URÁN – investícia do budúcnosti

Objasnenie racionálnych dôvodov, prečo uránová oblasť môže byť dobrou investíciou do budúcnosti. Niektorí analytici predpovedajú uránu dosiahnutie až úrovne $576/lb (súčasná cena je asi $93/lb).

1. Over the next 15 years China alone plans on building 30 new reactors. Without those reactors, the country’s environment and economy will face brownouts that will start political unrest and upheavals, the one thing the ruling elite will avoide at all costs. Shortage and price buildup of lead (needed for insulation) gives an indicator of building activity.


2. “We are at the beginning stages of a massive bidding war in Uranium. China is locking in massive deals in Africa and is now working on ever bigger deals in Kazakhstan which holds the worlds second largest reserves of Uranium after Australia. Note to that China signed a multi billion dollar uranium deal with Australia. China is basically locking up Uranium supplies, which means its taking this uranium out of the market place; this effectively means that there will be even less uranium for the rest of the global world players to go after”.

Uranium pit

3. China can run for two days on oil, or it can run for an entire year on uranium – all for the same fuel costs, according to top nuclear analysts. And .. They have all the cash needed to buy what they can get. Some analysts say Uranium is headed fast to $576 per pound – and even that’s a fair price for the energy, and still much cheaper than coal or oil…Do the math yourself, it doesn´t take more than an spreadsheet.


4. Today, most of the Soviet weapons-grade uranium is gone. Currently a bare 30 % of secondary supply (around 8.000 tonnes pa) comes from Russian sources.


5. Russia has decided to start stock piling on uranium after declaring that Uranium is now regarded a strategic resource. It´s a only a matter of time when they will stop exporting. Now (Nov 07) they are demanding higher prices for their material.


6. Supplies aren’t always growing, but are actually declining 2006, partly due to flooding at two of the world’s largest mines.


7. 2008 will also show, if the gambling of the utilities (not buying at spot market prices in summer the of 2007 to supress prices) has depleted their uranium reserves enough to generate a massive buying impetus.


8. Worldwide there are 284 research reactors operating as well. Add to that another 220 nuclear power ship and submarine reactors in operation. Most analysts never consider the fuel necessities of these “other users.”


9. A typical one-gigawatt nuclear reactor requires around 200 tons of natural uranium per year. As of June, there were 442 nuclear plants in operation worldwide. There are 28 others being built, 38 on order, and 115 proposed. And the U.S. and Britain haven’t even started building new nuke plants yet. Assuming there will be 5 new reactors going online per annum and a growth of 7 % in yearly uranium production, production capabilities and use will not meet in the next 10 years.


Celý článok: www.uranium-stocks.net/peter-schober-gives-his-view-on-uranium/

20.11.2007

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