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铀需求激增,AI推动核能复兴
3 6 Ke· 2025-09-11 01:13
Group 1 - The World Nuclear Association (WNA) reports a projected uranium demand increase of nearly one-third by 2030, reaching approximately 86,000 tons, and further increasing to 150,000 tons by 2040 [2] - Existing uranium mine production is expected to halve between 2030 and 2040, creating a "huge gap" between uranium demand and supply for nuclear reactors [2][3] - The revival of nuclear energy is driven by the urgent need for reliable power due to the global AI boom, bringing uranium back into public focus [1][2] Group 2 - The uranium market is currently valued between €7 billion and €10 billion, growing steadily at a rate of 1% to 2% annually [3] - Companies are seeking to increase domestic uranium supply in the U.S., with UEC announcing plans for a new subsidiary to develop uranium refining and conversion facilities [3] - Urenco plans to enhance low-enriched uranium (LEU) production capacity by 1.8 million SWU across four plants in the U.S., Netherlands, Germany, and the UK [3] Group 3 - Geopolitical tensions are impacting the uranium market, with Kazakhstan leading global uranium production at 40% and Russia controlling about 40% of uranium enrichment capacity [2] - Caution is advised regarding the involvement of tech companies in the nuclear energy market, as the industry requires careful processes that cannot accommodate rapid technological changes [4][5] - The nuclear industry is characterized by long cycles, and while small modular reactors (SMRs) and advanced modular reactors (AMRs) are expected to play a role, they will require time to develop [5]