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花旗银行:2023低碳环境下核能的未来研究报告(中译版)(42页).pdf

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1、 As our premier thought leadership product,Citi GPS is designed to help readers navigate the most demanding challenges and greatest opportunities of the 21st century.We access the best elements of our global conversations with senior Citi professionals,academics,and corporate leaders to anticipate t

2、hemes and trends in todays fast-changing and interconnected world.This is not a research report and does not constitute advice on investments or a solicitations to buy or sell any financial instruments.For more information on Citi GPS,please visit our website at OF NUCLEAR ENERGY IN A LOW-CARBON ENV

3、IRONMENT Fission and Fusion Advanced Reactors to Prevail Advanced fission,including small modular reactors(SMRs)and advanced reactors(ARs),as well as fusion,are set to shape the future of nuclear energy,sealing its role in the Energy Transition era as a dispatchable,low-carbon source of electricity.

4、With an overwhelming number of positive developments in the nuclear energy industry in the last five years,we expect advanced fission reactors to be commercialized soon around the world.Meanwhile,reactors based on fusion energy will most likely be commercialized in the middle to end of the next deca

5、de,with a number of successful private firms navigating the space.Citi GPS:Global Perspectives&SolutionsCiti GPS:Global Perspectives&Solutions July 2023 Citi GPS:Citi GPS:Global Perspectives&Solutions July 2023 Citi Global Strategy&Macro Group Arkady Gevorkyan Global Commodity Strategist Citi Resear

6、ch +1-212-723-1051| Edward L Morse Global Head of Commodities Strategy Citi Research +1-212-723-3871| Anthony Yuen Head of Pan-Asia Commodities Strategy Citi Research +852-2501-2731| Citi Banking,Capital Markets&Advisory(BCMA)Keith Tuffley Vice-Chairman,Global Co-Head,Sustainability&Corporate Transi

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本文主要讨论了核能在低碳经济中的未来,特别是先进裂变和聚变反应堆的发展。文章指出,尽管大规模建设传统核电站仍将在某些地区发生,但下一代核反应堆(如小型模块化反应堆和先进反应堆)的建设可能会在接下来的十年及以后增加。文章还提到,过去五年中,核能行业出现了大量积极的发展,包括监管政策的支持,公众对核能态度的改善,以及先进裂变和聚变技术的进步。此外,文章还强调了核能在能源转型中的作用,特别是在平衡电网和提供可调度低碳电力方面的重要性。
核能小型化如何改变未来能源格局? 核聚变技术何时能实现商业化? 核能小型化如何助力工业脱碳?
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