Spent fuel storage and transport
BOTTLENECKNo permanent US repository forces indefinite on-site storage, and NRC-licensed cask designs from Holtec are hard for competitors to replicate.
Stores and moves spent nuclear fuel from reactor pools to dry casks for long-term holding. No permanent US repository exists, so on-site storage duration keeps extending. Holtec, Orano, and NAC capture value through NRC-licensed cask designs that competitors cannot easily replicate.
At-reactor storage of discharged fuel assemblies in spent fuel pools (SFPs); transfer to dry cask independent spent fuel storage installations (ISFSIs); inter-site transport in licensed shipping casks.
What the evidence shows
Three companies – Holtec, NAC International and Areva-Transnuclear NUHOMS – market ISFSI based on an unshielded multi-purpose canister.
en.wikipedia.orgHoltec holds 13 certifications from the U.S. NRC and its systems have been accepted by nuclear regulators in 13 countries.
holtecinternational.comNAC International holds eleven major U.S. NRC-licensed systems including several first-of-their-kind technologies.
nacintl.comWho controls it
No independently verified market-size figure is published for this node yet.
Where it sits in the stack
Takes in: Discharged fuel assemblies from reactor
Sends on: Safely stored and retrievable spent fuel; licensed transport to interim or consolidated storage
Related nodes
Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.
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