美国核燃料公司Centrus Energy (LEU)今日盘中大跌超过10%,主要原因是俄罗斯取消了向该公司出口低浓缩铀的许可证。
据悉,Centrus收到通知称,俄罗斯政府通过命令取消了其在2025年底前向美国出口低浓缩铀的许可证。俄罗斯核燃料企业Techsnabexport(TENEX)正在申请新的出口许可,但目前仍不确定是否以及何时能获批。
如果TENEX无法及时获得新的出口许可,将影响Centrus向客户交付订单的能力。作为主要浓缩铀供应国,俄方此举加剧了市场对Centrus供应链和生产运营的担忧,导致股价大幅下跌。投资者关注俄罗斯是否会恢复向Centrus出口低浓缩铀的进展。
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