Niger — probable futures

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

11 scenarios tracked, ranked by probability. Each carries our model odds, the live crowd price, and the markets it moves.

45%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
30%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
17%6–18 months
What if Niger nationalizes uranium, Western fuel tightens?
risk-off
16%6–18 months
What if Niger Delta militancy reignites, cutting Nigeria crude?
risk-off
15%6–18 months
What if Niger sells seized French uranium to Russia?
risk-off
12%1–3 years
What if Sahel jihadists seize a working uranium mine?
risk-off
11%0–6 months
What if sabotage on Nigeria's Niger Delta infrastructure cuts several hundred thousand barrels per day?
risk-off