The Isotope Production Map
Q2 2026
Facility-level production data, supply sufficiency verdicts, and strategic intelligence across 38 isotopes and four production categories. The structural picture that no single company disclosure provides.
What This Report Covers
Maps the global radiopharmaceutical isotope supply chain with facility-level precision. Every supply sufficiency verdict, every facility tracker, and every fragility assessment reflects the state of play as of Q2 2026. Where claims could not be independently verified, we say so. Where timelines are likely to slip, we explain why.
Covers reactor-produced isotopes, alpha emitters, cyclotron and accelerator isotopes, generator systems, and precursor feedstock supply. Identifies five correlated fragility clusters where single infrastructure failures cascade across apparently unrelated clinical programmes.
Key Topics
Ac-225 Supply Deficit
Why capital cannot close the 2026-2028 capacity gap. The physics and geology constraints that no amount of funding can accelerate.
Mo-99/Tc-99m Backbone
The diagnostic imaging infrastructure running on 1960s-era reactors. PALLAS, SHINE, and the multi-year transition gap.
De-Russification of Enriched Isotopes
How Yb-176 and Gd-160 supply chains broke free of Russian dependency faster than the market expected.
Five Fragility Clusters
Correlated infrastructure failures that cascade across apparently unrelated clinical programmes. HFIR, the Ageing Reactor Fission Trap, and more.
Alpha Emitter Landscape
Supply sufficiency verdicts for Ac-225, Pb-212, At-211, Ra-223, Th-227, Bi-213 and emerging alpha platforms.
Cyclotron & Accelerator Isotopes
Cu-64/Cu-67, Tb-161, F-18, Ga-68, Sc-44/47 production realities and commercial readiness.
Generator Systems
Tc-99m/Mo-99, Ga-68/Ge-68, Rb-82/Sr-82, and Pb-212/Ra-224 generator economics and supply.
Four-Year Outlook 2027-2030
The Commissioning Year, the Alpha Pressure Year, the Scale-Up Year, and the Transition Year. Early-warning indicators.