muss mir noch einiges durchlesen aber auf die schnelle(ohne gewähr):
die usa haben ihre weiteren nuclearen ausbaupläne veröffentlicht.
cop29 https://cop29.az/en/home
https://www.whitehouse.gov/wp-…-Deployment-Framework.pdf -> deployment targets seite 8
The U.S. government is establishing a target to deploy 200 GW of net new capacity by
2050, at least tripling U.S. nuclear energy capacity based on 2020 numbers. The net new
capacity gains would come from multiple sources, including building new plants (including
large, small-modular, and microreactors and including Generation III+ water-cooled designs
and Generation IV designs), uprating existing reactors, and restarting reactors that have
retired for economic reasons.
To achieve this, the U.S. government is also establishing nearer term targets:
• Jumpstarting the nuclear energy deployment ecosystem with 35 GW of new capacity
by 2035 that will be operating or under construction.
• Accelerating the capability of the nuclear energy deployment ecosystem by ramping
to a sustained pace of producing 15 GW per year by 2040, in support of both U.S.
and global project deployments
bis 2035 + 35gw = initial load ca 34 millionen lbs(mlbs) - dannach ca 17. mlbs
von 2035 bis 2040 je jahr weitere 15gw - ca 7mlbs/jahr - initial load grob einmalig der doppelte bedarf.
bis ins jahr 2050 ist ein ausbau bis +200gw geplant(großreaktoren/gw-scale sowie smr).
meines wissens nach ist der bedarf bisher in keinem "offiziellen" supply-demand model enthalten.