EnCore, Boss Energy Target Full Capacity By 2026 As Alta Mesa Uranium Plant Resumes Operations
EnCore, Boss Energy Target Full Capacity By 2026 As Alta Mesa Uranium Plant Resumes Operations
Uranium producer enCore Energy (NASDAQ:EU) has begun production at its Alta Mesa mine in South Texas.
鈾生產商enCore Energy（納斯達克:EU）已經開始在德克薩斯南部的Alta Mesa礦山生產。
With this development, the company became the only U.S. producer with multiple operational uranium facilities.
隨着這一發展，該公司成爲了唯一一個具有多個運行鈾設施的美國生產商。
"The enCore team has advanced the Alta Mesa project from acquisition in February 2023 to completion of upgrades, wellfield installation, and production in just fifteen months. This effort has brought our second producing asset online, fulfilling our commitment to commence production in the second quarter of 2024," said CEO Paul Goranson.
CEO Paul Goranson表示：“enCore團隊將Alta Mesa項目從2023年2月的收購推進到升級、鑽井場地安裝和生產，僅用了15個月。這一努力使我們的第二個生產資產上線，履行了我們在2024年第二季度開始生產的承諾。”
The company, in a 70:30 joint venture with Australia's Boss Energy (OTCQX:BQSSF), expects the first shipment of yellowcake within the next 60 to 90 days. enCore plans to increase production progressively, aiming for full operational capacity by 2026.
該公司與澳大利亞Boss Energy（OTCQX:BQSSF）合資的比例爲70:30，預計將在未來60至90天內發運第一批黃餅。enCore計劃逐步增加產量，旨在在2026年實現全面運行能力。
The Alta Mesa CPP has an operating capacity of 1.5 million pounds of uranium oxide annually, with an additional drying capacity of 0.5 million pounds. The project utilizes in-situ recovery (ISR) technology, a non-invasive process that extracts uranium using natural groundwater and oxygen.
Alta Mesa CPP的年運營能力爲150萬磅鈾氧化物，額外的乾燥能力爲50萬磅。該項目採用非侵入性工藝——原地恢復（ISR）技術，利用天然地下水和氧氣提取鈾。目前，氧化水正在鑽井場地的注入和採出井之間循環，直接輸入CPP。該項目具有總量測算和指示資源爲340萬磅，推斷總量爲1680萬磅。在於低價格停產之前，CPP在2005年至2013年期間生產了近500萬磅的鈾。
Currently, oxygenated water is circulating through the wellfield's injection and extraction wells, directly feeding the CPP. The project has total measured and indicated resources of 3.4 million pounds and total inferred resources of 16.8 million pounds. Historically, the CPP produced nearly five million pounds of uranium between 2005 and 2013 before halting due to low prices.
然而，情況已經改變，鈾價格突破每磅100美元，這是十年多以來的首次。價格的上漲恢復了對該領域的興趣，重新開放了被廢棄項目，點燃了各個方面的併購活動。
However, the situation has changed, with uranium prices breaking $100 per pound for the first time in over a decade. The price surge renewed interest in the sector, re-opening abandoned projects and igniting mergers and acquisitions across the board.
JV合作伙伴Boss Energy於今年2月以6000萬美元的價格收購了該項目的30%股權。除了在100%擁有的澳大利亞Honeymoon項目上啓動生產外，Boss公司還計劃實現每年300萬磅的鈾產量目標。
JV partner Boss Energy acquired its 30% stake in the project in February for $60 million. In addition to production starting at the 100 %-owned Honeymoon project in Australia, Boss is on track to hit the production target of three million pounds of uranium per year.
Boss Energy MD Duncan Craib表示：“考慮到鈾市場上供需基本面日益緊張，我們的時機無疑是最好的。”
"Our timing could hardly be better given the increasingly tight supply and demand fundamentals in the uranium market," said Boss Energy MD Duncan Craib.
合資企業專注於利用高鈾價格和戰略生產地點，在復甦的鈾市場上獲得成功。
The joint venture's focus on leveraging high uranium prices and strategic production locations positions enCore and Boss Energy to capitalize on the revitalized uranium market.
Freeport-McMoRan計劃增加產量：新任CEO表示“只是時間問題”。
Also read: Freeport-McMoRan Plans Production Ramp-Up: 'It's Just A Matter Of Time' New CEO Says
此外還要閱讀: 麥克莫蘭銅金計劃生產增長: 新任首席執行官表示"時間只是一個問題"
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譯文內容由第三人軟體翻譯。