美国政府大手笔砸向核燃料制造商,带动核电股集体大涨

老虎资讯综合
Jan 06

美国政府宣布,将向 Centrus Energy Corp. 及另外两家核燃料制造商各拨款9亿美元,合共约27亿美元,以重启本土核燃料生产,并降低对俄罗斯浓缩铀的依赖。消息刺激下,Centrus股价一度升逾一成。

美国能源部指出,Centrus将获资金用于开发面向下一代反应堆的核燃料;其余两家受惠企业分别为彼得・蒂尔投资的 General Matter,以及法国 Orano SA 拟于田纳西州设厂的美国子公司。

是次拨款正值政府推动扩大核工业之际。随着AI数据中心建设加快,用电需求攀升,核能被视为纾缓电价压力的重要选项。能源部长赖特表示,政府将与业界及国会合作,建立安全的本土核燃料供应链,满足现有及未来先进反应堆需求。

相关资金于2024年由国会拨出,原意在削减对俄罗斯核燃料依赖并重振美国核燃料产业。另能源部亦向 Global Laser Enrichment 拨款2,800万美元,以推进下一代铀浓缩技术研发。

周一核电股大涨, Nine Energy Service Inc. 涨近16%, NuScale Power涨超15%,、 Oklo Inc. 涨超14%, NANO Nuclear Energy Inc 涨超12%, Energy Fuels Inc 涨近10%。

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