TVA Board Meeting - FY24 Financial plan and budget- Reso-Memo
Nuclear Overview and Strategy (2/3)
Risks Supply chain impacts from Russian war in Ukraine: • No direct impact on TVA: no Russian fuel exposure • Indirect impact from higher market prices
Supplier build out: timing and cost • Uranium miners: domestic and other • Conversion: ConverDyn/Honeywell Metropolis restart/Orano ramp/Cameco production/new facilities in UK and China • Enrichment: Urenco/Orano and “juniors” (GLE and Centrus): domestic vs foreign
TVA Restricted Information - Deliberative and Pre-Decisional Privileged
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