全球铀市场正经历一个关键转折点,供应削减、需求飙升和地缘政治紧张共同作用,可能使其成为核能发展的瓶颈和地缘政治压力点。 据追风交易台消息,摩根大通9月23日的最新报告揭示了一个日益紧张的市场现实:一边是核能复兴和AI革命带来的爆炸性需求,另一边却是主要生产商的减产和地缘政治引发的供应瓶颈。 今年以来,铀的现货和期货价格已上涨约5%。价格上涨的背后,是全球主要生产商如Kazatomprom和...
Source Link全球铀市场正经历一个关键转折点,供应削减、需求飙升和地缘政治紧张共同作用,可能使其成为核能发展的瓶颈和地缘政治压力点。 据追风交易台消息,摩根大通9月23日的最新报告揭示了一个日益紧张的市场现实:一边是核能复兴和AI革命带来的爆炸性需求,另一边却是主要生产商的减产和地缘政治引发的供应瓶颈。 今年以来,铀的现货和期货价格已上涨约5%。价格上涨的背后,是全球主要生产商如Kazatomprom和...
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