Industry

Patrick O'Brien

The adage “a rising tide raises all boats” keeps coming to my mind whenever I think about the work ahead for small modular reactor and advanced reactor development companies. The groundwork being laid by the entire industry is key to moving the whole group forward together. The drive to construct new nuclear will need to include all sizes, designs, and companies, because unlike in many industries, there is no way there can only be one “winner” if we are to meet climate goals.

Recently, at global climate summit COP28, a large portion of the international community announced a joint aim to triple worldwide nuclear power generation by 2050. This is tremendous news and a huge step in the right direction for many reactor developers. It means that the work developers are doing now will lead to a market for their product for years to come. The questions we must all be asking are “How do we get there?” “Who is going to take the leap of faith to build the first-of-a-kind designs?” and “What challenges lie ahead?”

The National Nuclear Security Administration has issued the fiscal year 2023 results of the performance of its managing and operating (M&O) partners in meeting the agency’s expectations.

Two Canadian energy companies are teaming up to bring small modular reactors to Alberta.

Capital Power Corporation and Ontario Power Generation announced this week that they will spend the next two years exploring joint opportunities to bring SMRs to the province. Just under 13 percent of Canada’s power comes from its 19 nuclear reactors.

A coalition of energy and grid industry associations led by the National Electrical Manufacturers Association (NEMA) today requested $1.2 billion in repurposed supplemental funding in upcoming negotiations on the Senate Energy and Water Development Appropriations Bill for Distribution Transformer and Grid Components.

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

ADVANCED REACTOR MARKETPLACE

DOE, DOD support X-energy’s microreactor work

The Department of Energy’s Office of Nuclear Energy has signed a one-year cooperative agreement with X-energy designed to advance the development of a design for a transportable mobile microreactor. Under the agreement, the DOE will support X-energy’s work on the architecture and technology for the 3- to-5-MWe microreactor’s preliminary design. X-energy is also the recipient of a Department of Defense contract to develop an enhanced engineering design for a transportable microreactor that will be suitable for both defense and commercial applications.

Powering our Economy and the World with Clean Energy—Our Path Forward to 2035 is a new document released by the province of New Brunswick, Canada, that “outlines a 12-year energy road map and supporting strategies for how the energy landscape will transition in New Brunswick and how we will achieve our energy reliability, sustainability, and affordability goals.”

A message at the beginning of the document—signed by the New Brunswick premier Blaine Higgs and minister of natural resources and energy development Mike Holland—notes the importance of engaging New Brunswickers on the province’s energy future. “We will be forming an energy transition working group” to gather input from provincial stakeholders, the letter states.

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.