Industry

Here is a recap of industry happenings over the past month:

ADVANCED REACTOR MARKETPLACE

SMR power barge designs approved

The American Bureau of Shipping has approved in principle the designs for an offshore small modular reactor power barge from Korea Shipbuilding and Offshore Engineering and Kepco Engineering and Construction. Another collaborator on the project is the Liberian International Ship and Corporate Registry, which assisted ABS in design reviews. The SMR barges are designed to provide electricity for islands and other remote communities.

The Department of Energy’s Office of Environmental Management has issued a draft request for proposal for technical support services contract for the Portsmouth/Paducah Project Office (PPPO), which manages the department’s cleanup efforts at the two gaseous diffusion plant sites in Ohio and Kentucky.

Naarea, a French start-up company that is developing a new nuclear power reactor, has brought on Dallas, Texas–based Jacobs to assist with nuclear safety as well as control, instrumentation, mechanical, and process engineering disciplines.

The U.S. Air Force Research Laboratory’s (AFRL) Space Vehicle Directorate has selected Westinghouse, Northrop Grumman, and Astrobotic for an advanced space research program that aims to power satellites with nuclear energy.

Small modular reactor developer ARC Clean Technology, Canadian utility New Brunswick Power, and nuclear plant operator Korea Hydro & Nuclear Power have signed a memorandum of understanding to explore opportunities for commercializing ARC technology in Canada, South Korea, and the United States, as well as in other regions where KHNP has business operations.

Ken Petersen
president@ans.org

This September, I was fortunate to be in Vienna as a delegate to the 67th International Atomic Energy Agency’s General Conference. I will admit, it was strange at first to be in another country while listening to the U.S. Departments of State, Energy, and Commerce all discuss the positive aspects of nuclear and its international influence, but it was a great experience, especially hearing firsthand the enthusiasm of the secretary of energy.

Delegations from Ghana and the Philippines provided an excellent perspective from countries new to nuclear and embracing it. The Philippines’ representative spoke of the many islands that currently depend on diesel generators to provide power, and the need to replace them. A microreactor would be able to replace the generators and provide clean energy for decades. He also talked about how his country had to ship raw metal ore to China for smelting, and how a larger nuclear plant provides the power to smelt their own ore, improving their market. The Ghanian delegation spoke of their interest in nuclear power and small modular reactor technology and how they believe SMRs will provide their industries with safe, reliable power.

On the margins of the COP28 climate conference in Dubai, UAE, this week, Barakah nuclear plant owner Emirates Nuclear Energy Corporation (ENEC) signed its first commercial uranium fuel supply contract with Kazatomprom, in addition to memorandums of understanding with two U.S.-based advanced reactor developers—TerraPower and GE Hitachi Nuclear Energy (GEH).

Plans announced with fanfare sometimes falter in the face of competition or economics. Take NuScale Power’s plans for the Carbon Free Power Project in Idaho: The project was canceled in mid-November by NuScale and its first customer, Utah Associated Municipal Power Systems, after nearly a decade. The significance of that news depends on the observer. NuScale intends to focus on other sites and customers. Competitors may redouble efforts to tout their own designs and customer lists. Media found an opportunity to speculate about the future of advanced nuclear. And while many in the nuclear community believe the momentum in favor of new nuclear deployments is continuing—or even increasing as COP28 continues—others would caution against high hopes and point to the persistent obstacles of regulation, supply chain constraints, and financing costs.

Westinghouse Electric Company and Ontario Power Generation have signed a memorandum of understanding establishing a framework to identify potential areas of cooperation for the deployment of nuclear technologies in Canada, the companies jointly announced this morning. (While based in Cranberry Township, Pa., Westinghouse is owned by Canadian firms Brookfield Asset Management and Cameco.)

Saskatchewan premier Scott Moe yesterday announced C$80 million (about $59 million) for the Saskatchewan Research Council (SRC) to pursue demonstration of Westinghouse Electric Company’s eVinci microreactor technology.

The United Kingdom has announced a new partnership with South Korea to accelerate the clean energy transition by strengthening cooperation on low-carbon technologies, domestic climate policies, and civil nuclear energy.

Signed November 22 in London by British energy security and net zero secretary Claire Coutinho and South Korean minister for trade, industry, and energy Moon Kyu Bang, the partnership promotes U.K.-South Korean business collaboration, addressing barriers to trade and encouraging mutual development of the two nations’ energy sectors.

Here is a recap of industry happenings from the recent past:

ADVANCED REACTOR MARKETPLACE

Centrus-Oklo partnership expands

Oklo, a California-based developer of next-generation fission reactors, has expanded its partnership with Centrus Energy, a Maryland-based supplier of nuclear fuel and services. The two companies have been cooperating since 2021 on the development of Centrus’s American Centrifuge Plant in Piketon, Ohio, to produce high-assay low-enriched uranium (HALEU) fuel. According to the companies’ new memorandum of understanding, Centrus will manufacture certain components for Oklo’s Aurora “powerhouse” reactor, a fast neutron reactor designed to generate up to 15 MW of power and operate for at least 10 years without refueling. The Aurora is also designed to produce usable heat. Centrus also has agreed to purchase electricity generated by the Aurora reactors, while Oklo has agreed to purchase HALEU fuel from the Piketon facility. The facility is expected to begin fuel production before the end of the year.

Dustin Duncan, Saskatchewan’s minister responsible for SaskPower (from left), and Todd Smith, Ontario’s minister of energy, at the master services agreement announcement in Regina, Saskatchewan. (Photo: OPG)

Ontario Power Generation and its Laurentis Energy Partners (LEP) subsidiary have announced details of a master services agreement with SaskPower to further Saskatchewan’s plans for small modular reactor deployment.

The agreement, announced on November 20, runs for up to five years and serves as a foundation for a long-term strategic partnership to streamline SMR development in the province. LEP is tasked in the agreement with program management, licensing, and operational readiness activities.

Ultra Safe Nuclear has signed a cooperative agreement with the Manila Electric Company (Meralco)—the Philippines’ largest electric distribution utility—to study the potential deployment of one or more of the company’s high-temperature, gas-cooled microreactors in the Philippines. The agreement, signed November 15, builds on a partnership between the two companies that was announced in August.

Halden, Norway, known in nuclear circles for its long-running (1958–2018) research reactor, is partnering with Norsk Kjernekraft (aka Norwegian Nuclear Power) and Østfold Energi, a hydro, wind, and heat energy provider, to explore the idea of siting a small modular reactor plant in the municipality, located in southeastern Norway, near the border with Sweden.

AtkinsRéalis subsidiary Candu Energy and the Canadian Commercial Corporation, a federal crown entity, have announced the receipt of an award letter from Romania’s Nuclearelectrica for the provision of engineering, technology, and procurement of tooling and reactor components in support of the Cernavoda Unit 1 life-extension project.

Cameco, the front-end uranium mining, milling, and conversion company headquartered in Saskatchewan, Canada, is now officially a co-owner of Westinghouse Electric Company—alongside Brookfield Asset Management, its publicly listed affiliate Brookfield Renewable Partners, and its institutional partners.

A team of experts from the International Atomic Energy Agency recently concluded an eight-day mission to Estonia, finding that the Baltic state has developed a comprehensive assessment of its nuclear infrastructure development needs, enabling the government to make an informed decision on whether to pursue a nuclear power program.

Constellation Energy announced last week that it has completed its acquisition of NRG Energy’s 44 percent ownership stake in the South Texas Project nuclear power plant.

Hanson

The U.S. Nuclear Regulatory Commission is in a difficult position. The commission must manage competing pressures from those who think it overburdens the nuclear industry and needs to move more quickly to respond to the changing regulatory landscape, and from those who think it is too cozy with the industry it’s tasked with regulating. This is a common theme all regulators face, and was one theme of the discussion with the NRC chair, Christopher Hanson.

Hanson was designated chair of the NRC in January 2021 by President Joe Biden and has since wrestled with this dilemma as the person responsible for conducting the administrative, organizational, long-range planning, and budgetary functions of the agency.