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 小型モジュール炉と先進原子力Small Modular Reactors and Advanced Nuclear 小型モジュール型原子炉（SMR）は、加速するエネルギー需要、特に柔軟性のある基幹電源の需要、およびエネルギーシステムの脱炭素化への継続的な移行を背景に、今後10年間でますます重要な役割を果たす可能性... もっと見る
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サマリー小型モジュール型原子炉（SMR）は、加速するエネルギー需要、特に柔軟性のある基幹電源の需要、およびエネルギーシステムの脱炭素化への継続的な移行を背景に、今後10年間でますます重要な役割を果たす可能性があります。風力や太陽光はエネルギーポートフォリオにおける割合を増やしていますが、これらの間欠的なエネルギー源には根本的な制約が存在します。バッテリーは短期的なエネルギー貯蔵を提供できますが、高コストで時間経過とともに性能が低下します。一方、SMRは年間を通じて最小限のメンテナンスで24時間365日のクリーンな安定電源を供給可能です。SMRはスケーラブルで、需要に合わせて積み重ねられるモジュールで構成されています。先進炉（AR）技術は、産業用熱の生成、迅速な出力調整の柔軟性、さらには大規模バッテリーのようなエネルギー貯蔵機能など、追加の用途の可能性を秘めています。 本報告書では、2025年から2034年までのSMRの容量追加と売上高の予測を提供し、技術の主要な推進要因と障壁を説明しています。予測は、地域（北米、欧州、アジア太平洋、ラテンアメリカ、中東・アフリカ）および技術タイプ、規模、立地、反応炉の世代別に分類されています。容量はメガワット（MW）の電気出力で、売上高は2025年米ドルで表示されています。売上高には、反応炉の立地、設備・部品の調達、建設に関する初期費用、および運転、維持管理、燃料費用が含まれます。予測値は、反応炉のサイズに大きなばらつきがあり、在庫にあるSMRの数が限られているため、年間で大きな変動が生じます。容量の数値は、10,000回の反復計算における各年の平均値であるため、数値がパイプライン内の特定の原子炉容量の合計と一致しない場合があります。
企業：リンデ、グーグル、エア・リキード、アマゾン、ロスアトム、ラスト・エナジー、ヌスケール、GE日立、CNNC、テネックス、セントラス、マセソン・アンド・メッサー、ガスプロム、X-エナジー、テラパワー、GLE、 ウルトラ・セーフ・ニュークリア・コーポレーション、ロールス・ロイス、EDF、日本原子力研究開発機構、韓国水力原子力公社、カメコ、エナジー・フューエルズ、ストラタ・エナジー、ウラン・エナジー・コーポレーション、オラモ、ウレンコ、ヴォストゴク、 テラフェイム、三菱原子力燃料株式会社、原子力燃料産業、グローバル・原子力燃料・ジャパン、韓国電力公社、カザトンプロム、CNEA、ブルー・スカイ・ウラン・コーポレーション、ブラジル原子力産業、日本鋼管、中国二中、SEC、OMZイゾラ、ドゥサン、東方電気株式会社、ハルビン電気、ウェスティングハウス、オクロ テクノロジー/トピック：デジタルツイン、 デジタルモデル、産業脱炭素化、再生可能エネルギー、研究開発、電気自動車、エネルギー貯蔵、水素、発電、小型モジュール炉、送電、送電・配電、米国国防総省、加圧水型原子炉、沸騰水型原子炉、プラントバランス、自動化、資産管理、人工知能、AI、BTM、インフレーション削減法、EV、メーター後方、SMR, LWR、PWR、ユーティリティデジタル化、エネルギーIT/OT、代替燃料、建物エネルギー効率、電気・代替燃料車両、充電・EVインフラ、炭素除去技術、建物技術、DERMSおよびVPP、グリッド近代化、計画、設計、メンテナンス、ジオスペーシャルソリューション、GISプラットフォーム、IQGeoのNetwork Manager Electric、送電システム、送電ネットワークタイプ、HVDC（高電圧直流）、 長距離送電、リアクティブ損失、AR、先進型原子炉、BoP、BWR、CFR、連邦規則集、CNNC、東方電気株式会社、DEC、DOE、FOAK、First-of-a-Kind、Gen、発電、Gen III、第3世代、H2ハブ、HALEU、 高濃縮低濃縮ウラン、IIJA、インフラ投資と雇用法、INL、アイダホ国立研究所、IRA、JAEA、日本原子力研究開発機構、LEU、低濃縮ウラン、軽水炉、MSR、溶融塩炉、MWe、メガワットの電気、NOAK、 Nth-of-a-Kind、NPP、原子力発電所、NRC、原子力規制委員会、R&D、SNF、使用済み核燃料、TRISO、Tri-Structural ISOtropic、UO2、ウラン酸化物、中国国家原子力公社 地域：北米、ヨーロッパ、アジア太平洋、ラテンアメリカ、中東・アフリカ、世界市場
この報告書はどのような質問に答えていますか？
このレポートの受益者は誰ですか？ 政策立案者投資家SMR開発企業およびベンダー電力会社核燃料の濃縮、製造、変換企業 このレポートの主要な市場予測
目次
Section 1.1
Executive Summary.1
1.1 Market Introduction. 1
1.2 Global Outlook. 2
Section 2.3
Market Issues .3
2.1 Introduction and Scope . 3
2.2 Market Drivers. 4
2.2.1 Industrial and Digital Infrastructure Needs . 5
2.2.2 Modularity . 5
2.2.3 Renewed Favorable Public Opinion. 6
2.2.4 Flexibility and Load-Following Capabilities . 7
2.3 Market Barriers. 7
2.3.1 High Costs and Uncertainty . 8
2.3.1.1 Paper Reactors Feed Uncertainty. 8
2.3.1.2 Rising Fuel Costs. 8
2.3.2 Regulatory and Licensing Hurdles . 9
2.3.3 Supply Chain Issues.10
2.3.3.1 SMR Labor Constraints.10
2.3.3.2 Geopolitical Supply Constraints.11
2.3.4 Limited Demonstration Sites .11
Section 3. 12
Policy Review. 12
3.1 Introduction .12
3.2 North America.12
3.2.1 U.S. .12
3.2.2 Canada.13
3.3 Europe .14
3.3.1 UK .14
3.3.2 France .14
3.4 Asia-Pacific.15
3.4.1 Russia .15
3.4.2 China.15
3.4.3 Japan.15
3.4.4 South Korea .16
3.5 Latin America and Middle East & Africa.16
Section 4. 17
Industry Value Chain . 17
4.1 Nuclear Fuel Value Chain.17
4.2 Mining, Enrichment, and Fuel Fabrication Providers .18
4.2.1 North America.18
4.2.2 Europe.19
4.2.3 Asia-Pacific.19
4.2.4 Latin America.19
4.2.5 Middle East & Africa .20
4.3 Equipment and Nuclear Component Providers .20
4.4 Developers.20
Section 5. 21
Market Forecasts . 21
5.1 Methodology .21
5.2 Global Market Overview.22
5.2.1 North America.28
5.2.2 Europe.29
5.2.3 Asia-Pacific.29
5.2.4 Latin America and Middle East & Africa .30
Section 6. 31
Conclusions and Recommendations . 31
6.1 Main Takeaways .31
6.2 Recommendations .32
6.2.1 Developers .32
6.2.2 Policymakers .33
6.2.3 Regulators .33
6.2.4 Investors.33
Section 7. 34
Acronym and Abbreviation List . 34
Section 8. 36
Table of Contents. 36
Section 9. 39
Table of Charts and Figures . 39
Section 10. 40
Scope of Study . 40
Sources and Methodology . 40
Notes. 41
Table of Charts and Figures
Chart 1-1. SMR Annual Capacity Additions and Revenue by Region, World Markets: 2025?
2034 . 2
Chart 5-1. SMR Annual Capacity Additions and Revenue, by Region, World Markets: 2025?
2034 .22
Chart 5-2. SMR Annual Capacity Additions, 90% Confidence Interval, World Markets: 2025?
2034 .23
Chart 5-3. SMR Annual Capacity Additions, by Project Size, World Markets: 2025?2034.24
Chart 5-4. SMR Annual Capacity Additions, by Technology, World Markets: 2025?2034.25
Chart 5-5. SMR Annual Capacity Additions, by Planned Site, World Markets: 2025?2034 .26
Chart 5-6. SMR Cumulative Capacity, by Region, World Markets: 2025?2034 .27
Chart 5-7. SMR Annual Capacity Additions and Revenue, North America: 2025?2034.28
Chart 5-8. SMR Annual Capacity Additions and Revenue, Europe: 2025?2034.29
Chart 5-9. SMR Annual Capacity Additions and Revenue, Asia-Pacific: 2025?2034.30
Figure 2-1. Support for Nuclear Energy, by Country. 7
Figure 4-1. Uranium Fuel Value Chain, Revised for Gen IV Technology Considerations .17
Figure 4-2. Use Cases for Gen III+ and Gen IV SMRs.18
Table 2-1. SMRs by Technology and Attributes. 4
Table 3-1. SMR Market Growth Potential, World Markets: 2025?2034 .12
Summary
Small modular reactors (SMRs) may play an increasing role in the next decade, catalyzed by accelerated energy demand, particularly firm power with flexibility, and the continuing transition to decarbonize the energy system. While wind and solar are a growing proportion of the energy portfolio, there are fundamental constraints to these intermittent energy sources. Batteries can provide short term energy storage but are expensive and degrade over time. Conversely, SMRs enable 24/7 clean firm power, with minimal maintenance throughout the year. SMRs are scalable, comprised of modules that can be stacked together to match demand. Advanced reactor (AR) technology may have added use cases, such as producing industrial-level heat, flexibility to ramp up and down quickly, and even store energy like a large battery.
This report provides forecasts for SMR capacity additions and revenue from 2025 to 2034, and explains the technology’s primary drivers and barriers. Forecasts are segmented by global regions (North America, Europe, Asia-Pacific, Latin America, Middle East & Africa), as well as technology type, size, location, and reactor iteration. Capacity is in megawatts of electricity, and revenue is in 2025 U.S. dollars. Revenue refers to the upfront costs associated with the reactor’s siting, equipment and components procurement, and construction, as well as operation, maintenance, and fuel costs. The forecast has a high variance in any given year because of the large variance in reactor size and the limited number of SMRs in the inventory. The capacity number is the average of what happens in each year across 10,000 iterations, so numbers may not total to specific reactor capacities in the pipeline.
Companies
Linde, Google, Air Liquide, Amazon, ROSATOM, Last Energy, NuScale, Ge Hitachi, CNNC, TENEX, Centrus, Matheson and Messer, Gazprom, X-Energy, Terrapower, GLE, Ultra Safe Nuclear Corporation, rolls royce, EDF, Japan Atomic energy Agency, Korea Hydro and Power, Cameco, Energy Fuels, Strata Energy, Uranium energy Corp, Oramo, Urenco, VostGOK, Terrafame, Mitsubishi Nuclear Fuel Co Ltd, Nuclear Fuel Industries, Global Nuclear Fuel Japan, Korea Electric Power Company, Kazatomprom, CNEA, Blue Sky uranium Corp, Industrias Nucleares do Brasil, Japan Steel Works, China Erzhong, SEC, OMZ Izhora, Doosan, Dongfang Electric Corporation, Harbin Electric, Westinghouse, Oklo
Technology/Topic
Digital twin, Digital models, Industrial decarbonization, Renewable energy, Research and Development, Electric Vehicle, Energy storage, Hydrogen, Power generation, Small modular reactor, Transmission, Transmission and distribution, U.S. Department of Defense, Pressurized water reactor, Boiling water reactor, Balance of plant, Automation, Asset management, Artificial Intelligence, AI, BTM, Inflation Reduction Act, EV, Behind-the-Meter, SMR, LWR, PWR, Utility Digitization, Energy IT / OT, Alternative Fuels, Building Energy Efficiency, Electric & Alternative Fuel Vehicles, Charging & EV Infrastructure, Carbon Removal Technologies, Building Technologies, DERMS and VPPs, Grid Modernization, Planning, Design, Maintenance, Geospatial solutions, GIS platforms, IQGeo’s Network Manager Electric, Transmission Systems, Transmission Network Types, HVDC (High Voltage Direct Current), Long-distance transmission, Reactive losses, AR, Advanced Reactor, BoP, BWR, CFR, Code of Federal Regulations, CNNC, Dongfang Electric Corporation, DEC, DOE, FOAK, First-of-a-Kind, Gen, Generation, Gen III, Third-Generation, H2Hubs, HALEU, High-Assay Low-Enriched Uranium, IIJA, Infrastructure Investment and Jobs Act, INL, Idaho National Laboratory, IRA, JAEA, Japan Atomic Energy Agency, LEU, Low-Enriched Uranium, Light Water Reactor, MSR, Molten-salt Reactor, MWe, Megawatts of Electricity, NOAK, Nth-of-a-Kind, NPP, Nuclear Power Plant, NRC, Nuclear Regulatory Commission, R&D, SNF, Spent Nuclear Fuel, TRISO, Tri-Structural ISOtropic, UO2, Uranium Oxide, Chinese National Nuclear Corporation
Region
North America, Europe, Asia-Pacific, Latin America, Middle East & Africa, World Markets
What Questions Does This Report Answer?
Roughly how much SMR capacity is expected to come online each year in the next decade, and how much revenue is generated from those additions?
What are the fundamental barriers that SMRs must overcome to become a commercially viable clean firm technology option?
What benefits do SMRs offer and why is the technology currently seeing momentum?
What types of companies will play a role in the SMR value chain?
What regions are likely to see the most success in commissioning SMRs in the next decade?
What are the policy environments driving changes in the SMR market?
Who Would Benefit from This Report?
Policymakers
Investors
SMR developers and vendors
Utilities
Nuclear fuel enrichment, fabrication, and conversion companies
Key Market Forecasts in This Report
SMR Annual Capacity Additions and Revenue, by Region, World Markets: 2025-2034
SMR Annual Capacity Additions, 90% Confidence Interval, World Markets: 2025-2034
SMR Annual Capacity Additions, by Project Size, World Markets: 2025-2034
SMR Annual Capacity Additions, by Technology, World Markets: 2025-2034
SMR Annual Capacity Additions, by Planned Site, World Markets: 2025-2034
SMR Cumulative Capacity, by Region, World Markets: 2025-2034
SMR Annual Capacity Additions and Revenue, North America: 2025-2034
SMR Annual Capacity Additions and Revenue, Asia Pacific: 2025-2034
SMR Annual Capacity Additions and Revenue, Europe: 2025-2034
Table of Contents
Section 1.1
Executive Summary.1
1.1 Market Introduction. 1
1.2 Global Outlook. 2
Section 2.3
Market Issues .3
2.1 Introduction and Scope . 3
2.2 Market Drivers. 4
2.2.1 Industrial and Digital Infrastructure Needs . 5
2.2.2 Modularity . 5
2.2.3 Renewed Favorable Public Opinion. 6
2.2.4 Flexibility and Load-Following Capabilities . 7
2.3 Market Barriers. 7
2.3.1 High Costs and Uncertainty . 8
2.3.1.1 Paper Reactors Feed Uncertainty. 8
2.3.1.2 Rising Fuel Costs. 8
2.3.2 Regulatory and Licensing Hurdles . 9
2.3.3 Supply Chain Issues.10
2.3.3.1 SMR Labor Constraints.10
2.3.3.2 Geopolitical Supply Constraints.11
2.3.4 Limited Demonstration Sites .11
Section 3. 12
Policy Review. 12
3.1 Introduction .12
3.2 North America.12
3.2.1 U.S. .12
3.2.2 Canada.13
3.3 Europe .14
3.3.1 UK .14
3.3.2 France .14
3.4 Asia-Pacific.15
3.4.1 Russia .15
3.4.2 China.15
3.4.3 Japan.15
3.4.4 South Korea .16
3.5 Latin America and Middle East & Africa.16
Section 4. 17
Industry Value Chain . 17
4.1 Nuclear Fuel Value Chain.17
4.2 Mining, Enrichment, and Fuel Fabrication Providers .18
4.2.1 North America.18
4.2.2 Europe.19
4.2.3 Asia-Pacific.19
4.2.4 Latin America.19
4.2.5 Middle East & Africa .20
4.3 Equipment and Nuclear Component Providers .20
4.4 Developers.20
Section 5. 21
Market Forecasts . 21
5.1 Methodology .21
5.2 Global Market Overview.22
5.2.1 North America.28
5.2.2 Europe.29
5.2.3 Asia-Pacific.29
5.2.4 Latin America and Middle East & Africa .30
Section 6. 31
Conclusions and Recommendations . 31
6.1 Main Takeaways .31
6.2 Recommendations .32
6.2.1 Developers .32
6.2.2 Policymakers .33
6.2.3 Regulators .33
6.2.4 Investors.33
Section 7. 34
Acronym and Abbreviation List . 34
Section 8. 36
Table of Contents. 36
Section 9. 39
Table of Charts and Figures . 39
Section 10. 40
Scope of Study . 40
Sources and Methodology . 40
Notes. 41
Table of Charts and Figures
Chart 1-1. SMR Annual Capacity Additions and Revenue by Region, World Markets: 2025?
2034 . 2
Chart 5-1. SMR Annual Capacity Additions and Revenue, by Region, World Markets: 2025?
2034 .22
Chart 5-2. SMR Annual Capacity Additions, 90% Confidence Interval, World Markets: 2025?
2034 .23
Chart 5-3. SMR Annual Capacity Additions, by Project Size, World Markets: 2025?2034.24
Chart 5-4. SMR Annual Capacity Additions, by Technology, World Markets: 2025?2034.25
Chart 5-5. SMR Annual Capacity Additions, by Planned Site, World Markets: 2025?2034 .26
Chart 5-6. SMR Cumulative Capacity, by Region, World Markets: 2025?2034 .27
Chart 5-7. SMR Annual Capacity Additions and Revenue, North America: 2025?2034.28
Chart 5-8. SMR Annual Capacity Additions and Revenue, Europe: 2025?2034.29
Chart 5-9. SMR Annual Capacity Additions and Revenue, Asia-Pacific: 2025?2034.30
Figure 2-1. Support for Nuclear Energy, by Country. 7
Figure 4-1. Uranium Fuel Value Chain, Revised for Gen IV Technology Considerations .17
Figure 4-2. Use Cases for Gen III+ and Gen IV SMRs.18
Table 2-1. SMRs by Technology and Attributes. 4
Table 3-1. SMR Market Growth Potential, World Markets: 2025?2034 .12
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