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市场调查报告书
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1439781

核能发电:市场占有率分析、产业趋势/统计、成长预测(2024-2029)

Nuclear Power - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年核能发电市场规模为411.51吉瓦,预计2029年将达439.39吉瓦,预测期(2024-2029年)复合年增长率为1.32%。

核电市场

COVID-19 对 2020 年市场产生了负面影响。目前,市场已达到疫情前水准。

主要亮点

  • 核能核能发电的二氧化碳排放量低于石化燃料,正在推动中期市场成长。
  • 另一方面,建立核能发电厂的高昂初始成本和可再生能源等替代发电资源的可用性可能会在预测期内抑制市场成长。
  • 然而,世界各国正在研究和开发第四代核能技术,以推动核能的安全、技术、经济和环境进步。因此,未来市场可能会带来多项商机。
  • 由于中国和印度核能占有很大份额,预计亚太地区核能核能发电在预测期内将显着成长。

核能发电市场趋势

能源领域预计将主导市场

  • 核能是从质子和中子的原子核或核心释放出来的。核能是透过裂变(原子核分裂成几个部分)或核融合(原子核的聚变)产生的。当今世界,核分裂发电,核融合技术在研发(R&D)阶段发电。截至 2021 年,全球核能发电量约为 2,653 TWh,而 2020 年约为 2,553 TWh。
  • 人口和经济成长,加上世界快速都市化,预计未来几年能源需求将大幅增加。 2020年全球初级能源需求将达到556艾焦以上,比2010年的约505艾焦成长10%。根据国际能源总署(IEA)预测,到 2050 年全球能源需求预计将成长 26%。开发中国家可能会使全球电力需求增加一倍。
  • 截至 2022 年 10 月,约 437 座商业核能发电厂在 32 个国家运作。美国拥有最高的核能发电能力。法国拥有第二高的核能发电容量。
  • 一些国家计划在未来几年投资核能发电厂。例如,2021年11月,中国宣布计划在未来15年内建造至少150座新核子反应炉。这比世界其他地区在过去 35 年里建造的还要多。该国此举也是在电力短缺和停电之际做出的,导致北京方面做出了史无前例的决定。中国新的雄心壮志——核能发电的成本估计约为 4,400 亿美元。中国核电集团公司宣布,考虑2035年大幅扩大核能发电能力。
  • 作为大规模基础设施发展计画的一部分,印度政府也正在努力扩大核能发电能力。 2021年12月,印度核能部宣布计画在2031年将目前的核能发电能力从6.78兆瓦扩大到约22.48兆瓦。此外,印度的净零目标很可能在未来几年透过包括核能的各种清洁能源组合来实现。
  • 2022年2月,法国宣布计画开发6座新核子反应炉,再建造8座核子反应炉,并推动小型模组化核子反应炉的开发。此外,全球还有其他几座核能发电厂正在建设或规划阶段。如此重大的核能计划和投资方案可能会导致未来几年核能发电市场的重大开拓。
  • 因此,鑑于上述几点,预计能源产业将在预测期内主导核能发电市场。

亚太地区预计将出现显着成长

  • 与多年来核能发电装置容量增长有限的北美和欧洲不同,亚太地区的一些国家正在规划和建造新的核能发电厂,以满足日益增长的绿能需求,目前正在建设中。
  • 截至2021年,中国拥有世界上最广泛的新建核能发电厂计画。这项强劲的计划储备预计将增强中国核能发电市场的前景。 2011 年日本福岛核电事故,政府决定暂停核子反应炉许可证,等待对计画进行审查,导致市场一直面临监管阻力。
  • 中国在核能发电厂开发中采用尖端技术和严格标准,严格控制核能发电厂从设计、建造、营运到除役的全生命週期。截至2022年10月,中国有54座核子反应炉在运作中,总合容量为52.15 GWe。
  • 中国核能产业预计在预测期内及以后将稳定扩张,2018年至2027年装置容量每年增长10.3%,核能发电将超过95GW。这符合该国发电脱碳、建立核能专业知识和出口技术的目标。
  • 印度政府正致力于提高核能发电发电能力,以满足国内不断增长的电力需求。印度政府表示,到2031年,该国核能发电预计将达到约22.5 GWe。
  • 截至2022年5月,该国拥有22座运作核子反应炉(总合容量6.79GWe)和8座在建核反应器(总合容量6.02GWe)。
  • 韩国目前约四分之一的电力来自核能发电,其余则来自进口煤炭和天然气。截至2022年9月,韩国有25座运行核子反应炉,总合容量为2443万千瓦,三座核子反应炉总合容量为420万千瓦,还有两座核子反应炉总合容量为280千瓦、1万千瓦并在建、规划和提案阶段。
  • 因此,由于上述因素,预计亚太地区市场在预测期内将显着成长。

核能概况

核能发电市场适度整合。该市场的主要企业(排名不分先后)包括 GE-Hitachi Nuclear Energy Inc.、Westinghouse Electric Company LLC、KEPCO Engineering & Construction、SKODA JS AS 和中国核工业集团公司。

其他福利:

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 调查范围
  • 市场定义
  • 研究场所

第 2 章执行摘要

第三章调查方法

第四章市场概况

  • 介绍
  • 到2027年的装置容量和预测
  • 最新趋势和发展
  • 政府法规政策
  • 市场动态
    • 促进因素
    • 抑制因素
  • 供应链分析
  • 波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度

第五章市场区隔

  • 按用途
    • 活力
    • 防御
    • 其他用途
  • 按核子反应炉类型
    • 压水式反应炉/压水重水核子反应炉
    • 沸水式反应炉
    • 高温反应炉
    • 液态金属快滋生反应器
    • 其他核子反应炉
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 南美洲
    • 中东/非洲

第六章 竞争形势

  • 合併、收购、合资、合作伙伴关係和协议
  • 主要企业策略
  • 公司简介
    • Electricite de France SA(EDF)
    • GE-Hitachi Nuclear Energy Inc.
    • Westinghouse Electric Company LLC
    • STP Nuclear Operating Company
    • SKODA JS AS
    • China National Nuclear Corporation
    • Bilfinger SE
    • BWX Technologies Inc.
    • Doosan Heavy Industries & Construction Co. Ltd
    • Mitsubishi Heavy Industries Ltd
    • Bechtel Group Inc.
    • Japan Atomic Power Co.
    • Rosatom Corp.

第七章 市场机会及未来趋势

简介目录
Product Code: 68252

The Nuclear Power Market size is estimated at 411.51 gigawatt in 2024, and is expected to reach 439.39 gigawatt by 2029, growing at a CAGR of 1.32% during the forecast period (2024-2029).

Nuclear Power - Market

COVID-19 negatively impacted the market in 2020. Presently the market has reached pre-pandemic levels.

Key Highlights

  • Factors such as the ability of nuclear energy to generate electricity with lower carbon emissions compared to fossil fuels have been driving the market's growth over the medium term.
  • On the other hand, the high initial cost of setting up a nuclear power plant and the availability of alternative power generation sources, such as renewable energy, is likely to restrain the market's growth during the forecast period.
  • Nevertheless, nations worldwide are researching and developing generation IV nuclear energy technologies to promote safety, technical, economic, and environmental advancements in nuclear energy. This, in turn, is likely to create several future opportunities for the market.
  • Asia-Pacific is expected to witness significant growth in the nuclear power market during the forecast period, owing to its substantial share of nuclear energy in China and India.

Nuclear Power Market Trends

Energy Segment Expected to Dominate the Market

  • Nuclear energy is released from the nucleus or the core of an atom of protons and neutrons. Nuclear energy can be produced either in nuclear fission (when the nuclei of atoms split into several parts) or by fusion (when nuclei fuse). In today's world, nuclear fission produces electricity, while nuclear fusion technology produces power in the research & development (R&D) phase. As of 2021, the global nuclear power generation was about 2,653 TWh compared to around 2,553 TWh in 2020.
  • The growing population and the economy, coupled with rapid urbanization globally, are expected to increase energy demand significantly in the coming years. The global primary energy demand in 2020 reached more than 556 exajoules, witnessing a 10% increase compared to about 505 exajoules in 2010. According to the International Energy Agency (IEA), global energy needs are expected to rise by 26% by 2050. The global electricity demand is likely to double due to emerging and developing economies.
  • As of October 2022, about 437 commercial nuclear power plants were operating across 32 countries. The United States has the highest nuclear electricity generation capacity. France has the second-highest nuclear electricity generation capacity.
  • Several countries have plans to invest in nuclear power plants over the coming years. For instance, in November 2021, China announced that it plans to build at least 150 new reactors in the next 15 years, which is more than the number made by the rest of the world in the last 35 years. The country's move also comes amid power shortages and blackouts, which have resulted in Beijing's unprecedented decision. The cost of the new nuclear ambition of China has been estimated to be around USD 440 billion. The China General Nuclear Power Corporation announced that it was looking to expand its nuclear capacity significantly by 2035.
  • The Indian government is also committed to expand its nuclear power capacity as part of its massive infrastructure development program. In December 2021, India's Department of Atomic Energy announced plans to expand the current nuclear power capacity of 6.78 GW to about 22.480 GW by 2031. Additionally, the net-zero targets in India are likely to be met through a combination of various clean energy sources, including nuclear power, over the coming years.
  • In February 2022, France announced plans to develop six new nuclear power reactors, building a further eight, and push ahead with the development of small modular reactors to reduce the country's energy demand while increasing its carbon-free energy capacity. Moreover, several other nuclear power plants are in the construction or planning phase globally. Such significant nuclear plans and investment scenarios are likely to result in substantial development of the nuclear power market over the coming years.
  • Therefore, the energy segment is expected to dominate the nuclear power market during the forecast period due to the abovementioned points.

Asia-Pacific Expected to Witness Significant Growth

  • In contrast to North America and Europe, where growth in nuclear electricity generating capacity has been limited for many years, several countries in the Asia-Pacific are planning and building new nuclear power plants to meet their increasing demand for clean electricity.
  • As of 2021, China had the most extensive new-build program for nuclear energy globally. The strong project pipeline is expected to strengthen the outlook for the Chinese nuclear power market, which has previously suffered from regulatory headwinds stemming from the government's decision to suspend approvals for nuclear reactors until a re-examination of the plans was concluded after the 2011 Japanese Fukushima Disaster.
  • China uses the most advanced technology and stringent standards for developing nuclear power plants and strictly manages the entire life cycle of nuclear power plants from design, construction, and operation to decommissioning. As of October 2022, China had 54 operating nuclear power reactors with a combined capacity of 52.15 GWe.
  • The Chinese nuclear sector is expected to expand at a robust rate during the forecast period and beyond, with capacity increasing by 10.3% per year between 2018 and 2027, resulting in more than 95 GW of installed nuclear power capacity. This aligns with the aims of decarbonizing the country's electricity generation and amassing nuclear expertise to export technology.
  • The Indian government is dedicated to increasing its nuclear power generation capacity to meet the growing electricity demand in the country. According to the Indian government, the country's nuclear capacity is expected to reach about 22.5 GWe by 2031.
  • As of May 2022, the country had 22 operable nuclear reactors with a combined capacity of 6.79 GWe, and eight reactors with a combined capacity of 6.02 GWe are in the construction stage.
  • South Korea currently generates about one-quarter of its electricity from nuclear power, with a mixture of imported coal and gas used to produce the balance. As of September 2022, the country had 25 operable nuclear reactors with a combined capacity of 24.43 GWe, three reactors with a combined capacity of 4.2 GWe, and two reactors with a combined capacity of 2.8 GWe were under construction, planned, and proposed stages, respectively.
  • Therefore, owing to the above factors, Asia-Pacific is expected to witness significant market growth during the forecast period.

Nuclear Power Industry Overview

The nuclear power market is moderately consolidated. Some of the major players in the market (in no particular order) include GE-Hitachi Nuclear Energy Inc., Westinghouse Electric Company LLC, KEPCO Engineering & Construction, SKODA JS AS, and China National Nuclear Corporation, among others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Installed Capacity and Forecast in GW Until 2027
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
    • 4.5.2 Restraints
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 By Application
    • 5.1.1 Energy
    • 5.1.2 Defense
    • 5.1.3 Other Applications
  • 5.2 By Reactor Type
    • 5.2.1 Pressurized Water Reactor and Pressurized Heavy Water Reactor
    • 5.2.2 Boiling Water Reactor
    • 5.2.3 High-temperature Gas-cooled Reactor
    • 5.2.4 Liquid-metal Fast-breeder Reactor
    • 5.2.5 Others Reactor Types
  • 5.3 By Geography
    • 5.3.1 North America
    • 5.3.2 Europe
    • 5.3.3 Asia-Pacific
    • 5.3.4 South America
    • 5.3.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers, Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Electricite de France SA (EDF)
    • 6.3.2 GE-Hitachi Nuclear Energy Inc.
    • 6.3.3 Westinghouse Electric Company LLC
    • 6.3.4 STP Nuclear Operating Company
    • 6.3.5 SKODA JS AS
    • 6.3.6 China National Nuclear Corporation
    • 6.3.7 Bilfinger SE
    • 6.3.8 BWX Technologies Inc.
    • 6.3.9 Doosan Heavy Industries & Construction Co. Ltd
    • 6.3.10 Mitsubishi Heavy Industries Ltd
    • 6.3.11 Bechtel Group Inc.
    • 6.3.12 Japan Atomic Power Co.
    • 6.3.13 Rosatom Corp.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS