nuclear power facing four transitions
TRANSCRIPT
Manaus
Brasília
São Paulo Itaipu
Porto Alegre
Fortaleza
Salvador
Rio de Janeiro
Belo Horizonte
Recife
Angra
4.000 km
HYDRO-THERMAL TRANSITION INTERCONNECTED NATIONAL SYSTEM: CONTINENTAL DIMMENSIONS – HYDRO DOMINANCE
HYDRO-THERMAL TRANSITION
• the expansion of a large interconnected power system, with significant predominance of hydro renewable primary source requires an increasing thermal contribution due to: • gradual exhaustion of the economic and
environmentally viable hydro potential • loss of self-regulation capacity due to lower
water storage capacity in the reservoirs related to the system load growth.
• Canadian electric system over
the past 50 years holds many
similarities with the situation of
the Brazilian over last 15 years.
• From a contribution of over 90%
in 1960, hydroelectricity share
in Canada declined steadily until
1990, stabilizing around 60%.
HYDRO-THERMAL TRANSITION
HYDRO POTENTIAL TECHNICAL, ENVIRONMENTAL AND ECONOMICALLY FEASIBLE 150/180 GW from 260 GW (100 GW already used)
Hidro
EXPANSION POST-2030
• Mix: natural gas (depending on the amount and cost of pre-salt), coal (depending on the
viability of CCS and clean coal) and nuclear (public acceptance)
• Renewables (biomass, wind, solar) and expansion of energy efficiency programs
(increasing marginal expansion costs) will be an essential supplement
UNIQUE COMPETITIVE ADVANTAGES OF NEW RENEWABLES IN BRAZIL:
• Wind – Solar match
• Wind – Hydro match • Energy storage in reservoirs • Saving water and • Enhancing hydroelectric load
following and self-regulation (long term) capabilities
NUCLEAR POTENCIAL ATLAS
2) Southeast 2.000 MW
1) Northeast 2.000 MW
operation: 2025 - 2030
EPRI SITTING CRITERIA Geographic Information Systems
National Energy Plan 2030
• Plant Parameter Envelope
– RFIs to suppliers – Early Site Permit Report
• Brazilian Utility Requirements – URD/EUR Model
• Business Model – Public-Private Partnership
• Economic and Financial Feasability
• Social and Ecomomic Impacts
National Energy Plan 2030
BUILDING NEW NUCLEAR THE CHALLENGES AHEAD
Public attitudes • Government leadership • Public opinion at the national level • Local level opinion • Fukushima • Building public support • Trust, understanding of risk, and
risk governance • Community benefit
Technology Selection • In operation x construction x design • FOAK x NOAK • Passive x Active Safety
Financing new nuclear • Where will the money come from? • Barriers to raising finance • Alternative approaches
Supply chain and skills • Potential for bottlenecks and delays • Opportunities for Brazilian businesses • Skills
Business Model • Market insertion (commercialization) • Ownership of nuclear power stations
• State x Private • National x Foreigner
NUCLEAR INDUSTRY MITHS Are we also guilty? BE AWARE!
Financing barriers • shortage of finance, or the cost of it,
are significant barriers to new nuclear projects
• The truth is rather different: finance is not so much an input into a nuclear project as an output.
A new answer in SMRs? • promoted as a viable solution to some
of the problems experienced by large light water reactors
• unless the regulatory system can be adapted, they are unlikely to become more than a niche product
Nuclear growth in the developing world
• nuclear in these countries suffers from the same public acceptance and economic problems as elsewhere
Environmental credentials • the world will start building lots of
nuclear power stations to help counter climate change, as it becomes accepted as a green technology
• Nuclear energy gets left off the agenda because the fear it engenders dominates policy while the positive virtues get ignored
• there are sufficient alternative ways that nuclear opponents can argue for it being ignored