White House Chronicle

News Analysis With a Sense of Humor

Nuclear Booms in Asia as New Reactor Ideas Flourish in U.S.

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By Llewellyn King

The nuclear electric industry has sustained some mighty blows in the United States and Western Europe in recent years. It might be reeling, but it is not out and it is not going down for the count. Taken globally, things are good.

The need to curb carbon in the air, to service a growing world population and the surging cities are impelling nuclear forward. At the annual summit meeting of the U.S. Nuclear Infrastructure Council (NIC) in Washington, this future was laid out with passion: Nuclear power is experiencing a growth spurt but not in the United States and Western Europe, except for Britain.

Nuclear demand is high where air pollution is at its worst and where economic activity is fast and furious — in Asia generally, and in China and India in particular.

Vijay Sazawal, president of IAEC Consulting, told the NIC meeting that India would be adding two reactors a year to its nuclear fleet moving forward. China and India are building half of the 60 new reactors under construction worldwide, according to Andrew Paterson of Verdigris Capital Group, which studies nuclear.

Paterson predicted world electricity demand will double by 2050 and that most of the demand would come from the megacities of Asia, Africa and Latin America. He said, “By 2030, China will have 15 megacities (10 million or more people) and 150 cities with more than 1 million people.”

Wind and solar energy, the other carbon-free electricity sources, also will grow dramatically but will be constrained by their land needs. Big cities are ill-suited to roof-mounted solar, and windmills require large acreages of open land not found near megacities.

In the United States, the shadow of the Westinghouse bankruptcy is passing over the nuclear community. How could a once-proud and dominant company get its sums so wrong that it has been forced into bankruptcy? The collapse of the company — which was building two plants with four reactors in South Carolina and Georgia, four reactors in China, and was engaged in projects in the United Kingdom and India — will be studied in business schools for generations to come. Bad management, not bad nuclear, has brought Westinghouse and its parent Toshiba to its knees.

But nuclear believers are undaunted. Nuclear advocates have a kind of religious commitment to their technology, to their science and to the engineering that turns the science into power plants.

I have been writing about nuclear since 1970, and I have featured it on my television program, “White House Chronicle,” for more than 20 years. I can attest that there is something special in the passion of nuclear people for nuclear power. They have fervor wrapped in a passion for kind of energy utopia. They believe in the great gift that nuclear offers a populous world: a huge volume of electricity.

The kernel here, the core belief, the holy grail of nuclear is wrapped up in “energy density”: how a small amount of nuclear material can produce a giant amount of electricity in a plant that has few moving parts, aside from the conventional steam turbine. As designs have evolved and plants have become “passive” in their safety systems, the things that can go wrong have been largely eliminated.

To understand energy density think this way: The average wind turbine you see along the highway turns out 2 megawatts of electricity when there is wind, a trifling amount compared to the 1,600 megawatts a new nuclear plant produces continuously — and probably will produce for 100 years before it is retired.

Asia, choking on air pollution and with huge growth, needs nuclear. America is not gasping for new generation: demand is static and there is a natural gas glut. Also, there is land aplenty for solar and wind to be installed.

But U.S. nuclear creativity, even genius, will not rest. The United States is on the frontier, pioneering a generation of wholly new reactor concepts, mostly for small modular reactors and even big new reactors, which may first be built in China and India but, like so much else, will be “thought up in America.”

At nuclear conclaves like the NIC meeting, there is sadness that the U.S. market is stagnant. But there is incandescent hope for the future.

The Rare Earths Problem: A U.S. Solution

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Rare earth elements – there are 17 of them – have the world’s manufacturing by the throat. They are, as John Kutsch, director of the Thorium Energy Alliance, says, “the great multipliers.” They make metals stronger, generators more efficient, cell phones smaller, television sets sharper, and laptops lighter. They are, in their way, as important to modern manufacturing as energy.

At one time, the United States was a major supplier of rare earths — with supplemental supplies coming from countries around the world, including Australia and Brazil. Today, 90 percent of the rare earths the world uses come from China.

The use of rare earths is as important in lasers and jet engines as it is in aiming cruise missiles, which means the United States, and the rest of the world, has a huge vulnerability: China controls the supply of new war-fighting material. All U.S. defense manufacturers – including giants Boeing, General Electric and Lockheed Martin — are dependent on China. Now China is demanding that U.S. companies do more of their manufacturing there: China wants to control the whole chain.

Yet, as the rare earth elements industry is quick to assert, rare earths are not rare; they are scattered generously throughout the world. So why China’s dominance?

China has three main advantages. The first is that in 1984, leader Deng Xiaoping adopted a major initiative, the so called 863 Program, to move China from being a simple supplier of raw materials and products, enhanced by cheap labor, to being an industrial powerhouse and scientific giant. Rare earths were one of the areas singled out in the program.

The second advantage is that the Chinese ignored – and, to a large extent, still do — the environmental costs of rare earths’ extraction. The environmental damage is described by those who have been to one of two major Chinese sites, which have a combined population of 17 million, as catastrophic, with mountains bathed in acid to remove the sought-after rare earths, resulting in lakes of acid.

China’s third advantage is a natural one: It has a lot of ionic clay, which contains rare earths without the associated uranium and thorium.

About the time China was ramping up its plans to dominate the world rare earths market, the United States, in conjunction with the International Atomic Energy Agency in Vienna, began to regulate so called source materials. These are materials which, at least in theory, could be fashioned into weapons. In reality, those associated with rare earths are not in sufficient quantity to interest potential proliferators.

But the regulations are there. Many in the rare earths elements industry believe that it was these regulations — particularly as affecting thorium — that crippled production around the world and essentially closed down the U.S. industry, just as demand was escalating.

There is a commercial market for uranium. While hardly any thorium is used nowadays, it was once used in some scientific instruments and mantles for lighting. Thorium is akin to uranium in atomic weight, and it is a fertile nuclear material. That means that it can be used in a nuclear reactor, but it has to be ignited by a fissile material, such as enriched uranium or plutonium.

Thorium is radioactive, but mildly so. It is an alpha emitter, which means it can be shielded with tissue paper and will not penetrate the skin. However, it has a half-life of 1.5 billion years.

The answer, according to James Kennedy, a science consultant and rare earths expert, is to develop a reactor using thorium instead of uranium. This reactor, called a molten salt reactor, is inherently safe, say its passionate advocates, and would be a better all-around nuclear future. The technology was pioneered by one of the giants of the early nuclear age, Alvin Weinberg, at the Oak Ridge National Laboratory, but abandoned under pressure from enthusiasts for light water reactors, the kind we have today.

The Thorium Energy Alliance believes that the United States and other countries should develop a cooperative to source rare earths from the existing mining of phosphates and metals and store the thorium until it becomes a useful fuel. A bill to do this is making its way through Congress, but its chances are slim. Short of putting a value on thorium and isolating it, the chances of a rare earth elements industry reawakening in the United States, or elsewhere, is rare. — For the Hearst-New York Times Syndicate