평일 매일, 국내외 원자력 뉴스 3건 요약
ATM No 286 2026 JUN 09
Comments on U.S. nuclear export controls on China
- Trade dispute and export control developments between the U.S. and China show that Washington has initiated stricter export license suspensions for nuclear power generation equipment to Beijing.
- Experts caution that this approach could backfire, forcing major American suppliers like WH to lose their share in China's expanding nuclear market.
- Concurrently, China is fast-tracking its domestic nuclear program towards total self-sufficiency, operating or constructing 102 commercial reactors including its own advanced Hualong-1 design.
Fitch Assigns Korea Hydro & Nuclear Power's Proposed USD Notes 'AA-' Rating
- itch Ratings has assigned a proposed US-dollar senior unsecured notes issue under KHNP's USD 5 billion global program an 'AA-' rating with a stable outlook.
- The rating reflects KHNP's high operational and strategic integration with KEPCO and the Korean government's tight supervision of the utility's long-term investment plans.
- Fitch notes that KHNP's revenues are projected to rise steadily between 2026 and 2027, bolstered by the commercial operation of the Saeul 3 and 4 reactors amid an elevated oil price environment caused by the ongoing Iran war.
프랑스 오라노, 몽골 우라늄 개발 착수
- 프랑스 원자력 기업 오라노(Orano)가 몽골 고비 사막의 주브치 오보 광산에서 약 30 년 만에 우라늄 채굴 프로젝트 건설에 본격 착수했습니다.
- 몽골은 세계 10위권의 우라늄 매장국이며, 오라노는 환경 파괴를 최소화하는 '현장침출(ISL)' 공법을 도입하여 연간 2500톤의 우라늄을 생산할 계획입니다. = 이번 개발은 최근 SMR 수요 급증으로 도래한 '우라늄 슈퍼 사이클' 속에서 글로벌핵연료 공급망 다변화의 신호탄이 될 전망입니다.