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WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
PRÉAMBULE
THE WORLD NUCLEARINDUSTRYSTATUS REPORT 2018
A Mycle Schneider Consulting ProjectParis, London, September 2018
Falls die Titelseite Fragen aufwerfen sollte...
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 20182
Mycle SchneiderInterna'onaler Energie- und Atompoli'k-Berater, Paris
Hauptautor und Herausgeber des WNISR
The World Nuclear Industry Status Report 2018(WNISR2018)
www.WorldNuclearReport.org
Atomtage Karlsruhe, 21. September 2018
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
ÜBERSICHT – BETRIEBSAUFNAHMEN UND ABSCHALTUNGEN
3
5
10
15
20
25
30
7/182015201020052000199519901985198019751970196519601954
-25
-20
-15
-10
-5
0
© WNISR - Mycle Schneider Consulting
Reactor Startups and Shutdowns in the Worldin Units, from 1954 to 1 July 2018
YearlyBalance
Reactor Startups
Reactor Shutdowns
Sources: WNISR, with IAEA-PRIS, 2018
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 20184
5
10
15
20
25
30
7/182015201020052000199519901985198019751970196519601954
-25
-20
-15
-10
-5
0
© WNISR - Mycle Schneider Consulting
Reactor Startups and Shutdowns in the Worldin Units, from 1954 to 1 July 2018
Reactor Shutdowns
China Rest of the WorldReactor Startups
All Countries (No Chinese in Total)
Sources: WNISR, with IAEA-PRIS, 2018
ÜBERSICHT – BETRIEBSAUFNAHMEN UND ABSCHALTUNGEN
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
EU – BETRIEBSAUFNAHMEN UND ABSCHALTUNGEN
5
15
7/182015201020052000199519901985198019751970196519601956
-10
-5
0
10© WNISR - Mycle Schneider Consulting
Reactor Startups and Shutdowns in the EU28in Units, from 1956 to 1 July 2018
YearlyBalance
Reactor Startups
Reactor Shutdowns
Sources: WNISR, with IAEA-PRIS, 2018
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 20186
⬇
Source: IAEA-PRIS, Screenshot, 2 September 2018
ÜBERSICHT – IRREFÜHRENDE OFFIZIELLE STATISTIKEN 1
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 20187
Source: IAEA-PRIS, Screenshot, 2 September 2018
⬇
ÜBERSICHT – IRREFÜHRENDE OFFIZIELLE STATISTIKEN 1
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
JAPAN FOCUS
8
Sources: Various sources, compiled by WNISR, 2018
© WNISR - Mycle Schneider Consulting0
50
100
150
200
250
300
0
10
20
30
40
50
60
7/18201520102005200019951990198519801975197019651963
Electricity Generation in TWh Nuclear Capacity in GW
Rise and Fall of the Japanese Nuclear Program - 1963 to July 2018
Capacity
Generation
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
ÜBERBLICK – LONG-TERM OUTAGE (LTO)
9
WNISR Definition von LTO
“A nuclear power reactor is considered in Long-Term Outage (LTO), if it has not generated any power in the entire previous calendar year and in the first semester of the current calendar year of the WNISR.”
-------------Reactors in LTO as of 1 July 2018
• 26 reactors in Japan, shut down between 2007 and 2013. Only 9 operating.• 2 reactors in India (Kakrapar-1 & Kakrapar-2)• 1 reactor in Argentina (Embalse)• 1 reactor in France (Paluel-2)• 1 reactor in China (CEFR)• 1 reactor in Taiwan (Chinshan-1)
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
Sources: WNISR, with IAEA-PRIS, 2018
10
0
100
200
300
400
0
100
200
300
400
7/182015201020052000199519901985198019751970196519601954
GW
© WNISR - Mycle Schneider Consulting
2002Maximum Numberof Reactors: 438
7/2018363 GWe
413 Reactors 1989
312 GWe420 Reactors
2006Maximum OperatingCapacity: 368 GWe
Nuclear Reactors and Net Operating Capacity in the World in Units and GWe, from 1954 to 1 July 2018
Reactors in Operation
Operating Capacity
Units GWe
0
100
200
300
400
0
100
200
300
400
7/182015201020052000199519901985198019751970196519601954
GW
© WNISR - Mycle Schneider Consulting
2002Maximum Numberof Reactors: 438
7/2018363 GWe
413 Reactors 1989
312 GWe420 Reactors
2006Maximum OperatingCapacity: 368 GWe
Nuclear Reactors and Net Operating Capacity in the World in Units and GWe, from 1954 to 1 July 2018
Reactors in Operation
Operating Capacity
Units GWe
0
100
200
300
400
0
100
200
300
400
7/182015201020052000199519901985198019751970196519601954
GW
© WNISR - Mycle Schneider Consulting
2002Maximum Numberof Reactors: 438
7/2018363 GWe
413 Reactors 1989
312 GWe420 Reactors
2006Maximum OperatingCapacity: 368 GWe
Nuclear Reactors and Net Operating Capacity in the World in Units and GWe, from 1954 to 1 July 2018
Reactors in Operation
Operating Capacity
Units GWe
ÜBERSICHT – REAKTOREN UND KAPAZITÄT IN BETRIEB
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Mycle Schneider Consulting Karlsruhe, 21. September 201811
Sources: WNISR, with IAEA-PRIS, 2018
0
50
100
150
50
100
150
7/1820152010200520001995199019851980197519701965196019560
© WNISR - Mycle Schneider Consulting
Nuclear Reactors and Net Operating Capacity in the EU 28 in Units and GWe, from 1956 to 1 July 2018
Reactors in Operation
Operating Capacity
Units GWe
7/2018116.7 GWe
125 Reactors
1989124.4 GWe
177 Reactors
2000Maximum Operating
Capacity: 136.8 GWe 1988
Maximum Number of Reactors: 177
EU – REAKTOREN UND KAPAZITÄT IN BETRIEB
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
Sources: IAEA-PRIS, BP, 2018
12
0
500
1000
1500
2000
2500
0
5
10
15
17201520102005200019951990 0
500
1000
1500
2000
2500
17201520102005200019951990
© WNISR - Mycle Schneider Consulting© WNISR - Mycle Schneider Consulting
Nuclear Electricity Production 1990-2017In the World...in TWh (net) and Share in Electricity Generation (gross)
...and in China and the Rest of the World in TWh (net)
1996Maximum : 17.5%
TWh
Sharein %
2017Production: 2,503 TWh
Share:10.3%
2006Maximum:
2,660 TWh
TWh
2015-2017Since 2014, without China's contribution,
world nuclear production has declined.In 2017, it increased by 1% globally, but
fell by 0.4% outside ChinaNuclear Share
Nuclear ElectricityProduction
ChinaRest ofthe World
ÜBERSICHT – STROMPRODUKTION UND ANTEIL ATOM
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
2014
800 600 400 200 0
Armenia
Netherlands
Argentina
Slovenia
Iran
Pakistan
Mexico
Romania
Slovakia
Brazil
Bulgaria
South Africa
Hungary
Switzerland
Taiwan
Finland
Czech Rep.
Japan
India
Belgium
Spain
Sweden
UK
Germany
Ukraine
Canada
South Korea
Russia
China
France
USA
0 10 20 30 40 50 60 70 80
Iran
Brazil
Netherlands
India
Japan
China
Argentina
Mexico
Pakistan
South Africa
Taiwan
Germany
Canada
Romania
Russia
UK
USA
Spain
South Korea
Armenia
Czech Rep.
Finland
Switzerland
Bulgaria
Slovenia
Sweden
Belgium
Hungary
Slovakia
Ukraine
France
© WNISR - Mycle Schneider Consulting
2005
2002
2003
1986
2014
1996
2005
1996
1986
2009
1987
2013
1989
1997
1995
2015
2009
1994
1988
1989
1989
1990
2017
1986
2001
1998
201520102005
1994
2001
1999
2004
2001
1999
1998
2007
2017
2015
2011
2017
Nuclear Production in 2016/2017 and Historic Maximumin TWh and Share In Electricity Production
TWh Percentage
20162017Historic MaximumHistoric Maximum Year1998
Sources: IAEA-PRIS, BP, 2018
13
(Top 21)
2014
800 600 400 200 0
Armenia
Netherlands
Argentina
Slovenia
Iran
Pakistan
Mexico
Romania
Slovakia
Brazil
Bulgaria
South Africa
Hungary
Switzerland
Taiwan
Finland
Czech Rep.
Japan
India
Belgium
Spain
Sweden
UK
Germany
Ukraine
Canada
South Korea
Russia
China
France
USA
0 10 20 30 40 50 60 70 80
Iran
Brazil
Netherlands
India
Japan
China
Argentina
Mexico
Pakistan
South Africa
Taiwan
Germany
Canada
Romania
Russia
UK
USA
Spain
South Korea
Armenia
Czech Rep.
Finland
Switzerland
Bulgaria
Slovenia
Sweden
Belgium
Hungary
Slovakia
Ukraine
France
© WNISR - Mycle Schneider Consulting
2005
2002
2003
1986
2014
1996
2005
1996
1986
2009
1987
2013
1989
1997
1995
2015
2009
1994
1988
1989
1989
1990
2017
1986
2001
1998
201520102005
1994
2001
1999
2004
2001
1999
1998
2007
2017
2015
2011
2017
Nuclear Production in 2016/2017 and Historic Maximumin TWh and Share In Electricity Production
TWh Percentage
20162017Historic MaximumHistoric Maximum Year1998
ÜBERSICHT – STROMPRODUKTION UND ANTEIL ATOM
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
Sources: WNISR, with IAEA-PRIS, 2017
14
ÜBERSICHT – REAKTOREN IM BAU
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 201815
Nuclear Reactors “Under Construc2on” (as of 1 July 2018)
Sources: Compiled by WNISR, 2018
ÜBERSICHT – REAKTOREN IM BAU
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 201816
Reactor Construc-on Times of 53 Units Started-up 2008–7/2018
Sources: WNISR, with IAEA-PRIS, WNA, 2018
ÜBERSICHT – BAUZEITEN
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
Sources: WNISR, with IAEA-PRIS, 2018
17
ÜBERSICHT – ANZAHL NEUBAUSTARTS
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
Sources: WNISR, with IAEA-PRIS, 2018
18
ÜBERSICHT – ANZAHL NEUBAUSTARTS… UND CHINA
WNISR2018
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Sources: WNISR, with IAEA-PRIS, 2018
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
0–10 Years11–20 Years21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of World Nuclear Fleet
413 reactorsMean Age:29.9 years
54
35
70
177
77
ÜBERSICHT – ALTERSSTRUKTUR WELT
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
ÜBERSICHT – ALTERSSTRUKTUR EU28
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
0–10 Years11–20 Years21–30 Years31–40 Years41 Years and More
Reactor Age
50 Number of Reactors by Age Class
Age of EU Nuclear Fleet
125 reactorsMean Age:33.4 years
16
28
78
12
Sources: WNISR, with IAEA-PRIS, 2018
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
STATUS REPORT DECOMMISSIONING
21
Sources: Various, compiled by WNISR 2018
Overview of Decommissioning Status in Six Selected Countries
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
DECOMMISSIONING STATUS REPORT
22
Sources: WNISR and IAEA-PRIS, 2018
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 201823
Sources: Andy S7rling, Phil Johnstone, WNISR, with WNA, 2018
• Atomwaffenstaaten haben die ambi7oniertesten Neubauprojekte.
• Es gibt keine globale oder regionale Militärmacht, die nicht auch eine zivile AtomkraOgeschichte hat.
• Kein Land mit Atom-kraO-Moratorium oder Auss7egspoli7k ist Atomwaffe, oder Atom-U-Boote oder Plane solche zu erwerben.
ZIVIL-MILITÄRISCHE ABHÄNGIGKEITEN
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
• Die Verbindungen zwischen zivilen und militärischen Aspekten von
Atomanlagen und SpaltmaterialprodukEon sind bestens bekannt (z.B.
von Plutonium, hoch angereichertem Uran, TriEum).
• Neu ist: die gegenseiEgen Abhängigkeiten, z.B. in der Atom-U-Boot-
Industrie, die als unabdingbar für einen Sitz im UNO Sicherheitsrat
angesehen wird.
• In den letzten zwei Jahren: mehrere Berichte, die auf die
Beibehaltung einer zivilen Atomindustrie drängen mit der Begründung
dies sei im Interesse der naEonalen Sicherheit (z.B. Ernest Moniz in
USA; Roll Royce in GB; Bericht für Nicolas Hulot in FR).
ZIVIL-MILITÄRISCHE ABHÄNGIGKEITEN ALS MOTIF?
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
ERNEUERBARE UND ATOMKRAFT - INVESTITIONEN
25
Sources: FS-UNEP/BNEF 2018 and WNISR Original Research
0
50
100
150
200
250
300
20172016201520142013201220112010200920082007200620052004© W
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Global Investment Decisions in New Renewables and Nuclear Power in US$ billion, 2004-2017
Other RenewablesSolarWindNuclear
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
INVESTITIONEN IN ERNEUERBARE – TOP TEN
26
Sources: FS-UNEP /BNEF, 2018, 2017, 2016
0
25
50
75
100
1252017
2016
2015
SwedenMexicoBrazil (*)UKAustraliaGermanyIndia (*)JapanUSA (*)China (*)© WNISR - Mycle Schneider Consulting
Top 10 Countries for Renewable Energy Investment 2015-2017in US$ billion
(*) Updated data for 2015, 2016 and 2017 from FS-UNEP 2018 Report
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
0
201720142012201020082006200420022000
0
2017201420122010200820062004200220001998
© W
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Wind
Solar
Nuclear
Capacity Added Since 2000in GWe net
Wind
Solar Nuclear
Annual ProductionCompared to 1997
in TWh/year
167
-23
3
226
2535
221
285
334
399
497
450
252
66
22
100
178
137
302
399
Wind, Solar and Nuclear Developments: Installed Capacity and Electricity Production in the World
20
100
5 33
259327
442366
180294
289
397
241 239
512
51121
948
820
634
264
1 111
Nuclear(excl. LTO)
27
Sources: WNISR, IAEA-PRIS, BP Sta;s;cal Review 2018
ERNEUERBARE UND ATOMKRAFT – KAPAZITÄT/PRODUKTION
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
201720142012201020082006200420022000 2017201420122010200820062004200220001998
© W
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Wind
Solar
Nuclear
Capacityin GWe
Wind
Solar
Nuclear
Electricity Productionin TWh/year
363 374
327
370 361 385353
3057
221
417
515
468
103
22
66
101178
227
400
Wind, Solar and Nuclear Installed Capacity and Electricity Production in the World
6 21
260101
328443
2 6302 553
2 661
2 5052 346
2 4442 503
133
276342
524646
959832
63
1 123
Nuclear (excl. LTO)
350
2 264
28
Sources: WNISR, IAEA-PRIS, BP Sta:s:cal Review 2018
ERNEUERBARE UND ATOMKRAFT – KAPAZITÄT/PRODUKTION
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 201829
0
500
1000
1500
2000
2500
3000Non-hydro renewablesHydroCoal
GasOilNuclear
201720152013201120092007
>3 000
>1 5001 470
980
-110 -200
© WNISR - Mycle Schneider Consulting
Power Generation in the WorldAnnual Production Compared to 2007 in added TWh by Source
Sources: BP Sta7s7cal Review 2018
FOSSILE, ERNEUERBARE UND ATOMKRAFT – PRODUKTION
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201720142012201020082006200420022000 201720142012201020082006200420022000
© W
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Wind
Solar
Nuclear
Capacityin GWe
Wind
Solar Nuclear
Production in TWh/year
2 8713 19
27
35
18
46
97
132
164
149
77
7
28
44
78
131
Installed Wind, Solar and Nuclear Capacity and Production in China 2000-2017
4 16
44
24
62
108124
16
6650
161
198
233
28
70
96
141156
237
186
4
286
Sources: WNISR, IAEA-PRIS, BP Sta;s;cal Review 2018
ERNEUERBARE UND ATOMKRAFT – KAPAZITÄT/PRODUKTION
WNISR2018
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201720142012201020082006200420022000 201720142012201020082006200420022000
© W
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© W
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Wind
Solar
Nuclear
Capacityin GWe Wind
Solar Nuclear
Production in TWh/year
3
2
4 5
6
2
6
10
13
20
25
33
29
16
1 35
9
19
Installed Wind, Solar and Nuclear Capacity and Production in India 2000-2017
0.8 1.4
2.8 6.64.9
11.6
21.520
29
14
18
15
30
35
3
9
1419
24
43
27
33
53
31
Sources: WNISR, IAEA-PRIS, BP Sta;s;cal Review 2018
ERNEUERBARE UND ATOMKRAFT – KAPAZITÄT/PRODUKTION
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0
201720142012201020082006200420022000
0
2017201420122010200820062004200220001998
© W
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© W
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Wind
Solar
Nuclear
Capacity Added Since 2000in GWe net
Wind
Solar
Nuclear
Annual ProductionCompared to 1997
in TWh/year
-16-6
94
-17
-19
21
51
93
127
155
140
35
22
66
8071
100106
Wind, Solar and Nuclear Developments: Installed Capacity and Electricity Production in the EU
37
126
9775
245231
296
355
-47
45
-42
79
-32
60
-91
71
423
1089786
46
120
Nuclear(excl. LTO)
Sources: WNISR, IAEA-PRIS, BP Statistical Review 2018
ERNEUERBARE UND ATOMKRAFT – KAPAZITÄT/PRODUKTION
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
SCHLUSSFOLGERUNGEN
33
• Sehr bescheidener ProdukBonsansBeg von Atomstrom, im Wesentlichen wegen Chinas Programm.
• Weiterhin AbsBeg der Rolle von AtomkraM im Strommix.
• Kostenvorteil der Erneuerbaren wächst weiter.
• Neun von 31 Atomenergie nutzenden Länder produzieren mehr Strom mit Erneuerbaren als mit AtomkraM.
• NeSoansBeg der installierten AKW-Kapazität ist vernachlässigbar im Rahmen des gesamten Marktes (1 GW von 257 GW in 2017).
• Schrumpfen der Neubaustarts: 15 in 2010, 5 in 2017, 3 en 2018; kein kommerzieller Neubaubeginn in China seit Dezember 2016.
• Demontage und Abriss in den Anfängen. Nur 10 von 173 abgeschalteten Reaktoren bis „green field“ Status zurückgebaut. • MoBvaBonen für Weiterbetrieb oder Neubau unklar. Zivil-militärische Abhängigkeiten als eine der treibenden KräMe möglich.
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
AIEA : “RISQUES D’UN DÉCLIN”
New IAEA Energy Projections See Possible Shrinking Role for Nuclear Power
Nuclear power’s electricity generating capacity risks shrinking in the coming decades as ageing reactors are retired and the industrystruggles with reduced competitiveness, according to a new IAEA report.
AIEA,10 septembre2018
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
Anhänge
35
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
© WNISR - Mycle Schneider Consulting
1960 1970 1980 1990 2000 2010 1954 1965 1975 1985 1995 2005 2015 7/180
2
4
6
8
10
12
14
16
Duration in YearsAverage Annual ConstructionTimes in the World from 1954 to 1 July 2018by Grid Connection Date
Number of Reactors
1 5 10 20 30
GLOBAL OVERVIEW – CONSTRUCTION TIMES
Sources: WNISR, with IAEA-PRIS, 2018
36
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
© WNISR - Mycle Schneider Consulting
19801970 19851975 1990 1995 2000 2005 2010 2015 17
USA - 42
Total - 94
Ukraine - 6
Taïwan - 2
Spain - 4Sweden - 1
Russia - 12
Romania - 3
Poland - 2
Philippines - 1N. Korea - 1
Lithuania - 1
Japan - 1
Italy - 3
Iran - 1
Germany - 6
Czech Rep. - 2
Cuba - 2
Bulgaria - 2
Brazil - 1
Austria - 1
2 2 2 5 11 5 13 3 9 3 12 3 2 9 1 1 1 1 2 23 1
in Units by Cancellation Year and CountryAbandoned Reactor Constructions from 1970 to 1 July 2018
North America Latin America Europe Asia and Middle East
1
CONSTRUCTION STARTS AND CANCELLATIONS
37
Sources: WNISR, with IAEA, and various sources, 2018
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
FRANCE FOCUS
38
Sources: EDF, 2018
0
5
10
15
20
25
0
5
10
15
20
25Units GW
25/0618/0611/0604/0628/0521/0514/0507/0530/0423/0416/0409/0402/0426/0319/0312/0305/0326/0219/0212/0205/0229/0122/0115/0108/0101/01
© WNISR - Mycle Schneider Consulting
Unavailability of French Nuclear Reactors in 2018Maximum number of reactors offline for each week during the first half-yearin Units and Capacity
Reactors offline
Capacity
French Nuclear Fleet: 58 Reactors / 63.1 GW
22.6 GW20 Units
22.4 GW20 Units
19.7 GW18 Units
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 201839
Sources: WNISR, with IAEA-PRIS, 2018
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
0–10 Years11–20 Years21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of Shutdown Nuclear Reactors in the World
173 reactorsMean Age:25.3 years
26
31
56
40
20
GLOBAL OVERVIEW – CLOSURE AGE
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
AGE DISTRIBUTION OF REACTOR FLEETS: U.S., France
40
Sources: WNISR with IAEA-PRIS, 2018
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
11–20 Years21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of French Nuclear Fleet
2
14
41
1
58 reactors(1 in LTO)Mean Age:33.4 years
1 in LTO
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
11–20 Years21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of French Nuclear Fleet
2
14
41
1
58 reactors(1 in LTO)Mean Age:33.4 years
1 in LTO
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
0–10 Years21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of US Nuclear Fleet
99 reactorsMean Age:38.1 years
1
12
42
44
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
AGE DISTRIBUTION OF REACTOR FLEETS: EU, U.K.
41
Sources: WNISR, with IAEA-PRIS, 2018
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
0–10 Years11–20 Years21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of EU Nuclear Fleet
125 reactorsMean Age:33.4 years
16
28
78
12
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
0–10 Years11–20 Years21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of EU Nuclear Fleet
125 reactorsMean Age:33.4 years
16
28
78
12© WNISR - Mycle Schneider Consulting
as of 1 July 2018
21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of UK Nuclear Fleet
15 reactorsMean Age:34.4 years
5
6
4
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
0–10 Years11–20 Years21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of EU Nuclear Fleet
125 reactorsMean Age:33.4 years
16
28
78
12
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
AGE DISTRIBUTION OF REACTOR FLEETS: Japan, China
42
Sources: WNISR with IAEA-PRIS, 2018
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
0–10 Years11–20 Years21–30 Years
Reactor Age
50 Number of Reactors by Age Class
Age of Chinese Fleet
42 reactors(1 in LTO)Mean Age:7.1 years
31
8
3
1 in LTO
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
0–10 Years11–20 Years21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of Japanese Nuclear Fleet
1
4
17
10
3
9 in operation
35 reactors(26 in LTO)Mean Age:
28 years
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
AGE DISTRIBUTION OF REACTOR FLEETS: Russia
43
Sources: WNISR with IAEA-PRIS, 2018
© WNISR - Mycle Schneider Consulting
as of 1 July 2018
0–10 Years11–20 Years21–30 Years31–40 Years41 Years and Over
Reactor Age
50 Number of Reactors by Age Class
Age of Russian Nuclear Fleet
37 reactorsMean Age:29.7 years
7
2
4
14
10
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
FRANCE — RÉPARTITION DES ÂGES
Sources: WNISR, with IAEA-PRIS, 2018
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
PAYS “NEWCOMER” POTENTIELS
Sour
ces:
Var
ious
, com
pile
d by
WN
ISR,
201
8
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
US FOCUS – 18 “EARLY CLOSURES” 2009-2025
46
Sour
ces:
Var
ious
sour
ces c
ompi
led
by W
NIS
R
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
© W
NIS
R -
Myc
le S
chn
eide
r C
onsu
ltin
g
Wind
PV
NaturalGas
OtherRenewables
Coal
FuelOil
Nuclear
15.6
6.0
2.6 2.3 1.7
-1.8 -0.6
-2.3
-7.5
-2.2
Startup and Shutdown of Electricity Generating Capacity in the EU in 2017 by Energy Source in GWe
NUCLEAR POWER VS. RENEWABLES DEPLOYMENT
47
Sources: WindEurope, WNISR, 2018
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
FOCUS ALLEMAGNE
48
0
30
60
90
120
© WNISR - Mycle Schneider Consulting
NuclearReduction
-64
Fossil FuelReduction
-28
RenewablesIncrease
113
Main Evolution of the German Power System between 2010 and 2017in TWh
Nuclear and Fossil FuelGeneration Reductions
as well as Export Increase...
... are Covered by Consumption Decrease and
Renewable Production Increase
Net ExportIncrease
37
ConsumptionDecrease
-16
Sources WNISR, based on AGEB 2018
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
0
50
100
150
200
250
300Asia (excl. China and India)IndiaChina
Middle East and AfricaEurope
Americas (exclu. US and Brazil)Brazil
US
20172016201520142013201220112010200920082007200620052004
NuclearRenewable
© W
NIS
R -
Myc
le S
chn
eide
r C
onsu
ltin
g
Regional Breakdown of Nuclear and Renewable Energy Investments in US$ Billion, 2004-2017
NUCLEAR POWER VS. RENEWABLES DEPLOYMENT
49
Sources: FS-UNEP,BNEF 2018 and WNISR Original Research
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 2018
NUCLEAR POWER VS. RENEWABLES DEPLOYMENT
50
0
50
100
150
200
250
300
350
WindUtility Scale Solar (²)Gas - Combined CycleCoalNuclear
2017 11.0
2016 10.0
2015 9.0
2014 8.0
2013 7.0
2012 6.0
2011 5.0
2010 4.0
2009 3.0
© WNISR - Mycle Schneider Consulting
Selected Historical Mean Costs by Technology LCOE values in US$/MWh (¹)
20%
-8%
-27%-86%-67%
Lazard LCOE VersionsSources: Lazard Es)mates, 2017
WNISR2018
Mycle Schneider Consulting Karlsruhe, 21. September 201851
Sources: DOE-EIA, 2018
201720142012201020082006200420022000 201720142012201020082006200420022000
© W
NIS
R -
Myc
le S
chn
eide
r C
onsu
ltin
g
© W
NIS
R -
Myc
le S
chn
eide
r C
onsu
ltin
g
Wind
Solar
Nuclear
Annual ProductionCompared to 2000
in net added TWh
Wind
Solar
Nuclear
Annual Production2000-2017in net TWh
26
10
3543
53
15
51
12
68
29
89
115
162
176 185
249
221
135
1728
38
54
76
Wind, Solar and Nuclear Developments in the United States 2000-2017
1055
30
77
770
754
764
806788 807 805
18
95
34
141191
254
ERNEUERBARE UND ATOMKRAFT – KAPAZITÄT/PRODUKTION