KETEP 세계에너지시장정보

Executive summary ....................................................................................................................................1 

Glossary .......................................................................................................................................................6 

Chapter 1: Introduction and objectives...................................................................................................7 
 Purpose of Liftoff reports................................................................................................................................................7 
 Scope of this report...........................................................................................................................................................7 

Chapter 2: Nuclear technologies and value proposition ......................................................................8 
 Section 2.a: Nuclear’s role in the energy transition .............................................................................................8 
  Section 2.a.i: Power sector load growth ........................................................................................................8 
  Section 2.a.ii: Clean firm capacity......................................................................................................................9 
  Section 2.a.iii: Tripling nuclear capacity ........................................................................................................11 
  Section 2.a.iv: Nuclear’s value proposition..................................................................................................12 
 Section 2.b: Nuclear technologies............................................................................................................................ 20 
  Section 2.b.i: Existing US nuclear fleet...........................................................................................................21 
  Section 2.b.ii: Large light water reactors ..................................................................................................... 25 
  Section 2.b.iii: Small modular reactors ......................................................................................................... 26 
  Section 2.b.iv: Microreactors............................................................................................................................ 27 
  Section 2.b.v: Gen IV reactors .......................................................................................................................... 28 
 Section 2.c: Down the cost curve.............................................................................................................................. 28 
  Section 2.c.i: Government support and resources................................................................................... 29 
  Section 2.c.ii. Getting from FOAK to NOAK costs.................................................................................... 32 
  Section 2.c.iii: LCOE limitations and levers.................................................................................................. 36 

Chapter 3: Pathways to commercial liftoff ...........................................................................................39 
 Section 3.a: Committed orderbook ......................................................................................................................... 40 
  Section 3.a.i: Consortium approaches...........................................................................................................41 
 Section 3.b: Project delivery........................................................................................................................................ 45 
  Section 3.b.i: Lessons learned from Vogtle .................................................................................................47 
 Section 3.c: Industrialization ...................................................................................................................................... 55 
  Section 3.c.i: Workforce ..................................................................................................................................... 55 
  Section 3.c.ii: Fuel supply chain ...................................................................................................................... 56 
  Section 3.c.iii: Component supply chain ..................................................................................................... 58 
  Section 3.c.iv: Licensing ......................................................................................................................................59 
  Section 3.c.v: Testing............................................................................................................................................ 63 
  Section 3.c.vi: Spent nuclear fuel .................................................................................................................... 63 
 Section 3.d: Equity and environmental justice .................................................................................................... 65 

Chapter 4: Barriers to liftoff and potential solutions..........................................................................66 
 Section 4.a: Quantifying and communicating value......................................................................................... 66 
 Section 4.b: Sharing and allocating costs and risks.......................................................................................... 68 
 Section 4.c: Building and sustaining construction infrastructure.................................................................71 

Table of figures ......................................................................................................................................... 74 

References .................................................................................................................................................76