Cameco Corporation：燃料买家对现货市场波动持观望态度，也在一定程度上影响了长期合同的签订

市场资讯10-10

来源：Gangtise投研Cameco Corporation（CCJ）作为唯一横跨整个核燃料循环的公司，在第九次核圆桌会议上对当前市场进行了深入分析。尽管短期合同活动有所下降，但公司认为长期需求强劲，受到气候安全、能源安全和国防安全的共同推动。Cameco 公司观察到，燃料买家通常会从下游开始，关注库存、制造服务和浓缩转化等服务，然后再寻找铀。目前，市场重点更多地放在下游，导致浓缩价格和转化...

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