Začína sa býči trh uránu?

Podľa niektorých expertov sa urán nachádza v rannom štádiu býčieho trhu, ktorý by následne mohol trvať 2 až 3 roky. Takže na radare treba mať akcie uránových spoločností.

Report by by RBC Capital Markets says: "We believe the uranium market is in the early stages of a bull market rally that could last three or four years."

While Americans might still have some reservations about Blinky the Three-Eyed Fish, the rest of the world has increasingly embraced nuclear power. France, for example, gets more than 87% of its electricity from nuclear, while Belgium and Sweden get 54% and 60%, respectively. And that market share is set to rise: The International Atomic Energy Agency recently projected that in the next 15 years, we'll see 70 new nuclear plants, which would almost double global capacity. As it is, over 40 reactors are currently under construction in 11 countries, including South Korea, Russia, Japan and China.

China, in particular, plans to heavily invest in nuclear power as part of its stimulus plans; already the country is building 11 new reactors, with another 98 proposed or in planning stages. China has also announced its intentions to stockpile uranium to ward off shortages - and as we've seen in base metals lately, when China decides to hoard, prices go skyward.

All this means good things for uranium, since you can't have nuclear power without nuclear fuel.

18.05.2009