확장 성공: 경쟁이 치열한 글로벌 저탄소 에너지 시장에서 소형모듈원자로의 미래 탐색(Scaling Success: Navigating the Future of Small Modular Reactors in Competitive Global Low-Carbon Energy Markets)
본 보고서는 외부 비즈니스와 내부 기술 성과의 조합으로 시장 점유율을 확보할 가능성이 더 높은 상위 25개 SMR 프로젝트를 식별하고 평가하고 있습니다.
The base-case scenario suggests that
this could be achieved after 80-90
repeated deployments. This is close to
the assessment of the UK government
which estimates that “given an expected
SMR learning rate of between 6.5% and
8%, SMRs could become cost competitive
against large nuclear after 5-8 GWe of
global deployment of a single design4 or
after about 50-100 power units/modules
depending on their size. Given the limited
size of the global market it implies
significant ‘first-mover’ competitive
advantages while ‘lagging behind’ in
terms of the timeline of deployment
and expansion may render even more
advanced designs uneconomic.