摩根士丹利：大中华材料_哈萨克斯坦铀矿之旅的收获
摩根大通·2024-10-11 14:13
M Update Greater China Materials | Asia Pacific October 7, 2024 09:00 PM GMT Takeaways From Uranium Mine Trips in Kazakhstan Lack of cheap sulfuric acid and value-over-volume strategy may lead to continued disciplined supply from the country, while production cost increase seems inevitable. We attended Kazatomprom's (KAP, the largest uranium producer globally) mine tour and visited its Karasssan 2 (under Biken-U JV) and Kharassan 1 (under Khorasan- U JV) mines in Kyzylorda, Kazakhstan, and communicated with ...