Urán tak dobrá komodita ako zlato alebo ropa

S ekonomickým oživením sa obnovia aj investície do sektoru uránu, čo bude mať za následok vzrast nielen ceny uránu, ale aj akcií spoločností pôsobiacich v tejto oblasti. Preto je aj naďalej potrebné sledovať coys ako CCJ, URZ, UEC, URRE, USU.

We believe that since uranium prices are negotiated through contracts between producers and consumers, investors need to look at the long-term supply and demand equation when it comes to uranium. They should consider the positive impact that the global acceptance of nuclear energy will have on the demand side over the next 10 years. Countries are definitely getting more politically motivated toward utilizing nuclear energy as a viable non-greenhouse gas-generating alternative to oil or coal.

We understand that mined production of uranium fell short of consumption by 60 million pounds last year, and the shortfall was made up by using recycled nuclear material from weapons from Russia. But this agreement is set to end in 2013 and if it is not renewed, primary uranium production will need to be stepped up significantly. With some 436 new reactors being planned worldwide, uranium demand is expected to rise at least 30% over the next decade.

Since about three times as much uranium is required during the start-up phase when compared to reactors that are operational, we believe these new facilities will be responsible for a significant increase in future demand. In addition, the new reactors will be higher capacity than those operating, thereby adding to the demand.

We believe that the economic recovery will spur re-investment into the uranium sector, especially once uranium prices strengthen in line with other commodities. More foreign supply agreements are bound to put upward pressure on prices before the end of this year.

Článok:www.commodityonline.com/news/Uranium-is-a-hot-commodity-like-gold--oil-20243-3-1.html

10.08.2009