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市场调查报告书
商品编码
1755977
三结构等向性(TRISO) 燃料市场预测(至 2032 年):按核子反应炉类型、包覆材料、燃料形式、部署阶段、应用和地区进行的全球分析Tri-Structural Isotropic Fuel Market Forecasts to 2032 - Global Analysis By Reactor Type, Coating Material, Fuel Form, Deployment Phase, Application and By Geography |
根据 Stratistics MRC 的数据,全球三结构等向性(TRISO) 燃料市场预计在 2025 年达到 4.1416 亿美元,到 2032 年将达到 6.1457 亿美元,预测期内的复合年增长率为 5.8%。
一种称为三结构等向性(TRISO)燃料的核燃料旨在用于高温反应炉。 TRISO燃料由多层保护性铀组成,通常以二氧化铀或氧化铀的形式存在。这些铀结合在一起形成由碳化硅、内层热解碳、外层热解碳和多孔碳缓衝层组成的细小而坚韧的颗粒。这种多层涂层提供了卓越的裂变产物遏制能力,并提高了在恶劣环境下的性能和安全性。 TRISO燃料坚固的结构和抗熔化性能使其成为下一代核能系统和先进核子反应炉设计的理想选择。
新核子反应炉的需求不断增加
为了使这些核子反应炉安全有效地运行,它们需要像TRISO一样坚固耐用、耐高温的燃料。 TRISO燃料的特殊设计提供了卓越的放射性安全壳,并满足下一代核子反应炉的安全要求。公共和私营部门对尖端核能技术的投资正在推动TRISO燃料的需求。此外,全球对清洁能源解决方案的关注推动了TRISO在永续电力系统中的应用。这种日益增长的吸引力正在加速TRISO燃料领域的技术创新和生产能力。
製造成本高、製造流程复杂
製造过程成本高昂,需要多层加工和专用材料。此外,复杂的製造流程限制了扩充性,因为它需要先进的设备和精密的工程设计。这些挑战抑制了投资,并提高了新製造商的进入门槛。因此,TRISO燃料的经济可行性仍然有限。最终,由于复杂性和成本的双重影响,TRISO燃料在商用核子反应炉中的大规模部署被推迟。
政府措施和研发资金
主要经济体的政府正在大力投资先进的核燃料技术,以减少碳排放并提高能源安全。这些投资通常透过与私人公司达成协议或直接资助国家实验室进行TRISO燃料开发。支持性法律法规也促进了创新并加速了商业化进程。透过官民合作关係,鼓励进行先进的测试、核子反应炉演示和安全改进。因此,TRISO燃料作为下一代核子反应炉可靠安全的替代燃料,正日益受到欢迎。
监管障碍和公众认知
严格的核能监管法规拖延了许可证发放,并提高了开发成本,阻碍了新进业者。冗长的许可证审批程序进一步拖慢了核能的接受度因安全疑虑和怀疑而降低,而这些担忧往往源于过去的事故。人们对TRISO等现代燃料的辐射危害有误解,阻碍了投资。这些障碍共同限制了市场扩张,并阻碍了TRISO燃料技术的广泛应用。
COVID-19的影响
新冠疫情对等向性(TRISO) 燃料市场产生了适度但显着的影响。供应链延迟,尤其是石墨和碳化硅涂层的延迟,导致新燃料的生产延迟。预算重新分配给紧急的医疗保健需求,导致一些研发项目延期。停工期间核能研究需求下降,进一步延后了计划进度。然而,随着全球核工业在2021年復苏,对包括TRISO在内的新型核子反应炉燃料的投资恢復了势头,推动了产量的恢復,并重新燃起了人们对提高其安全性和性能的兴趣。
预测期内,碳化硅(SiC)部分预计将实现最大幅度成长
预计碳化硅 (SiC) 将在预测期内占据最大的市场占有率,这得益于其优异的导热性和耐高温性,从而提高了核子反应炉的安全性和效率。 SiC 涂层可有效防止裂变产物的释放,确保在极端核子条件下的安全壳。 SiC 的化学稳定性和耐腐蚀性使其成为高温反应炉(HTGR) 等先进核子反应炉的理想选择。对事故容错燃料日益增长的需求推动了下一代核能技术中 SiC 基 TRISO 颗粒的应用。此外,SiC 製造流程的进步正在降低成本并扩大商业性可行性。
预计预测期内电力公用事业部门的复合年增长率最高。
由于人们对用于清洁能源发电的先进核能技术的兴趣日益浓厚,预计电力产业将在预测期内实现最高成长。随着脱碳和更换老化石化燃料电厂的压力日益增大,公用事业公司正在寻求用于下一代核子反应炉的TRISO燃料的安全性和耐高温性。使用TRISO的小型模组化反应器(SMR)对于偏远地区和电网紧张地区的分散式能源发电尤其具有吸引力。此外,TRISO的抗融化性能增强了电网可靠性和能源安全性,从而吸引了投资。随着公用事业公司扩大其核能组合,对TRISO燃料的需求预计将稳定成长。
在预测期内,由于中国、韩国和日本等国家核能应用的日益普及,预计亚太地区将占据最大的市场占有率。尤其是中国,在以TRISO燃料为核心的高温反应炉(HTGR)技术研发方面取得了重大进展。该地区对能源多元化的关注正在刺激需求,同时也增加了对下一代核子反应炉的投资。强而有力的政府支持和国际合作研究计画将进一步加速这一高成长市场TRISO燃料的技术创新和商业化。
由于人们对先进核子反应炉的兴趣重燃,以及政府大力推广清洁能源,预计北美在预测期内的复合年增长率将最高。美国能源局一直是TRISO开发案的关键支持者,资助了TRISO开发计划,并与X-energy和BWXT等私人公司合作。美国的能源安全目标和工业部门脱碳需求进一步支撑了TRISO市场。随着高温反应炉)需求的不断增长,TRISO燃料将在该地区的能源结构中发挥关键作用。
According to Stratistics MRC, the Global Tri-Structural Isotropic (TRISO) Fuel Market is accounted for $414.16 million in 2025 and is expected to reach $614.57 million by 2032 growing at a CAGR of 5.8% during the forecast period. A kind of nuclear fuel called Tri-Structural Isotropic (TRISO) fuel is intended for use in high-temperature gas-cooled reactors. It is made up of several layers of protective uranium, usually in the form of uranium dioxide or uranium oxycarbide. These combine to produce a small, robust particle and consist of silicon carbide, inner pyrolytic carbon, outer pyrolytic carbon, and a porous carbon buffer. This multilayer coating improves performance and safety in harsh environments by offering superior fission product containment. Because of its strong structure and resistance to melting, TRISO fuel is perfect for next-generation nuclear systems and sophisticated reactor designs.
Increased demand for advanced nuclear reactors
Strong, high-temperature resistant fuels like TRISO are necessary for these reactors to operate safely and effectively. The special design of TRISO fuel provides excellent radioactive material containment, meeting the safety requirements of next-generation reactors. Investments in cutting-edge nuclear technologies by both public and private entities are increasing the need for TRISO fuel. Furthermore, the implementation of TRISO in sustainable power systems is facilitated by the global focus on clean energy solutions. Innovation and production capacity in the TRISO fuel sector are accelerated by this increasing traction.
High production cost and complex fabrication process
The production process is very costly because to the numerous layers of fabrication and specialised materials required. Furthermore, the intricate fabrication process restricts scalability by requiring sophisticated facilities and precise engineering. These difficulties deter investment and raise entry barriers for new producers. Consequently, TRISO fuel's economic potential is still limited. In the end, mass deployment in commercial nuclear reactors is delayed by the combination of complexity and cost.
Government initiatives and R&D funding
Advanced nuclear fuel technologies are being heavily invested in by governments in major economies in an effort to lower carbon emissions and improve energy security. These investments frequently consist of agreements with private companies for the development of TRISO fuels and direct financing to national labs. Supportive laws and regulations also promote innovation and quicken the commercialisation process. Advanced testing, reactor demonstrations, and safety improvements are encouraged by public-private partnerships. TRISO fuel is therefore becoming more and more popular as a dependable and secure alternative for nuclear reactors of the next generation.
Regulatory hurdles and public perception
Tight nuclear restrictions discourage new entrants by delaying licenses and raising development costs. Timelines for deployment are further slowed down by drawn-out licensing procedures. Social acceptance of nuclear energy is lowered by public scepticism, which is frequently fuelled by safety worries and previous mishaps. Investment is hampered by misconceptions regarding the radiation dangers associated with modern fuels like TRISO. When combined, these obstacles limit market expansion and prevent TRISO fuel technology from being widely used.
Covid-19 Impact
The COVID-19 pandemic had a modest but notable impact on the Tri-Structural Isotropic (TRISO) fuel market. Supply-chain delays-especially for graphite and silicon carbide coatings-slowed new fuel production. Budget re-allocations to urgent healthcare needs resulted in minor R&D postponements. Lower demand for nuclear research during lockdowns further decelerated project timelines. However, as global industries rebounded by 2021, investment in advanced reactor fuel, including TRISO, regained momentum-driving a recovery in production and renewed interest in its enhanced safety and performance benefits.
The silicon carbide (SiC) segment is expected to be the largest during the forecast period
The silicon carbide (SiC) segment is expected to account for the largest market share during the forecast period, due to its superior thermal conductivity and high-temperature tolerance, enhancing reactor safety and efficiency. SiC coatings provide an effective barrier against fission product release, ensuring containment under extreme nuclear conditions. Its chemical stability and corrosion resistance make SiC ideal for use in advanced reactors like high-temperature gas-cooled reactors (HTGRs). Growing demand for accident-tolerant fuels boosts the adoption of SiC-based TRISO particles in next-generation nuclear technologies. Additionally, advancements in SiC manufacturing processes are reducing costs and expanding commercial feasibility.
The electric utility sector segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the electric utility sector segment is predicted to witness the highest growth rate, due to its growing interest in advanced nuclear technologies for clean energy generation. With increasing pressure to decarbonize and replace aging fossil-fuel plants, utilities are exploring TRISO fuel's safety and high-temperature tolerance for next-generation reactors. Small modular reactors (SMRs) using TRISO are especially appealing for distributed energy generation in remote or grid-stressed areas. Furthermore, TRISO's resistance to meltdown enhances grid reliability and energy security, attracting investment. As utilities expand nuclear portfolios, demand for TRISO fuel is expected to accelerate steadily.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to increasing nuclear energy adoption in countries like China, South Korea, and Japan. China, in particular, has made significant progress in developing High-Temperature Gas-cooled Reactor (HTGR) technology, with TRISO fuel at its core. The region's focus on energy diversification, along with growing investments in next-generation reactors, is fueling demand. Strong governmental support and collaborative international research programs further accelerate innovation and commercialization of TRISO fuel in this high-growth market.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR by renewed interest in advanced nuclear reactors and government initiatives promoting clean energy. The U.S. Department of Energy has been a key supporter, funding TRISO development projects and collaborating with private players like X-energy and BWXT. The market is further supported by national energy security goals and the need to decarbonize industrial sectors. With rising demand for high-temperature gas-cooled reactors, TRISO fuel is poised to play a vital role in the regional energy mix.
Key players in the market
Some of the key players profiled in the Tri-Structural Isotropic (TRISO) Fuel Market include X-energy, Kairos Power, TerraPower, TRISO-X, Westinghouse Electric Company, USNC (Ultra Safe Nuclear Corporation), Centrus Energy, Nukem Technologies, BWXT, Radiant Industries, New Millennium Nuclear Technologies International Inc. (NMNTI), Clean Energy Solar, Recycled Energy Development, LLC (RED), Gevo, Inc., Innospec Inc., Infineum International Limited, Chevron Oronite Company LLC and Afton Chemical Corporation.
In December 2024, Westinghouse signed a contract with Kozloduy Nuclear Power Plant to conduct safety analysis for licensing a new nuclear fuel assembly design for Unit 6. This agreement diversifies Bulgaria's nuclear fuel supply and supports energy security goals.
In July 2024, Kairos contracted Barnard Construction to begin excavation and site work for Hermes in Oak Ridge. Concurrently, cooperative agreements were established with Oak Ridge National Lab, Idaho National Lab, EPRI, Materion, Los Alamos, and TVA for fuel production, operations, licensing, and engineering support
In November 2023, Westinghouse completed the full acquisition of Tecnatom from Endesa, having previously held a 50% stake since 2021. This acquisition enhances Westinghouse's capabilities in nuclear refueling, maintenance, inspection services, engineering, training, and digital services, strengthening its position in the nuclear industry.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.