Cameco Corporation:燃料买家对现货市场波动持观望态度,也在一定程度上影响了长期合同的签订

市场资讯
Oct 10, 2024

来源:Gangtise投研Cameco Corporation(CCJ)作为唯一横跨整个核燃料循环的公司,在第九次核圆桌会议上对当前市场进行了深入分析。尽管短期合同活动有所下降,但公司认为长期需求强劲,受到气候安全、能源安全和国防安全的共同推动。Cameco 公司观察到,燃料买家通常会从下游开始,关注库存、制造服务和浓缩转化等服务,然后再寻找铀。目前,市场重点更多地放在下游,导致浓缩价格和转化...

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