Die Mär von der Renaissance der Atomenergie
Transcription
Die Mär von der Renaissance der Atomenergie
Forschungsstelle für Umweltpolitik PD Dr. Lutz Mez Forschungsstelle für Umweltpolitik Freie Universität Berlin [email protected] www.fu-berlin.de/ffu Nuclear Power As Solution to Sustainability? Sustainability for the 21st Century: Rethinking Paradigm Shifts in Governance, Culture and Business Dubrovnik, September 28 - October 1, 2010 Outline - Nuclear power - a marginal energy source - A nuclear renaissance? - Problems of the nuclear industry - Economics of nuclear power - Lack of near-term prospects - Combat climate change with nuclear power? - Conclusions Forschungsstelle für Umweltpolitik. Lutz Mez 2 Global Total Primary Energy Supply Quelle: IEA 2008 Forschungsstelle für Umweltpolitik. Lutz Mez 3 Global Gross Electricity Generation Quelle: IEA 2008 Forschungsstelle für Umweltpolitik. Lutz Mez 4 Global Total Final Energy Consumption Quelle: IEA 2008 Forschungsstelle für Umweltpolitik. Lutz Mez 5 Forschungsstelle für Umweltpolitik. Lutz Mez 6 Forschungsstelle für Umweltpolitik. Lutz Mez 7 Role of Nuclear Electricity in Total Final Energy Consumption of the six largest producers (2006) F KOR JAP D USA RUS TPES in Mtoe 272.7 216.5 527.6 348.6 2,320.7 676.2 Electricity gener. 574.5 404.0 1,100.4 636.8 4,300.1 993.9 Nuclear el. gen. 450.2 148.7 303.4 167.3 816.2 156.4 78.4 36.8 27.6 26.3 19.0 15.7 174.0 145.1 351.8 253.6 1,527.2 431.7 Nuclear FE 26.6 11.8 23.3 11.9 60.8 9.2 Share of Nuclear electricity TFEC 15.3 8.1 6.6 4.7 4.0 2.1 in TWh in TWh Share in % TFEC in Mtoe in Mtoe in % Forschungsstelle für Umweltpolitik. Lutz Mez 8 Global role of Nuclear Electricity of TFEC (2006) 1. Share of Nuclear of Electricity generation: 14.8% 2. Share of Electricity of Total Final Energy Consumption: 16.7% 3. Share of Nuclear Electricity of TFEC: 2.47% Forschungsstelle für Umweltpolitik. Lutz Mez 9 Forschungsstelle für Umweltpolitik. Lutz Mez 10 Forschungsstelle für Umweltpolitik. Lutz Mez 11 Forschungsstelle für Umweltpolitik. Lutz Mez 12 Forschungsstelle für Umweltpolitik. Lutz Mez 13 Global expansion of installed capacity - 150,000 MW new generation capacity was taken worldwide into operation in 2007 - thereof NPPs: 1,857 MW (1.2%) - In 2008 for the first time since 1956 NO new NPP was taken into operation. - In 2009 two NPPs – Tomari-3 in Japan and Rajasthan 5 - were connected to the grid – and three NPPs shut down. - In 2010 five NPPs were connected to the grid – and until September one NPP shut down. Forschungsstelle für Umweltpolitik. Lutz Mez 14 Problems of the nuclear industry - Unsolved nuclear waste storage problem - Industrial capacities - Lack of skilled workforce - Costs & Financing - Proliferation - Terror risks - Flu epidemics Forschungsstelle für Umweltpolitik. Lutz Mez 15 Forschungsstelle für Umweltpolitik. Lutz Mez 16 Forschungsstelle für Umweltpolitik. Lutz Mez 17 Arguments? Earlier: NPPs are very cheap (Too Cheap to Meter) Today: NPPs are cheaper as all alternatives How did the costs for NPPs develop in reality? Forschungsstelle für Umweltpolitik. Lutz Mez 18 Development of NPP construction costs Forschungsstelle für Umweltpolitik. Lutz Mez 19 Forschungsstelle für Umweltpolitik. Lutz Mez 20 NPP construction costs - estimates Up to 2002: nuclear industry predicted construction costs of $1000/kW for new type Generation III(+) 2004: Olkiluoto contract price $3000/kW (2000 €/kW) - real $40004500/kW or more 2007-08: US estimates about $5000/kW 2009: Ontario tenders $6700/kW and $10000/kW Cost estimates before construction always an under-estimate Forschungsstelle für Umweltpolitik. Lutz Mez 21 Factors for construction costs increase • All generation technologies hit by China effect but nuclear much more so than others. What other factors? • More realistic estimates as companies have to deliver on their promises • Learning from Olkiluoto • Depreciation of the dollar • Will manufacturing bottlenecks and skill shortages make things even worse? • Which if any of these factors is reversible? Forschungsstelle für Umweltpolitik. Lutz Mez 22 « US may have seen last new nuclear. coal plant » Asked about challenges facing construction of new nuclear and coal power plants. Wellinghoff allowed that "we may not need any. ever." That's a "theoretical question" because « I don't see anybody building these things until costs get to a reasonable level. » He characterized the projected costs of new nuclear plants as prohibitive. citing estimates of roughly $7.000/kW. Jon Wellinghoff. Chairman of FERC (Federal Energy Regulatory Commission) April 2009 Source: Platts. 22 April 2009 Forschungsstelle für Umweltpolitik. Lutz Mez 23 Total GHG emissions of generation technologies Forschungsstelle für Umweltpolitik. Lutz Mez 24 CO2 emissions from nuclear over time Forschungsstelle für Umweltpolitik. Lutz Mez 25 Nuclear irrelevant to Climate Change Mitigation “Nuclear power is unlikely to play a critical role in limiting CO2 equivalent concentrations in the atmosphere until mid-century at the earliest… No realistic plan foresees a reactor build rate that allows nuclear power to help stay below 550 ppme* CO2 within the next ~30-40 years.” Robert Rosner Director, Argonne National Laboratory April 2009 * The term ppme CO2 refers to parts per million equivalent CO2 concentration of greenhouse gases in the atmosphere. Forschungsstelle für Umweltpolitik. Lutz Mez 26 Conclusions • Nuclear power plays a very modest role in present global energy supply – and will not be larger in the future • The international relevance of nuclear power is rather decreasing – no sign for a nuclear renaissance at all • Evidence from Finland, USA & France does not show that new nuclear can be built without special arrangements to protect them from the market • The alarming rise in construction cost estimates, emerging skills shortages and production bottlenecks are problems that will not be quick or cheap to overcome • Costs for decommissioning and recovery and cleaning up of NPPs are often higher than the construction costs • The financial crisis amplifies all these problems for the nuclear industry • The nuclear industry must convince S&P or Moodys, not the public • NPPs cannot combat climate change – and their GHG emissions are rising Forschungsstelle für Umweltpolitik. Lutz Mez 27 That’s all folks! PD Dr. Lutz Mez FFU. Ihnestr. 22. D-14195 Berlin Email: [email protected] Forschungsstelle für Umweltpolitik. Lutz Mez 28