后疫情时代世界天然铀供需结构与我国天然铀供需趋势分析
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本文为地勘费项目“铀资源勘查开发动态分析与项目优选”(编号:202143-4)的成果


Analysis on structure of the world’s uranium supply and demand and the trend of China’s uranium supply and demand in the post-epidemic era
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    摘要:

    铀是世界重要的能源原料,更是国家发展的重要战略资源,随着我国核电产业的快速发展,世界天然铀供需结构将发生巨大变化。本文以权威机构发布的最新数据为基础,总结了当前世界铀资源分布及其生产现状,结合世界及我国核电发展现状和发展趋势,分析了后疫情时代和“两碳目标”下世界天然铀供需结构。目前,世界铀资源可保障核电产业中长期发展需求,但中国铀资源禀赋以及铀生产规模均无法满足当前国内核电发展需求,随着中国核电的快速发展,需依赖国外铀资源以及国际铀市场来补足,随之世界天然铀供需结构亦将发生变化。为了保障我国天然铀长期稳定供给,一方面需要加大国内铀资源勘查开发力度,另一方面要实施“走出去”战略,以提高我国在世界铀资源配置中的地位,保障我国核电可持续发展。

    Abstract:

    Uranium is an important energy raw material in the world and an important strategic resource for national development. With the rapid development of China’s nuclear power industry, the world’s natural uranium supply and demand pattern will change dramatically. In order to ensure the long-term and stable supply of natural uranium in China,based on the latest data released by the anthority, this paper describes the distribution and production status of uranium resources in the world, the development status and trend of nuclear power in the world and China, and analyzes the current and future situation of natural uranium supply and demand in the world. Right now, the world uranium resources can guarantee long-term nuclear industry development needs, but the resources and production are unable to meet the demand of the current deomestic nuclear power development in China. With the rapid development of China’s nuclear power, China need to rely on foreign uranium resources and international uranium market to supplement, and the world natural uranium supply and demand situation will also change . In order to ensure the long-term and stable supply of natural uranium , on the one hand, it is need to strengthen domestic uranium resources survey and development, to implement the strategy of “going out” on the other hand, Enhance China’s position in the allocation of uranium resources in the world and ensure the sustainable development of nuclear power in China.

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张晓,蔡煜琦,林双幸,宋继叶,王健菲.2022.后疫情时代世界天然铀供需结构与我国天然铀供需趋势分析[J].地质论评,68(4):1511-1522,[DOI].
ZHANG Xiao, CAI Yuqi, LIN Shuangxing, SONG Jiye, WANG Jianfei.2022. Analysis on structure of the world’s uranium supply and demand and the trend of China’s uranium supply and demand in the post-epidemic era[J]. Geological Review,68(4):1511-1522.

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  • 最后修改日期:2022-04-12
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  • 在线发布日期: 2022-07-19
  • 出版日期: 2022-07-15