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市場調查報告書
商品編碼
1755977
三結構等向性(TRISO) 燃料市場預測(至 2032 年):按核子反應爐類型、包覆材料、燃料形式、部署階段、應用和地區進行的全球分析Tri-Structural Isotropic Fuel Market Forecasts to 2032 - Global Analysis By Reactor Type, Coating Material, Fuel Form, Deployment Phase, Application and By Geography |
根據 Stratistics MRC 的數據,全球三結構等向性(TRISO) 燃料市場預計在 2025 年達到 4.1416 億美元,到 2032 年將達到 6.1457 億美元,預測期內的複合年成長率為 5.8%。
一種稱為三結構等向性(TRISO)燃料的核燃料旨在用於高溫反應爐。 TRISO燃料由多層保護性鈾組成,通常以二氧化鈾或氧化鈾的形式存在。這些鈾結合在一起形成由碳化矽、內層熱解碳、外層熱解碳和多孔碳緩衝層組成的細小而堅韌的顆粒。這種多層塗層提供了卓越的裂變產物遏制能力,並提高了在惡劣環境下的性能和安全性。 TRISO燃料堅固的結構和抗熔化性能使其成為下一代核能系統和先進核子反應爐設計的理想選擇。
新核子反應爐的需求不斷增加
為了使這些核子反應爐安全有效地運行,它們需要像TRISO一樣堅固耐用、耐高溫的燃料。 TRISO燃料的特殊設計提供了卓越的放射性安全殼,並滿足下一代核子反應爐的安全要求。公共和私營部門對尖端核能技術的投資正在推動TRISO燃料的需求。此外,全球對清潔能源解決方案的關注推動了TRISO在永續電力系統中的應用。這種日益成長的吸引力正在加速TRISO燃料領域的技術創新和生產能力。
製造成本高、製造流程複雜
製造過程成本高昂,需要多層加工和專用材料。此外,複雜的製造流程限制了擴充性,因為它需要先進的設備和精密的工程設計。這些挑戰抑制了投資,並提高了新製造商的進入門檻。因此,TRISO燃料的經濟可行性仍然有限。最終,由於複雜性和成本的雙重影響,TRISO燃料在商用核子反應爐中的大規模部署被推遲。
政府措施和研發資金
主要經濟體的政府正在大力投資先進的核燃料技術,以減少碳排放並提高能源安全。這些投資通常透過與私人公司達成協議或直接資助國家實驗室進行TRISO燃料開發。支持性法律法規也促進了創新並加速了商業化進程。透過官民合作關係,鼓勵進行先進的測試、核子反應爐演示和安全改進。因此,TRISO燃料作為下一代核子反應爐可靠安全的替代燃料,正日益受到歡迎。
監管障礙和公眾認知
嚴格的核能監管法規拖延了許可證發放,並提高了開發成本,阻礙了新進業者。冗長的許可證核准程序進一步拖慢了核能的接受度因安全疑慮和懷疑而降低,而這些擔憂往往源於過去的事故。人們對TRISO等現代燃料的輻射危害有誤解,阻礙了投資。這些障礙共同限制了市場擴張,並阻礙了TRISO燃料技術的廣泛應用。
COVID-19的影響
新冠疫情對等向性(TRISO) 燃料市場產生了適度但顯著的影響。供應鏈延遲,尤其是石墨和碳化矽塗層的延遲,導致新燃料的生產延遲。預算重新分配給緊急的醫療保健需求,導致一些研發項目延期。停工期間核能研究需求下降,進一步延後了計劃進度。然而,隨著全球核工業在2021年復甦,對包括TRISO在內的新型核子反應爐燃料的投資恢復了勢頭,推動了產量的恢復,並重新燃起了人們對提高其安全性和性能的興趣。
預測期內,碳化矽(SiC)部分預計將實現最大幅度成長
預計碳化矽 (SiC) 將在預測期內佔據最大的市場佔有率,這得益於其優異的導熱性和耐高溫性,從而提高了核子反應爐的安全性和效率。 SiC 塗層可有效防止裂變產物的釋放,確保在極端核子條件下的安全殼。 SiC 的化學穩定性和耐腐蝕性使其成為高溫反應爐(HTGR) 等先進核子反應爐的理想選擇。對事故容錯燃料日益成長的需求推動了下一代核能技術中 SiC 基 TRISO 顆粒的應用。此外,SiC 製造流程的進步正在降低成本並擴大商業性可行性。
預計預測期內電力公用事業部門的複合年成長率最高。
由於人們對用於清潔能源發電的先進核能技術的興趣日益濃厚,預計電力產業將在預測期內實現最高成長。隨著脫碳和更換老化石化燃料電廠的壓力日益增大,公用事業公司正在尋求用於下一代核子反應爐的TRISO燃料的安全性和耐高溫性。使用TRISO的小型模組化反應器(SMR)對於偏遠地區和電網緊張地區的分散式能源發電尤其具有吸引力。此外,TRISO的抗融化性能增強了電網可靠性和能源安全性,從而吸引了投資。隨著公用事業公司擴大其核能組合,對TRISO燃料的需求預計將穩定成長。
在預測期內,由於中國、韓國和日本等國家核能應用的日益普及,預計亞太地區將佔據最大的市場佔有率。尤其是中國,在以TRISO燃料為核心的高溫反應爐(HTGR)技術研發方面取得了重大進展。該地區對能源多元化的關注正在刺激需求,同時也增加了對下一代核子反應爐的投資。強而有力的政府支持和國際合作研究計畫將進一步加速這一高成長市場TRISO燃料的技術創新和商業化。
由於人們對先進核子反應爐的興趣重燃,以及政府大力推廣清潔能源,預計北美在預測期內的複合年成長率將最高。美國能源局一直是TRISO開發案的關鍵支持者,資助了TRISO開發計劃,並與X-energy和BWXT等私人公司合作。美國的能源安全目標和工業部門脫碳需求進一步支撐了TRISO市場。隨著高溫反應爐)需求的不斷成長,TRISO燃料將在該地區的能源結構中發揮關鍵作用。
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.