2025-10-07【天然铀】日本浓缩铀厂商Japan Nuclear Fuel Ltd时隔11年后再次接收天然铀原料

这是一个重要的信号，请大家关注！！！当前的铀价和铀股价已经逐步price in天然铀供需失衡、AI对核能的需求等因素，但是市场非常少人提及日本还有19台状态良好的机组可以随时重启。2025年6月份，东电柏崎核电站6号和7号机组已经完成燃料放置，现只等当地县政府完成反恐措施检查流程（2025-06-10【核电】东电柏崎核电站6号机组开始装填核燃料）。我个人认为，随着高市早苗当选，日本整体核电重启速度将加快，并有望成为铀板块下一个新刺激因素。

Rokkasho, Aomori Pref., Oct. 7 (Jiji Press)--Japan Nuclear Fuel Ltd. received natural uranium at its enrichment plant in the village of Rokkasho, Aomori Prefecture, northeastern Japan, for the first time in 11 years on Tuesday.
The company resumed accepting natural uranium to meet the growing demand for enriched uranium used in nuclear power generation, in line with the restart of nuclear plants in Japan that were suspended following the March 2011 disaster at Tokyo Electric Power Company Holdings Inc.'s Fukushima No. 1 nuclear power station.
Japan Nuclear Fuel resumed production at the enrichment plant in 2023 and has been using previously stored uranium.
"We want to continue contributing to Japan's energy security," Masaaki Saijo, who heads the company's enrichment operations, told reporters.
The plant is Japan's only uranium enrichment facility that uses centrifuges to enrich uranium.

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