1 Revolutions in Enrichment Presentation to the European Nuclear Conference – Manchester Paul Harding – URENCO 11 December 2012
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Revolutions in Enrichment
Presentation to the
European Nuclear Conference – Manchester
Paul Harding – URENCO
11 December 2012
2
Lifetime fuel cost analysis for a Gen III reactor (based on average published 2011 long-term prices)
Uranium Conversion
Enrichment Fabrication
The Nuclear Fuel Supply Chain
48%
4%
34%
14%
Uranium Mining
Conversion
Electricity
Enrichment
Fuel
Fabrication
Nuclear Power
Plant
Transmission &
Distribution
3
0
20
40
60
80
100
120
2012
2014
2016
2018
2020
2022
2024
2026
2028
2030
MSWU @ 0.22 wt% U235 tails
*includes SWU equivalent of MOX supply
Low
Reference
High
Alternatives to LEU fuel:
Natural Uranium GCR/PHWR
Thorium fuels
HTR fuels (<20wt% U235)
Mixed Oxide + RepU
Global Enrichment Demand World Nuclear Association 2011 Market Report (post-Fukushima)
~9% of nuclear generation
is non-LEU
~2% is MOX fuel
4
How to do uranium isotope separation
• Calutron No
• Gas diffusion Yes
• Gas centrifuge Yes
• Laser (AVLIS/MLIS) No
• Laser (SILEX) Not yet
Commercially
Deployed?
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Gas Diffusion
Characteristics:
• Low separation efficiency requires hundreds of stages
• High electricity consumption
• Significant uranium hold-up in cascades
• Fixed capacity - not modular
Gas diffusion stage
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Gas Centrifuge
Characteristics:
• Improved separation efficiency
• Requires thousands of
machines to be arranged in
cascades
• Low electricity consumption
• Negligible uranium hold-up in
cascades
• Modular capacity
• Technology development
dependent on structural
materials
Single gas centrifuge
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Laser Separation MLIS technology
Characteristics:
• Potentially high separation efficiency
• Low electricity consumption predicted
• Requires cells to be arranged in cascades
• Technology development dependent on laser reliability
MLIS isotope cell
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Technology development
Generation Technology: Calutron
Gaseous diffusion
Generation Technology: Early gas centrifuges
Enhanced gaseous diffusion
1st
2nd
Generation Technology: Advanced ultra-centrifuges;
Laser (MLIS, AVLIS, SILEX) 3rd
1940s to 1960s 1970s to 1990s 2000 on
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Commercial technology choices
Russian Centrifuge
URENCO/ETC Centrifuge
Commercially deployed
China: CNNC
Centrifuge (domestic
design)
American Centrifuge:
USEC/DOE/B&W/Toshiba
GE-H/SILEX/Cameco
Under qualification
Japan: JNFL Rokkasho
Advanced Centrifuge
Brazil: INB Centrifuge
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Centrifuge versus diffusion Capacity development
1992 2002 2012
~52 ~49 ~58 mSWU
GDP
GC
US DOE
EURODIF
CNNC
Minatom
URENCO
JNFL
CNNC
USEC
EURODIF
CNNC
Rosatom
URENCO
JNFL
CNNC
USEC
CNNC
Rosatom
URENCO AREVA
JNFL
CNNC, INB
Year
Enricher
40%
60%
61%
39%
86%
14%
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JNFL
CNNC
Global SWU Supply Capacities as at end 2012
USEC
Rosatom
INB
Areva
6,000tSW
<50tSW
2,300tSW
<100tSW
27,700tSW
14,700tSW
2,500tSW
2,200tSW
World Total Capacity
~58,000tSW
12
0
5
10
15
20
25
30
Rosatom URENCO AREVA USEC CNNC JNFL INB
Centrifuge Diffusion
Global SWU Supply Capacities as at end 2012
World Total Capacity
~58mSWU
NB. Surplus over demand
used for tails upgrading/
underfeeding
mSWU
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Regional Enrichment Markets Localisation of supply vs market trends
Traditional markets Current supply
(No. of plants)
Future markets Demand trends
United States 1 GDP
1 GC
United States
Western Europe 4 GC Western Europe
Former Eastern Bloc 4 GC Eastern Europe
Eurasia and Russia
East Asia 3 GC
1 GDP
China and Korea
Japan
South Asia
Southern Hemisphere 1 GC Southern Hemisphere
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URENCO’s own revolution
• In 2000, URENCO was still the smallest of
the global enrichers
• The company made a commitment to
industry’s future with new capacity at four
sites
• By 2010 had become the largest Western
enricher and the only one to build on two
continents
• In 2006 LES was the first recipient of a
Combined Construction and Operation
License from the US NRC in 30 years
• Turned plans into reality in under 7 years
• Has maintained geographical diversity and
component-level choice within the supply
chain
• Now the largest SWU supplier to end user
customers, with 16.9mSWU installed
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URENCO’s evolution
• A 50-year journey of centrifuge technology and plant
development
• 6th generation machines (TC21) now installed at two plants
(UD and UUSA)
• The most powerful machines in commercial operation
• Current machines: TC12, TC12+ and TC21
Pilot
Plants
1st Generation
Demonstration
2nd
Generation
3rd
Generation
4th
Generation
5th
Generation
6th
Generation
Long
Term
0
100
200
300
Relative
Costs %
0
5
10
15
20
25
30
35
40
45
50
55
Relative
Unit Output
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Capenhurst (UK) Almelo (Netherlands) Gronau (Germany) Eunice (USA) Planned
tSW
URENCO Group commits to expanding its capacity to meet customer demand
URENCO’s capacity build-up
0
2000
4000
6000
8000
10000
12000
14000
16000
18000
20000
1975 1980 1985 1990 1995 2000 2005 2010 2012 2015
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The minds behind URENCO’s
ultra-centrifuge
Gernot Zippe (1917-2009) Jacob Kistemaker (1917-2010) Stanley Whitley (1928-)
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An industry at the crossroads
• The enrichment services industry is going through a period of restructuring
• Partly driven by need for capacity retirement and renewal
• Otherwise in response to declining or stagnant traditional markets
• Growth markets may demand packaged products or technology transfer
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Market issues faced by enrichers (1)
Dark clouds
• Fukushima has created market uncertainty and
stalled the global nuclear renaissance
• Industry was in mid-investment cycle, replacing old
technology and gearing up for growth
• On a critical pathway for new types of 3rd generation
technology deployment
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Market issues faced by enrichers (2)
New dawns
• A shift in centre of gravity for nuclear trade
• Political will for new nuclear is now primarily focused
on BRIC and Middle Eastern and N-11 economies