Squassoni, ‘8
[Sharon, Senior Associate, Nonproliferation Program -- Carnegie Endowment for International Peace, 3-12, “The Realities of Nuclear Expansion” Congressional Testimony: House Select Committee for Energy Independence and Global Warming, Washington, DC]
In 2004, Princeton scientists Stephen Pacala and Robert Socolow published a “wedge analysis” for stabilizing global climate change.3 Since fossil fuels currently emit seven billion tons of carbon/year and are projected to double that level through 2050 in the business-as-usual scenario, Pacala and Socolow considered what technologies and/or approaches might help stabilize those emissions at current levels (about 375 ppm). Seven wedges of reduced emissions (a cumulative effect of 25 billion tons through 2050, or one billion tons of carbon/year reduction at the end of that period) were postulated. One “wedge” would ultimately achieve a reduction of one billion tons per year (or 25 billion cumulative tons) by 2050. For nuclear energy to “solve” just one-seventh of the problem – lowering emissions by one billion tons per year – an additional 700 GWe of capacity would have to be built, assuming the reactors replaced 700 GWe of modern coal-electric plants.4 Because virtually all operating reactors will have to be retired in that time, this means building approximately 1070 reactors in 42 years, or about 25 reactors per year. Current global reactor capacity is 373 GWe or 439 reactors worldwide. In short, one “nuclear wedge” would require almost tripling current capacity. Mapping A “Realistic Growth” Scenario Nuclear Expansion5 The attached maps (see slide 1) depict estimates of reactor capacity growth for 2030 and 2050, according to three scenarios. The first is a “realistic growth” scenario, based on the U.S. Energy Information Administration figures for 2030.6 The second is what states have planned for 2030, or a “wildly optimistic” scenario. The third is roughly based on the high-end projections for 2050 done by MIT in their 2003 study entitled “The Future of Nuclear Power.” This 1500 GWe scenario lies between the Pacala-Socolow wedge and the Stern Review on the Economics of Climate Change estimates that nuclear energy could reduce carbon emissions between two billion and six billion tons/year (or 1800 GWe – 4500 GWe).7 A few caveats with respect to projecting nuclear energy expansion are necessary. Nuclear energy is undoubtedly safer and more efficient now than when it began fifty years ago, but it still faces four fundamental challenges: waste, cost, proliferation, and safety. It is an inherently risky business. Most industry executives will admit that it will only take one significant accident to plunge the “renaissance” back into the nuclear Dark Ages. Because of this, estimates are highly uncertain. For example, the U.S. Energy Information Administration does not use its computer model to estimate nuclear energy growth because, among other things, key variables such as public attitudes and government policy are difficult to quantify and project. That said, estimates tend to extrapolate electricity consumption and demand from gross domestic product (GDP) growth, make assumptions about nuclear energy’s share of electricity production, and then estimate nuclear reactor capacity. The United States, France, and Japan constitute more than half of total world nuclear reactor capacity (see slide 1). Yet half of the 34 reactors now under construction are in Asia.8 Under any scenario, nuclear power is expected to grow most in Asia, because of high Chinese and Indian growth and electricity demand. Under the realistic growth scenario, the U.S. Energy Information Administration estimates 2030 reactor capacity at 481 GWe. The International Energy Agency (IEA) envisions greater potential for expansion, projecting a range from 414 to 679 GWe in 2030, but the higher number would require significant policy support. With electricity consumption expected to double by 2030, nuclear energy will have a difficult time just keeping its market share – currently 16 percent of global production.9 According to the Intergovernmental Panel on Climate Change, with no change in energy policies, “the energy mix supplied to run the global economy in the 2025-2030 time-frame will essentially remain unchanged with about 80% of the energy supply based on fossil fuels.”10 Coal now provides 59% of electricity production, followed by hydroelectric power at 39% and oil and gas together provide 25%. Renewables are just 1-2% of total electricity production. Moreover, regions that have coal tend to use it, particularly for electricity generation, which increases greenhouse gas emissions. The IPCC has noted that “in recent years, intensified coal use has been observed for a variety of reasons in developing Asian countries, the USA and some European countries. In a number of countries, the changing relative prices of coal to natural gas have changed the dispatch order in power generation in favor of coal.” Many fear that states such as China and India – both of which are not subject to Kyoto Protocol targets because they are developing states – will meet their increased demand with cheap coal. Without further policy changes, according to the International Energy Agency, the share of nuclear energy could drop to 10% of global electricity production. “Wildly Optimistic” Growth Scenario Although some states, such as Germany and Sweden, plan to phase out nuclear power, the trend line is moving in the opposite direction. This growth scenario does not contain projections based on electricity demand, but instead takes at face value what states have projected for themselves. The result is a total of 700 GWe global capacity (see slide 2) – two-thirds of what one nuclear wedge to affect global climate change would require. The reason these estimates are wildly optimistic is that over 20 nations have announced intentions to install nuclear reactors. Several of these – Turkey, Egypt, and Philippines – had planned for nuclear power in the past, but abandoned such plans for various reasons. Some of these new nuclear plans are more credible than others and can be differentiated into those that have approved or funded construction, those that have clear proposals but without formal commitments, and those that are exploring nuclear energy (see slide 3). In the Middle East, these include Iran, Israel, Jordan and Yemen, with potential interest expressed by Syria, Kuwait, and the Gulf Cooperation Council states of Saudi Arabia, Oman, United Arab Emirates, Qatar, and Bahrain. In Europe, Belarus, Turkey and Azerbaijan have announced plans, as well as Kazakhstan. In Asia, Bangladesh, Thailand, Vietnam, Malaysia, and Indonesia have announced plans, and the Philippines has also expressed interest. Venezuela has also declared it will develop nuclear power. In Africa, Morocco, Tunisia, Libya, Egypt, and Nigeria have announced plans to develop nuclear power, and Algeria and Ghana have expressed interest.11 More than half of all those states are in the Middle East. Although this could result in reduced carbon emissions, because Middle Eastern states use more oil for electricity production (34%) than elsewhere, this is not where the real electricity demand is coming from. “Climate Change” Growth Scenario A rough approximation of where reactor capacity would expand in a climate change scenario is based on the high scenario of the 2003 MIT Study, “The Future of Nuclear Power.” For 1500 GW capacity, MIT estimated that 54 countries (an additional 23) would have commercial nuclear power programs. This essentially means a five-fold increase in the numbers of reactors worldwide and an annual build rate of 35 per year. In the event that smaller-sized reactors are deployed in developing countries – which makes eminent sense – the numbers could be much higher.12 If nuclear energy were assumed to be able to contribute a reduction of between two and six billion tons of carbon per year as outlined in the Stern Report, the resulting reactor capacity would range between 1800 GWe and 4500 GWe – increases ranging from six to ten times the current capacity.13 This would require building between 42 and 107 reactors per year through 2050. Impact on Uranium Enrichment Such increases in reactor capacity would certainly have repercussions for the front and back ends of the fuel cycle. Almost 90 percent of current operating reactors use lowenriched uranium (LEU). Presently, eleven countries have commercial uranium enrichment capacity and produce between 40 and 50 million SWU. A capacity of 1070 GWe – the one “wedge” scenario – could mean tripling enrichment capacity, requiring anywhere from 11 to 22 additional enrichment plants.14 A capacity of 1500 GWe would require quadrupling enrichment capacity (see slide 4).15 Further, if Stern Report nuclear expansion levels are achieved, enrichment capacity would have to increase ten-fold. In assessing where new uranium enrichment capacity might develop, the MIT study assumed that 18 states would have 10 GWe reactor capacity – the point at which domestic uranium enrichment becomes competitive with LEU sold on the international market – and thus might enrich uranium. (See slide 4 for a more modest approach, with nine additional countries enriching uranium).16 Impact on Spent Fuel Reprocessing A key question is whether an expansion of nuclear reactors would result in an expansion of spent fuel reprocessing. This is not necessarily the case, because decisions about whether to store fuel or reprocess it depend on several factors: existing storage capacities; fuel cycle approaches (once-through, one recycle, fast reactors) and new technologies; and cost. A shift to fast reactors that can burn or breed plutonium implies an increase in recycling, whether this is traditional reprocessing that separates out plutonium, or options under consideration now that would not separate out the plutonium. France and Japan now commercially reprocess their spent fuel and recycle the plutonium once in mixed oxide-fuelled reactors. Russia also reprocesses a small percentage of its spent fuel. A troubling development in the last two years from a nonproliferation perspective has been the U.S. embrace of recycling spent fuel under the Global Nuclear Energy Partnership, after a policy of 30 years of not encouraging the use of plutonium in the civil nuclear fuel cycle. Whether or not the United States ultimately reprocesses or recycles fuel, other states are now more likely to view reprocessing as necessary for an advanced fuel cycle. Constraints on Nuclear Expansion17 There are significant questions about whether nuclear expansion that could affect global climate change is even possible. In the United States, as the chief operating officer of Exelon recently told an industry conference, constraints include: the lack of any recent U.S. nuclear construction experience; the atrophy of U.S. nuclear manufacturing infrastructure; production bottlenecks created by an increase in worldwide demand; and an aging labor force.
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