[新聞] 專家稱川普核能政策將推高鈾價刺激投資

看板Stock (股票)作者TyuzuChou (潤潤潤)時間13小時前 (2025/05/28 00:40)推噓11(12推 1噓 7→)

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原文標題： Trump's nuclear energy orders would boost uranium prices, investments, experts say 原文連結：https://tinyurl.com/36k4rfe6 發布時間：Tue, May 27, 2025 at 10:04 PM GMT+8 記者署名：Mrinalika Roy 原文內容： (Reuters) -President Donald Trump's latest orders seeking to revitalize the U. S. nuclear energy industry could pull the uranium market out of its current lull and boost investor interest, industry experts said. （路透社）——專家表示，川普總統最新簽署的旨在振興美國核能產業的行政命令，可能將鈾市場從目前的低迷中拉出，並提振投資者的興趣。 Spot uranium prices have fallen about 30% from peaks hit in 2023 as institutional investors pulled out, spooked by recession fears and geopolitical instability. 由於機構投資者因擔憂經濟衰退和地緣政治不穩定而撤資，現貨鈾價格自2023年高點以來下跌約30%。 The prices briefly declined to $64.30 per pound this year after they touched a 14-year high of $82 in February last year amid a global clean energy push and expectations of tight supply. 今年鈾價格一度跌至每磅64.30美元，此前去年2月因全球清潔能源推動和供應緊張預期，價格曾觸及14年來的高點82美元。 But the latest executive orders, signed on Friday, could reinvigorate uranium production in the U.S. to help meet surging power demand, industry insiders said. 但業內人士表示，上週五簽署的最新行政命令可能會重振美國的鈾生產，以滿足激增的電力需求。 The demand surge is primarily driven by data centers that require massive energy to power the AI boom, and nuclear energy is an attractive option for Big tech firms such as Amazon, Google, Microsoft and Meta given its reliability and near-zero carbon footprint. 新需求激增主要由數據中心推動，這些數據中心需要大量能源來支持人工智慧熱潮，核能因其可靠性和近乎零碳足跡而成為亞馬遜、谷歌、微軟和Meta等大型科技公司的吸引選項。 Nuclear projects, however, have been facing rising costs and competition from natural gas plants. Vogtle, the last U.S. reactor to come online, was $16 billion over budget and delayed by several years. 然而，核能項目正面臨成本上升和來自天然氣發電廠的競爭。最後一座上線的美國反應堆Vogtle超支160億美元，並延遲了數年。 Curtis Moore, senior vice president at Energy Fuels, said the current weakness in uranium has made it difficult to advance new domestic projects, given a lack of investor interest - a sentiment echoed by other firms in the sector. 能源燃料公司（Energy Fuels）高級副總裁柯蒂斯·摩爾（Curtis Moore）表示，當前鈾市場的疲軟使得推進新的國內項目變得困難，因為投資者興趣不足——這一觀點得到該行業其他公司的共鳴。 Stocks of Major uranium-linked companies Energy Fuels, Uranium Energy Corp and Encore Energy plunged 13%, 23% and 53%, respectively, this year. 主要與鈾相關的公司能源燃料公司（Energy Fuels）、鈾能源公司（Uranium Energy Corp）和Encore能源公司（Encore Energy）的股價今年分別下跌13%、23%和53%。 Their shares rose between 17% and 23% on Friday after the orders were signed. 在行政命令簽署後，這些公司的股價在週五上漲了17%至23%。 "(The orders) will provide further confidence that the Federal funds already earmarked to support the domestic nuclear fuel supply chain (will) get deployed quickly which in turn should attract more private investment," said Nick Amicucci of Evercore ISI. Evercore ISI的尼克·阿米庫奇（Nick Amicucci）表示：“（這些命令）將進一步增強信心，確保已分配用於支持國內核燃料供應鏈的聯邦資金能夠快速部署，進而吸引更多私人投資。” Analysts see further upside, with incentive prices for new uranium production estimated above $100/lb. 分析師預計未來仍有上行空間，新鈾生產的激勵價格估計在每磅100美元以上。 "Even before the AI boom and SMR (Small Modular Reactors) hype, the uranium outlook was strong," said Robert Crayfourd from Geiger Counter. Geiger Counter的羅伯特·克雷福德（Robert Crayfourd）表示：“即使在人工智慧熱潮和小型模組化反應堆（SMR）熱潮之前，鈾的前景就已非常強勁。” Spot uranium prices are currently around $70/lb, with term contracts trending around $80/lb. 目前現貨鈾價格約為每磅70美元，長期合約價格趨勢約為每磅80美元。 "(The decision) paves the way for renewed contracting and long-term supply confidence," said Marco Mencini, head of research, Plenisfer Investments. Plenisfer Investments研究主管馬可·門奇尼（Marco Mencini）表示： “（這項決定）為重新簽訂合約和長期供應信心鋪平了道路。” Currently, U.S. utilities hold less than two years of inventory, with contracting down 40% in 2024. 目前，美國公用事業公司的鈾庫存不到兩年，2024年的合約簽訂量下降了40%。 The executive orders include a directive for fast-tracking licenses for new reactors, which would in turn boost contracting by utilities. 行政命令包括一項加速新反應堆許可證審批的指令，這將進一步推動公用事業公司的合約簽訂。 "This is essentially a wartime defense measure," said Justus Parmar of Fortuna Investments. "We produce only 1 million pounds of uranium annually against a consumption of 50 million pounds. Nuclear energy is no longer optional - it's essential." Fortuna Investments的賈斯圖斯·帕馬爾（Justus Parmar）表示：“這基本上是一項戰時防禦措施。我們每年僅生產100萬磅鈾，而消耗量高達5000萬磅。核能不再是可選的——它至關重要。” Industry insiders expect the policy to accelerate deployment of small modular reactors, encourage capital inflows and support reactor life extensions. 業內人士預計，這項政策將加速小型模組化反應堆的部署，鼓勵資本流入並支持反應堆壽命延長。 Travis McPherson of NexGen Energy forecasts "a mad rush to secure uranium sources." NexGen能源公司的特拉維斯·麥克弗森（Travis McPherson）預測：“將出現一場爭奪鈾資源的瘋狂競賽。” "It will be like musical chairs where many will be left standing without a chair." “這就像一場大風吹遊戲，許多人將無椅可坐。” 心得/評論：美國鈾產業在川普行政命令的推動下，將迎來復甦與增長期，特別是在SMR 和HALEU需求的驅動下。 2025-2030年間，鈾價格可能突破100美元/磅，國內生產能力將逐步提升，企業如Energy Fuels、Uranium Energy Corp.和Centrus Energy將受益於政策支持和市場回暖。然而，短期內供應缺口、高成本和監管挑戰仍將限制快速擴張。長期來看，美國鈾產業將朝自主化、技術創新和市場整合的方向發展，成為支持清潔能源轉型和國家安全的關鍵支柱。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 150.117.197.145 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1748364059.A.28A.html

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