Cena uránu na vzostupe

Cena uránu sa odrazila od svojho februárového minima a zhodnotila o 15% na US$46/lb. V podstate ešte aj táto cena je nízka... a to k nákupu využíva Čína.

In 2000, uranium was well and truly dirt cheap. Thanks to a seemingly endless supply from decommissioned nuclear stockpiles, no one wanted the stuff and the price of uranium fell to just $10 per pound.

Seven years on, however, uranium was at the pinnacle of a stunning bull run, riding a wave of increased demand for nuclear power plants around the globe. By 2007, the metal had hit an incredible $136 per pound - more than a 1,200% price increase from the bear market lows.

But then the bottom fell out for uranium prices as hard assets got abandoned in the great financial meltdown. So now, in the mid-$40s, the uranium spot price is well off its year-2000 lows.

China is buying unprecedented amounts of uranium, signaling that prices are poised to rebound after three years of declines. The nation may purchase about 5,000 metric tons this year, more than twice as much as it consumes, building stockpiles for new reactors.

China is buying at the long-term price, which is higher than the spot price. A few weeks back, the dragon agreed to lock in uranium purchases of more than 10,000 tons over 10 years from blue chip miner Cameco.

Článok: www.commodityonline.com/news/Uranium-on-a-song-30589-3-1.html

03.08.2010