Čína zaostruje na urán

Vstup Číny na trh s meďou vyniesol jej cenu niekoľkonásobne vyššie. V súčasnosti robí Čína obdobné kroky na uránovom poli (do r. 2020 chce štvornásobne zvýšiť spotrebu uránu). Tzn., že cena uránu by tým pádom mala byť pred značným rastom. Samozrejme z toho by mali profitovať uránové spoločnosti.

China is aiming to generate 5 percent of its electricity from nuclear power by 2020, in the process quadrupling its uranium consumption to 50 million-60 million pounds a year, according to UxC forecasts.

That compares with annual global demand of about 190 million pounds today and has seen the Chinese embark on an ambitious and aggressive buying spree at prices some 30 percent over current spot and twice spot prices of a year ago, tying up long-term supply offtake agreements and joint ventures. With minimal domestic production, just 2 million pounds this year, China’s imports have been equivalent to 20-25 percent of global uranium consumption and yet reactor building is still in its early stages with 23 reactors under construction but 120 planned.

Článok: http://agmetalminer.com/2010/12/08/china-doing-to-uranium-what-it-has-done-to-copper/

10.12.2010