• ġ, ߱  ַ
  • 20240125_ũ_
  • 20240123_ũ_繫ǥ
  • 20240117_ũ_ǿƮ
  • 20240112_ũ_ֽİġ
  • 20240108_ũ_ι
  • 20240103_ũ_ȸ繫ǥ
  • 20231229_ũ_ġڴ¿Ǵ
  • 20231222_ũ_λ

"" Ѵ? - (Uranium) 2ź!

|
[ŰӴ]
ȳϼ. ȴ 1ź ̾ 2ź øϴ.
̾ ̹ (U3O8 ) , , ޿ġ ߽ϴ.

⺻ ǰ , ڷ, 󴽿 ڹ ÷ڽϴ. ٷּ~





! 1ź Ⱥ 1ź ž ϴ.  
 *
(Uranium) ڿ ǰ߰ (-̶?, ֱٰɹ޴?, 鰡?) 
    http://monkeymoney.tistory.com/309 



4. (ڷ ̿Ȳ)
=> » 17%... Ư ̿ϰ ִ Ȳ

(1) ڷ¹ 󸶳 ɱ?
ϴ ó() ڷ¹ "»(ü ƴ)" ϴ 󸶳 Ǵ 캸.
     ڷ¹ .

17%
 EU 34%
78%
56%
50%
40%
Ϻ 25%
̱ 20%
(ڷó : infomine)


(2) ʿ䷮


(ڷó : TradeTech)
* : ׷ ٷ ֱǰ U3O8 (Triuranium octoxide) մϴ.

(2) ̽

 IAEA ġ (The International Atomic Energy Agency) 
    •  15Ⱓ 168 ڷ(reactor) Ǽ ̶ 
    •  ڷμ 441. 
    • ̶, 2008 1.73 Ŀ(78,369) => 2010 1.85 Ŀ(83,805) => 2020 2.02Ŀ(91,506)
      : 1Ŀ=453׷

 ߱ plan, ε 뱹
    • ߱ 2005 "2020 40 ڷ Ǽ plan" ǥ. (ȯ ũ)
    •  8700MW 40,000MW ų ȹ
    • ̸ ڷ º 2.4% 4% ȹ  

   


 ѿڷ !
    •  70-80 ϼũ ȭ 簡 ϰ ־, 
    • ֱ Ư Ⱥ ΰ ȲԴϴ.
      (̹ ܿ þƿ õ ߴ ´ ſ ū ̽.)
  
   þ ȭ ũ :
   þư Ҵ EU , Ǯ... http://monkeymoney.tistory.com/177 )  
   þ ȭ - ģ ģ , ѿ http://monkeymoney.tistory.com/208 ) 

   • Ʒ  ڷ(Nuclear Reactor)Ȳ ߼ Ѵ ִ  (ڷó : STRATFOR)
  

 

 ڷμ پ ִ. ( ϴ ڷμ > ڷμ)
    • ʹ ٸ ƶ ڷδ (25⳻) پ ִٴ ֽϴ.
      =>Oxford Research Group Ʒ ϳ׿.
     " 25ȿ (Oxford Research Group) ڷ» پ ̴. 
       ڷε ̱ ̴.
        Ǽ ڷμ 25⿡ Ұϰ, 76Ⱑ ȹ, 162Ⱑ  ̴.
      ̰ ġ 263ε, 441 60% Ұϴ.  40%  ü ΰ?"




5. ( ) 
=> (Production) ٹ⿡

(1) Supply : Production
    •  꿡 äϴ մϴ.
    • International Nuclear ǥ "Scheduled Uranium production Forecast
      1.07Ŀ忡 DZ  2010,2011 1.15Ŀ þ ̶ .

(2) Supply : Secondary Supply
    • ٹ Ǿ down-blending (ȥհ)Ѽ մϴ.
    •  üִ  󸶳  Ȯ data ׿.
      (ٹ  ݾƿ^^...ϰŷ, м )
    • иѰ ڷο 䱸ϴ 󴽾纸 , gap ٹ⿡ Ŀϰ ִ ̴ϴ.
 

(3) ޿ Ȳ
    • Primary Supply ȸԴϴ. ( )
    • 󴽰޿鵵  ȸ Ȳ. 
(cameco 1)


(ó : EUROPEAN URANIUM FORUM:uraniumletter. Oct.2008)



6. ġ
    • ׷ ġԴϴ. 츦 ݿؼ ֱ淡,  ׷ ߽ϴ.
       (Ȥ ڷ ƽô Ź帳ϴ. ourmonkeymoney@gmail.com)


(ó : EUROPEAN URANIUM FORUM:uraniumletter. Oct.2008)


  
αױ
    (1) [ü-ڷ]
         * (Uranium) ڿ ǰ߰ (-̶?, ֱٰɹ޴?, 鰡?) 
            http://monkeymoney.tistory.com/309 
    (2) [źҿ- ]
         * 
" ٴڳ vs Ҵ" - Peak Oil ̷ (ũ)
            http://monkeymoney.tistory.com/260
    (3) [źҿ- ]
         *
(ť) ̴° - ũ  
            http://monkeymoney.tistory.com/192            
    (4) [ü-ź]
         * [Commodity_Sugar] ֿ м
            http://monkeymoney.tistory.com/310

    (5) [Commodity_깰] , λ ο м
            http://monkeymoney.tistory.com/308
    (6) [źҹ - ڼ] 
         * 
źҹ ETF 
           
http://monkeymoney.tistory.com/306 
    (7) [ڵ׸ å ]
         *
å оִ Ű - ڵ׸ - Season 1
            http://monkeymoney.tistory.com/265   
    (8)
ӽ Green ! (ڵ׸- Comedy Central )
            http://monkeymoney.tistory.com/311
 

 ǥ



ƮƮ ũα (0) ֱֱ(0)
:
|

 Ѹ ( 0)

ϴ. ù° ּ.

* HTML ± Ͻ ϴ.

Է

۾
Powered by Stockwatch


20240117_ũ_ǿƮ20240108_ũ_ι

츮-