Urán stále zaujímavý

10 najväčších uránových bani produkuje 59% uránu, čo je oproti iným sektorom je veľmi koncentrované číslo. Takže v prípade výpadku nejakej z baní sa nedostatok môže výrazne prejaviť na cene tohto minerálu.

Uranium is a very unusual sector. For one, it's small. So small, that at one point in history top-producing nations like Canada and France tried to form a uranium cartel to control prices for the metal.

The "uranium OPEC" failed. But production today is de facto controlled by a handful of companies.

Consider this. The world's top ten uranium mines account for 59% of global production. (The top mine, Saskatchewan's McArthur River, alone puts out 15% of the world's supply.)

This is very concentrated, compared to other sectors. In the copper sector, the top ten mines turn out just 30% of global supply. For gold, the number is even lower. About 19%.

This means that what happens at a just few uranium mines around the world makes a big difference to the price for the metal.

For this reason alone, good uranium projects are interesting.

Článok: http://oilprice.com/Metals/Commodities/Why-Uranium-Will-Make-Someone-Rich.html

21.06.2010