Pred nami stojí uránové boom

Jedna z preferovaných komodít z pohľadu M. Grossmana, stratéga z Adam Mesh Trading Group, ktorá v dlhodobom horizonte bude mať na cene zhodnotenie je urán. Len dopyt zo samotnej Číny sa kvôli výstavbe nových jadrových elektrární podstatne zvýši.

Well, uranium is a very interesting metal, if you want to think about it this way. Especially because there’s a lot of nuclear energy plants being assembled in China and in Russia. Presently, China has 11 nuclear-generating energy plants. And they have 28 in production. Russia has 18 in production.

When these plants are actually established, they’re going to demand more uranium.

Norman : Are there are regulatory issues with uranium that investors need to be aware of?

Grossman : No, not that I know of. Especially now, that’s why we have an ETF. I think that people were looking around, checking it out. But when you usually have an ETF, it’s a very simple way for retail investors to get involved. So to me, it’s one of my favorite longer-term plays out there when it comes to the commodity space.

Článok: www.commodityonline.com/news/Matthew-Grossman--Great-boom-awaits-uranium-34864-3-1.html