Niger — probable futures

Forward‑looking scenarios concerning Niger and its globally‑connected markets.

11 scenarios tracked, ranked by probability. Each carries the published odds and markets it could move; a market comparison appears when a matching market is available.

43%1–3 years
What if Nuclear-renaissance demand outruns uranium supply?
risk-on
38%1–3 years
What if AES quits CFA franc, West African FX splits?
risk-off
31%6–18 months
What if Niger Delta sabotage cuts Nigerian crude exports again?
risk-off
21%6–18 months
What if Niger and Mali coup risk severs French uranium supply?
risk-off
19%6–18 months
What if Niger sells its seized uranium to Russia?
risk-off
19%0–6 months
What if the Niger Delta insurgency reignites and halts Nigerian oil?
risk-off
18%6–18 months
What if Niger nationalizes uranium, Western fuel tightens?
risk-off
17%1–3 years
What if Sahel jihadists seize a working uranium mine?
risk-off
16%6–18 months
What if Niger Delta militancy reignites, cutting Nigeria crude?
risk-off
16%6–18 months
What if Niger sells seized French uranium to Russia?
risk-off
11%0–6 months
What if sabotage on Nigeria's Niger Delta infrastructure cuts several hundred thousand barrels per day?
risk-off