采购量与价格以及交付来源的变化，可用于了解铀供应情况。
In-brief analysis
August 28, 2026
In 2025, uranium concentrate production in the United States totaled 2.1 million pounds of triuranium octoxide (U3O8), the base component of nuclear reactor fuel. U.S. U3O8 production in 2025 was the most since 2017 and more than triple the volume produced in 2024.
Producing U3O8—often called yellowcake for its powdered, yellow appearance—is one of the first steps in making fuel for nuclear reactors. After uranium ore is mined, it goes through a milling process where uranium is extracted from the ore, producing U3O8, which is then processed at conversion and enrichment facilities. The enriched uranium is made into fuel pellets that are assembled into fuel rods for nuclear reactors.
In 2025, exploration drilling to locate, map, and evaluate underground uranium deposits included 1,824 holes with total footage surpassing 1.0 million feet, up from the 1,324 holes with a total footage of 0.6 million feet drilled in 2024. Development drilling to measure the size, shape, and grade of known uranium deposits totaled 3,708 holes with total footage of 1.30 million feet in 2025, up from 2,462 holes and 1.26 million feet in 2024.
In 2025, owners and operators of U.S. nuclear plants purchased a total of 46.9 million pounds of U3O8 equivalent, down from 55.9 million pounds in 2024. Purchases were made from both domestic and foreign suppliers at a weighted-average price of $58.46 per pound, 11% higher than the 2024 weighted-average price of $52.71 per pound.
Data source: U.S. Energy Information Administration, Uranium Marketing Annual Report
Note: U3O8=triuranium octoxide. Total purchases from foreign countries in 2025 total 43.5 million pounds. Some data are withheld to avoid disclosure of individual company data.
Most of the U3O8 delivered to U.S. nuclear plants in 2025 was of foreign origin, with Canada as the top source at 32% of total deliveries, followed by Kazakhstan (28%) and Australia (15%). U.S.-origin material accounted for 7% of total deliveries in 2025.
More information regarding U.S. uranium production and sourcing is available in EIA’s Domestic Uranium Production Report and Uranium Marketing Annual Report.
Principal contributor: Slade Johnson
来源：美国能源信息署 · 能源市场分析 · eia.gov