1043 ET - 随着美国核电协议的达成,Cameco对铀需求的前景和其共同拥有的西屋电气的工作量有了清晰的认识。加拿大国家银行的Mohamed Sidibe表示,新的800亿美元美国政府合作旨在加速核能部署,并支持人工智能基础设施的增长,其中西屋AP1000技术是该计划的核心。“这一公告显著增加了对西屋未来工作量和Cameco长期燃料需求前景的可见性,”Sidibe表示。该合作结构赋予美国政府参与权,使其有权在参与权生效后,获得西屋超过175亿美元的现金分配中的20%。西屋电气由Cameco和Brookfield资产管理公司拥有。Cameco股价涨幅达到20%。
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