US firm Westinghouse developed the AP1000 technology. Photo: AP
China’s nuclear power development plan published in 2007 said the country should adopt the pressurised water reactor technology as a unified technology and listed it as a national priority.
“There were debates on different technologies and the plan clarified that China would use pressurised water reactors and introduce the AP1000 technology,” said Wang Yingsu, secretary general of the nuclear power branch of the China Electric Power Promotion Council.
But Wang said that technology localisation, development of indigenous nuclear power technology, and the capability of constructing and operating nuclear power plants independently had always been China’s goals since it began its nuclear power journey more than 50 years ago.
Westinghouse signed a contract with CNNC and a number of other Chinese state-owned companies in 2007 to supply AP1000 to China. According to Xinhua, the deal called for China to purchase four AP1000 reactors, and for Westinghouse to transfer AP1000 technologies including main pumps to China so that Chinese firms could eventually build them.
But the projects were delayed for years largely due to the repair work on the main pumps. By the time the four reactors went into commercial operation in 2018, the Chinese localised technology was already viable.
“More power plants will choose Hualong One in the future because it’s China’s independently developed technology and it’s as good as AP1000,” Wang said.
“AP1000 is Westinghouse’s technology and we might be controlled by them if we want to build the reactors, sell and export to other countries.”
Geopolitical uncertainties are another concern. Due to the risks power plants might face caused by the US-China rivalry
, Beijing has encouraged its nuclear plants and military groups to localise equipment.
China claimed the first unit of Hualong One nuclear reactor had achieved a localisation rate of 85 per cent.
When the US sanctioned China General Nuclear Power Group (CGN) and three of its subsidiaries in 2019 over accusations of stealing US technology for military use, CGN said the impact on the company was “controllable”.
Xu Kan, assistant general manager of Qinshan Nuclear Power Plant, a subsidiary of CNNC, said last year that CNNC began investigating the possible impact of geopolitical factors on its 21 reactors in 2018.
“It turns out the impact is limited, and for some facilities which were originally produced in the US, we can change to suppliers in other countries,” he said.
On the other hand, China had a specific fund to support military industry groups and state firms to localise their equipment, he said.
However, China’s bet on nuclear power comes at a time when some European countries are phasing out its use and development in the US has stagnated.
China had almost 49 gigawatts of nuclear power installed capacity last year. Bloomberg predicted that it would pass France as the world’s second-largest nuclear generator in 2022 and overtake the US four years after that.
“The reality is that nuclear power, if not driven by an active phase-out policy, will go organically extinct in the US. The renewal rate is too small to keep the species alive,” said Mycle Schneider, Paris-based nuclear energy consultant and the lead author of “The World Nuclear Industry Status Report”.
No utility company in the US would invest in the construction of a large nuclear power plant because fusion technology was uneconomical and renewable sources were becoming more competitive, he said.
For China, “the real world is dramatically different from what Chinese leaders expected when in the early 2000s they launched a massive investment in the entire nuclear fuel chain”, he said.
Source: South China Morning Post