URÁN - dlhodobé vyhliadky sú dobré
Predpovede vývoja ceny uránu od RBC sú celkom pozitívne. Je možné, že dno je už za nami.
In the long term, they think that new supplies needed to fill the gap after 2017 will require a uranium price above US$80 a pound to give producers and explorers the motivation to get new projects onstream. Below US$75, the capital markets will not be too willing to fund projects.
"In our opinion, the prevailing uranium price [about US$53 a pound] is too low to stimulate sufficient demand to cover future reactor requirements," they wrote.
13.01.2009
