Three factors will drive nuclear exports: energy security, decarbonization, and geopolitics. Recent power prices in Europe, coupled with the situation in Ukraine, demonstrate the interplay of all three factors. Nuclear exports have to be viewed in the context of the current geopolitical climate, particularly relative to Russian and Chinese competitive offerings. Finally, the critical importance of nuclear energy in meeting global decarbonization efforts can be a driving force for exports, further enhanced by the inclusion of nuclear energy in clean/green taxonomies and the accompanying support from the ESG (environmental, social, and governance) investor community.

Holtec International announced yesterday that its India-based subsidiary, Holtec Asia, has received an order from Mumbai-based Nuclear Power Corporation of India Limited (NPCIL) for two HI-STAR 149 transport casks to serve the away-from-reactor storage facility for the Kudankulam nuclear power plant.

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GEH’s BWRX-300 SMR technology chosen for Darlington clean energy project

GE Hitachi Nuclear Energy has been selected by Ontario Power Generation as technology partner for the Darlington site's new nuclear plant project. GEH will work with OPG to deploy a BWRX-300 small modular reactor as early as 2028 at the Darlington site in Canada.

■ NuScale Power and Kazakhstan Nuclear Power Plants LLP have signed a memorandum of understanding to explore the deployment of NuScale VOYGR power plants in Kazakhstan. KNPP specializes in the development of nuclear power plant construction in Kazakhstan. The agreement calls for a sharing of nuclear and technical expertise between NuScale and KNPP. Under the MOU, NuScale will support KNPP’s evaluation of NuScale’s SMR technology, including nuclear power plant engineering, construction, commissioning, operation and maintenance, and project-specific studies and design work.

■ PKN ORLEN and Synthos Green Energy have signed an agreement to set up a joint venture, ORLEN Synthos Green Energy, with a goal to prepare and commercialize small nuclear reactor technology, particularly GE Hitachi Nuclear Energy’s BWRX-300 reactors, in Poland. Related, BWXT Canada Ltd. signed a letter of intent with Synthos and GEH for the manufacture of key SMR components for Poland.

Kandasamy

Daunting tasks are nothing new for Jhansi Kandasamy. Her record of accomplishments over three decades suggests that she is often the first to succeed where others fall short. “I like to be the first,” she said with a laugh.

Her latest first? Kandasamy was recently named Idaho National Laboratory’s net-zero director. She is charged with achieving net-zero carbon emissions for INL within the next 10 years and her plan is to be 75 percent toward that goal within the next five years.

John Wagner, INL director, announced the Net-Zero initiative on Earth Day 2021, and he acknowledged it won’t be easy. “I understand this is an audacious goal,” he said, “but overcoming significant national challenges is exactly what national laboratories were established to do.”

Work on the third phase of the multi-reactor project at India’s Kudankulam nuclear power plant formally commenced earlier this week with the first pouring of concrete into the foundation plate of the Unit 5 reactor building.

From left: Secretary of Defense Mark Esper and Secretary of State Mike Pompeo participate in the U.S.-India 2+2 Ministerial Dialogue plenary session with Indian Defense Minister Rajnath Singh and Indian External Affairs Minister Subrahmanyam Jaishankar in New Delhi, India, on October 27, 2020. Photo: State Department/Ron Przysucha

In New Delhi earlier this week, U.S. Secretary of State Mike Pompeo and Secretary of Defense Mark Esper joined their Indian counterparts, Minister of External Affairs Subrahmanyam Jaishankar and Minister of Defense Rajnath Singh, for the third U.S.-India 2+2 Ministerial Dialogue—a yearly confab focused on strengthening the strategic relationship between the two nations. (In February of this year, the White House elevated that relationship to Comprehensive Global Strategic Partnership status.)

The first 2+2 dialogue took place in New Delhi in September 2018, with a second held in Washington, D.C., in 2019. Washington is scheduled to host the fourth such meeting next year.

China is on track to overtake the United States in nuclear power capacity by 2026, according to GlobalData, a U.K.-based research and analytics company.

More than 160 GW of nuclear capacity will likely be added globally between 2020 and 2030, some 66 percent of which is anticipated to take place in China, India, and Russia, the company reported on September 9. China alone is set to account for more than 50 percent (83 GW) of the new capacity, followed by India with 8.9 percent (14.5 GW) and Russia with 6.4 percent (10.5 GW). GlobalData also projects that during the same period, more than 76 GW of nuclear capacity will be retired.