The Shocking Admission Catapulting ASX Uranium Shares to Record Highs Today
The Shocking Admission Catapulting ASX Uranium Shares to Record Highs Today
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.
普通读者已经知道澳大利亚证券交易所铀股的牛市前景，但这一论点刚刚得到了巨大的提振，导致周一股价飙升。
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.
全球最大的铀矿商国家原子能公司哈萨克斯坦原子能工业股份公司（FRA：0ZQ）周末宣布，由于硫酸供应短缺，其2024年的产量预测已下调。
The acid is used in the mining process for uranium.
这种酸用于铀的开采过程。
This news out of Kazakhstan has sent the uranium market and uranium stocks into a frenzy.
来自哈萨克斯坦的这一消息使铀市场和铀库存陷入疯狂。
Betashares Global Uranium ETF (ASX: URNM), as an example, has risen 6.7% at the time of writing on Monday afternoon.
例如，在周一下午撰写本文时，Betashares全球铀ETF（澳大利亚证券交易所股票代码：URNM）已上涨6.7％。
Ironically, Kazatomprom shares also surged 7.3% higher on Saturday Australian time.
具有讽刺意味的是，澳大利亚时间周六，哈萨克斯坦工业股份公司的股价也飙升了7.3％。
ASX uranium shares going gangbusters on Monday
周一，澳大利亚证券交易所铀股大放异彩
Other ASX uranium shares are making hay too. As at the time of writing on Monday afternoon:
其他澳大利亚证券交易所铀股也在大放异彩。截至周一下午撰写本文时：
- 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) 上涨9.5％
- Boss Energy Ltd (ASX: BOE) 上涨6.9％
- Deep Yellow Limited (ASX: DYL) 上涨14.6％
- 班纳曼能源有限公司（澳大利亚证券交易所股票代码：BMN）上涨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.
前地球科学研究员兼现任分析师约翰·奎克斯在X上说：“哈萨克斯坦原子工业股份公司已经在全球核燃料行业领域大放异彩，现在我们看到波纹蔓延到世界各地。”
"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'错交货影响的所有其他生产商、贸易商和核公用事业公司现在都将积极寻找现货以对冲这种可能的结果，随着竞标战的爆发，这将转化为U3O8现货价格要高得多。”
Caldera House principal Gigi Penna was also amazed at the development.
Caldera House负责人吉吉·彭纳也对这一事态发展感到惊讶。
"There ain't no bull market like a uranium bull market," Penna said on X.
彭纳在X上说：“没有像铀牛市这样的牛市。”
"If Cameco Corp (NYSE: CCJ) cuts too it could get crazy."
“如果Cameco Corp（纽约证券交易所代码：CCJ）也裁员，那可能会变得疯狂。”
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，在俄罗斯入侵乌克兰迫使许多国家重新考虑将核能作为低排放能源之后，铀价格飙升。
The war also incentivised existing nuclear users into boycotting Russian uranium exports.
这场战争还激励现有核用户抵制俄罗斯的铀出口。
The price for the fuel went from around US$50 per pound at the start of 2023 to now almost double that.
燃料的价格从2023年初的每磅50美元左右上涨到现在的近两倍。