Cena uránu sa môže zdvojnásobiť

V krátkodobom horizonte Rusko a Kazachstan zásobia trh s dostatočným množstvom uránu, avšak do roku 2012 by sa cena tohto kovu mohla zdvojnásobiť. Taktiež prechod k čistej energii (zníženie emisií) je pozitívnym impulzom pre vzostup ceny uránu.

Kazakhstan, U.S., Russia fuel near-term surplus, but the price is expected to double over the next two years.

Over the next year it is likely to be capped at $55 a lb, but beyond 2011 some analysts expect it to rebound to $80 a lb.

“Uranium will be oversupplied in the short term. Utilities have more than they need for this year,” said John Wong, portfolio manager at New City Investment Managers.

“Next year the uranium market – estimated at about 180 million lbs – will be oversupplied by about 10 million lbs.

"The move to clean energy to cut emissions, not only in Asia, but also in Europe and elsewhere is a very important positive impulse for uranium prices,” said Eugen Weinberg, analyst at Commerzbank.

Statistics on nuclear reactors tell the story. According to the World Nuclear Association there are 435 operating reactors around the world currently, 53 are under construction, 136 are planned and 299 have been proposed.

Článok:www.theglobeandmail.com/globe-investor/uranium-prices-present-buying-opportunity/article1395439

11.12.2009