【09.06.29 澳大利亚人报】中国铀动力核电计划
本帖最后由 magicboy 于 2009-6-29 23:43 编辑【中文标题】中国铀动力核电计划
【原文标题】China's nuclear plans power uranium
【登载媒体】The Australian
【来源地址】http://www.theaustralian.news.com.au/business/story/0,28124,25703752-5018066,00.html
【译者】nbnbren
【翻译方式】人工
【声明】本翻译供Anti-CNN使用，未经AC或译者许可，不得转载。
【原文库链接】http://bbs.m4.cn/thread-176847-1-1.html
【译文】
AN official launch has just been staged at Fuqing, in the southern Chinese coastal province of Fujian, for a new nuclear power station.
一个为新核电站的官方开工式在福清（位于中国南方沿海省份福建）举行。
It will have six reactors, be completed in 2014 and have generating capacity of 6000 megawatts.
它有六个反应堆，将于2014年完工，总容量为6000兆瓦。
To give you some idea of how big that is, the Snowy Mountains hydro stations have a combined capacity of 3800MW.
为了给你一个这个核电站有多大的概念，Snowy Mountains 水电站的容量是3800兆瓦.
And Fuqing is just one of seven new power plants in China that have been given the green light.
同时，福清核电站是中国已经批准的7个新核电站之一。
The Dutch are about to clear the way for a new plant due for completion in 2018, the foundation plate has been laid for the Leningrad II nuclear plant in Russia, and Bulgaria -- once it can get the financing -- will get two reactors off the drawing board. It also looks like the South Africans are getting back on track to commission at least one nuclear power station.
荷兰也打算为预期2018年完工的计划清除障碍，在俄罗斯的列宁格勒ＩＩ核工厂也已经完成基础建设，保加利亚（一旦其能筹集到资金），也将按设计图建两个反应堆。南非看起来也正在从新委托制作起码一个以上的核电站。
Spot uranium keeps gaining ground week by week, up another $US1 a pound to $US54/lb last week.
现货铀的价格一周周持续增长，上周又涨了一美元一磅到了５４美元／ＩＢ。
The base metals complex remains a chancy game; below we report that one broker has put a sell on nickel, and it's anyone's guess as to what the Chinese are going to do. If Beijing decides enough copper, tin and zinc has been stockpiled, then you would expect more price uncertainty. And gold? Yes, but economic forecasts range from deflation to hyperinflation, so it's a case of hoard and hope.
贱金属（基础金属，也许是有色金属）指数保持不确定的游戏规则，我们报道过一个经纪人超低卖了镍。每个人都在猜测中国人下一步将干什么。如果北京决定铜，锡和锌的存货已经足够，那么你就会预测到价格将更不稳定。黄金呢？由于经济预测从通货紧缩衍生到恶性通货膨胀，因此它值得保存和给予期望。
That's why uranium seems to be one of the surer bets at the moment. Energy demand will continue to increase. Nuclear will have its place at the table.
这就是为什么铀在这个时刻看起来是可以相对确信的赌博之一了能源需求将持续增长。核能将在桌面上有一定地位。
And it looks as if the two-year uranium float drought is about to end. Later this year Raisama Resources is expected to go to the market with its IPO. The company has just appointed David Berrie as MD. His uranium pedigree includes overseeing feasibility studies for the Valhalla and Skal uranium deposits in Queensland for Summit Resources (SMM) and more recently he took Fusion Resources, now absorbed by Paladin Energy (PDN), from grassroots explorer to reporting a resource at Valhalla North of 3200 tonnes of contained uranium. Earlier, he had responsibility for the giant Yeelirrie deposit while working at the former WMC Resources.
看起来，已经两年了铀的不景气将要结束。今年后Ｒaisama Resources 希望到市场上进行ＩＰＯ（首次公开募股）。公司也刚指定David Berrie当总经理。他在铀专业历史很深，包括为Summit Resources (SMM) 在昆士兰洲（注：黄金海岸和世界最酷工作看护大堡礁就在那州）Skal铀存放和为Valhalla 监管可行性研究，和近来更多的为Fusion Resources，现在专心为Paladin Energy (PDN),他从基层的勘探员到在位于Valhalla北方报告出一个含有３２００吨铀矿。早些时候，他在为早期的ＷＭＣResources.工作后，为巨大的Yeelirrie矿 存储负责。
Raisama's main focus is the Sunday Creek project in Western Australia, adjacent to the 35,000-tonne Kintyre deposit owned by Cameco and Mitsubishi.
Raisama主要关注其位于西澳的Ｓunday Creek项目，临近的３５０００吨储量的Kintyre 属于Cameco 和三菱。（注：嫉妒一下日本）
Other uranium highlights of the week: first, Alliance Resources (AGS) said the Four Mile uranium deposit, of which it holds 25 per cent in partnership with an arm of the US's General Atomics, had nearly doubled in size to 28,000 tonnes of contained uranium oxide, or U3O8; second, Thundelarra Exploration (THX) reported a new discovery near Pine Creek in the Northern Territory with samples assaying up to a high 2.3 per cent U3O8.
本周关于铀的其他亮点：第一 Alliance Resources (AGS)声明有Four Mile铀储量，美国 General Atomics持２５％的股份，差不多有两倍２８０００吨的铀氧化物，或者叫U3O8，第二 Thundelarra Exploration (THX) 报告了一个位于Northern Territory（北领地洲）Pine Creek附近的一个新发现，样品分析有高达２.３％含量的U3O8.
Green bubble blown away
吹开绿色泡沫
THERE'S increasing talk of green, or renewable, energy being the new dotcom bubble.
日益增长的关于绿色，再生能源变成新的网络泡沫。
As we reported in the online The Dirt column, there have been relevant warnings from the US about plunging into renewables from Money Week magazine, Renewable Energy Magazine and Wall Street firm Lux Research.
当我们在线The Dirt 专栏做报道时，还有来自美国其他媒体的相关警告报道：Money Week 杂志、Renewable Energy 杂志和Wall Street firm Lux Research.关于再生能源的陷阱。
However, Belgium's Fortis Bank, in its latest monthly renewable energy report, takes issue with that view. Its case: renewable energy is not mired in hi-tech wizardry that no one understands but is nevertheless blindly willing to invest in, as was the case with dotcom. Hydro dates from 1882, wind turbines from 1888, geothermal from 1904, and solar was commercialised more than 35 years ago.
但是比利时Fortis 银行，在他最近的关于再生能源报道持以下观点：再生能源不是像没人理解的高科技巫术那样的泥潭，但是也不会像对网络那样盲目投资。水电站诞生于１８８２年，风能于１８８８年，地热于１９０４年，太阳能商业化在３５年前或更早。
The only reason they have not made all that much headway, the bank says, is that fossil fuels have been plentiful and cheap. "When the diminishing oil and coal reserves become more starkly obvious, renewable energy may be the only energy -- and investment -- show in town," Fortis concludes. Which will be reassuring news for shareholders in Planet Gas (PGS), one of canny resources investor Norm Seckold's plays, which has hitherto been on the hunt for coal-seam gas in the US. The junior is buying an unlisted Queensland geothermal explorer and will seek to raise $5.9 million.
Fortis 银行认为，只有一个理由说明那些能源没有太多的进展，那就是化石燃料（注：比如石油，煤炭等）太多，太便宜。Fortis 银行推论：“当逐渐下降的石油和煤炭储量明显越来越小的时候，再生能源也许将成为唯一的能源，最有看头的就是－－－－投资”。 对Planet Gas (PGS)（星球天然气公司）的股东来说那是个安心的消息，他是标准的Seckold's扮演者一样的谨慎的能源投资者之一，他也是迄今为止在美国煤层中获取天然气的。其最新的是买进了昆士兰州一家没有上市的地热探测公司，将下５９０万澳元的赌注。
There are also some well-known figures on the board at Greenearth Energy (GER), including Robert Annells ofＬＡＫＥ ＯＩＬand John Kopcheff, who runs Victoria Petroleum (VPE). GER has joined up with RMIT University to try to find a way to both generate electricity and produce drinking water from geothermal sources.
Greenearth Energy (GER)的董事会上也有一些众所周知的事情，包括ＬＡＫＥ ＯＩＬ公司的Robert Annells，和在Ｊohn Kopcheff 在Victoria Petroleum (VPE)。GER 也联合了RMIT大学，试图在地热方面能找到一条能兼顾发电和生产饮用水的途径。
Nickel rolling again
“镍”的故事的翻版
NICKEL broke through $US16,000 a tonne on Friday night, getting to $US16,098 on the London Metal Exchange, but ending lower at $US15,800. The metal had not been through the $US16,000 level since last October.
镍经济人在周五晚上抛出１６０００美元一吨，对伦敦金属交易所有影响，但是最终低收于１５８００美元一吨。这种金属自去年十月以来没有突破过１６０００美元。
But Foster Stockbroking is not so bullish. The 69 per cent gain from last October's drop to just above $US9000/tonne, its latest client note says, may encourage a resurgence in pig iron nickel production, much of that capacity put out of business by last year's low prices.
但是 Foster Stockbroking么有上涨。去年１０月只有现在的６９％的价值约９０００没有多一点，最近根据客户的评论，也许将促使镍产品的大量恢复生产，很多在去年底价位的时候都停产了。
There are reports that some of these plants in China have now resumed production, meaning a good deal more low-grade nickel coming on the market.
有报道说中国的一些工厂现在已经重新开工生产，意味着很多低档次的镍将投放到市场。
Foster is also worried about China halting its nickel-buying effort. But the real concern for the broker is what it sees as weak stainless steel fundamentals.
Foster也担心中国在镍购买上的犹豫不决。但是经纪人真正的关注的是注意不锈钢的供求虚弱问题。
Its only buy recommendation is Mirabela Nickel (MBN), which Foster sees as trading at a significant discount, and a hold on Panoramic Resources (PAN) but with a recommendation to take some profits.
Mirabela Nickel (MBN)是唯一值得购买推荐的，Foster把它看作是没有销路的象征，它拥有Panoramic Resources ，但是它能产生一些利润。
However, the broker puts selltags on three nickel producers -- Minara Resources (MRE), Mincor Resources (MCR) and Western Areas (WSA).Time for caution 。PROFIT-TAKING is hitting the over-exuberance, writes BGF Equities' Warwick Grigor in his Friday client note. Many of the resource stocks he charts breached their up-trends over the past week or two, which means the start of new short-term down-trends.
然而，经纪人把销售标签放在了三个镍生产商上－－－－－Minara Resources (MRE), Mincor Resources (MCR) and Western Areas (WSA).。是得小心的时候了。“利润完成没有达到过于乐观的预期”，周五 BGF Equities' Warwick Grigor为客户评论中这样写到。许多他关心的矿产资源类股票在过去一两周打破了向上的趋势，意味著在新的短期内将下降。
"The threat overhanging the market for the past few weeks has turned into reality," he writes. "While it is a swing toward the bear, it may be that it will be for a short duration only, given the speed with which it is happening."
Grigor says there may be good buying opportunities for those willing to look beyond a week at a time.
他写到“悬在市场上的威胁在过去几周内变成了现实，当它向熊市摆动时，也许将是在短期内震荡，也许将加速。”GrigoＲ说，对于耐心在未来一周内还是观望的买主来说，现在是好时机。
Among those stocks taking knocks recently have been uranium hopeful Impact Minerals (IPT), goldies Integra Mining (IGR) and Intrepid Mines (IAU), along with Minemakers (MAK) and Fortescue Metals (FMG).
对于那些股票最近受到重创，铀为Impact Minerals (IPT)，goldies Integra Mining (IGR) and Intrepid Mines (IAU), 以及Minemakers (MAK) 和 Fortescue Metals (FMG)点燃了希望。
Depressing forecast
悲观的前景
"FINANCIER says abrupt upward move in prices coming," reads the headline in The Wall Street Journal. Leonard P. Ayres of the Cleveland Trust Co, explaining the difference between a V-shaped recession and a U-shaped one, said he was reassured because production was not keeping pace with demand, and sound economic conditions would return within three months.
Cleveland Trust Co公司Leonard P. Ayres看着《华尔街杂志》的醒目标题“经济学家说价格极度攀升即将来临”，解释Ｖ形和Ｕ形经济衰退的不同含义，他能如此确信，是因为生产和需求并不一致，在未来三个月内，完好的经济将恢复。
Perhaps this clipping should be pinned on the wall of every economic forecaster and politician looking to talk things up.
也许他的见解剪报应该被每一个经济预测专家订在墙壁上，同时政治家也要大声宣讲。
They will find the story in the Journal issue of June 23, 1930.
他们在１９３０年的６月２３日的杂志上找到这个故事。
The writer implies no investment recommendation and this report contains material that is speculative in nature. Investors should seek professional investment advice.
作者暗示那不是投资推荐，那个报道所包含的内容本质上是投机，投资者应该寻求专业投资建议。 翻译辛苦了,核电我觉得多发展点也不错，比较起火力发电来说优势很多，不过我在四川，火力发电比较少 对于 核电有种莫名的 恐惧 不好意思，居然有忘记的
There are reports that some of these plants in China have now resumed production, meaning a good deal more low-grade nickel coming on the market.
有报道说中国的一些工厂现在已经重新开工生产，意味着很多低档次的镍将投放到市场。 不好意思，居然有忘记的
There are reports that some of these plants in China have now resumed production, meaning a good deal more low-grade nickel coming on the market.
有报道说中国的一些工厂现在已经 ...
nbnbren 发表于 2009-6-29 23:41 http://bbs.m4.cn/images/common/back.gif
已帮楼主补充上去了o3O126) 澳大利亚真是资源丰富，能据为己有该多好啊！
有机会的朋友不断移民澳洲吧，改变它的人口结构和民族成分。
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