nuclear-industry trade
관점별 · 3 시각 이번 호 전체
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 · 서방이 핵연료 탈러시아화 경쟁을 벌이는 가운데, 워싱턴이 농축에 27억 달러 투입
분할 발주를 워싱턴이 러시아 의존을 끊기 위해 LEU·HALEU 병렬 공급망을 육성하는 조치로 읽으며, 2028년 수입 면제 만료를 강제적 데드라인으로 제시한다.
“작업 지시는 국내 HALEU 용량을 창출하고 미국 LEU 농축을 확대해 러시아 의존을 줄인다.”