The Shocking Admission Catapulting ASX Uranium Shares to Record Highs Today
The Shocking Admission Catapulting ASX Uranium Shares to Record Highs Today
This news out of Kazakhstan has sent the uranium market and uranium stocks into a frenzy.Regular readers already know the bull case for ASX uranium shares, but this thesis just received a massive boost, sending stock prices rocketing on Monday.
普通讀者已經知道澳大利亞證券交易所鈾股的牛市前景，但這一論點剛剛得到了巨大的提振，導致週一股價飆升。
The world's largest uranium miner, National Atomic Company Kazatomprom Joint Stock Company (FRA: 0ZQ), announced over the weekend that its 2024 production forecasts have been downgraded due to short supply of sulphuric acid.
全球最大的鈾礦商國家原子能公司哈薩克斯坦原子能工業股份公司（FRA：0ZQ）週末宣佈，由於硫酸供應短缺，其2024年的產量預測已下調。
The acid is used in the mining process for uranium.
這種酸用於鈾的開採過程。
This news out of Kazakhstan has sent the uranium market and uranium stocks into a frenzy.
來自哈薩克斯坦的這一消息使鈾市場和鈾庫存陷入瘋狂。
Betashares Global Uranium ETF (ASX: URNM), as an example, has risen 6.7% at the time of writing on Monday afternoon.
例如，在週一下午撰寫本文時，Betashares全球鈾ETF（澳大利亞證券交易所股票代碼：URNM）已上漲6.7％。
Ironically, Kazatomprom shares also surged 7.3% higher on Saturday Australian time.
具有諷刺意味的是，澳大利亞時間週六，哈薩克斯坦工業股份公司的股價也飆升了7.3％。
ASX uranium shares going gangbusters on Monday
週一，澳大利亞證券交易所鈾股大放異彩
Other ASX uranium shares are making hay too. As at the time of writing on Monday afternoon:
其他澳大利亞證券交易所鈾股也在大放異彩。截至週一下午撰寫本文時：
- Paladin Energy Ltd (ASX: PDN) is up 9.5%
- Boss Energy Ltd (ASX: BOE) is up 6.9%
- Deep Yellow Limited (ASX: DYL) is up 14.6%
- Bannerman Energy Ltd (ASX: BMN) is up 9.5%
- Paladin Energy Ltd (ASX: PDN) 上漲9.5％
- Boss Energy Ltd (ASX: BOE) 上漲6.9％
- Deep Yellow Limited (ASX: DYL) 上漲14.6％
- 班納曼能源有限公司（澳大利亞證券交易所股票代碼：BMN）上漲9.5％
"Kazatomprom has heaved a rock into the global nuclear fuel industry waters and now we watch the ripples spread across the world," said former earth sciences researcher and current analyst John Quakes on X.
前地球科學研究員兼現任分析師約翰·奎克斯在X上說：“哈薩克斯坦原子工業股份公司已經在全球核燃料行業領域大放異彩，現在我們看到波紋蔓延到世界各地。”
"Every other producer, trader and nuclear utility affected by the 'potential' for missed deliveries will now be actively seeking out spot lbs to hedge against that possible outcome, which will then translate into far higher spot U3O8 prices as a bidding war erupts."
“受'可能'錯交貨影響的所有其他生產商、貿易商和核公用事業公司現在都將積極尋找現貨以對沖這種可能的結果，隨着競標戰的爆發，這將轉化爲U3O8現貨價格要高得多。”
Caldera House principal Gigi Penna was also amazed at the development.
Caldera House負責人吉吉·彭納也對這一事態發展感到驚訝。
"There ain't no bull market like a uranium bull market," Penna said on X.
彭納在X上說：“沒有像鈾牛市這樣的牛市。”
"If Cameco Corp (NYSE: CCJ) cuts too it could get crazy."
“如果Cameco Corp（紐約證券交易所代碼：CCJ）也裁員，那可能會變得瘋狂。”
The uranium price rocketed last year after Russia's invasion of Ukraine forced many countries to reconsider nuclear as a source of low-emissions energy.
去年，在俄羅斯入侵烏克蘭迫使許多國家重新考慮將核能作爲低排放能源之後，鈾價格飆升。
The war also incentivised existing nuclear users into boycotting Russian uranium exports.
這場戰爭還激勵現有核用戶抵制俄羅斯的鈾出口。
The price for the fuel went from around US$50 per pound at the start of 2023 to now almost double that.
燃料的價格從2023年初的每磅50美元左右上漲到現在的近兩倍。