中泰国际指出，多家美国科技公司(例如微软、亚马逊)宣布参与核能项目，以应付数据中心等大量电力需求。核能发展长远有望支持核能资源/设备行业，当中有利推动长远铀价。中国铀矿商可从中间接受惠。可是核能发展相对上需时，火电及燃气发电却可满足短中期需求。此外预计特朗普上任美国总统后将推动美国本土油气等传统能源生产，变相降低核能行业的短期吸引力。CGN MINING (01164) fell over 4% again, and as of this report, it dropped 3.13%, trading at 1.55 Hong Kong dollars, with a transaction amount of 15.8166 million Hong Kong dollars.
According to Zhitong Finance APP, CGN MINING (01164) fell over 4% again, and as of this report, it dropped 3.13%, trading at 1.55 Hong Kong dollars, with a transaction amount of 15.8166 million Hong Kong dollars.
On the news front, according to media reports, if Donald Trump is elected President of the USA and fulfills his promise to impose broad tariffs, Canada is considering imposing export taxes on its major commodities exported to the USA (including Uranium, oil, and potash). Canadian Uranium is noted to be the largest source of foreign fuel for USA nuclear power plants.
Zhongtai International pointed out that several American Technology companies (such as Microsoft and Amazon) have announced their participation in nuclear energy projects to meet the high energy demands of Datacenters. The long-term development of nuclear energy is expected to support the nuclear energy resources/equipment Industry, which will favorably drive the long-term price of Uranium. Chinese Uranium miners may benefit indirectly. However, the development of nuclear energy takes time, while thermal and gas power generation can meet short to medium-term demand. Moreover, it is expected that after Trump takes office as President of the USA, he will promote domestic Oil & Gas and other traditional energy production, indirectly reducing the short-term attractiveness of the nuclear energy Industry.
