资讯
Why Uranium Stocks Are Falling as U.S. Production Triples
📋总体概括
美国铀产量大幅增长，2025年达210万磅，创2017年以来新高，2026年上半年进一步增至213万磅。但由于基数过低，产量仍仅占核电需求的很小部分——2025年核电站采购量达4690万磅，是本土产量的22倍以上，美国依然高度依赖进口铀燃料。
⚡关键信息
- ▸2025年美国铀产量达210万磅，为2017年以来最高水平
- ▸2026年上半年产量进一步增至213万磅，二季度环比增长4.7%
- ▸2025年核电运营商采购4690万磅铀，本土产量仅占约1/22，进口依赖严重
🔥犀利点评
产量翻三倍听着唬人，实则连零头都填不上，能源独立仍是空中楼阁。
U.S. uranium production is climbing from a base so depleted that a threefold increase still leaves America dependent on imports for most of its reactor fuel. Output rose to 2.1 million pounds in 2025, its highest level since 2017, before reaching 2.13 million pounds in the first half of 2026, according to the EIA. Second-quarter production increased 4.7% to 1.09 million pounds. U.S. nuclear-plant operators purchased 46.9 million pounds of uranium in 2025, more than 22 times the amount produced domestically. Uranium of U.S. origin accounted for…