V 2011 vsaďte na urán

Faktor dopytu a ponuky dáva uránu dobré vyhliadky v 2011+. Z toho budú ťažiť aj akcie uránových firiem. Akcie malých firiem po 3 medvedích rokoch sú ešte len 6. mesiac v býčom trende a ešte nedosiahli svoje predošlé maximá. Vyhliadky sú teda pozitívne.

Uranium is an intriguing bet for 2011 and beyond because of the supply/demand situation and because of the value at the current price.

Many analysts talk about demand as the driving force for higher commodity prices. While this is true in some cases, it is a lack of supply or production that usually drives the biggest gains in individual commodities. Uranium is a great example.

Stockpiles only last for so long and so the price had to rise to attract new production. Despite the previous cyclical bull market, the uranium market looks to be in a deficit starting in 2013, which is the end of the HEU agreement between Russia and the US. This agreement has provided supply to the uranium market.

Most of the current uranium production is high grade and comes out at a low cost. However following the cost curve, additional production is barely economic at present prices. Note, 90,000 tonnes equals about 200 million pounds. Production in 2011 should hit about 150 million pounds. In 2014, production will need to be about 185 million pounds.

The junior uranium sector has only been in a bull market for six months and the energy sector typically peaks after the stock market. If you want to be invested in stocks but are wary of a market top, consider uranium.

Článok: www.commodityonline.com/news/Bet-on-Uranium-for-2011-35860-3-1.html