俄罗斯暂时限制向美国出口浓缩铀,此举给在美国运营反应堆的公用事业公司带来了潜在供应风险,美国近五分之一发电量来自这些反应堆。
俄罗斯政府在周五的Telegram声明中没有提供有关限制措施及其持续时间的细节。公用事业公司往往会提前很长时间购买原物料,因此影响不太可能是立竿见影。
跟踪铀燃料市场的UxC公司总裁Jonathan Hinze说,虽然今年大部分铀燃料已经交付,但禁令可能会从2025年开始产生影响,这可能会使一些反应堆运营商没有替代供应。
获得进口俄罗斯反应堆燃料豁免的公司包括美国最大核电运营商Constellation Energy Corp.、核燃料供应商Centrus Energy Corp.。其他豁免请求仍在等待批复。 Constellation Energy周五在纽约市场一度下跌1.7%。
责任编辑:王永生
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