9月份,由于实物铀基金的新兴趣和对核燃料的长期押注,美国铀期货飙升至每磅80美元以上,为十个月来的最高水平。实物基金Yellow Cake筹集了1.25亿美元用于购买铀,这与行业重量级公司Sprott的类似举措相呼应,后者在6月份引发了铀价格的反弹。此前,美国宣布将增加其战略铀储备,以缓冲因俄罗斯日益严格的进口限制而导致的潜在供应挫折。与此同时,世界核协会预测,到2030年,核电对铀的需求将增长28%,这反映了政府对核电实现能源安全目标的偏好,以及软件公司对数据中心需求的增加。在供应方面,由于萨斯喀彻温省麦克阿瑟矿的扩建延迟,加拿大Cameco下调了年度产量指导,而Kazatomprom明年将产量削减了10%。
Uranium futures in the US surged to above $80 per pound in September, the highest in ten months, on fresh interest from physical uranium funds and long bets on nuclear fuel. Physical fund Yellow Cake raised $125 million for uranium purchases, echoing similar moves from industry heavyweight Sprott, that triggered a rally in uranium prices in June. This was after the US announced it would boost its strategic uranium reserve to buffer potential supply setbacks on growing import restrictions from Russia. In the meantime, the World Nuclear Association forecasted that uranium demand for nuclear power is due to rise by 28% by 2030, reflecting government's preference of nuclear power to reach energy security goals and increasing data-center demand by software companies. On the supply front, Canada's Cameco cut its annual production guidance due to expansion delays in its McArthur mine in Saskatchewan, while Kazatomprom cut its output by 10% next year.