Während sich die Experten in Deutschland über Präsident Macron lustig machen, weiterhin auf Atomkraft zu setzen, wo doch die Erneuerbaren so viel besser und günstiger seien, wetten die Märkte schon seit einiger Zeit auf eine Renaissance der Atomkraft. Und Deutschland spielt da auch keine Rolle.
Uran ist der Stoff der Sehnsucht und Profite:
- “After years of stagnant prices, a 37 per cent rally in prices for nuclear fuel uranium has helped attract investors back to the sector. (…) The price of raw uranium, known as yellowcake, rose to its highest level since 2012 at $50 a pound last month. (…) as a global energy crunch highlights the role of nuclear power in a transition away from fossil fuels.” – bto: und das nicht ohne Grund. Es ist die wohl beste Übergangstechnologie.
- “‘We’ve been patiently waiting for something to happen for a long time,’ said Ben Cleary, of Tribeca Investment Partners in Singapore, whose fund is up 345 per cent net of fees this year. (…) Canadian asset manager Sprott has catalysed the price rise with significant buying of uranium, but investors say the broader energy transition is highlighting the key role of nuclear — a low-carbon source of baseload power. (…) as a global energy crunch highlights the role of nuclear power in a transition away from fossil fuels. Sprott’s Physical Uranium Trust is one of the few that buys and stores physical uranium. Most funds have added exposure through mining equities, which have rallied 58 per cent this year, according to the Global X Uranium ETF.” – bto: Gut möglich, dass man nun spät zur Party kommt. Ich denke aber, strukturell wird Uran weit steigen.
- “The rapid rise in natural gas and coal prices to fresh highs this month has exacerbated an energy crisis in Europe and China, and has ‘placed uranium back in the spotlight’, said Rob Crayfourd at CQS New City Investment Managers. ‘The political fallout of this energy crisis will be a greater willingness in the west to extend the life of the existing reactor fleet,’ he said. ‘It has focused governments on the benefits of secure supply of energy from the nuclear fleet. We expect that to lend support [to prices].’” – bto: Und wir wissen ja, dass außerhalb Europas große Anstrengungen laufen, um die Kosten der Atomkraftwerke zu senken.
- “A drawdown of inventory during the coronavirus pandemic has compounded tightening supply, while demand is expected to surge in the coming decades, (…) ‘The growing focus on ‘green energy’ at a political level and the growing demand for [sustainable] assets in the investment community should turn uranium into one of the most asymmetric trades for the coming years,’ he wrote, meaning that the possibility of potential gains far outweighs the risk of losses. (…) a deficit of supply relative to demand and a ‘very supportive’ climate change agenda mean that ‘the current uranium cycle is better than the last on every fundamental metric’.”