--- title: "核能公司与 Brookfield 合作开发新的大型反应堆项目" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/285252830.md" description: "布鲁克菲尔德与核能公司（TNC）合作开发西屋反应堆技术，成立了一家新的未命名公司，旨在执行核能项目。该项目的重点是重新启动南卡罗来纳州的两个 AP1000 反应堆，预计将在 2027 年前做出最终投资决定。TNC 的首席核能官强调需要一种协作模式来加速核能发展。然而，美国的核能复兴面临挑战，中国正在迅速扩大其核能产能，而自去年以来，美国政府的重大支持仍未得到利用" datetime: "2026-05-05T19:22:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285252830.md) - [en](https://longbridge.com/en/news/285252830.md) - [zh-HK](https://longbridge.com/zh-HK/news/285252830.md) --- # 核能公司与 Brookfield 合作开发新的大型反应堆项目 Brookfield announcedthat it has formed a partnership with The Nuclear Company (TNC), to create a new company for developing Westinghouse reactor technology. This new company, which remains unnamed, is being positioned as a **world-leading nuclear project execution company**. A few weeks ago, we coveredhow Bloomberg anticipated an announcement for new AP1000s. But it appears TNC is focusing the JV's efforts, in the near term, on the possible **restart and completion of the two AP1000 reactors at VC Summer** in South Carolina. Westinghouse originally attempted to construct the two large reactors in 2017, but eventually **canceled the project after costs spiraled out of control**. Brookfield is now performing the studies necessary to make a Final Investment Decision by 2027, which would mean purchasing the partially-completed assets from Santee Cooper for $2.7 billion. The new company will also offer execution capabilities for deploying Westinghouse's smaller **AP300** design with “end-to-end project management, licensing support, and oversight of engineering, procurement, construction and commissioning activity.” TNC's Chief Nuclear Officer, Joe Klecha, frames the announcement as finally addressing what the nuclear industry has been lacking in order to truly unleash the nuclear renaissance build out phase, “_We know what it takes to deliver nuclear. **What’s been missing is a model that brings together the people, the capabilities, and the capital** to do it at speed and scale. That’s what this partnership creates._” The timelines are still relatively disappointing. Every month China seems to be adding another reactor to their "under construction" stack, with India gaining speed as well. As the months go on, **it becomes harder and harder to take the nuclear renaissance seriously in the United States, given the lack of nuclear energy being added to the grid.** It's also bewildering that Brookfield and Cameco are still leaving money on the table with the previously announced**$80 billion worth of support** from the US government. These massive amounts of money remain untouched since they were announced in October of last year. The progress being made under programs like the DOE Reactor Pilot Program are promising. But the program's wins, with being close to taking kilowatt-scale reactors critical for the first time in decades, struggle to stand out when China is adding over **1,000 megawatts of energy to their grid every month or two.** ### 相关股票 - [BEP-A.US](https://longbridge.com/zh-CN/quote/BEP-A.US.md) - [BEPC.US](https://longbridge.com/zh-CN/quote/BEPC.US.md) - [BEP.US](https://longbridge.com/zh-CN/quote/BEP.US.md) - [BN.US](https://longbridge.com/zh-CN/quote/BN.US.md) - [CCJ.US](https://longbridge.com/zh-CN/quote/CCJ.US.md) ## 相关资讯与研究 - [美国正考虑为核电站零部件提供数十亿美元的融资](https://longbridge.com/zh-CN/news/286142383.md) - [第一国民银行再获南卡罗来纳州最佳职场及军属最佳雇主双项殊荣](https://longbridge.com/zh-CN/news/286792306.md) - [杜克能源拟被新纪元能源收购，两大电力巨头强强联手，角逐人工智能数据中心供电市场](https://longbridge.com/zh-CN/news/286766300.md) - [美伊谈判僵化叠加俄油豁免终止 布伦特原油升破 110 美元](https://longbridge.com/zh-CN/news/286693938.md) - [QClaw 暴跌 99.19%，从 “AI 革命” 到 “一地虾壳”，谁在裸泳？](https://longbridge.com/zh-CN/news/286850783.md)