URÁN – aký bude vývoj ceny?
Pri súčasnom tempe spotreby sa existujúce zásoby uránu minú za 30 rokov. Niektorí analytici avšak predpovedajú krátkodobý pokles ceny. Podľa nás skôr dôjde k postrannému pohybu, ak nie k zhodnocovaniu.
Uranium dug out of South African mines along with gold is now mainly sitting in tailings dams.
Currently worldwide energy crunch is seeing countries re-commission their nuclear power plants with plans to build many more, a uranium rush is on.
Current uranium production is 26 000 tons a year less than existing nuclear power stations consume each year.
The difference is being made up from decommissioned warheads and other stockpiles. But unless supply ramps up fast, there won’t be enough fuel for existing nuclear generators, let alone those under construction. Demand outstripping supply saw the uranium price triple to nearly 140 per pound last year, but it has since fallen back to 90.
Some analysts predict this rush by resources companies to increase uranium supply will depress the price. There are also concerns about the extent of uranium reserves and stocks.
Maya Aberman of Earthlife Africa, warned: “‘The Energy Watch Group found reserves and stocks will be exhausted within the next 30 years at current demand. Likewise, possible resources — which contain all estimated discovered resources with extraction costs of up to 130 per kilogram — will be exhausted within 70 years.”
Zdroj: uraniumseek.com
23.01.2008