[1] https://whatisnuclear.com/blog/2020-10-28-nuclear-energy-is-...
The same point was made in the Hot Air book as well [2]
[2] https://www.withouthotair.com/c24/page_162.shtml
Since this is roughly the remaining lifetime of the Sun, there's a very strong argument to consider nuclear fission breeder reactors just as renewable as the solar-derived energies (wind, solar, hydro, biofuel)
We need solutions that pay back as fast as possible, not stuff that will go neutral in 20 years.
Because xenon is the most common fission product, and it's a gas, the reaction must be stopped before all fuel is used, as otherwise the solid fuel pellets would crack. If you assume 3% enriched uranium (U-235) and 97% depleted uranium (U-238) (a typical fuel load), the fuel pellets are unusable after about 1/3 of enriched uranium is spent. So the fuel is removed and "thrown away" while it still has 2% U-235 in it.
Switching to liquid fuel reactors assuming no other changes would immediately increase supply 3 times (because xenon simply bubbles out). Switching to liquid fuel breeder reactors ~ 100 times. Switching to breeders based on thorium - around 1000 to 10000 times.
Peak uranium is only a problem because we're using a very inefficient nuclear reactor technology - water reactors. Why? Because they were chosen by the military and the technology/know-how was already there. Efficiency was really low on the military's list of priorities.
The exponentially decreasing cost curve is the part that I think people haven't actually internalized. The arguments on the pro-nuclear side are pretty much the same as they were ten years ago. (right down to 'we'll have thorium in ten years!') But things are very different now: It's like arguing for large scale investment in punch-card sorting machines circe 1960. Yes, the punch-card sorting machines can be used to manage all your bank data, but the digital processing are getting exponentially better with time and have been actually better for a couple years. But the proponents of punch card sorting machines haven't internalized the message yet.
Uranium demand is declining, there has been almost no Uranium prosection in the last decades; Therefore it's no wonder reserves are diminishing. If demand picks up, prospecting will renew, and a lot more uranium will be discovered. This is not accounting for thorium reserves, which have never been seriously prospected.
What you think is an exponential curve is actually the left side of a sigmoid.
Current nuclear supplies 10% of global ELECTRICAL energy, not total energy. If you scale burner reactors to supply the 18 TW of primary energy demand the world uses, projected cheap uranium runs out rather quickly.
2017 known supply is enough for 130 years at current usage (supplying about 10% of global energy). Each doubling of production halves the peak timeline. Basically no one expects discovery to outpace usage.
So, at best, nuclear is a stop gap and part of a different long term solution. Which could be fine! But the extremely low LCOE and fast build time for modern renewables suggests that nuclear is simply losing the race for relevance.