--- title: "核能建设正在加速，高盛现已将小型模块化反应堆纳入其预测中" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286495520.md" description: "高盛最新报告强调，在即将出现的铀供应短缺背景下，核电建设的加速，包括小型模块化反应堆（SMRs）。关键进展包括加拿大在大型反应堆技术方面达成的协议以及美国核电厂的延长运营批准。高盛对 SMRs 的预测显示，到 2045 年，核电发电量将增加 6%，显著提高铀的需求。分析师警告，到 2045 年，铀的累计供应短缺将达到 23 亿磅，预计价格将上涨" datetime: "2026-05-15T02:12:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286495520.md) - [en](https://longbridge.com/en/news/286495520.md) - [zh-HK](https://longbridge.com/zh-HK/news/286495520.md) --- # 核能建设正在加速，高盛现已将小型模块化反应堆纳入其预测中 Goldman's latest edition of _**"Nuclear Nuggets: Global Reactor Tracker"**_ reinforces that the buildout of the cleanest and most reliable form of so-called "green" energy, nuclear power, continues to gain momentum. The theme we first laid out in December 2020 continues to broaden, with buildouts accelerating across both large-scale and small modular reactors, even as the growing risk of a massive uranium supply deficit emerges. Focusing on the latest North American reactor progress and announcements: > **_4/16/2026 - Canada_** _- Bruce Power has signed an MoU with SaskPower to share its experience in large-scale nuclear reactors, including project development and long-term operations, as Saskatchewan evaluates large reactor technologies alongside its SMR program. The agreement formalizes information-sharing and aligns provincial and federal nuclear strategies._ > > **_4/24/2026 - United States_** _- Duke Energy’s Robinson nuclear power plant has been cleared for extended operation to 80 years, after the U.S. Nuclear Regulatory Commission completed its fastest-ever subsequent license renewal review. The approval allows the 759 MW Robinson Unit 2 in South Carolina to operate until 2050 under new accelerated federal timelines._ > > **_4/29/2026 - United States_** _- The U.S. NRC has approved subsequent license renewals for St. Lucie Units 1 and 2, clearing the Florida Power & Light plant to operate for up to 80 years, with Unit 1 licensed to 2056 and Unit 2 to 2063. The decision follows aging-management reviews for the extended operating period and secures the long-term operation of the two pressurized water reactors._ > > **_5/5/2026 - United States_** _- Brookfield and The Nuclear Company have formed a JV to manage the potential completion of the two VC Summer AP1000 units in South Carolina, supporting due diligence and execution if the project proceeds, subject to approvals and a final investment decision._ One of the biggest shifts in the note penned by analyst Brian Lee is the addition of small modular reactors to Goldman's uranium supply-and-demand model, which forecasts cumulative SMR deployments of nearly 46 GW by 2045. In turn, this would lift its 2045 nuclear generation forecast by about 6% and create an additional 62 million pounds of uranium demand, or a 17% upside to its prior long-term demand estimate. Global reactor construction tracker, by country: Years under construction, by country: Chinese reactors, years under construction: Lee said uranium spot prices stabilized in the mid-to-high $80s per pound after rebounding in April, supported by buying activity in the Sprott Physical Uranium Trust. Term pricing held near $90 per pound, signaling that utilities continue to accept higher long-term pricing deals. As new reactors come online, Lee warns of a cumulative uranium supply deficit of 2.3 billion pounds between 2025 and 2045. Uranium prices will be up and to the right for quite some time... **Latest uranium coverage:** **February 2026** - Big Tech Turns To Uranium As Data Center Power Demand Soars (Feb 18) – Discusses tech companies exploring uranium mining/supply deals for reliable data center power. - No Substitute: Uranium At The Center Of The AI Power Shock (Feb 19) – Covers uranium's role in AI-driven power demand, supply reliability issues, and reactor buildouts. **March 2026** - Oklo And Centrus Signal Progress On America's Nuclear Fuel-Chain Bottleneck (Mar 9) – Joint venture on HALEU deconversion services and fuel-cycle advancements. - Nano Nuclear Progresses HALEU Transport Package (Mar 16) – Progress on high-assay low-enriched uranium (HALEU) transportation for advanced reactors. - How To Transport Next-Gen Nuclear Fuel Safely? NANO Nuclear Hits Key Milestone (Mar 20) – HALEU transport package development for multiple fuel types. - U.S. Must Boost Domestic Uranium Enrichment To Counter Proliferation Risks (Mar 31) – Need for U.S. enrichment capacity expansion amid import bans and market bottlenecks. **April 2026** - Goldman Highlights Global Nuclear Progress Across SMRs And Fuel Chain (Apr 15) – Updates on uranium spot/term pricing, supply-demand models, and fuel chain developments. - Nuclear Fuel Consortium To Provide Update On Approved Plans Of Action (Apr 23) – Progress on addressing shortages across the full nuclear fuel supply chain (mining to fabrication). - Uranium Supply Crunch Worsens Amid Kazakhstan's Plan For Strategic Reserve (Apr 30) – Kazakhstan's strategic reserve plans and ongoing global uranium supply-demand mismatch (~$86/lb spot). **May 2026** - DOE's NNSA Removes Enriched Uranium From Venezuela And Japan (~May 9) – HALEU fuel transfers supporting U.S. domestic nuclear supply chain. - ASP Isotopes Subsidiary Signs MOU With European Nuclear Technology Company For Fuel Supply (~May 11) – Long-term HALEU supply partnership for advanced reactors. - Uranium – Cameco Guidance Hanging by a Thread, Implications for Market Purchases (May 11) – Cameco production guidance and direct impacts on uranium market/spot purchases. - Up To $170 Billion Needed To Secure Full Domestic Nuclear Fuel Supply Chain (~May 13–14) – Massive investment requirements for U.S. uranium mining, milling, conversion, enrichment, etc. _Professional subscribers can read the full nuclear note here at our new Marketdesk.ai portal._ ### 相关股票 - [CCJ.US](https://longbridge.com/zh-CN/quote/CCJ.US.md) - [SMR.US](https://longbridge.com/zh-CN/quote/SMR.US.md) - [URNJ.US](https://longbridge.com/zh-CN/quote/URNJ.US.md) - [NLR.US](https://longbridge.com/zh-CN/quote/NLR.US.md) - [URNM.US](https://longbridge.com/zh-CN/quote/URNM.US.md) - [URA.US](https://longbridge.com/zh-CN/quote/URA.US.md) - [GS.US](https://longbridge.com/zh-CN/quote/GS.US.md) - [DUK.US](https://longbridge.com/zh-CN/quote/DUK.US.md) - [BN.US](https://longbridge.com/zh-CN/quote/BN.US.md) - [BAM.US](https://longbridge.com/zh-CN/quote/BAM.US.md) - [OKLO.US](https://longbridge.com/zh-CN/quote/OKLO.US.md) - [LEU.US](https://longbridge.com/zh-CN/quote/LEU.US.md) - [NNE.US](https://longbridge.com/zh-CN/quote/NNE.US.md) - [ASPI.US](https://longbridge.com/zh-CN/quote/ASPI.US.md) - [W4VR.SG](https://longbridge.com/zh-CN/quote/W4VR.SG.md) - [DUK-A.US](https://longbridge.com/zh-CN/quote/DUK-A.US.md) - [DUKB.US](https://longbridge.com/zh-CN/quote/DUKB.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) - [核电下半场：执行为王！](https://longbridge.com/zh-CN/news/284212169.md) - [常辅股份（920396）举办 2025 年度业绩说明会 披露核电业务进展及分红政策](https://longbridge.com/zh-CN/news/286935947.md) - [AI 热潮推动核能投资升温 地下核反应堆初创公司 Deep Fission 提交美股 IPO 申请 拟发行 600 万股普通股](https://longbridge.com/zh-CN/news/287125088.md) - [核电厂 “退休” 后怎么养老？ 四部门最新出台《办法》立下硬规矩](https://longbridge.com/zh-CN/news/286989573.md)