Hier nochmal der Text von Quakes; ob diese Punkte (insbesondere Overfeeding) alle in der Prognose berücksichtigt sind, weiß ich nicht. Jedenfalls kommt er auf über 200 Mio. lbs
Yes, U read that right. The World #Nuclear Association has just raised their #Uranium requirements from last year's 65,651 tU (170.7M lbs #U3O8) to 67,517 tU (175.5M lbs) for 2024 a +4.852M lbs increase this year which immediately deepens the 2024 supply deficit for those who mistakenly use only the WNA requirements data for their U demand estimate... a rookie mistake.
In 2022 the WNA's Uranium requirements estimate was just 62,496 tU (162.5M lbs) for a 13 Million lbs/yr increase in just 2 years!
However, the WNA's published Uranium requirements are only one source of demand in a much larger overall Uranium demand picture. Here are some others:
New reactors being built require an initial fuel load of 3 times their annual U consumption, which must be ordered at least 3 years before planned initial start-up
Life extensions given to existing reactors will require the reactor operators to procure new fuel needed to refuel reactors that were expected to be shut down
Nuclear utilities have been drawing down inventories over the past decade, purchasing on average only 40% of their annual consumption. Now that future supplies are at risk they must restock their depleted inventories
As reactor operators pivot away from using Russian enriched Uranium fuel, and face the prospect of an import ban or export ban by Russia, they need to increase their stockpiles of non-Russian supplies to hedge against long-term supply shortfalls by hoarding
Physical uranium funds such as #SPUT, Yellow Cake $YCA, Zuri-invest's #UAMC, Kazakhstan's ANU, hedge funds, Singapore's PFYN on the launch pad, and other major financial firms looking to profit from rising Uranium prices will be looking to buy & hold Spot lbs
The move away from using Russian enriched Uranium in the West puts even more pressure on Western enrichers to increase and accelerate the pace of production to replace lost supply from Russia. This is accomplished by a process called "overfeeding" whereby higher volumes of #U3O8 converted into #UF6 are used in the enrichment process, raising uranium demand to refuel reactors in the West.
Taking all these and other demand sources into account raises the total demand figure to well over 200 Million lbs U3O8 for this year |
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