{"id":1796,"date":"2020-08-21T23:27:08","date_gmt":"2020-08-21T23:27:08","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=1796"},"modified":"2023-08-29T17:46:39","modified_gmt":"2023-08-29T17:46:39","slug":"big-question-mark-over-uranium-supply-brewing","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=1796","title":{"rendered":"\u94c0\u4f9b\u5e94\u917f\u9020\u5927\u95ee\u53f7"},"content":{"rendered":"<p>\u5c3d\u7ba1\u5168\u7403\u6700\u5927\u7684\u94c0\u77ff\u5c06\u4e8e\u4e0b\u6708\u91cd\u5f00\uff0c\u4f46\u4e00\u9879\u5bf9\u5206\u6790\u5e08\u7684\u8c03\u67e5\u663e\u793a\uff0c\u4eba\u4eec\u4ecd\u62c5\u5fc3\uff0c\u4ece\u660e\u5e74\u4e00\u76f4\u52302022\u5e74\uff0c\u4f9b\u5e94\u5c06\u51fa\u73b0\u77ed\u7f3a\u3002<\/p>\n<p>Cameco\u5c06\u4e8e9\u6708\u91cd\u65b0\u5f00\u653e\u5176\u5728\u8428\u65af\u5580\u5f7b\u6e29\u7701\u7684Cigar Lake\u77ff\uff0cOrano\u5c06\u91cd\u542f\u5176McClean Lake\u94c0\u77ff\u5382\uff0c\u4ee5\u52a0\u5de5Cigar Lake\u7684\u77ff\u77f3\uff0c\u8fd9\u4e9b\u6d88\u606f\u53ea\u662f\u5bf9\u73b0\u8d27\u5e02\u573a\u9020\u6210\u4e86\u8f7b\u5fae\u9707\u52a8\u3002<\/p>\n<p>\u4e8b\u5b9e\u4e0a\uff0c\u73b0\u8d27\u4ef7\u683c\u4ece7\u670827\u65e5\u7684\u6bcf\u78c532.20\u7f8e\u5143\u6da8\u5230\u4e868\u67084\u65e5\u7684\u6bcf\u78c532.80\u7f8e\u5143\u3002<\/p>\n<p>\u91cd\u65b0\u5f00\u653eCigar Lake(\u4eca\u5e743\u6708\u4e3a\u4fdd\u62a4\u5de5\u4eba\u514d\u53d7\u75c5\u6bd2\u611f\u67d3\u800c\u5173\u95ed)\u7684\u8bc4\u8bba\u662f\uff0c\u8be5\u4e8b\u4ef6\u4e0d\u4f1a\u5bf9\u4f9b\u5e94\u77ed\u7f3a\u9020\u6210\u4e25\u91cd\u5f71\u54cd\u3002<\/p>\n<p>\u51e0\u4f4d\u5206\u6790\u5e08\u4e5f\u53d1\u8868\u4e86\u4e0eCIBC World Markets\u5206\u6790\u5e08Oscar Cabrera\u7c7b\u4f3c\u7684\u8bc4\u8bba:\u5373\u4eca\u660e\u4e24\u5e74\u5c06\u51fa\u73b0\u94c0\u4f9b\u5e94\u77ed\u7f3a\u3002<\/p>\n<p>\u6839\u636e\u884c\u4e1a\u89c2\u5bdf\u673a\u6784TradeTech\u7684\u6570\u636e\uff0c\u7531\u4e8e\u5927\u6d41\u884c\u800c\u5173\u95ed\u7684\u77ff\u4e95\u5df2\u4f7f2020\u5e74\u8fc4\u4eca\u4e3a\u6b62\u7684\u77ff\u4e95\u4f9b\u5e94\u91cf\u51cf\u5c11\u4e86\u7ea61400\u4e07\u5428(\u53736350\u5428)\u3002<\/p>\n<h2>\u4e16\u754c\u4e0a\u6700\u5927\u7684\u751f\u4ea7\u5546\u4ecd\u7136\u53d7\u5230\u75c5\u6bd2\u7684\u51b2\u51fb<\/h2>\n<p>\u54c8\u8428\u514b\u65af\u5766\u56fd\u5bb6\u539f\u5b50\u80fd\u673a\u6784KazAtomProm\u7684\u5de5\u4f5c\u4eba\u5458\u8868\u793a\uff0c\u4ed6\u4eec\u4ecd\u7136\u53d7\u5230\u51a0\u72b6\u75c5\u6bd2\u5927\u6d41\u884c\u7684\u201c\u4e25\u91cd\u201d\u5f71\u54cd\u3002KazAtomProm\u662f\u54c8\u8428\u514b\u65af\u5766\u7684\u56fd\u5bb6\u539f\u5b50\u80fd\u673a\u6784\uff0c\u662f\u4e16\u754c\u4e0a\u6700\u5927\u7684\u94c0\u6c27\u5316\u7269\u51fa\u53e3\u56fd\u3002<\/p>\n<p>\u54c8\u8428\u514b\u65af\u5766\u56fd\u5bb6\u539f\u5b50\u80fd\u516c\u53f8\u8bf4\uff0c2021\u5e74\u5c06\u628a\u94c0\u4ea7\u91cf\u51cf\u5c1120%\u3002\u8fd9\u5c06\u5bfc\u81f4\u52302022\u5e74\u5168\u7403\u9884\u8ba1\u4f9b\u5e94\u7684\u94c0\u51cf\u5c115500\u5428\u3002<\/p>\n<p>\u54c8\u8428\u514b\u65af\u57662019\u5e74\u751f\u4ea7\u7684\u94c0\u5360\u4e16\u754c\u768443%(\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u52a0\u62ff\u5927\u4e3a13%\uff0c\u6fb3\u5927\u5229\u4e9a\u4e3a12%)\uff0c\u8fd9\u4e00\u4e8b\u5b9e\u5c31\u53ef\u4ee5\u5224\u65ad\u5176\u5f71\u54cd\u3002<\/p>\n<p>\u603b\u4e4b\uff0c\u94c0\u73b0\u8d27\u4ef7\u683c\u4eca\u5e74\u4ee5\u6765\u4ecd\u4e0a\u6da8\u4e8630%\uff0c\u4f3c\u4e4e\u4e0d\u592a\u53ef\u80fd\u9762\u4e34\u4efb\u4f55\u4e25\u91cd\u538b\u529b\u3002<\/p>\n<p><img decoding=\"async\" src=\"http:\/\/smallcaps-production.test\/wp-content\/uploads\/2020\/08\/Uranium-spot-price-chart-2020.jpg\" alt=\"{%ALT_TEXT%}\" \/><\/p>\n<p>\u6807\u666e\u5168\u7403\u666e\u6c0f\u80fd\u6e90\u54a8\u8be2\u516c\u53f8(S&amp;P Global Platts)\u9884\u6d4b\uff0c\u672a\u676512\u4e2a\u6708\u7684\u5e73\u5747\u73b0\u8d27\u4ef7\u683c\u4e3a\u6bcf\u78c531.43\u7f8e\u5143\uff0c\u8fd9\u4e0d\u8db3\u4ee5\u7ed9\u94c0\u4ef7\u7684\u62a5\u9053\u589e\u52a0\u66f4\u591a\u706b\u529b\u3002<\/p>\n<p>\u4f46\u4e8b\u5b9e\u8868\u660e\uff0c\u8fd9\u79cd\u9884\u6d4b\u53ef\u80fd\u8fc7\u4e8e\u60b2\u89c2\u2014\u2014\u5c3d\u7ba1\u73b0\u8d27\u4ef7\u683c\u53d7\u5230\u5bc6\u5207\u5173\u6ce8\uff0c\u4f46\u5b83\u5e76\u4e0d\u662f\u6700\u91cd\u8981\u7684\u3002<\/p>\n<p>\u4f8b\u5982\uff0c<a href=\"http:\/\/smallcaps-production.test\/stocks\/?symbol=PDN&amp;lang=cn\">Paladin Energy (ASX: PDN)<\/a>\u5c31\u8ba1\u5212\u91cd\u542f\u5176\u5728\u7eb3\u7c73\u6bd4\u4e9a\u62e5\u670975%\u80a1\u4efd\u7684Langer Heinrich\u94c0\u77ff\u3002\u5236\u4f5c\u6210\u672c\u4f30\u8ba1\u4e3a27\u7f8e\u5143\/\u78c5\uff0c\u4f46Paladin\u660e\u786e\u8868\u793a\uff0c\u4ed6\u4eec\u5c06\u5bfb\u6c42\u957f\u671f\u5408\u540c\uff0c\u4ef7\u683c\u5c06\u6bd4\u73b0\u573a\u9ad8\u5f97\u591a\u3002<\/p>\n<p>Paladin\u6700\u8fd1\u5173\u4e8e\u91cd\u542f\u8ba1\u5212\u7684\u9648\u8ff0\u4e0e\u5176\u4ed6\u94c0\u516c\u53f8\u5206\u4eab\u7684\u4e8b\u5b9e\u662f\u4e00\u81f4\u7684\uff0c\u8fd9\u8868\u660e\u786e\u5b9e\u5c06\u4f1a\u51fa\u73b0\u4f9b\u5e94\u7d27\u7f29\u3002<\/p>\n<p>\u76ee\u524d\uff0c\u4e16\u754c\u7164\u77ff\u4ea7\u91cf\u5df2\u7ecf\u65e0\u6cd5\u6ee1\u8db3\u9700\u6c42\uff0c\u800c\u4e14\u81ea2018\u5e74\u4ee5\u6765\u4e00\u76f4\u843d\u540e\u4e8e\u9700\u6c42\u3002<\/p>\n<h2>\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\u6ca1\u6709\u8d2d\u4e70\u8db3\u591f\u7684\u94c0\u4ee5\u6ee1\u8db3\u672a\u6765\u7684\u9700\u6c42<\/h2>\n<p>\u770b\u6765\u8981\u52302030\u5e74\u5de6\u53f3\uff0c\u65b0\u5f00\u77ff\u6216\u91cd\u65b0\u5f00\u77ff\u7684\u6570\u91cf\u624d\u4f1a\u5728\u76ee\u524d\u7684\u603b\u6570\u4e0a\u589e\u52a0\u3002<\/p>\n<p>Paladin\u6307\u51fa\uff0c\u91cd\u65b0\u542f\u52a8\u95f2\u7f6e\u7684\u77ff\u5751\u5e76\u5c06\u65b0\u7684\u77ff\u5751\u6295\u5165\u751f\u4ea7\uff0c\u5c06\u9700\u8981\u77ff\u5751\u7684\u4ea7\u54c1\u572840\u7f8e\u5143\/\u78c5\u523080\u7f8e\u5143\/\u78c5\u4e4b\u95f4\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u7535\u529b\u516c\u53f8\u4e5f\u9762\u4e34\u7740\u4e00\u4e2a\u95ee\u9898\u3002\u636ePaladin\u79f0\uff0c\u81ea2012\u5e74\u4ee5\u6765\uff0c\u4ed6\u4eec\u201c\u5c11\u4e70\u201d\u94c0\uff0c\u76f8\u5bf9\u4e8e\u6d88\u8d39\u91cf\u800c\u8a00\uff0c\u6bcf\u5e74\u8d2d\u4e70\u7684\u94c0\u7ea6\u4e3a9000\u4e07\u6876\u3002\u6309\u5428\u4f4d\u8ba1\u7b97\uff0c\u8d85\u8fc740,800\u5428\u3002<\/p>\n<p>\u4e00\u4e9b\u4f9b\u5e94\u5408\u540c\u57282011\u5e74\u798f\u5c9b\u6838\u4e8b\u6545\u4e4b\u524d\u5c31\u7b7e\u8ba2\u4e86\u3002Paladin\u6307\u51fa\uff0c\u8bb8\u591a\u7f8e\u56fd\u548c\u6b27\u6d32\u7684\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\u5df2\u7ecf\u57fa\u672c\u4e0a\u8017\u5c3d\u4e86\u5b83\u4eec\u7684\u5e93\u5b58\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u8868\u793a:\u201c\u4e9a\u6d32\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\u7684\u5e93\u5b58\u9ad8\u4e8e\u897f\u65b9\u540c\u884c\uff0c\u4f46\u4e5f\u5728\u51cf\u5c11\u3002\u201d<\/p>\n<h2>\u6ca1\u6709\u8db3\u591f\u7684\u65b0\u7684\u94c0\u77ff\u7ba1\u9053<\/h2>\n<p>\u4eca\u5e745\u6708\uff0c<em>Small Caps<\/em>\u62a5\u9053\u4e86<a href=\"http:\/\/smallcaps-production.test\/stocks\/?symbol=DYL&amp;lang=cn\">Deep Yellow (ASX: DYL)<\/a>\u8463\u4e8b\u603b\u7ecf\u7406John Borshoff\u7684\u8a00\u8bba\uff0c\u4ed6\u7684\u8a00\u8bba\u8ba9\u94c0\u884c\u4e1a\u9762\u4e34\u7684\u95ee\u9898\u66f4\u52a0\u660e\u663e\u3002<\/p>\n<p>Borshoff\u521b\u7acb\u4e86Paladin\uff0c\u5e76\u4e8e1994\u5e74\u4e0a\u5e02\u3002\u4ed6\u5bf9\u672a\u6765\u7684<a href=\"http:\/\/smallcaps-production.test\/uranium-supply-fragile-precarious-shortages-inevitable-2023\/?lang=cn\">\u94c0\u4f9b\u5e94\u77ed\u7f3a<\/a>\u53d1\u51fa\u4e86\u4e25\u5389\u8b66\u544a\uff0c\u79f0\u91c7\u77ff\u4e1a\u201c\u5b8c\u5168\u6ca1\u6709\u51c6\u5907\u201d\u8fce\u63a5\u5373\u5c06\u5230\u6765\u7684\u201c\u9ec4\u997c\u201d\u77ed\u7f3a\u7684\u6311\u6218\u3002<\/p>\n<p>\u4ed6\u8ba4\u4e3a\uff0c\u94c0\u4f9b\u5e94\u6b63\u5904\u4e8e\u201c\u8106\u5f31\u548c\u4e0d\u7a33\u5b9a\u201d\u7684\u72b6\u6001\uff0c\u591a\u6570\u516c\u53f8\u6ca1\u6709\u505a\u597d\u5e94\u5bf9\u672a\u6765\u6311\u6218\u7684\u51c6\u5907\u3002<\/p>\n<p>2011\u5e743\u670811\u65e5\uff0c\u65e5\u672c\u4e1c\u90e8\u53d1\u751f\u4e869.0\u5206\u7684\u5927\u5730\u9707(\u6709\u8bb0\u5f55\u4ee5\u6765\u7684\u7b2c\u56db\u5927\u5730\u9707)\uff0c\u5f15\u53d1\u7684\u6d77\u5578\u4e25\u91cd\u7834\u574f\u4e86\u798f\u5c9b\u6838\u7535\u7ad9\uff0c\u81ea\u90a3\u4ee5\u540e\uff0c\u73a9\u5bb6\u5c31\u5927\u91cf\u6d41\u5931\u3002<\/p>\n<p>2011\u5e74\uff0c\u4e5f\u5c31\u662f\u798f\u5c9b\u6838\u4e8b\u6545\u53d1\u751f\u524d\uff0c\u5f53\u65f6\u7684\u94c0\u4ef7\u683c\u662f73\u7f8e\u5143\/\u78c5\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u622a\u81f34\u6708\uff0c\u5168\u7403\u5171\u6709441\u5ea7\u53cd\u5e94\u5806\u5728\u8fd0\u884c\uff0c54\u5ea7\u5728\u5efa\uff0c111\u5ea7\u8ba1\u5212\uff0c328\u5ea7\u62df\u8bae\u3002<\/p>\n<p>\u5728\u4f9b\u5e94\u65b9\u9762\uff0c<a href=\"http:\/\/smallcaps-production.test\/uranium-stocks-asx-ultimate-guide\/?lang=cn\">\u76ee\u524d\u7ea6\u670962\u5bb6\u516c\u53f8\u5728\u52d8\u63a2\u94c0<\/a>\u30022011\u5e74\uff0c\u8fd9\u4e00\u6570\u5b57\u4e3a420\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5c3d\u7ba1\u5168\u7403\u6700\u5927\u7684\u94c0\u77ff\u5c06\u4e8e\u4e0b\u6708\u91cd\u5f00\uff0c\u4f46\u4e00\u9879\u5bf9\u5206\u6790\u5e08\u7684\u8c03\u67e5\u663e\u793a\uff0c\u4eba\u4eec\u4ecd\u62c5\u5fc3\uff0c\u4ece\u660e\u5e74\u4e00\u76f4\u52302022\u5e74\uff0c\u4f9b\u5e94\u5c06\u51fa\u73b0\u77ed\u7f3a\u3002 Cameco\u5c06\u4e8e9\u6708\u91cd\u65b0\u5f00\u653e\u5176\u5728\u8428\u65af\u5580\u5f7b\u6e29\u7701\u7684Cigar Lake\u77ff\uff0cOrano\u5c06\u91cd\u542f\u5176McClean Lake\u94c0\u77ff\u5382\uff0c\u4ee5\u52a0\u5de5Cigar Lake\u7684\u77ff\u77f3\uff0c\u8fd9\u4e9b\u6d88\u606f\u53ea\u662f\u5bf9\u73b0\u8d27\u5e02\u573a\u9020\u6210\u4e86\u8f7b\u5fae\u9707\u52a8\u3002 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