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Thorium as an Advanced Nuclear Fuel: Enhancing Supply-Chain Resilience for the Energy Transition

トリウムを先進原子力燃料として:エネルギー移行のためのサプライチェーン強靭性の強化 (AI 翻訳)

M. G. De Donno

📚 査読済 / ジャーナル2026-06-23#エネルギー転換Origin: EU経営インパクト: 調達リスク対象セクター: power
DOI: 10.2118/233268-ms
原典: https://doi.org/10.2118/233268-ms

🤖 gxceed AI 要約

日本語

本論文は、エネルギー移行における原子力の重要性とウラン燃料サプライチェーンの脆弱性を指摘し、トリウムを代替燃料として提案する。トリウムは豊富で地政学的リスクが低く、供給強靭性を高める可能性がある。政策的含意と今後の研究課題を示す。

English

This paper highlights nuclear energy's role in the energy transition and the vulnerabilities of uranium fuel supply chains, proposing thorium as an alternative. Thorium is abundant with lower geopolitical risk, potentially enhancing supply resilience. It discusses policy implications and future research directions.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

日本は原子力発電の再稼働や次世代炉開発を進める中、燃料供給の多様化は重要な論点。トリウム利用は長期的なエネルギー安全保障に寄与する可能性があるが、技術的・経済的課題も多く、政策支援の在り方が問われる。

In the global GX context

Globally, the push to triple nuclear capacity by 2050 intensifies fuel supply concerns. This paper contributes to the discourse on diversifying nuclear fuel sources, relevant to energy security and transition strategies in the EU, US, and Asia.

👥 読者別の含意

🔬研究者:Highlights thorium as a research avenue for nuclear fuel cycle diversification and supply chain resilience.

🏢実務担当者:Nuclear industry stakeholders can consider thorium's potential for fuel supply risk mitigation.

🏛政策担当者:Informs policy on strategic fuel diversification and support for advanced nuclear technologies.

📄 Abstract(原文)

Nuclear energy is increasingly emerging as a central component of clean and sustainable power systems, supporting both decarbonization objectives and energy security in the context of the global net-zero transition. As electrification accelerates across sectors—including transport, industry, and digital infrastructure—the need for reliable, low-carbon baseload generation is becoming more acute. At the same time, the rapid expansion of energy-intensive applications such as artificial intelligence, data centers, and advanced manufacturing is placing unprecedented stress on electricity systems, reinforcing the strategic importance of dispatchable, high-density energy sources. Within this evolving landscape, nuclear power is regaining prominence. Policy shifts across major economies, from the United States to the European Union and Asia, reflect a renewed recognition of nuclear energy as a necessary complement to variable renewable sources. Ambitions to triple global nuclear capacity by 2050 further underscore the scale of the challenge ahead. However, this renewed momentum also exposes structural vulnerabilities embedded within the current nuclear fuel cycle. Uranium, which underpins the existing fleet of nuclear reactors, occupies a dual position: it is essential for expanding nuclear generation while remaining a strategically sensitive resource affected by geopolitical volatility. The uranium market has experienced significant turbulence in recent years, with rising prices, supply disruptions, and growing fragmentation between Western and Eastern supply chains. Constraints in conversion and enrichment capacity have further amplified these pressures, highlighting the fragility of a system that must now scale rapidly1.

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