日本核电海外输出再折戟 越南宁顺项目因工期压力告吹

Group 1 - Japan has abandoned plans to build a large-scale nuclear power plant in Vietnam, marking another setback for its efforts to export nuclear technology following similar project cancellations in Turkey, the UK, and France [1][5] - The Vietnamese government had initially planned to construct eight nuclear power plants by 2030, with a total capacity of 15-16 million kilowatts, but the project was suspended in 2016 due to safety and budget concerns [2] - Japan's withdrawal from the Ninh Thuan 2 nuclear project is attributed to the tight completion timeline, with the two reactors expected to be operational by 2035, but actual operation may not occur until closer to 2040 [2] Group 2 - The exit from the Ninh Thuan 2 project may force Vietnam to revise its long-term electricity planning, as the country faces increasing electricity demand amid climate-related challenges [4] - Vietnam's total electricity generation is projected to reach 85,000 megawatts in 2024, with plans to increase to 150,000 megawatts by 2030 and 400,000-500,000 megawatts by 2050 [4] - The Vietnamese Prime Minister emphasized the urgent need for stable electricity supply to support economic development, particularly for industries like semiconductor manufacturing and high-speed rail systems [4] Group 3 - Japan's nuclear power export ambitions have faced significant challenges, with previous projects in Lithuania, France, and the UK also being shelved, leading to substantial financial losses for companies like Toshiba [5] - The Japanese government is rethinking its nuclear export strategy, considering the development of small modular reactors as a potential solution to its export challenges [6] - Despite Japan's withdrawal from the large-scale project in Vietnam, there are still plans to explore the possibility of building other nuclear facilities in the country, particularly focusing on small modular reactors [6] Group 4 - The Japanese nuclear industry is currently more focused on domestic issues, with companies expressing doubts about the viability of nuclear exports [7] - Challenges such as unresolved issues regarding the decommissioning of nuclear plants and the disposal of spent fuel continue to hinder Japan's nuclear power sector [7]