Ken Petersen
president@ans.org

The front end of the fuel cycle is getting a lot of attention lately—and it needs it. The war in Ukraine has disrupted the global supply chain for many products, nuclear fuel being one. Several countries have determined that they no longer want to rely on nuclear fuel from Russia. This can be anything from fabricated fuel including uranium, conversion, and enrichment to just enrichment.

Since the Cold War, Russia has been a major supplier of nuclear fuel to the West. Replacing Russia as the main supplier will take both time and money—a fact that has become even more clear as the small modular reactor community grows, and with it, the demand for high-assay low-enriched uranium (HALEU) for fuel.

The American Nuclear Society has been highlighting the immediacy of the fuel supply problem—which will become a crisis without immediate action—for years. In 2021, ANS wrote to Congress, urging swift action. This year, Nuclear News and ANS’s Nuclear Newswire have run a three-part series by energy writer and consultant Matt Wald on the domestic nuclear fuel shortage. The first article, “On the verge of a crisis: The U.S. nuclear fuel Gordian knot,” was published on Newswire on April 14; the second, “The U.S. nuclear fuel Gordian knot: From global supplier to vulnerable customer,” on May 19. The final piece of the series, “The U.S. nuclear fuel Gordian knot: The uncertain path forward,” was posted on September 1.

WASHINGTON, DC — American Nuclear Society professionals continue to monitor information about conditions at Ukraine’s Zaporizhzhia Nuclear Power Plant (ZNPP) and to offer insights into relevant engineering and safety issues.

The American Nuclear Society continues to monitor official statements and social media “chatter” regarding the status of Ukraine’s Zaporizhzhia nuclear power plant (ZNPP).

Washington, D.C. — The American Nuclear Society Rapid Response Taskforce is monitoring the impact of the breach of the Nova Kakhovka dam on the upstream Zaporizhzhia nuclear power plant in Ukraine.

Based on the best available information we believe there is enough water at Zaporizhzhia nuclear power plant to cool its six shutdown reactors, even if the downstream Nova Kakhovka dam is breached and the adjacent reservoir is drained.

This article is the second in a series about the domestic nuclear fuel crisis. The first in the series, “‘On the verge of a crisis’: The U.S. nuclear fuel Gordian knot,” was published on Nuclear Newswire on April 14, 2023.

Once upon a time, enrichment was a government monopoly—at least outside the Soviet bloc. But the United States, eager to get out of the field, was convinced that the private sector could do it better. Now, the West is dependent on the Soviets’ successors and is facing an uncertain supply, a complication of the Russian invasion of Ukraine.

Slowly, a consensus is growing that dependence on imports is a bad idea. Some experts also say that upsets like the 2011 Tōhoku earthquake and tsunami, and the collapse of natural gas prices due to fracking, show that the market is too prone to shocks for private companies to navigate without support. One of the architects of the U.S. government’s exit from the enrichment game is now voicing second thoughts. And belatedly—shortly after the first anniversary of the beginning of the Russian invasion—five Western countries, including the United States, announced that they have to get more deeply involved in the fuel supply chain, but didn’t say precisely how.

Student members are the future of the American Nuclear Society, and ANS believes in the importance of supporting students those who have shown academic, service, and leadership excellence as they navigate their early careers. Robert Olsen, now a nuclear security officer with the International Atomic Energy Agency in Vienna, Austria, was one such beneficiary.

A civil nuclear fuel security agreement between the five nuclear leaders of the G7—announced on April 16 on the sidelines of the G7 Ministers’ Meeting on Climate, Energy and Environment in Sapporo, Japan—establishes cooperation between Canada, France, Japan, the United Kingdom, and the United States to flatten Russia’s influence in the global nuclear fuel supply chain.

The naturalist John Muir is widely quoted as saying, “When we try to pick out anything by itself, we find it hitched to everything else in the Universe.” While he was speaking of ecology, he might as well have been talking about nuclear fuel.

At the moment, by most accounts, nuclear fuel is in crisis for a lot of reasons that weave together like a Gordian knot. Today, despite decades of assertions from nuclear energy supporters that the supply of uranium is secure and will last much longer than fossil fuels, the West is in a blind alley. We find ourselves in conflict with Russia with ominous implications for uranium, for which Russia holds about a 14 percent share of the global market, and for two processes that prepare uranium for fabrication into reactor fuel: conversion (for which Russia has a 27 percent share) and enrichment (a 39 percent share).

This year marks the 25th year that ANS's Nuclear News magazine has published its Reference Section, which features a world list of nuclear power plants, maps showing worldwide plant locations, tables with information on U.S. plant renewals, and international data tables and graphics. What follows are interesting tidbits that Nuclear Newswire has picked up from this year's Reference Section, which was published in the March NN.

From the Reference Section
Five power reactors started commercial operations around the world in 2022 and five more closed, leaving the total number of operable nuclear power reactors in this 25th Annual Reference Section at 434, the same as the year before. What’s more, that number is just one more than the 433 power reactors listed in the 1st Annual Reference Section back in 1999. But make no mistake, plenty has changed over 25 years. Read on.

Paris Ortiz-Wines

“Nuclear is finding its way into real acceptance and enthusiasm, and that’s really exciting.” So said secretary of energy Jennifer Granholm at the COP27 climate conference last November.

For the past 65 years, humanity has harnessed the power of the atom. Since the grid connection of the world’s first commercial nuclear plant in 1957, nuclear has been an unsung hero in providing reliable, clean energy for generations. Nuclear is the world’s fourth-largest source of energy and the second-largest low-carbon source of energy, per Our World in Data.

And yet, it wasn’t until September of 2021, when it became increasingly clear that the world was entering an energy crisis, that nuclear found its way back into the spotlight. Five months later, with the invasion of Ukraine, countries dependent on Russian gas found themselves in a precarious and costly position.

As if being stuck in the middle of a combat zone isn’t sufficiently nerve-racking, workers at Ukraine’s Zaporizhzhia nuclear power plant—under Russian occupation since last March—must now concern themselves with having access to enough water to keep the facility safe.

Reuters broke an “exclusive” story on January 6 that, “according to Internet records reviewed by Reuters and five cyber security experts,” a Russian hacking team known as Cold River targeted three Department of Energy laboratories—Argonne, Brookhaven, and Lawrence Livermore—with a phishing scheme in the summer of 2022.

Applications for grants from Britain’s nuclear fuel fund are now being accepted, the U.K. Department for Business, Energy and Industrial Strategy (BEIS) announced Monday. The application deadline is February 20.

As a direct result of the war in Ukraine, several countries have changed their policies on nuclear energy—even those with long-standing nuclear phase-out plans. This February will mark one year since Russia began its invasion of Ukraine, leading to ongoing war and turning pandemic-era energy shortages into a global energy crisis. Spiking gas prices and concerns about electricity supply during the cold winter months have thrown many governments into a frenzy as they try to ease the impact on their citizens.

Countries in the process of phasing out their nuclear power had been prepared to increase their reliance on natural gas. But as Russia supplies 40 percent of the European Union’s natural gas, nations with no reliable alternative now face sky-high energy prices—even energy poverty. Across Europe and beyond, nuclear power plants slated for permanent closure have been given second chances to shore up energy supply. Nuclear power has also claimed a bigger spotlight in countries’ strategies for energy independence.

Westinghouse Electric and Framatome have signed agreements with Kozloduy NPP—the eponymous operator of Bulgaria’s only nuclear power facility—to fabricate and deliver fuel for the site’s two operating reactors. Westinghouse will provide the fuel for Unit 5 under a 10-year contract inked on December 22, while Framatome will supply Unit 6 under a December 30 preliminary deal. First deliveries of fuel from Westinghouse and Framatome are expected in 2024 and 2025, respectively.

The two agreements, according to the Bulgarian News Agency, “are part of an effort to diversify energy supplies to Bulgaria and do away with the country’s dependence on Russian energy resources.” In November, the Bulgarian National Assembly approved 156–47 a resolution tasking the country’s Council of Ministers with licensing non-Russian nuclear fuel for Kozloduy.

Russia has begun construction of protected covering at Ukraine’s Zaporizhzhia nuclear power plant, according to a December 17 report from Russian news outlet RT. The story has been picked up in the West by some news agencies but has not been widely circulated.

Vladimir Rogov, a Russian-appointed official in Zaporizhzhia Oblast, said, “Russia is constructing a protective dome over spent radioactive fuel stores at the [Zaporizhzhia] nuclear power plant as Ukrainian forces continue to target the facility.”

Grossi

The ongoing, tense situation surrounding the Zaporizhzhia nuclear power plant in Ukraine was the subject of a recent interview with International Atomic Energy Agency director general Rafael Mariano Grossi when he appeared on CBS's 60 Minutes program.

The Zaporizhzhia facility is in an area of Ukraine that became occupied by Russian forces in late February 2022. Though Ukrainian staff remain at the now mostly idle plant, artillery shells have repeatedly landed at and near the plant over the past several months, with Ukrainian officials—along with many Western media outlets—blaming Russia, while Russian officials and media blame Ukraine.

Action from the IAEA: Following months of negotiations with both sides, inspectors from the IAEA, led by Grossi, finally visited the site in late August and early September, and the agency has been monitoring the situation since then with an observation mission at the site. In the interview, which aired on November 20, Grossi did not attribute blame for the shelling to either side.

Advancing its efforts to develop the Arctic and establish new energy markets, Russia launched a new nuclear-powered icebreaker, the Yakutia, in St. Petersburg during a November 22 ceremony. At the launching in the northern Russian port city, the Russian flag was raised on another nuclear icebreaker, the Ural. Overseeing the events via video link from the Kremlin, Russian president Vladimir Putin said that the icebreakers “were laid down as part of a large serial project and are part of our large-scale, systematic work to reequip and replenish the domestic icebreaker fleet, to strengthen Russia's status as a great Arctic power.”

Craig Piercy
cpiercy@ans.org

There are worse places to be than Vienna, Austria, in the early fall. The place has an old-world vibe for sure. The U-Bahn doesn’t have turnstiles; it runs on the honor system. People take care to dress up before they amble down the Kärntner Strasse, the city’s main shopping district.

Every September, a little further north, 3,000 delegates from around the world, along with 200 representatives from nongovernmental organizations, descend on the Vienna International Center of the United Nations—the VIC, for short—for the International Atomic Energy Agency’s General Conference. Attendees ply its curving hallways and attend side events, engage in meetings on the margins, and tour the national booth displays.

Inside the large, purpose-built plenary hall, a seemingly endless procession of national speakers, each allotted seven minutes (with flashing red digits to let all know who’s run over time), tout their nation’s achievements in nuclear technology and express its views on nuclear matters of any sort. As an accredited NGO, ANS has a desk in the plenary complete with microphone and wireless translation headset. An IAEA plenary is a highly scripted affair—one that looks boring at first glance, but once you put the headphones on and get acclimated to the vagaries of real-time translation, a coherent and interesting picture starts to emerge.

Kathryn Huff

Deploying a fleet of advanced reactors in the 2030s means deploying high-assay low- enriched uranium (HALEU) infrastructure now.

The future fleet will need more than 40 metric tons of HALEU by 2030, according to Department of Energy projections. Getting to the 5–20 percent fissile uranium-235 content of HALEU involves either enriching natural or low-enriched uranium (LEU) or downblending high-enriched uranium (HEU).

Because downblending the limited stocks of HEU held at the DOE’s Idaho National Laboratory and Savannah River Site is a short-term option at best, the Energy Act of 2020 authorized a HALEU Availability Program to build a sustainable enrichment infrastructure by the time advanced reactors are ready for commercial deployment.

Comments on a request for information reached the DOE in February 2022, just before Russia’s invasion of Ukraine amplified global energy security concerns. While the war in Ukraine didn’t change the DOE’s plans, it “accelerated everything,” said Kathryn Huff, who leads the DOE’s Office of Nuclear Energy (DOE-NE) as assistant secretary. “Our attention is now laser-focused on this issue in a way that it wouldn’t have been in the past.”