평일 매일, 국내외 원자력 뉴스 3건 요약
ATM No 94 2025 AUG 14
Five countries account for 71% of the world’s nuclear generation capacity
- The United States, France, China, Russia, and South Korea account for over two-thirds of the world's nuclear electricity generation capacity.
- The U.S. is the world's largest operator of nuclear power plants, with 94 reactors accounting for 30% of the global total and France operates the second-largest fleet with 57 reactors.
- China and Russia hold the third and fourth positions, operating 57 and 27 reactors, respectively and China is experiencing the fastest nuclear growth rate in the world, while Russia is the largest global supplier of nuclear technology.
- South Korea ranks fifth with 26 operating reactors and has an additional two under construction. The country is emerging as a new powerhouse in nuclear construction, having been contracted to build plants in the UAE and the Czech Republic.
Nuclear regulatory approval drives NuScale customer interest, but no deals yet
- After a recent regulatory approval from the U.S. Nuclear Regulatory Commission, NuScale Power is seeing a surge in customer interest for its small modular reactor technology.
- Despite this, the company has not yet finalized any contracts, though executives are targeting "hard contracts" with two or three major customers by the end of 2025.
- NuScale's business model involves its exclusive partner, Entra1, building and operating the power plants, with NuScale acting as the equipment manufacturer.
‘500조’ 원전 해체 시장, 근거도 실속도 ‘부족’ [해체되는 원전, 묻혀버린 검증]
- 고리 1호기 해체 승인 이후 '500조 원전 해체 시장'에 대한 기대감이 커지고 있지만, 이에 대한 근거가 부족하고, 장밋빛 전망일 뿐이다.
- IAEA 자료를 바탕으로 한 시장 규모 추정치는 엉성하며, 실제로는 원전 수명 연장, 긴 공사 기간 등으로 시장 성장이 매우 완만할 것으로 예상된다.
- 국내 기업이 해외 해체 시장에 진출하더라도 폐기물 처리와 인건비 등 주요 비용이현지에서 소화되므로 수익성이 제한적일 수밖에 없다.