Národní strategie jaderné energetiky a uranové dodavatelské řetězce: srovnávací případové studie Francie, Kanady a Číny

This thesis examines the relationship between national nuclear strategies and uranium supply chain vulnerability through a comparative analysis of three countries: France, Canada and China. The analysis is structured around the 4A framework with proposed threshold criteria. The static assessment is complemented by stress-testing across three scenarios: demand surge from new capacity construction, supplier cut-off, and critical node outage. All three hypotheses advanced in this study were confirmed. Supply chain vulnerability is less determined by domestic resource availability but more by the share of nuclear generation in electricity system. Technological autonomy in midstream without node diversification concentrates risk in a single industrial facility, affecting importers and exporters equally. An overseas resource expansion strategy does not eliminate structural import dependence but transforms it from price risk into geopolitical dependence. Based on the comparative analysis, this study proposes the concept of managed dependence for new actors as the most realistic alternative to full self-sufficiency under conditions of politically filtered access to sensitive fuel cycle technologies.