封面
市場調查報告書
商品編碼
1439781

核能發電:市場佔有率分析、產業趨勢/統計、成長預測(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個工作天內

價格

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

預計2024年核能發電市場規模為411.51吉瓦,預計2029年將達439.39吉瓦,預測期(2024-2029年)年複合成長率為1.32%。

核電市場

COVID-19 對 2020 年市場產生了負面影響。目前,市場已達到疫情前水準。

主要亮點

  • 核能核能發電的二氧化碳排放量低於石化燃料,正在推動中期市場成長。
  • 另一方面,建立核能發電廠的高昂初始成本和可再生能源等替代發電資源的可用性可能會在預測期內抑制市場成長。
  • 然而,世界各國正在研究和開發第四代核能技術,以推動核能的安全、技術、經濟和環境進步。因此,未來市場可能會帶來多項商機。
  • 由於中國和印度核能佔有很大佔有率,預計亞太地區核能核能發電在預測期內將顯著成長。

核能發電市場趨勢

能源領域預計將主導市場

  • 核能是從質子和中子的原子核或核心釋放出來的。核能是透過裂變(原子核分裂成幾個部分)或核融合(原子核的聚變)產生的。當今世界,核分裂發電,核融合技術在研發(R&D)階段發電。截至 2021 年,全球核能發電量約為 2,653 TWh,而 2020 年約為 2,553 TWh。
  • 人口和經濟成長,加上世界快速都市化,預計未來幾年能源需求將大幅增加。 2020年全球初級能源需求將達到556艾焦以上,比2010年的約505艾焦成長10%。根據國際能源總署(IEA)預測,到 2050 年全球能源需求預計將成長 26%。開發中國家可能會使全球電力需求增加一倍。
  • 截至 2022 年 10 月,約 437 座商業核能發電廠在 32 個國家運作。美國擁有最高的核能發電能力。法國擁有第二高的核能發電容量。
  • 一些國家計劃在未來幾年投資核能發電廠。例如,2021年11月,中國宣布計劃在未來15年內建造至少150座新核子反應爐。這比世界其他地區在過去 35 年裡建造的還要多。該國此舉也是在電力短缺和停電之際做出的,導致北京方面做出了史無前例的決定。中國新的雄心壯志——核能發電的成本估計約為 4,400 億美元。中國核電集團公司宣布,考慮2035年大幅擴大核能發電能力。
  • 作為大規模基礎設施發展計畫的一部分,印度政府也正在努力擴大核能發電能力。 2021年12月,印度核能部宣布計畫在2031年將目前的核能發電能力從6.78兆瓦擴大到約22.48兆瓦。此外,印度的淨零目標很可能在未來幾年透過包括核能的各種清潔能源組合來實現。
  • 2022年2月,法國宣布計畫開發6座新核子反應爐,再建造8座核子反應爐,並推動小型模組化核子反應爐的開發。此外,全球還有其他幾座核能發電廠正在建設或規劃階段。如此重大的核能計劃和投資方案可能會導致未來幾年核能發電市場的重大開拓。
  • 因此,鑑於上述幾點,預計能源產業將在預測期內主導核能發電市場。

亞太地區預計將出現顯著成長

  • 與多年來核能發電裝置容量成長有限的北美和歐洲不同,亞太地區的一些國家正在規劃和建造新的核能發電廠,以滿足日益成長的綠能需求,目前正在建設中。
  • 截至2021年,中國擁有世界上最廣泛的新建核能發電廠計畫。這項強勁的計劃儲備預計將增強中國核能發電市場的前景。 2011 年日本福島核電事故,政府決定暫停核子反應爐許可證,等待對計畫進行審查,導致市場一直面臨監管阻力。
  • 中國在核能發電廠開發中採用尖端技術和嚴格標準,嚴格控制核能發電廠從設計、建造、營運到除役的全生命週期。截至2022年10月,中國有54座核子反應爐在運作中,總合容量為52.15 GWe。
  • 中國核能產業預計在預測期內及以後將穩定擴張,2018年至2027年裝置容量每年成長10.3%,核能發電將超過95GW。這符合該國發電脫碳、建立核能專業知識和出口技術的目標。
  • 印度政府正致力於提高核能發電發電能力,以滿足國內不斷成長的電力需求。印度政府表示,到2031年,該國核能發電預計將達到約22.5 GWe。
  • 截至2022年5月,該國擁有22座運作核子反應爐(總合容量6.79GWe)和8座在建核反應器(總合容量6.02GWe)。
  • 韓國目前約四分之一的電力來自核能發電,其餘則來自進口煤炭和天然氣。截至2022年9月,韓國有25座運行核子反應爐,總合容量為2443萬千瓦,三座核子反應爐總合容量為420萬千瓦,還有兩座核子反應爐總合容量為280千瓦、1萬千瓦並在建、規劃和提案階段。
  • 因此,由於上述因素,預計亞太地區市場在預測期內將顯著成長。

核能概況

核能發電市場適度整合。該市場的主要企業(排名不分先後)包括 GE-Hitachi Nuclear Energy Inc.、Westinghouse Electric Company LLC、KEPCO Engineering & Construction、SKODA JS AS 和中國核工業集團公司。

其他福利:

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 調查範圍
  • 市場定義
  • 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

  • 介紹
  • 到2027年的裝置容量和預測
  • 最新趨勢和發展
  • 政府法規政策
  • 市場動態
    • 促進因素
    • 抑制因素
  • 供應鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度

第5章市場區隔

  • 按用途
    • 能源
    • 防禦
    • 其他用途
  • 按核子反應爐類型
    • 壓水式反應爐/壓水重水核子反應爐
    • 沸水式反應爐
    • 高溫反應爐
    • 液態金屬快滋生反應器
    • 其他核子反應爐
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 南美洲
    • 中東/非洲

第6章 競爭形勢

  • 合併、收購、合資、合作夥伴關係和協議
  • 主要企業策略
  • 公司簡介
    • 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7章 市場機會及未來趨勢

簡介目錄
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