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ATM No 02 2025 APR 02

발간 2025-04-02 · No. 2
  1. US ‘nuclear renaissance’ faces high capital costs, uncertain federal policy support: ICF

    • Despite interest from utilities and large electricity consumers that has led to multiple planned reactor restarts and several gigawatt-scale partnerships between nuclear companies and offtakers, the industry faces “significant challenges and limitations that will determine whether it will expand its role as a core technology underpinning the U.S. energy system,” the authors said.
    원문 기사 · utilitydive.com
  2. Westinghouse rebrands in push for nuclear revival

    • “We wear the scars”: Its AP1000 reactor ran up huge costs and delays in Georgia.
    • The company says now it’s learned from its mistakes and is ready to build more.
    • “There’s certainly demand for both [large and small reactors], and I think those options should be available,” Price said.
    원문 기사 · eenews.net
  3. 상호관세 직전에… 美, 방산-원전 지분까지 ‘무역장벽’ 명시해 압박

    • USTR은 한국에서 원자력 발전에 대한 외국인 지분 소유가 금지돼 있다는 내용도 NTE 보고서에 처음 담았다.
    • 산업통상자원부 관계자는 “한미 FTA와 국내법상 외국인의 원전 지분 소유를 금지하는 법적 근거가 명시돼 있기 때문에 NTE 보고서에 별다른 대응은 하지 않을예정”이라고 말했다.
    원문 기사 · dongailbo.app.link