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市場調査レポート
ウラン採掘および原子炉市場におけるビジネスチャンス、戦略および見通し
Uranium Mining and Nuclear Reactor Market Strategy, Market Analysis, Product Description, and Company Profiles
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Abstract
Largest Users Of Nuclear Power
The US, France, Germany, Japan, Russia, and South Korea are the largest users
of nuclear power. China, India, and Southeast Asia are among regions likely to
initiate more rapid adoption of nuclear reactors. Nuclear power is moving to
next generation systems that promise to be more efficient and safer than
initial systems.
Russia Has Experimented With Several Lead-Cooled Reactor Designs
Russia has experimented with several lead-cooled reactor designs. It has used
leadbismuth cooling for 40 years in reactors for its Alfa class submarines.
Pb-208 (54% of naturally-occurring lead) is transparent to neutrons. A
significant new Russian design is the Brest fast neutron reactor, of 300 MWe
with lead as the primary coolant, at 540°C, and supercritical steam
generators. It is inherently safe and uses a U+Pu nitride fuel.
Uranium Market Driving Forces
Uranium market driving forces relate to the need for clean energy that is
competitive with the higher priced oil products used to generate electricity.
Clean energy has become a priority as pollutants cause health difficulties
worldwide.
Domestically, the United States has 100 nuclear reactors supplying more than
20% of the nation' s electricity. Enrichment capacity complements raw material
uranium. USEC seeks to provide enrichment capacity.
Nuclear power supplies a sixth of world electricity demand. A period of little
new construction is ending and the market is at the threshold of significant
expansion globally. There are multiple drivers for this upsurge in interest.
Table of Contents
URANIUM MINING EXECUTIVE SUMMARY
- Nuclear Energy Supplies 16% Of Total Power
- Largest Users Of Nuclear Power
- Russia Has Experimented With Several Lead-Cooled Reactor Designs
- Uranium Market Driving Forces
- Uranium From Mines
- Mining Methods Have Been Changing
- Nuclear Power Plants Used To Generate Hydrogen
- Worldwide Uranium Market Forecasts
1. URANIUM AND NUCLEAR REACTOR MARKET DYNAMICS AND MARKET DESCRIPTION
- 1.1 International Aspect of Civil Nuclear Material
- 1.1.1 International Nature Of Nuclear Material Flows
- 1.1.2 Nuclear Bilateral Safeguards
- 1.2 Support For Nuclear Energy
- 1.3 Worldwide Trends in the Uranium Market
- 1.3.1 U.S. Deal With Russia for Uranium
- 1.3.2 China' s Need For Uranium For Nuclear Energy
- 1.3.3 US Agreement With India
- 1.3.4 US Use Of Nuclear Power To Reduce The Emission Of Greenhouse Gasses
- 1.3.5 Price Of Uranium Oxide
- 1.4 International Project on Innovative Nuclear Reactors and Fuel Cycles
(INPRO)
- 1.5 Global Nuclear Energy Partnership (GNEP)
- 1.6 International Atomic Energy Agency (IAEA)
- 1.7 Uranium Enrichment
- 1.8 Iran
- 1.9 Uranium From Dismantled Russian Nuclear Warheads
- 1.10 Nuclear Energy Supplies 16% Of The World' s Total Power
- 1.10.1 23 Nuclear Reactors Under Construction
- 1.10.2 Europe
- 1.10.3 United States
- 1.10.4 China
- 1.10.5 $50 Billion Of Chinese Government Dollars Are Pouring Into
Construction Of Nuclear Plants
- 1.10.6 USEC
- 1.10.7 Efficient Uranium-Processing Enrichment Plants
- 1.11 U.S. Risk Insurance
2. URANIUM MARKET OPPORTUNITIES AND MARKET FORECASTS
- 2.1 Where the World' s Uranium Lies
- 2.2 Market Driving Forces
- 2.2.1 US Nuclear Power Planning
- 2.3 Western World Uranium Production Mapped Against Demand
- 2.3.1 Mining Methods Have Been Changing
- 2.4 Worldwide Nuclear Electricity Generation, Forecast 2006-2012
- 2.5 Worldwide Uranium Mined Forecast 2006-2012
- 2.6 Worldwide Uranium Market Forecasts 2006-2012
- 2.7 Uranium Mining Regional Analysis
- 2.7.1 Australian Uranium Production and Exports
- 2.7.2 Australian Uranium Exports By Destination
- 2.7.3 Australia Uranium Sold For Electrical Power Generation
- 2.7.4 Uranium World Markets
- 2.7.5 Fast Reactors
- 2.7.6 Europe, Russia, Kazakhstan
- 2.8 Uranium Usage Regional Nuclear Power Plant Regional Analysis
- 2.8.1 North America
- 2.8.2 US Uranium Usage
- 2.8.3 U.S. Nuclear Power Plants
- 2.9 Europe
- 2.9.1 France' s Nuclear Power Plants
- 2.9.2 Euratom Supply Agency
- 2.9.3 UK
- 2.9.4 Australia
- 2.10 South America
- 2.11 Asia
- 2.11.1 China / Tianwan-1 Nuclear Power Reactor
- 2.11.2 China Qinshan Phase II Nuclear Power Plant In Zhenjiang Province
- 2.11.3 Japan Expects Seven Reactors To Come On Line Between 2006 And 2020
- 2.11.4 Japan
- 2.11.5 India
- 2.11.6 Kazakhstan
3. URANIUM MINING DESCRIPTION
- 3.1 Uranium Mines
- 3.2 Australian Uranium
- 3.2.1 Australia Olympic Dam Mine
- 3.2.2 Aboriginal Land In The Alligator Rivers Region
- 3.2.3 Australia Honeymoon Mine Project
- 3.2.4 Australia Kakadu National Park
- 3.2.5 Australia Rio Tinto / Energy Resources of Australia Ltd (ERA) /
Ranger Mine
- 3.2.6 Australia BHP Billiton / Western Mining and BP Minerals
- 3.2.7 Australia Projects
- 3.2.8 Australia Jabiluka
- 3.3 Canadian Uranium Mines
- 3.3.1 Canada Cameco' s McArthur River Deposit
- 3.3.2 Canada Cameco' s Cigar Lake
- 3.3.3 Canada Cogema Midwest Mine
- 3.3.4 Canada Cogema McClean Lake Mine
- 3.3.5 Canada Cogema Resources Inc McClean Lake Mine
- 3.3.6 Canada UNOR / Cameco
- 3.3.7 Canada Nunavut Tunngavik Uranium Mines
- 3.4 U.S. Uranium Mines
- 3.4.1 US Cameco Smith Ranch-Highland In-Situ Leach (ISL) Uranium Mine In
Wyoming
- 3.4.2 US: International Uranium
- 3.5 European Uranium Mines
- 3.5.1 Russia Uranium Mining TVEL
- 3.5.2 Kazakhstan, Russia, Kyrgyzstan Zarechnoye Joint Venture Uranium
Project
- 3.5.3 Kazakhstan Uranium Mining
- 3.5.4 Uzbekistan Aktau Uranium Deposit Mines
- 3.6 African Uranium Mines
- 3.6.1 South Africa Uranium Mines
- 3.6.2 Guyana Search For Uranium Deposits
- 3.7 Asian Uranium Mines
- 3.7.1 India Uranium Mining Plant Nalgonda and Kadapa Districts In Andhra
Pradesh
- 3.7.2 India Uranium Mine
- 3.7.3 Kazakhstan PV-19/ISL-19 In-Situ Leach (ISL) Uranium Mine
- 3.8 US Uranium Fuel Manufacturing
- 3.8.1 Piketon, Ohio Gas Centrifuge Uranium Enrichment Plant Fuel
Manufacturing
- 3.8.2 US: USEC Uranium Enrichment Operations At The American Centrifuge
Plant
- 3.9 European Uranium Fuel Manufacturing
- 3.9.1 Czech Republic Utility CEZ Uranium Fuel Manufacturing
- 3.10 North American Nuclear Power Plants
- 3.10.1 US Operating Licenses Of The TVA Browns Ferry-1, -2 And -3
Nuclear Power Reactors
- 3.10.2 U.S. Duke Energy Corp
- 3.10.3 U.S. Indian Point Nuclear Power Plant
- 3.10.4 US Seabrook
- 3.10.5 US Nine Mile Point-1 And -2 Nuclear Power Reactors
- 3.10.6 US Palo Verde Nuclear Power Plant
- 3.10.7 US Dominion Millstone-3 Nuclear Power Reactor
- 3.10.8 Canada Crown Corporation Atomic Energy Nuclear Reactors
- 3.10.9 Canada Alberta Nuclear Power As A Means Of Providing Electricity
In Alberta' s Oilsands
- 3.11 European Nuclear Power Plants
- 3.11.1 Sweden Oskarshamn-3 Nuclear Power Reactor
- 3.11.2 Sweden Forsmark Nuclear Power Reactor
- 3.11.3 Norway Bergen Energi Power Broker
- 3.11.4 Netherlands
- 3.11.5 Switzerland
- 3.11.6 Finland Nuclear Energy Possibility
- 3.11.7 Russia Rosenergoatom Floating Nuclear Reactor
- 3.11.8 Russia Kalinin Plant
- 3.11.9 Russia Nuclear Power Plant In The Ural Region
- 3.11.10 Russia: Six VVER-1500 Nuclear Power Reactors To Be Constructed
At Phase Two Of The Leningrad Nuclear Power Plant
- 3.11.11 Romania Reactor Cernavoda Contract To Beijing Jianhuan Technology
- 3.11.12 Romania Cernavoda-2 Nuclear Power Reactor
- 3.11.13 Spain Jose Cabrera (Zorita) Plant Closed
- 3.11.14 Bulgaria Belene Nuclear Power Plant
- 3.11.15 Slovenia
- 3.11.16 UK Sellafield MOX Plant
- 3.11.17 UK Sizewell Nuclear Power Plant Decommissioning
- 3.11.18 Ukraine Nuclear Power Plant Decommissioning
- 3.11.19 France: Flamanville Site Nuclear Pressurized Water Reactor Power
Plant
- 3.11.20 Lithuania Nuclear Power Plants
- 3.12 Asia Pacific Nuclear Power Plants
- 3.12.1 China Liaoning
- 3.12.2 China Construction Of Nuclear Power Plant In Fujian Province
- 3.12.3 China Tianwan Nuclear Power Plant Reactors
- 3.12.4 China / Tianwan-1 Nuclear Power Reactor
- 3.12.5 China Qinshan Phase II Nuclear Power Plant In Zhenjiang Province
- 3.12.6 Japan Expects Seven Reactors To Come On Line Between 2006 And 2020
- 3.12.7 India Tarapur-3 Nuclear Power Reactor
- 3.12.8 South Korea Wolsong 1 Candu 6 Nuclear Reactor Retubing
- 3.12.9 South Korea Shin Wolsong Nuclear Power Plant
- 3.12.10 North Korea Energy Development Organization
- 3.12.11 Indonesia Nuclear Power Capacity
- 3.12.12 Vietnam Turnkey Nuclear Power Plant
- 3.13 South American Nuclear Power Plants
- 3.14 Middle East Nuclear Power Plants
- 3.14.1 Iran Nuclear Reactor
- 3.14.2 Armenia 1000 MWe Nuclear Power Plant
- 3.15 African Nuclear Power Plants
- 3.15.1 Tunisia Considering Constructing A Nuclear Power Plant
- 3.16 Nuclear Power Reactors Permanently Shut Down
- 3.16.1 Europe, Russia, Kazakhstan
- 3.16.2 Spain The Jose Cabrera-1 (Zorita-1) Nuclear Power Reactor
Permanently Shut Down
- 3.17 Fast Neutron Reactors
- 3.17.1 Fast Reactor Has No Moderator And Uses Plutonium
- 3.17.2 Experiments On A 19-Year Old UK Breeder Reactor
- 3.17.3 Russian BN-600 Fast Breeder Reactor
- 3.17.4 UK Dounreay Fast Reactor
- 3.17.5 Japan, India, China FBRs
- 3.17.6 USA Five Fast Neutron Reactors
- 3.17.7 GE Advanced Reactor Super-PRISM
4. URANIUM AND NUCLEAR REACTOR TECHNOLOGY
- 4.1 Nuclear Reactor Technology
- 4.1.1 Gas-Cooled Fast Reactors
- 4.1.2 Lead-Cooled Fast Reactors
- 4.1.3 Sodium-Cooled Fast Reactors
- 4.1.4 Supercritical Water-Cooled Reactors
- 4.1.5 Molten Salt Reactors
- 4.1.6 Physics Of Fast Neutron Reactors
- 4.1.7 Fast Reactors
- 4.2 Fuel Storage
- 4.3 Nuclear Waste Disposal
- 4.3.1 US California Energy Commission Moratorium
- 4.3.2 US Yucca Mountain Repository Expansion
- 4.3.3 France
- 4.3.4 Sweden Svensk Karnbranslehantering östhammar and Oskarshamn
- 4.3.5 Spain
- 4.3.6 Canada
- 4.3.7 UK THORP Plant Reprocesses Nuclear Fuel
- 4.3.8 UK Radioactive Waste
- 4.4 Uranium Recovery
- 4.4.1 US Strathmore Minerals Uranium Recovery Facility
- 4.5 Nuclear Energy Research
- 4.5.1 France and the UK
- 4.5.2 Russia Has Experimented With Several Lead-Cooled Reactor Designs
- 4.5.3 Russian Lead-Bismuth Fast Reactor
- 4.5.4 Generation IV International Forum (GIF) Generation IV Fast Reactors
- 4.5.5 Temperatures Range From 510°C to 850°C Used For
Thermochemical Hydrogen Production
- 4.5.6 Sizes Range From 150 To 1500 Mwe
- 4.6 Brownouts in Asia
- 4.7 International Thermonuclear Experimental Reactor (ITER)
- 4.8 Australia Taskforce To Undertake An ' Objective, Scientific And
Comprehensive Review' Into Uranium Mining
- 4.9 Safeguards to Prevent Nuclear Proliferation
- 4.9.1 The NPT Origins And Objectives
- 4.9.2 The International Atomic Energy Agency
- 4.9.3 Scope of safeguards
- 4.9.4 Undeclared Nuclear Activities
- 4.9.5 Key Elements Of The Model Additional Protocol
- 4.9.6 Limitations Of Safeguards
- 4.9.7 Australian Safeguards Policy
- 4.9.8 Australian Safeguards Office
- 4.10 Nuclear Materials
- 4.10.1 Uranium Processed For Electricity Generation
- 4.10.2 Weapons-Grade Uranium
- 4.10.3 Plutonium
- 4.10.4 HEU Oxide
5. URANIUM MINING COMPANY PROFILES
- 5.1 Largest-Producing Western World Uranium Mines
- 5.2 Advent International / RWE Energy
- 5.3 Areva / Cogema
- 5.3.1 Areva Ramping Up Investments For The Restart Of Nuclear Programs
- 5.3.2 AREVA Development Is Built On A Sound Financial Position
- 5.3.3 AREVA Has Development Is Built On A Sound Financial Position
Objectives
- 5.3.4 Areva Plant Construction In Siberia
- 5.3.5 Areva Won Two Contracts In Tunisia
- 5.3.6 Areva Invests in Wind Power
- 5.3.7 Areva Won Two Contracts In The Middle East
- 5.3.8 Areva Contracts And Agreements In China
- 5.3.9 Areva Strengthens Presence In Brazil
- 5.3.10 Areva Proposes The Epr In China
- 5.3.11 In Brazil, Areva Builds Two Biomass Power Plants
- 5.3.12 Areva Workforce By Region
- 5.3.13 Areva Revenue
- 5.3.14 Areva Consulting and Information Systems.
- 5.3.15 Areva Uranium Mining
- 5.3.16 AREVA NC Pierrelatte
- 5.3.17 COGEMA Pierrelatte wins ISO 14001 certification
- 5.3.18 AREVA Environmental Protection
- 5.3.19 COMURHEX Malvési
- 5.3.20 As of March 1st; 2006, COGEMA becomes AREVA NC
- 5.3.21 COMURHEX Pierrelatte
- 5.3.22 AREVA and URENCO Joint Venture ETC (Enrichment Technology Company)
- 5.3.23 Cameco Construction On The Cigar Lake Mine
- 5.3.24 AREVA / TENEX Technology Sales Agreement
- 5.3.25 COGEMA Begins Work On Treating Australian Used Fuel
- 5.4 BHP Billiton Olympic Dam Uranium Mine
- 5.5 British Nuclear Group (BNG)
- 5.6 Cameco
- 5.6.1 Cameco Uranium Price Sensitivity 2006
- 5.6.2 Cameco Uranium Price Sensitivity (2006 to 2008)
- 5.6.3 Cameco Uranium Spot Market Perspective
- 5.6.4 Cameco Uranium Long-Term Market
- 5.6.5 Cameco Uranium Operations
- 5.6.6 Cameco McArthur River/Key Lake
- 5.6.7 Cameco Rabbit Lake
- 5.6.8 Cameco Smith Ranch-Highland and Crow Butte
- 5.6.9 Cameco Cigar Lake
- 5.6.10 Cameco Inkai
- 5.6.11 Cameco Uranium Production Outlook
- 5.6.12 Cameco Uranium Exploration Update1
- 5.6.13 Cameco Millennium
- 5.6.14 Cameco Regional Exploration
- 5.6.15 Cameco Completed Acquisition Of UNOR
- 5.7 Constellation Energy and Electricite de France (EdF
- 5.8 Energy Resources of Australia Ltd. ERA
- 5.9 EnergySolutions
- 5.10 Exelon Generation Company LLC
- 5.11 Navoi Mining and Metallurgical Combine (Navoi MMC) Navoi, Uzbekistan
- 5.12 Nuclear Construction Contractors
- 5.13 Pinnacle / Arizona Public Service Co (APS)
- 5.14 Priargunsky
- 5.14.1 CJSC Dalur Kurgan Region, Uksyanskoye
- 5.15 Prometheus Resources Guyana / U3O8 Corp of Canada Subsidiary
- 5.16 Rössing
- 5.16.1 Rio Tinto Group / Rössing
- 5.16.2 Rössing Mine 800 Employees
- 5.16.3 Rössing Mine Operating Life
- 5.16.4 Rössing Mine Production
- 5.17 RWE Nukem
- 5.18 AREVA / TENEX Technology Sales Agreement
- 5.19 Toshiba / Westinghouse Electric Co.
- 5.20 SXR Uranium One
- 5.21 Uranium Information Centre Ltd
- 5.22 United States Enrichment Corporation (USEC) Inc
- 5.23 Westinghouse Electric / PaR Nuclear China Reactors Planned At
Qinshan, Zhejiang Province
- 5.24 WMC
- 5.24.1 WMC Is Spending $50 Million Studying Expansion Plans For Olympic
Dam
List of Tables and Figures
URANIUM MINING EXECUTIVE SUMMARY
- Table ES-1 Nuclear Reactors, Number And MWe 2005-2013
- Table ES-2 Uranium Market driving forces
- Table ES-3 Nuclear Uranium Production Methods Segments 2006
- Figure ES-4 Worldwide Uranium Market Forecasts 2006-2013
URANIUM AND NUCLEAR REACTOR MARKET DYNAMICS AND MARKET DESCRIPTION
- Table 1-1 Australia' s bilateral partner metrics for controlling uranium
distribution
- Table 1-2 Uranium Prices
- Table 1-3 Driving Forces For Nuclear Power from China
URANIUM MARKET OPPORTUNITIES AND MARKET FORECASTS
- Table 2-1 Where the World' s Uranium Lies
- Table 2-2 Known Recoverable Resources* of Uranium
- Table 2-3 Uranium Market driving forces
- Table 2-4 Western World Uranium Production Mapped Against Demand 1945-2002
- Table 2-5 World Nuclear Power Reactors 2005-06 and Uranium Requirements
- Table 2-6 Nuclear Uranium Production From Mines Share Figures, 1995-2005
- Table 2-7 Nuclear Uranium Production Methods Segments 2006
- Table 2-8 Mining Companies With More Than 1000 t Uranium Output 2006
- Table 2-9 Largest-Producing Western World Uranium Mines In 2006:
- Table 2-10 Worldwide Uranium Required By Country, 2005-2013
- Table 2-11 Nuclear Reactors, Number And MWe By Country 2005
- Table 2-12 Nuclear Electricity Generation By Country In 2005
- Figure 2-13 Worldwide Nuclear Electricity Generation, Forecast 2007-2013
- Table 2-14 Worldwide Nuclear Electricity Generation, Forecast 2007-2013
- Figure 2-15 Worldwide Uranium Mined, Forecast 2007-2013
- Figure 2-16 Worldwide Uranium Market Forecasts 2007-2013
- Table 2-17 Australian Uranium Exports.
- Table 2-18 Australian Uranium Production and Exports
- Table 2-19 Uranium Exports From Australia By Destination, 2004-2005
- Table 2-20 Nations That Purchase Australia Uranium
URANIUM MINING DESCRIPTION
- Table 3-1 Where the World' s Uranium Lies
- Figure 3-2 Australian Uranium
- Table 3-3 Australia Uranium Projects
URANIUM MINING COMPANY PROFILES
- Table 5-1 AREVA Energy Business Positioning
- Figure 5-2 Areva Sales by Region
- Figure 5-3 Areva Nuclear Reactor and Services Sales
- Table 5-4 Cameco Construction Of The Cigar Lake Mine Project Aspects:
- Table 5-5 Cameco' s Share of Production (millions pounds U3O8)
- Table 5-6 Cameco Forecast Production Key Assumptions
- Figure 5-7 CJSC Dalur carries out uranium mining
- Table 5-8 Rössing Mine Production Performance Data Table
- Table 5-9 Uranium Information Centre Principal Aims
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