nuclear-industry trade
立場別 · 3 論調 本号全体
World Nuclear News · United Kingdom · Kazatomprom guides to a 9% output rise for 2026, but caps it, gated on sulphuric acid
Reads the guidance as a managed return toward higher output after the 2025 self-imposed restraint, with sulphuric-acid supply the binding operational risk.
“2026 volumes are expected at 27,500-29,000 tU on a 100% basis, subject to sulphuric acid availability.”
World Nuclear News · United Kingdom · Rosatom bets on a record four foreign reactor start-ups in 2026, sanctions permitting
Reports DG Likhachev's target of four foreign start-ups, Turkey, Bangladesh and two China units, calling 2026 potentially a record year if delayed projects finally land.
“First units in Bangladesh and Turkey, plus Tianwan-7 and Xudapu-3 in China, could all start up during 2026.”
World Nuclear News · United Kingdom · 西側が核燃料の脱ロシア化を競う中、ワシントンが濃縮に27億ドルを投入
分割発注をワシントンがロシア依存を断つためにLEUとHALEU双方の並行サプライチェーンを育成する動きと読み解き、2028年の輸入免除期限切れを強制的な締切として位置付けている。
“タスクオーダーにより国内HALEU能力が創出され、ロシア依存削減に向け米国LEU濃縮が拡大する。”