Býčí pohľad na urán
Pokles ceny uránu nezodpovedá jeho fundamentom. Je dôsledkom sociálnych a politických pohľadov a obáv, že Fukushima sa môže zopakovať v hociktorej jadrovej elektrárni.
This precipitous decline in uranium prices doesn’t respond to underlying fundamentals, though, and is the consequence of a social and political backlash on fears that Fukushima Daiichi could repeat itself around the globe. According to RBC, prices will remain range-bound below $60 for the rest of the year, possibly dipping below $50 depending on how the situation in Japan moves forward.
But markets will recover, and what today are small supply-demand imbalances causing deficits, will grow, as supply substantially lags demand, pushing prices with it. Demand is forecasted to grow 3.1% per year through 2014, after which deficit will become “very large,” and supply constraints lead to a “much tighter market, which should result in substantially higher prices.”
01.07.2011
"Let me issue and control a nation's money supply, and I care not who makes its laws.” Mayer Amschel Rothschild
"History records that the money changers have used every form of abuse, intrigue, deceit, and violent means possible to maintain their control over governments by controlling money and its issuance." James Madison