AI用核电加大铀矿需求天然铀3年长协价格暴涨涨50%+-快科技-科技改变生活

AI用核电加大铀矿需求天然铀3年长协价格暴涨涨50%+

cici
2025年06月04日 14:31
0

据中广核矿业6月5日公告，2026/2027/2028三年长协(94、98、102美元/磅)相比2023/2024/2025(62、64、66美元/磅)涨幅超50%。

自2011年福岛事件以来，天然铀几乎没有新增产能，META加入购买核电用于AI数据中心，此前谷歌/微软/甲骨文已经签订相关协议采用核电，科技公司加快核电应用步伐，恐加剧天然铀供应风险。

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