多家中国企业赴坦桑尼亚 启动Mkuju铀矿项目

Core Insights - The Mkuju uranium mine project in Tanzania, initiated by a consortium including Jianggen Capital and China National Nuclear Corporation, aims to explore uranium resources, enhancing China's diversified supply of nuclear materials and energy security [1][2] - The project aligns with China's strategic mission to secure critical mineral resources and is seen as a response to the Belt and Road Initiative, fostering cooperation between China and Tanzania in the energy sector [2] Group 1: Project Overview - The Mkuju uranium mine covers an area of approximately 300 square kilometers in southern Tanzania, with significant geographical advantages for resource development [1] - The exploration and development of the Mkuju uranium mine will enrich China's uranium supply chain, contributing to the stable and sustainable development of the nuclear energy industry [1] Group 2: Strategic Importance - The project is expected to create job opportunities and enhance technical capabilities in Tanzania while optimizing China's energy structure and contributing to the global clean energy supply chain [2] - By 2024, China's operational and under-construction nuclear power capacity is projected to reach the world's largest scale, with uranium demand expected to grow to 36,000 tons, making China the largest consumer of natural uranium globally [2] Group 3: Future Outlook - The global uranium demand is anticipated to rise, with estimates reaching between 61,000 to 77,000 tons by 2030, driven by increasing nuclear power capacities worldwide [2] - The industry views overseas uranium exploration as a key support for domestic nuclear power development, with acquisitions and joint ventures being crucial for ensuring safety in the nuclear energy sector [2]