|
[ŰӴ]
ȳϼ. ȴ 1ź ̾ 2ź øϴ.
̾ ̹ (U3O8 ) , , ġ ߽ϴ.
⺻ ǰ , ڷ, ڹ ÷ڽϴ. ٷּ~
! 1ź Ⱥ 1ź ž ϴ.
* (Uranium) ڿ ǰ߰ (1ź-̶?, ֱٰɹ?, 鰡?)
http://monkeymoney.tistory.com/309
ȳϼ. ȴ 1ź ̾ 2ź øϴ.
̾ ̹ (U3O8 ) , , ġ ߽ϴ.
⺻ ǰ , ڷ, ڹ ÷ڽϴ. ٷּ~
! 1ź Ⱥ 1ź ž ϴ.
* (Uranium) ڿ ǰ߰ (1ź-̶?, ֱٰ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% |
(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 (1ź-̶?, ֱٰ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
( 0)