{"id":5844,"date":"2026-04-11T15:00:28","date_gmt":"2026-04-11T06:00:28","guid":{"rendered":"https:\/\/routiner7.com\/mil\/?p=5844"},"modified":"2026-04-17T21:07:01","modified_gmt":"2026-04-17T12:07:01","slug":"smr-nuclear-power-outlook-2026","status":"publish","type":"post","link":"https:\/\/routiner7.com\/mil\/smr-nuclear-power-outlook-2026\/","title":{"rendered":"SMR \uc18c\ud615\uc6d0\uc790\ub85c, \ud30c\uc6cc\ud3ec\uc778\ud2b8\uc5d0\uc11c \ucc29\uacf5 \ud604\uc7a5\uc73c\ub85c \u2014 2026\ub144 \uc9c4\uc9dc \uc6c0\uc9c1\uc774\ub294 \ud504\ub85c\uc81d\ud2b8 \ucd1d\uc815\ub9ac"},"content":{"rendered":"<link rel=\"preconnect\" href=\"https:\/\/fonts.googleapis.com\">\n<link href=\"https:\/\/fonts.googleapis.com\/css2?family=Noto+Serif+KR:wght@400;700&#038;family=Noto+Sans+KR:wght@300;400;500;600&#038;family=DM+Serif+Display:ital@0;1&#038;family=Space+Mono:wght@400;700&#038;display=swap\" rel=\"stylesheet\">\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Article\",\"headline\":\"SMR \uc18c\ud615\uc6d0\uc790\ub85c, \ud30c\uc6cc\ud3ec\uc778\ud2b8\uc5d0\uc11c \ucc29\uacf5 \ud604\uc7a5\uc73c\ub85c \u2014 2026\ub144 \uc9c4\uc9dc \uc6c0\uc9c1\uc774\ub294 \ud504\ub85c\uc81d\ud2b8 \ucd1d\uc815\ub9ac\",\"datePublished\":\"2026-04-11\",\"dateModified\":\"2026-04-11\",\"author\":{\"@type\":\"Person\",\"name\":\"\ud22c\uc790 \uc778\uc0ac\uc774\ud2b8 \ub7a9\"},\"publisher\":{\"@type\":\"Organization\",\"name\":\"\ud22c\uc790 \uc778\uc0ac\uc774\ud2b8 \ub7a9\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"__WPURL__\/wp-content\/uploads\/logo.png\"}},\"image\":{\"@type\":\"ImageObject\",\"url\":\"__WPURL__\/wp-content\/uploads\/smr-power-og.jpg\",\"width\":1200,\"height\":630},\"mainEntityOfPage\":{\"@type\":\"WebPage\",\"@id\":\"__WPURL__\/smr-nuclear-power-outlook-2026\/\"},\"about\":{\"@type\":\"Thing\",\"name\":\"SMR \uc18c\ud615\ubaa8\ub4c8\uc6d0\uc790\ub85c\",\"description\":\"AI \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc218\uc694\uc640 SMR \uc0c1\uc6a9\ud654 \uc804\ub9dd \ubd84\uc11d\"}}<\/script><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"SMR \uc18c\ud615\ubaa8\ub4c8\uc6d0\uc790\ub85c\ub780 \ubb34\uc5c7\uc778\uac00?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"SMR(Small Modular Reactor)\uc740 300MW \uc774\ud558 \ucd9c\ub825\uc758 \uc18c\ud615 \uc6d0\uc790\ub85c\ub97c \uacf5\uc7a5\uc5d0\uc11c \ubaa8\ub4c8 \ubc29\uc2dd\uc73c\ub85c \uc81c\uc791\ud574 \ud604\uc7a5\uc5d0\uc11c \uc870\ub9bd\ud558\ub294 \ucc28\uc138\ub300 \uc6d0\uc804 \uae30\uc220\uc774\ub2e4. \uae30\uc874 \ub300\ud615 \uc6d0\uc804 \ub300\ube44 \uac74\uc124 \uae30\uac04\uc774 \uc9e7\uace0, \ud328\uc2dc\ube0c \uc548\uc804 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc678\ubd80 \uc804\uc6d0 \uc5c6\uc774\ub3c4 \uc790\uc5f0 \ub0c9\uac01\uc774 \uac00\ub2a5\ud558\ub2e4.\"}},{\"@type\":\"Question\",\"name\":\"2026\ub144 \ud604\uc7ac \uc2e4\uc81c \ucc29\uacf5\ub41c SMR \ud504\ub85c\uc81d\ud2b8\ub294?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"2026\ub144 4\uc6d4 \uae30\uc900 \uc2e4\uc81c \ucc29\uacf5\ub418\uc5c8\uac70\ub098 \uac74\uc124\ud5c8\uac00\ub97c \ubc1b\uc740 \uc8fc\uc694 \ud504\ub85c\uc81d\ud2b8\ub294 \uc138 \uacf3\uc774\ub2e4. \uce90\ub098\ub2e4 \ub2ec\ub9c1\ud134\uc758 BWRX-300(GE Vernova, 2029\ub144 \uc644\uacf5 \ubaa9\ud45c), \ubbf8\uad6d \uc640\uc774\uc624\ubc0d \ucf00\uba38\ub7ec\uc758 Natrium(TerraPower, 2026\ub144 3\uc6d4 NRC \uac74\uc124\ud5c8\uac00 \ucde8\ub4dd, 2030\ub144 \uc644\uacf5 \ubaa9\ud45c), \uc911\uad6d \ud558\uc774\ub09c\uc758 \ub9c1\ub871\uc6d0(\uc138\uacc4 \ucd5c\ucd08 \uc0c1\uc6a9 SMR, 2026\ub144 \uac00\ub3d9 \ubaa9\ud45c)\uc774\ub2e4.\"}},{\"@type\":\"Question\",\"name\":\"SMR \uad00\ub828 ETF\uc5d0\ub294 \uc5b4\ub5a4 \uac83\uc774 \uc788\ub098?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"\ubbf8\uad6d ETF\ub85c\ub294 URNM(Sprott Uranium Miners), URA(Global X Uranium), NLR(VanEck Uranium+Nuclear Energy)\uc774 \uc788\ub2e4. \ud55c\uad6d\uc5d0\ub294 SOL \ubbf8\uad6d\uc6d0\uc790\ub825SMR, RISE \uae00\ub85c\ubc8c\uc6d0\uc790\ub825 \ub4f1\uc774 \uc0c1\uc7a5\ub418\uc5b4 \uc788\ub2e4.\"}}]}<\/script><\/p>\n<div id=\"stock-wrap\" style=\"max-width:1100px;margin:0 auto;background:transparent;color:#1A1917;line-height:1.8;font-size:15px;font-family:'Noto Sans KR',sans-serif;\">\n<p style=\"font-family:'Noto Serif KR',serif;font-size:19px;color:#1A1917;font-weight:400;line-height:1.6;margin:0 0 20px 0;\">74\uc885\uc758 SMR \uc124\uacc4\ub3c4\uac00 \uacbd\uc7c1\ud558\uace0 \uc788\uc9c0\ub9cc \uc2e4\uc81c\ub85c \ucc29\uacf5\ud55c \uacf3\uc740 \uc190\uc5d0 \uaf3d\ud78c\ub2e4.<\/p>\n<div style=\"width:100%;overflow:hidden;\">\n<div class=\"si-main\" style=\"float:left;width:calc(100% - 322px);min-width:0;box-sizing:border-box;padding-right:32px;\">\n<p><!-- \ubaa9\ucc28 --><\/p>\n<nav style=\"background:rgba(0,0,0,0.03);border:1px solid #E0DED5;border-radius:6px;padding:18px 22px;margin-bottom:48px;\" aria-label=\"\ubaa9\ucc28\">\n<span style=\"font-family:'Space Mono',monospace;font-size:13.5px;letter-spacing:0.2em;text-transform:uppercase;color:#9E9B94;margin-bottom:12px;display:block;\">\ubaa9\ucc28<\/span><\/p>\n<ol style=\"list-style:none;padding:0;margin:0;\">\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">01<\/span><a href=\"#s-intro\" style=\"color:#1A1917;text-decoration:none;\">\ube45\ud14c\ud06c\uac00 \uc6d0\uc804\uc5d0 \ub3c8\uc744 \uc3df\ub294 \uc9c4\uc9dc \uc774\uc720<\/a><\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">02<\/span><a href=\"#s-projects\" style=\"color:#1A1917;text-decoration:none;\">\ucc29\uacf5 \ud604\uc7a5\uc774 \uc788\ub294 \ud504\ub85c\uc81d\ud2b8 vs \uc2ac\ub77c\uc774\ub4dc\ub9cc \uc788\ub294 \ud504\ub85c\uc81d\ud2b8<\/a><\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">03<\/span><a href=\"#s-players\" style=\"color:#1A1917;text-decoration:none;\">NuScale, Oklo, TerraPower \u2014 \uc8fc\uac00\ub294 \uc62c\ub790\ub294\ub370 \ubc1c\uc804\uc18c\ub294 \uc5b4\ub514 \uc788\ub098<\/a><\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">04<\/span><a href=\"#s-korea\" style=\"color:#1A1917;text-decoration:none;\">\ud55c\uad6d \uae30\uc5c5\uc740 \uc5b4\ub514\uc5d0 \ub07c\uc5b4 \uc788\ub098 \u2014 \ub450\uc0b0\uc5d0\ub108\ube4c\ub9ac\ud2f0\ubd80\ud130 \ud604\ub300\uac74\uc124\uae4c\uc9c0<\/a><\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">05<\/span><a href=\"#s-risk\" style=\"color:#1A1917;text-decoration:none;\">\ud22c\uc790\ud558\uae30\uc804 \ubc18\ub4dc\uc2dc \uc54c\uc544\uc57c \ud560 \uac83\ub4e4<\/a><\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\"><span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">06<\/span><a href=\"#s-conclusion\" style=\"color:#1A1917;text-decoration:none;\">\uacb0\ub860<\/a><\/li>\n<\/ol>\n<\/nav>\n<p><!-- \uc139\uc158 01 --><\/p>\n<div id=\"s-intro\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:3px;background:#1C4532;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">01<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\ube45\ud14c\ud06c\uac00 \uc6d0\uc804\uc5d0 \ub3c8\uc744 \uc3df\ub294 \uc9c4\uc9dc \uc774\uc720<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">GPU\ub294 \ub118\uccd0\ub098\ub294\ub370 <span style=\"color:#1C4532;\">\uc804\uae30\uac00 \uc5c6\ub2e4<\/span><\/h2>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 CEO \uc0ac\ud2f0\uc544 \ub098\ub378\ub77c\uac00 \ud31f\uce90\uc2a4\ud2b8\uc5d0\uc11c \ud55c \ub9d0\uc774 \uc774 \uc0b0\uc5c5\uc758 \ud604\uc7ac\ub97c \uac00\uc7a5 \uc798 \uc694\uc57d\ud55c\ub2e4 \ubcfc \uc218 \uc788\ub2e4. \uadf8\ub294 &#8220;\uc9c0\uae08 \uac00\uc7a5 \ud070 \ubb38\uc81c\ub294 \uce69\uc774 \uc544\ub2c8\ub77c \uc804\ub825\uc774\uace0, \uce69\uc774 \uc544\ubb34\ub9ac \ub9ce\uc544\ub3c4 \uc804\uae30\uac00 \uc5c6\uc73c\uba74 \ub180\uace0 \uc788\uc744 \uc218\ubc16\uc5d0 \uc5c6\ub2e4&#8221;\uace0 \ud588\ub294\ub370, \uc5d4\ube44\ub514\uc544 GPU\ub97c \uc218\ucc9c \uac1c \uc313\uc544\ub194\ub3c4 \uaf42\uc744 \ucf58\uc13c\ud2b8\uac00 \uc5c6\uc73c\uba74 \ubb34\uc6a9\uc9c0\ubb3c\uc774\ub77c\ub294 \ub73b\uc774\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\uc815\ub9d0 \uadf8\ub7f0\uc9c0 \uc22b\uc790\ub85c \ud655\uc778\ud574 \ubcf4\uc790. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 2026\ub144 \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \uaddc\ubaa8\ub294 \uc57d 7,000\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud55c\ub2e4. \uc544\ub9c8\uc874\uc774 2,000\uc5b5 \ub2ec\ub7ec, \uad6c\uae00\uc774 1,750~1,850\uc5b5 \ub2ec\ub7ec\ub2e4. \uc624\ub77c\ud074\uc740 \ucd5c\uadfc \uc815\ub9ac\ud574\uace0\ub97c \ud558\uba74\uc11c AI \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124\uc5d0 200\uc5b5 \ub2ec\ub7ec \uc815\ub3c4\uc758 \uc790\uae08 \ubd80\uc871\uc744 \uc778\uc815\ud558\uae30\ub3c4 \ud588\ub2e4. \uc774 \ubaa8\ub4e0 \uc2dc\uc124\uc774 \uc694\uad6c\ud558\ub294 \uc804\ub825\uc740 \uc0c1\uc0c1\uc744 \ucd08\uc6d4\ud55c\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130 \ud558\ub098\uc5d0 \ucd5c\ub300 5GW\uac00 \ud544\uc694\ud55c\ub370, \uae30\uc874 \ub300\ud615 \uc6d0\uc790\ub85c \ud55c \uae30\uc758 \ucd9c\ub825\uc774 1,000~1,400MW \uc218\uc900\uc774\ub2c8 \uc6d0\uc790\ub85c 4~5\uae30\ub97c \ub3cc\ub824\uc57c \ub370\uc774\ud130\uc13c\ud130 \ud558\ub098\ub97c \uac10\ub2f9\ud560 \uc218 \uc788\ub2e4\ub294 \uacc4\uc0b0\uc774 \ub098\uc628\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\uadf8\ub798\uc11c \ube45\ud14c\ud06c\uac00 \uc9c1\uc811 \uc6d0\uc804\uc5d0 \uc190\uc744 \ub314\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \uc2a4\ub9ac\ub9c8\uc77c \uc544\uc77c\ub79c\ub4dc \uc6d0\uc804 \uc7ac\uac00\ub3d9\uc5d0 16\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uba70 20\ub144 \uc804\ub825\uad6c\ub9e4\uacc4\uc57d(PPA)\uc744 \uccb4\uacb0\ud588\uace0, 2027\ub144 \uac00\ub3d9\uc744 \ubaa9\ud45c\ub85c \ud55c\ub2e4. \uba54\ud0c0\ub294 6.6GW \uaddc\ubaa8\uc758 \ud575 \uc5d0\ub108\uc9c0 \ud504\ub85c\uc81d\ud2b8\ub97c \ubc1c\ud45c\ud558\uba70 Vistra, Oklo, TerraPower \uc138 \uacf3\uacfc \ub3d9\uc2dc\uc5d0 \uacc4\uc57d\ud588\ub2e4. \uc544\ub9c8\uc874\uc740 200\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ub4e4\uc5ec \uc11c\uc2a4\ucffc\ud574\ub098 \uc6d0\uc804\uc744 AI \ub370\uc774\ud130\uc13c\ud130 \uc804\uc6a9 \uc804\ub825\uc6d0\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uace0, X-energy\uc5d0 5\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\ub2e4. \uad6c\uae00\uc740 Kairos Power\uc640 500MW \uaddc\ubaa8\uc758 SMR \uac1c\ubc1c \uacc4\uc57d\uc744 \ub9fa\uc5c8\ub2e4.<\/p>\n<div style=\"border-left:3px solid #475569;background:#FFFBEB;padding:16px 20px;margin:0 0 22px 0;border-radius:0 4px 4px 0;\">\n<span style=\"font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#475569;display:block;margin-bottom:8px;\">\ud83d\udca1 SMR\uc774\ub780?<\/span><\/p>\n<p style=\"font-size:14px;color:#3C3A35;line-height:1.7;margin:0;\">Small Modular Reactor, \uc18c\ud615\ubaa8\ub4c8\uc6d0\uc790\ub85c. \ucd9c\ub825 300MW \uc774\ud558\uc758 \uc6d0\uc790\ub85c\ub97c \uacf5\uc7a5\uc5d0\uc11c \ubaa8\ub4c8 \ud615\ud0dc\ub85c \ub9cc\ub4e4\uc5b4 \ud604\uc7a5\uc5d0\uc11c \uc870\ub9bd\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4. \uae30\uc874 \ub300\ud615 \uc6d0\uc804(1,000MW+)\uc774 10\ub144 \uc774\uc0c1 \uac78\ub9ac\uace0 \uc218\uc2ed\uc870 \uc6d0\uc774 \ub4dc\ub294 \ub370 \ube44\ud574, SMR\uc740 3~5\ub144 \uac74\uc124\uc5d0 \uacf5\uc7a5 \uc591\uc0b0\uc774 \uac00\ub2a5\ud558\ub2e4\ub294 \uac83\uc774 \ud575\uc2ec \uc7a5\uc810\uc774\ub2e4. \ud328\uc2dc\ube0c \uc548\uc804 \uc2dc\uc2a4\ud15c\uc744 \ucc44\ud0dd\ud574 \uc678\ubd80 \uc804\uc6d0\uc774 \ub04a\uaca8\ub3c4 \uc911\ub825\uacfc \uc790\uc5f0 \ub300\ub958\ub9cc\uc73c\ub85c \ub0c9\uac01\uc774 \ub41c\ub2e4. \ub2e4\ub9cc \uc544\uc9c1 \uc0c1\uc5c5 \uc6b4\uc804\uc5d0 \ub4e4\uc5b4\uac04 \uc11c\ubc29 SMR\uc740 \ud558\ub098\ub3c4 \uc5c6\ub2e4.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/smr_concept.jpg\" alt=\"\" width=\"702\" height=\"323\" class=\"alignnone size-full wp-image-5847\" style=\"display: block; margin: 0 auto;\" srcset=\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/smr_concept.jpg 702w, https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/smr_concept-300x138.jpg 300w, https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/smr_concept-465x214.jpg 465w, https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/smr_concept-695x320.jpg 695w\" sizes=\"(max-width: 702px) 100vw, 702px\" \/><\/p>\n<p style=\"text-align: center; font-size: 14px; color: #999; margin-bottom: 28px;\">\ud601\uc2e0\ud615 \uc18c\ud615\ubaa8\ub4c8 \uc6d0\uc790\ub85c(i-SMR) [\uc0ac\uc9c4: \ud55c\uad6d\uc6d0\uc790\ub825\uc5f0\uad6c\uc6d0]<\/p>\n<\/div>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\ub3c8\uc774 \uc6d0\uc804\uc73c\ub85c \ubab0\ub9ac\ub294 \uc774\uc720\ub294 \uac04\ub2e8\ud558\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130\ub294 24\uc2dc\uac04 365\uc77c \uc77c\uc815\ud55c \uc804\ub825\uc774 \ud544\uc694\ud55c\ub370 \ube44\ud574, \ud0dc\uc591\uad11\uacfc \ud48d\ub825 \uc5d0\ub108\uc9c0\ub294 \ub0a0\uc528\uc5d0 \ub530\ub77c \ucd9c\ub825\uc774 \ub4e4\uc465\ub0a0\uc465 \ud558\ub2e4. \uac00\uc2a4\ubc1c\uc804\uc740 \ud0c4\uc18c\ub97c \ubc30\ucd9c\ud558\uace0, \ubc30\ud130\ub9ac \uc800\uc7a5\uc740 \uc544\uc9c1 \uc774 \uaddc\ubaa8\ub97c \uac10\ub2f9\ud560 \uc218\uc900\uc774 \uc544\ub2c8\ub2e4. \uacb0\uad6d \ud0c4\uc18c \uc81c\ub85c\uc5d0 24\uc2dc\uac04 \uac00\ub3d9 \uac00\ub2a5\ud55c \uc5d0\ub108\uc9c0\uc6d0\uc740 \uc6d0\uc790\ub825\ubfd0\uc774\ub77c\ub294 \uacb0\ub860\uc774 \ub098\uc628\ub2e4.<\/p>\n<\/div>\n<p><!-- \uc139\uc158 02 --><\/p>\n<div id=\"s-projects\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:3px;background:#1C4532;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">02<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\ucc29\uacf5 \ud604\uc7a5\uc774 \uc788\ub294 \ud504\ub85c\uc81d\ud2b8 vs \uc2ac\ub77c\uc774\ub4dc\ub9cc \uc788\ub294 \ud504\ub85c\uc81d\ud2b8<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">74\uac1c SMR \uc124\uacc4 \uc911 <span style=\"color:#1C4532;\">\uc0bd\uc744 \ub72c \uac74 3\uac1c<\/span><\/h2>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">OECD \uc0b0\ud558 \uc6d0\uc790\ub825\uc5d0\ub108\uc9c0\uae30\uad6c(NEA) \ucd5c\uc2e0 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc804 \uc138\uacc4\uc5d0\uc11c 74\uc885\uc758 SMR \uc124\uacc4\uac00 \ud65c\ubc1c\ud788 \uac1c\ubc1c \uc911\uc774\ub77c\uace0 \ud55c\ub2e4. \uadf8\uc911 51\uac1c\uac00 15\uac1c\uad6d\uc758 \uc6d0\uc790\ub825 \uc548\uc804 \uaddc\uc81c\uae30\uad00\uc5d0 \uc778\ud5c8\uac00 \uc808\ucc28\ub97c \ubc1f\uace0 \uc788\ub2e4. 2023\ub144 \ub300\ube44 65% \uc99d\uac00\ud55c \uc218\uce58\ub77c \uc778\uc0c1\uc801\uc73c\ub85c \ubcf4\uc774\uc9c0\ub9cc, \uc5ec\uae30\uc11c \ub0c9\uc815\ud558\uac8c \ubd10\uc57c \ud560 \uac8c \uc788\ub2e4. \uc2e4\uc81c\ub85c \uc0c1\uc5c5 \uc6b4\uc804 \uc911\uc778 SMR\uc740 \uc804 \uc138\uacc4\uc5d0 \ub531 2\uae30 \ubfd0\uc774\ub2e4. \ub7ec\uc2dc\uc544\uc758 \ubd80\uc720\uc2dd \uc6d0\uc804 \uc544\uce74\ub370\ubbf8\ud06c \ub85c\ubaa8\ub178\uc18c\ud504(70MW)\uc640, \uc911\uad6d \ud558\uc774\ub09c\uc131\uc758 \ub9c1\ub871\uc6d0\uc774 \uadf8\uac83\uc774\ub2e4(125MW, 2026\ub144 \uc0c1\ubc18\uae30 \uac00\ub3d9 \ubaa9\ud45c)<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\uc11c\ubc29 \uc138\uacc4\uc5d0\uc11c \uac00\uc7a5 \uc55e\uc11c \uc788\ub294 \ud504\ub85c\uc81d\ud2b8 \uc138 \uacf3\uc744 \uc815\ub9ac\ud558\uba74 \uc774\ub807\ub2e4.<\/p>\n<div style=\"overflow:hidden;margin-bottom:24px;\">\n<div class=\"si-seg\" style=\"float:left;width:calc(33.33% - 14px);margin-right:20px;margin-bottom:20px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;box-sizing:border-box;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;color:#1D4ED8;display:block;background:#EFF6FF;padding:6px 10px;margin:-18px -20px 12px -20px;border-radius:3px 3px 0 0;border-bottom:1px solid #E0DED5;\">\ud83c\udfd7\ufe0f BWRX-300 \u00b7 \uce90\ub098\ub2e4<\/span><\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\uac1c\ubc1c\uc0ac:<\/strong> GE Vernova Hitachi<\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\ucd9c\ub825:<\/strong> 300MW<\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\uc704\uce58:<\/strong> \uc628\ud0c0\ub9ac\uc624 \ub2ec\ub9c1\ud134<\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\ud604\ud669:<\/strong> \uac74\uc124 \uc9c4\ud589 \uc911. \ud575\uc2ec \ubd80\ud488(\uc6d0\uc790\ub85c \uc555\ub825\uc6a9\uae30) \uc81c\uc791 \uc644\ub8cc. \uc11c\ubc29 \uc138\uacc4 \ucd5c\ucd08 SMR \ubaa9\ud45c.<\/p>\n<p style=\"font-size:13.5px;color:#1C4532;line-height:1.7;margin:0;font-weight:600;\">\uc644\uacf5 2029\ub144 \ub9d0, \uc0c1\uc5c5\uc6b4\uc804 2030\ub144<\/p>\n<\/div>\n<div class=\"si-seg\" style=\"float:left;width:calc(33.33% - 14px);margin-right:20px;margin-bottom:20px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;box-sizing:border-box;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;color:#166534;display:block;background:#F0FDF4;padding:6px 10px;margin:-18px -20px 12px -20px;border-radius:3px 3px 0 0;border-bottom:1px solid #E0DED5;\">\u26a1 Natrium \u00b7 \ubbf8\uad6d<\/span><\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\uac1c\ubc1c\uc0ac:<\/strong> TerraPower (\ube4c \uac8c\uc774\uce20)<\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\ucd9c\ub825:<\/strong> 345MW (\uc800\uc7a5\uc2dc 500MW)<\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\uc704\uce58:<\/strong> \uc640\uc774\uc624\ubc0d\uc8fc \ucf00\uba38\ub7ec<\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\ud604\ud669:<\/strong> 2026.3.4 NRC \uac74\uc124\ud5c8\uac00 \ucde8\ub4dd. \ubbf8\uad6d \ucd5c\ucd08 \uc0c1\uc5c5\uc6a9 \ube44\uacbd\uc218\ub85c \uc6d0\uc790\ub85c \uac74\uc124 \uc2b9\uc778. \uc218\uc8fc \ub0b4 \ucc29\uacf5 \uc608\uc815.<\/p>\n<p style=\"font-size:13.5px;color:#1C4532;line-height:1.7;margin:0;font-weight:600;\">\uc644\uacf5 2030\ub144 \ubaa9\ud45c, \ube44\uc6a9 \uc57d $40\uc5b5<\/p>\n<\/div>\n<div class=\"si-seg\" style=\"float:left;width:calc(33.33% - 14px);margin-bottom:20px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;box-sizing:border-box;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;color:#7E22CE;display:block;background:#FDF4FF;padding:6px 10px;margin:-18px -20px 12px -20px;border-radius:3px 3px 0 0;border-bottom:1px solid #E0DED5;\">\ud83d\udd2c Hermes \u00b7 \ubbf8\uad6d<\/span><\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\uac1c\ubc1c\uc0ac:<\/strong> Kairos Power (\uad6c\uae00 \ud30c\ud2b8\ub108)<\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\ucd9c\ub825:<\/strong> 35MW (\uc2e4\uc99d\ub85c)<\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\uc704\uce58:<\/strong> \ud14c\ub124\uc2dc\uc8fc \uc624\ud06c\ub9ac\uc9c0<\/p>\n<p style=\"font-size:13.5px;color:#3C3A35;line-height:1.7;margin:0 0 8px 0;\"><strong style=\"color:#1A1917;\">\ud604\ud669:<\/strong> 2023.12 \uac74\uc124\ud5c8\uac00 \ucde8\ub4dd. \uc6a9\uc735 \ubd88\ud654\uc5fc \ub0c9\uac01 \ubc29\uc2dd. \uc6d0\uc790\ub85c \uc6a9\uae30 \uc124\uce58 \uc644\ub8cc.<\/p>\n<p style=\"font-size:13.5px;color:#1C4532;line-height:1.7;margin:0;font-weight:600;\">2026\ub144 \uc784\uacc4\uc810 \ub2ec\uc131 \ubaa9\ud45c<\/p>\n<\/div>\n<div style=\"clear:both;\"><\/div>\n<\/div>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\uc5ec\uae30\uc11c \uc8fc\ubaa9\ud560 \uac74 \ud14c\ub77c\ud30c\uc6cc\uc758 Natrium \ud504\ub85c\uc81d\ud2b8\ub2e4. 2026\ub144 3\uc6d4 4\uc77c, NRC(\ubbf8\uad6d \uc6d0\uc790\ub825\uaddc\uc81c\uc704\uc6d0\ud68c)\uac00 \ub9cc\uc7a5\uc77c\uce58\ub85c \uac74\uc124\ud5c8\uac00\ub97c \ubc1c\uae09\ud588\ub294\ub370, \uc774\uac74 \ubbf8\uad6d\uc5d0\uc11c 10\ub144 \ub9cc\uc5d0 \ub098\uc628 \uc0c1\uc5c5\uc6a9 \uc6d0\uc790\ub85c \uac74\uc124 \uc2b9\uc778\uc774\uace0, \ube44\uacbd\uc218\ub85c(\ub098\ud2b8\ub968 \ub0c9\uac01 \uace0\uc18d\ub85c) \uc0c1\uc5c5 \uc6d0\uc790\ub85c\ub85c\ub294 \ubbf8\uad6d \uc5ed\uc0ac\uc0c1 \ucd5c\ucd08\ub2e4. NRC \uc9c1\uc6d0\ub4e4\uc774 100\ub9cc \uc2dc\uac04 \uc774\uc0c1\uc744 \ud22c\uc785\ud574 \uc548\uc804\uc131 \uac80\ud1a0\ub97c \uc9c4\ud589\ud588\uace0, \uc6d0\ub798 2026\ub144 8\uc6d4 \uc644\ub8cc \uc608\uc815\uc774\ub358 \uac80\ud1a0\ub97c 9\uac1c\uc6d4 \uc55e\ub2f9\uaca8 \ub05d\ub0c8\ub2e4\ub294 \uc810\ub3c4 \ud765\ubbf8\ub86d\ub2e4. \ubbf8\uad6d \uc815\ubd80\uac00 \uc774 \ud504\ub85c\uc81d\ud2b8\ub97c \uc5bc\ub9c8\ub098 \ubc00\uace0 \uc788\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \ub300\ubaa9\uc774\ub2e4.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/trumph_sign_news.jpg\" alt=\"\" width=\"551\" height=\"308\" class=\"alignnone size-full wp-image-5851\" style=\"display: block; margin: 0 auto;\" srcset=\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/trumph_sign_news.jpg 551w, https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/trumph_sign_news-300x168.jpg 300w, https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/trumph_sign_news-465x260.jpg 465w\" sizes=\"(max-width: 551px) 100vw, 551px\" \/><\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">Natrium\uc758 \ub3c5\ud2b9\ud55c \uad6c\uc870\ub3c4 \ube60\ub978 \uc2b9\uc778\uc5d0 \ud55c \ubaab\ud588\ub2e4. \uc6d0\uc790\ub85c\uc5d0\uc11c \ub098\uc628 \uc5f4\uc744 \ub098\ud2b8\ub968 \uc911\uac04 \ub8e8\ud504\ub97c \ud1b5\ud574 \uc6a9\uc735\uc5fc \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc73c\ub85c \ubcf4\ub0b4\uace0, \uac70\uae30\uc11c \ubcc4\ub3c4\uc758 \uc99d\uae30 \ud130\ube48\uc73c\ub85c \uc804\uae30\ub97c \uc0dd\uc0b0\ud558\ub294 2\ub2e8\uacc4 \uad6c\uc870\ub2e4. \uc804\uae30 \uc218\uc694\uac00 \ub9ce\uc744 \ub54c\ub294 \uc800\uc7a5\ub41c \uc5f4\uc744 \ud480\uc5b4\uc11c \ucd9c\ub825\uc744 345MW\uc5d0\uc11c 500MW\uae4c\uc9c0 \uc62c\ub9b4 \uc218 \uc788\ub2e4. \uc6d0\uc790\ub85c\uc640 \ubc1c\uc804 \uc2dc\uc124\uc774 \ubb3c\ub9ac\uc801\uc73c\ub85c \ubd84\ub9ac\ub418\uc5b4 \uc788\uc5b4\uc11c \ubc1c\uc804 \ucabd\uc5d0 \ubb38\uc81c\uac00 \uc0dd\uaca8\ub3c4 \uc6d0\uc790\ub85c \uc548\uc804\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uc9c0 \uc54a\ub294\ub2e4\ub294 \uac8c NRC\uac00 \uc2b9\uc778\ud55c \ud575\uc2ec \ud3ec\uc778\ud2b8\ub2e4.<\/p>\n<div style=\"border-left:3px solid #1C4532;padding:12px 20px;background:#FAFAF8;margin:0 0 22px 0;border-radius:0 4px 4px 0;\">\n<p style=\"font-size:15px;color:#1A1917;line-height:1.7;margin:0;font-style:normal;\">\uadf8\ub7f0\ub370 74\uc885 SMR \uc124\uacc4 \uc911 \uc2e4\uc81c\ub85c &#8216;\uc0bd\uc744 \ub72c&#8217; \ud504\ub85c\uc81d\ud2b8\uac00 3\uac1c\ubfd0\uc774\ub77c\ub294 \uc0ac\uc2e4\uc740, \uc774 \uc0b0\uc5c5\uc774 \uc544\uc9c1 &#8216;\uc124\uacc4 \uacbd\uc7c1&#8217; \ub2e8\uacc4\uc5d0\uc11c &#8216;\uc2dc\uacf5 \uacbd\uc7c1&#8217; \ub2e8\uacc4\ub85c \ub118\uc5b4\uac00\ub294 \ucd08\uc785\uc5d0 \uc788\ub2e4\ub294 \ub73b\uc774\ub2e4. \uc8fc\uac00\uac00 \uba3c\uc800 \ub6f0\uc5c8\uace0, \ucc29\uacf5\uc740 \uc774\uc81c\uc57c \uc2dc\uc791\ub418\ub294 \uad6c\uc870. \ud22c\uc790\uc790\ub294 \uc774 \uc2dc\ucc28\ub97c \uace0\ub824\ud574\uc57c \ud55c\ub2e4.<\/p>\n<\/div>\n<\/div>\n<p><!-- \uc139\uc158 03 --><\/p>\n<div id=\"s-players\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:3px;background:#1C4532;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">03<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">NuScale, Oklo, TerraPower \u2014 \uc8fc\uac00\ub294 \uc62c\ub790\ub294\ub370 \ubc1c\uc804\uc18c\ub294 \uc5b4\ub514 \uc788\ub098<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">\uc2dc\ucd1d \ud569\uacc4 $200\uc5b5, <span style=\"color:#1C4532;\">\ub9e4\ucd9c\uc740 \uc0ac\uc2e4\uc0c1 \uc81c\ub85c<\/span><\/h2>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\ubbf8\uad6d \uc0c1\uc7a5 SMR \uae30\uc5c5 \uc138 \uacf3\uc758 \ud604\uc2e4\uc744 \uc54c\uc544\ubcf4\uc790.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\"><strong style=\"color:#1C4532;\">NuScale Power (NYSE: SMR)<\/strong> \u2014 \uc720\uc77c\ud558\uac8c NRC \uc124\uacc4 \uc778\uc99d\uc744 \ubc1b\uc740 SMR \uae30\uc5c5\uc774\ub2e4. 50MW \ubaa8\ub4c8(2023\ub144)\uacfc 77MW \ubaa8\ub4c8(2025\ub144 5\uc6d4) \ub450 \uac1c \ub514\uc790\uc778\uc774 \uc2b9\uc778\ub410\ub2e4. \uadf8\ub7f0\ub370 \uc124\uacc4 \uc778\uc99d\uacfc \uc0c1\uc5c5 \uc6b4\uc804 \uc0ac\uc774\uc5d0\ub294 \uac74\uc124\ud5c8\uac00, \uc2dc\uacf5, \uc6b4\uc804\ud5c8\uac00\ub77c\ub294 \uc138 \ub2e8\uacc4\uac00 \ub354 \ub0a8\uc544 \uc788\ub2e4. \uccab \ubc88\uc9f8 \ud30c\uc77c\ub7ff\uc774\uc5c8\ub358 \uc544\uc774\ub2e4\ud638 \ud504\ub85c\uc81d\ud2b8\ub294 2023\ub144 \ube44\uc6a9 \ucd08\uacfc\ub85c \ubb34\uc0b0\ub410\uace0, \ub8e8\ub9c8\ub2c8\uc544 \ud504\ub85c\uc81d\ud2b8\ub294 \uc6d0\ub798 2030\ub144\uc774\ub358 \ubc30\uce58 \uc77c\uc815\uc774 2033~34\ub144\uc73c\ub85c \ubc00\ub838\ub2e4. TVA(\ud14c\ub124\uc2dc\ubc38\ub9ac\uacf5\uc0ac)\u00b7ENTRA1\uacfc 6GW \uaddc\ubaa8 \ubc30\uce58 \ud504\ub85c\uadf8\ub7a8\uc744 \uc9c4\ud589 \uc911\uc774\uc9c0\ub9cc, CEO\uac00 2025\ub144\uc5d0 \uc5b8\uae09\ud55c \ube45\ud14c\ud06c \ud0d0\uc0c9\uc801 NDA 5\uac74\uc740 2026\ub144 4\uc6d4 \ud604\uc7ac \ub2e8 \ud55c \uac74\ub3c4 \uacc4\uc57d\uc73c\ub85c \uc804\ud658\ub418\uc9c0 \uc54a\uc558\ub2e4. \uc2dc\ucd1d \uc57d $40\uc5b5, 2025\ub144 \uc5f0\uac04 \uc21c\uc190\uc2e4 $3.56\uc5b5. \uc8fc\uac00\ub294 52\uc8fc \ucd5c\uace0 $57\uc5d0\uc11c \ud604\uc7ac $9 \uc218\uc900\uc73c\ub85c \ud558\ub77d \uc911\uc774\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\"><strong style=\"color:#1C4532;\">Oklo (NYSE: OKLO)<\/strong> \u2014 \uc0d8 \uc62c\ud2b8\uba3c\uc774 \uc774\uc0ac\ud68c \uc758\uc7a5\uc774\ub77c\ub294 \uac83 \ud558\ub098\ub9cc\uc73c\ub85c\ub3c4 \uc2dc\uc120\uc744 \ub044\ub294 \ud68c\uc0ac\ub2e4. \ub098\ud2b8\ub968 \ub0c9\uac01 \uace0\uc18d\ub85c \uae30\ubc18\uc758 Aurora \uc6d0\uc790\ub85c\ub97c \uac1c\ubc1c \uc911\uc774\uba70, \uba54\ud0c0\uc640 1.2GW \uaddc\ubaa8 \uacc4\uc57d, Switch\uc640 12GW \uc591\ud574\uac01\uc11c\ub97c \uccb4\uacb0\ud588\ub2e4. \ud30c\uc774\ud504\ub77c\uc778\uc740 \uc57d 18GW. \ud654\ub824\ud558\uac8c \ubcf4\uc774\uc9c0\ub9cc \uc544\uc9c1 NRC \uc124\uacc4 \uc778\uc99d\uc870\ucc28 \ubc1b\uc9c0 \ubabb\ud588\ub2e4\ub294 \uc810\uc774 \uc880 \uac78\ub9b0\ub2e4. 2022\ub144\uc5d0 \ud55c \ubc88 \uc2e0\uccad\ud588\ub2e4\uac00 \ubc18\ub824\ub2f9\ud55c \uc804\ub825\ub3c4 \uac00\uc9c0\uace0 \uc788\ub2e4. \uc2dc\ucd1d\uc740 \uc57d $100\uc5b5\uc778\ub370 \ub9e4\ucd9c\uc740 \uc5c6\uc73c\uba70, 2024\ub144 12\uc6d4\ubd80\ud130 2026\ub144 2\uc6d4\uae4c\uc9c0 CEO\uc640 CFO\uac00 1\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc8fc\uc2dd\uc744 \ub9e4\uac01\ud588\ub2e4\ub294 \uc810\uc740 \ub354 \uc2e0\uacbd\uc4f0\uc778\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\"><strong style=\"color:#1C4532;\">TerraPower<\/strong> \u2014 \ube4c \uac8c\uc774\uce20\uac00 \uc124\ub9bd\ud55c \ube44\uc0c1\uc7a5 \ud68c\uc0ac. Natrium 345MW \ub098\ud2b8\ub968 \uace0\uc18d\ub85c\uac00 2026\ub144 3\uc6d4 \uac74\uc124\ud5c8\uac00\ub97c \ubc1b\uc558\uace0, DOE\ub85c\ubd80\ud130 \ucd5c\ub300 20\uc5b5 \ub2ec\ub7ec\uc758 \uacf5\ub3d9 \ud380\ub529\uc744 \ud655\ubcf4\ud588\ub2e4. \uc138 \ud68c\uc0ac \uc911 \uc720\uc77c\ud558\uac8c \uc2e4\uc81c \ucc29\uacf5 \ub2e8\uacc4\uc5d0 \uc9c4\uc785\ud574 \uc788\ub2e4. \ube44\uc0c1\uc7a5\uc774\uae30 \ub54c\ubb38\uc5d0 \uc77c\ubc18 \ud22c\uc790\uc790\ub294 \uc9c1\uc811 \ud22c\uc790\ud560 \uc218 \uc5c6\uc9c0\ub9cc, \ud55c\uad6d\uc5d0\uc11c\ub294 SK\uc774\ub178\ubca0\uc774\uc158\uacfc \ud55c\uad6d\uc218\ub825\uc6d0\uc790\ub825\uc774 \uc9c0\ubd84 \ud22c\uc790\uc790\ub85c \ucc38\uc5ec\ud558\uace0 \uc788\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\uc5ec\uae30\uc11c \uc9c1\uc811 \uacc4\uc0b0\uc744 \ud574\ubcf4\uc790. NuScale\uc758 \uc2dc\ucd1d $40\uc5b5\uacfc Oklo\uc758 \uc2dc\ucd1d $100\uc5b5\uc744 \ud569\uce58\uba74 $140\uc5b5\uc774\ub2e4. \ub450 \ud68c\uc0ac\uc758 \ud569\uc0b0 \uc5f0\uac04 \ub9e4\ucd9c\uc740 NuScale\uc758 \ub77c\uc774\uc120\uc2f1 \uc218\uc218\ub8cc \uc57d $800\ub9cc\uc774 \uc804\ubd80\ub2e4. \ub098\uba38\uc9c0\ub294 \uc0ac\uc2e4\uc0c1 \uc81c\ub85c\ub2e4. $140\uc5b5 \uc2dc\ucd1d\uc5d0 $800\ub9cc \ub9e4\ucd9c. P\/S(\ub9e4\ucd9c \ub300\ube44 \uc8fc\uac00 \ube44\uc728)\ub97c \uacc4\uc0b0\ud558\uba74 1,750\ubc30\ub2e4. \uc774\uac74 \uc5b4\ub5a4 \uae30\uc900\uc73c\ub85c \ubd10\ub3c4 \uc21c\uc218\ud55c \uae30\ub300\uac10 \ud504\ub9ac\ubbf8\uc5c4\uc774\ub2e4. 2030\ub144 \uc774\ud6c4\uc5d0\ub098 \uc758\ubbf8 \uc788\ub294 \ub9e4\ucd9c\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub294 \uae30\uc5c5\ub4e4\uc5d0 \uc9c0\uae08 \uac00\uaca9\uc744 \uc9c0\ubd88\ud558\ub294 \uac83\uc774\uae30 \ub54c\ubb38\uc5d0, 10\ub144 \uc774\uc0c1\uc758 \uc778\ub0b4\uc2ec\uc774 \uc5c6\ub2e4\uba74 \ub4e4\uc5b4\uac00\uae30 \uc5b4\ub824\uc6b4 \uc601\uc5ed\uc774\ub2e4.<\/p>\n<\/div>\n<p><!-- \uc139\uc158 04 --><\/p>\n<div id=\"s-korea\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:3px;background:#1C4532;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">04<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\ud55c\uad6d \uae30\uc5c5\uc740 \uc5b4\ub514\uc5d0 \ub07c\uc5b4 \uc788\ub098<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">\uc124\uacc4\ub294 \ubabb\ud558\uc9c0\ub9cc <span style=\"color:#1C4532;\">\uc9d3\ub294 \uac74 \uc138\uacc4 \ucd5c\uace0<\/span><\/h2>\n<p><img decoding=\"async\" src=\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/korea-smr-info.jpg\" alt=\"\" width=\"684\" height=\"370\" class=\"alignnone size-full wp-image-5852\" style=\"display: block; margin: 0 auto;\" srcset=\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/korea-smr-info.jpg 684w, https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/korea-smr-info-300x162.jpg 300w, https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/04\/korea-smr-info-465x252.jpg 465w\" sizes=\"(max-width: 684px) 100vw, 684px\" \/><\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\ud55c\uad6d\uc740 SMR \uae30\uc220 \uc790\uccb4\uc5d0\uc11c\ub294 \ubbf8\uad6d, \uce90\ub098\ub2e4, \uc911\uad6d\uc5d0 \ub4a4\ucc98\uc838 \uc788\ub2e4. \ud55c\uad6d \uc790\uccb4 \uc124\uacc4 SMR\uc778 &#8216;SMART&#8217;\ub294 \uc0ac\uc6b0\ub514\uc640\uc758 \uacf5\ub3d9 \uac1c\ubc1c \ud504\ub85c\uc81d\ud2b8\ub85c \uc9c4\ud589 \uc911\uc774\uc9c0\ub9cc, \uae00\ub85c\ubc8c \uacbd\uc7c1\uc5d0\uc11c \uc8fc\ub3c4\uad8c\uc744 \uc7a1\uc744 \uac00\ub2a5\uc131\uc740 \ubbf8\uc9c0\uc218\ub2e4. \uadf8\ub7f0\ub370 \ud55c\uad6d \uae30\uc5c5\uc774 \uac15\ud55c \uc601\uc5ed\uc774 \uc788\ub2e4. \uc6d0\uc790\ub85c\ub97c \uc2e4\uc81c\ub85c \uc9d3\ub294 \uc77c\uc774\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\"><strong style=\"color:#1C4532;\">\ud604\ub300\uac74\uc124<\/strong>\uc774 \uac00\uc7a5 \uc9c1\uc811\uc801\uc778 \uc218\ud61c \uc704\uce58\uc5d0 \uc788\ub2e4. \ud640\ud14d \uc778\ud130\ub0b4\uc154\ub110\uacfc \ub3c5\uc810 EPC \ud30c\ud2b8\ub108\uc2ed\uc744 \ub9fa\uace0 \ubbf8\uc2dc\uac04\uc8fc \ud330\ub9ac\uc138\uc774\uc988\uc5d0\uc11c SMR-300 2\uae30 \uac74\uc124\uc744 2026\ub144 1\ubd84\uae30\uc5d0 \ucc29\uacf5\ud55c\ub2e4. \uc774 \ud504\ub85c\uc81d\ud2b8\ub294 4\uc870 \uc6d0 \uaddc\ubaa8\uc774\uba70, DOE\ub85c\ubd80\ud130 4\uc5b5 \ub2ec\ub7ec\uc758 \ucc29\uacf5 \uc9c0\uc6d0\uae08\ub3c4 \ud655\ubcf4\ud588\ub2e4. \ubcc4\ub3c4\ub85c \ud398\ub974\ubbf8 \uc544\uba54\ub9ac\uce74\uc640 \ud14d\uc0ac\uc2a4\uc8fc \uc544\ub9c8\ub9b4\ub85c\uc5d0 AP1000 \ub300\ud615\uc6d0\uc804 4\uae30(4GW) + SMR(2GW) + \uac00\uc2a4\ubcf5\ud569\ud654\ub825(4GW) + \ud0dc\uc591\uad11(1GW)\uc744 \uacb0\ud569\ud55c \ucd1d 11GW \uaddc\ubaa8\uc758 &#8216;\ud558\uc774\ud37c\uadf8\ub9ac\ub4dc&#8217; \ud504\ub85c\uc81d\ud2b8 \uae30\ubcf8\uc124\uacc4(FEED) \uc6a9\uc5ed\ub3c4 \uc218\uc8fc\ud588\ub2e4. 2026\ub144 \uc0c1\ubc18\uae30 EPC \uacc4\uc57d \uccb4\uacb0\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\ubbf8\uad6d\uc774 1979\ub144 \uc2a4\ub9ac\ub9c8\uc77c \uc544\uc77c\ub79c\ub4dc \uc0ac\uace0 \uc774\ud6c4 \uc2e0\uaddc \uc6d0\uc804\uc744 \uc0ac\uc2e4\uc0c1 \uba48\ucd94\uba74\uc11c \uc790\uad6d \ub0b4 \uc6d0\uc804 \uac74\uc124 \uc778\ub825\uacfc \uc2dc\uacf5 \uc0dd\ud0dc\uacc4\uac00 \ubb34\ub108\uc84c\ub2e4\ub294 \uc0ac\uc2e4\uc774 \ud55c\uad6d \uac74\uc124\uc0ac\uc5d0\uac8c\ub294 \uc624\ud788\ub824 \uae30\ud68c\ub2e4. \ud604\ub300\uac74\uc124\uc740 UAE \ubc14\ub77c\uce74 \uc6d0\uc804 \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c &#8216;On Time On Budget(\uc608\uc0b0 \ub0b4 \uc801\uae30 \uc900\uacf5)&#8217;\uc744 \ub2ec\uc131\ud55c \uc138\uacc4 \uc720\uc77c\uc758 \uc6d0\uc804 \uac74\uc124\uc0ac\ub77c\ub294 \uc2e4\uc801\uc774 \uc788\ub2e4. \ubbf8\uad6d DOE\uac00 \uacf5\uc2dd \ubc1c\ud45c\ubb38\uc5d0\uc11c \ud640\ud14d\uc758 EPC \ud30c\ud2b8\ub108\ub85c \ud604\ub300\uac74\uc124\uc744 \uc2e4\uba85\uc73c\ub85c \uba85\uc2dc\ud55c \uac83\ub3c4 \uc774 \uc5ed\ub7c9\uc744 \uc778\uc815\ud588\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\"><strong style=\"color:#1C4532;\">\ub450\uc0b0\uc5d0\ub108\ube4c\ub9ac\ud2f0<\/strong>\ub294 \uc124\ube44\uc81c\uc791\uc5d0 \uac15\uc810\uc774 \uc788. \uad6d\ub0b4 \uc720\uc77c\uc758 \uc6d0\uc790\ub85c \uc8fc\uae30\uae30 \uc81c\uc870\uc0ac\uc774\uba70, TerraPower\uc640 \uc6d0\uc790\ub85c \ubcf4\ud638\uc6a9\uae30\u00b7\uc9c0\uc9c0\uad6c\uc870\ubb3c\u00b7\ub178\uc2ec \uad6c\uc870\ubb3c \ub4f1 \ud575\uc2ec \uc124\ube44 \uc81c\uc791 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\ub2e4. 2026\ub144 1\ubd84\uae30\uc5d0 SMR \uc804\uc6a9 \uacf5\uc7a5 \ucc29\uacf5\uc744 \uc2dc\uc791\ud55c\ub2e4. 2026\ub144 \ucd1d \uc218\uc8fc 14.3\uc870 \uc6d0\uc774 \uc804\ub9dd\ub418\uba70, \ub300\uc2e0\uc99d\uad8c \ubaa9\ud45c\uc8fc\uac00\ub294 13\ub9cc \uc6d0\uc774\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\uadf8 \uc678\uc5d0 <strong>\ud55c\uc804\uae30\uc220<\/strong>(\uc6d0\uc790\ub85c \uacc4\ud1b5 \uc124\uacc4), <strong>\uc6b0\ub9ac\uae30\uc220<\/strong>(\uc6d0\uc804 \uacc4\uce21\uc81c\uc5b4 \uc2dc\uc2a4\ud15c), <strong>\uc11c\uc804\uae30\uc804<\/strong>(\uc6d0\uc790\ub825 \ubc30\uc804\ubc18), <strong>\ubcf4\uc131\ud30c\uc6cc\ud14d<\/strong>(\uc6d0\uc804 \ubc30\uad00\u00b7\ubc38\ube0c \ubd80\ud488) \ub4f1\uc774 SMR \ubc38\ub958\uccb4\uc778\uc5d0 \uac78\uccd0 \uc788\ub2e4. \ub2e4\ub9cc \uc774 \uc885\ubaa9\ub4e4\uc740 \uc2e4\uc81c \uc218\uc8fc\uac00 \ud655\uc815\ub418\uae30 \uc804\uae4c\uc9c0 \ud14c\ub9c8\uc8fc \uc131\uaca9\uc774 \uac15\ud558\uae30 \ub54c\ubb38\uc5d0, \ubaa8\uba58\ud140\uc744 \ub530\ub77c\uac00\uae30\ubcf4\ub2e4\ub294 \uc2e4\uc81c \uacc4\uc57d \uccb4\uacb0 \ub274\uc2a4\ub97c \ud655\uc778\ud55c \ub4a4 \uc811\uadfc\ud558\ub294 \ud3b8\uc774 \uc548\uc804\ud558\ub2e4.<\/p>\n<\/div>\n<p><!-- \uc139\uc158 05 --><\/p>\n<div id=\"s-risk\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:3px;background:#1C4532;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">05<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\ud22c\uc790\ud558\uae30\uc804 \ubc18\ub4dc\uc2dc \uc54c\uc544\uc57c \ud560 \uac83\ub4e4<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">\uae30\ub300\ub294 \ud06c\uace0 <span style=\"color:#991B1B;\">\ud604\uc2e4\uc740 \ub290\ub9ac\ub2e4<\/span><\/h2>\n<div style=\"margin-bottom:16px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;\">\n<div style=\"display:flex;justify-content:space-between;align-items:flex-start;margin-bottom:10px;\">\n<span style=\"font-size:15px;font-weight:600;color:#1A1917;font-family:'Noto Sans KR',sans-serif;\">\u23f3 \uc77c\uc815 \uc9c0\uc5f0 \ub9ac\uc2a4\ud06c \u2014 \uc6d0\uc804\uc740 \ud56d\uc0c1 \ub2a6\ub294\ub2e4<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#B91C1C;background:#FEF2F2;padding:3px 8px;border-radius:3px;white-space:nowrap;margin-left:12px;\">\ub192\uc74c<\/span>\n<\/div>\n<p style=\"font-size:14px;color:#3C3A35;line-height:1.7;margin:0;\">\uc774\uac8c \uac00\uc7a5 \uacbd\uacc4\ud558\ub294 \ub9ac\uc2a4\ud06c\uc778\ub370, \uc6d0\uc804 \uac74\uc124\uc740 \uc5ed\uc0ac\uc801\uc73c\ub85c \uac70\uc758 \uc608\uc678 \uc5c6\uc774 \uc9c0\uc5f0\ub410\ub2e4. \ubbf8\uad6d \ubcf4\uae00 \uc6d0\uc804 3\u00b74\ud638\uae30\ub294 \uc608\uc0b0\uc774 7\ubc30 \ucd08\uacfc\ub410\uace0, \ud540\ub780\ub4dc \uc62c\ud0ac\ub8e8\uc624\ud1a0 3\ud638\uae30\ub294 13\ub144 \uc9c0\uc5f0\ub410\ub2e4. SMR\uc774 \uc774 \uc800\uc8fc\ub97c \uae70 \uc218 \uc788\uc744\uc9c0\ub294 \uc544\uc9c1 \uc99d\uba85\ub418\uc9c0 \uc54a\uc558\ub2e4. NuScale\uc758 \ub8e8\ub9c8\ub2c8\uc544 \ud504\ub85c\uc81d\ud2b8\uac00 2030\ub144\uc5d0\uc11c 2033\ub144\uc73c\ub85c \ubc00\ub9b0 \uac83\uc774 \uac00\uc7a5 \ucd5c\uadfc \uc0ac\ub840\ub2e4.<\/p>\n<\/div>\n<div style=\"margin-bottom:16px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;\">\n<div style=\"display:flex;justify-content:space-between;align-items:flex-start;margin-bottom:10px;\">\n<span style=\"font-size:15px;font-weight:600;color:#1A1917;font-family:'Noto Sans KR',sans-serif;\">\u26fd HALEU \uc5f0\ub8cc \uacf5\uae09\ub9dd \u2014 \ub7ec\uc2dc\uc544 \uc758\uc874\uc758 \uadf8\ub9bc\uc790<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#B91C1C;background:#FEF2F2;padding:3px 8px;border-radius:3px;white-space:nowrap;margin-left:12px;\">\ub192\uc74c<\/span>\n<\/div>\n<p style=\"font-size:14px;color:#3C3A35;line-height:1.7;margin:0;\">\ub098\ud2b8\ub968 \ub0c9\uac01 \uace0\uc18d\ub85c(Natrium) \ub4f1 \ucc28\uc138\ub300 \uc6d0\uc790\ub85c\uc758 \uc544\ud0ac\ub808\uc2a4\uac74\uc740 HALEU(\uace0\ub18d\ucd95 \uc800\ub18d\ucd95 \uc6b0\ub77c\ub284)\ub97c \uc5f0\ub8cc\ub85c \uc0ac\uc6a9\ud55c\ub2e4\ub294 \uc810\uc774\ub2e4. HALEU \uc0c1\uc5c5 \uc0dd\uc0b0 \ub2a5\ub825\uc774 \ubbf8\uad6d \ub0b4\uc5d0 \uac70\uc758 \uc5c6\uace0, \ud604\uc7ac \uc0c1\uc5c5\uc801\uc73c\ub85c HALEU \uacf5\uae09\uc774 \uac00\ub2a5\ud55c \uacf3\uc740 \ub7ec\uc2dc\uc544\uc758 Tenex\uac00 \uc720\uc77c\ud558\uae30 \ub54c\ubb38\uc774\ub2e4. TerraPower\uac00 2022\ub144\uc5d0 \uc77c\uc815\uc744 \uc5f0\uae30\ud55c \uc774\uc720\ub3c4 \ub7ec\uc2dc\uc544\uc0b0 HALEU \uacf5\uae09\uc774 \ub04a\uacbc\uae30 \ub54c\ubb38\uc774\ub2e4. \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80(DOE)\uac00 \uc57d 27\uc5b5 \ub2ec\ub7ec, \uc6b0\ub9ac\ub3c8 3.6\uc870\uc6d0 \uaddc\ubaa8\uc758 \uc608\uc0b0\uc744 \ud22c\uc785\ud574 HALEU \uacf5\uae09\ub9dd \uad6c\ucd95\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc9c0\ub9cc, \ucda9\ubd84\ud55c \uc591\uc744 \uc548\uc815\uc801\uc73c\ub85c \ud655\ubcf4\ud558\uae30\uae4c\uc9c0\ub294 \uc2dc\uac04\uc774 \ud544\uc694\ud558\ub2e4. \uc5f0\ub8cc \uc790\ub9bd\ud654 \uc18d\ub3c4\uac00 \ub2a6\uc5b4\uc9c0\uba74 \uc6d0\uc790\ub85c\uac00 \uc644\uacf5\ub418\uc5b4\ub3c4 &#8216;\uae30\ub984 \uc5c6\ub294 \uc790\ub3d9\ucc28&#8217; \uc2e0\uc138\uac00 \ub420 \uc218 \uc788\uc5b4\uc11c, HALEU \uad6d\uc0b0\ud654 \ub274\uc2a4\uc57c\ub9d0\ub85c SMR \uc0c1\uc6a9\ud654\uc758 \uc9c4\uc815\ud55c \uc2e0\ud638\ud0c4\uc73c\ub85c \ud574\uc11d\ub420 \uc218 \uc788\ub2e4.<\/p>\n<\/div>\n<div style=\"margin-bottom:16px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;\">\n<div style=\"display:flex;justify-content:space-between;align-items:flex-start;margin-bottom:10px;\">\n<span style=\"font-size:15px;font-weight:600;color:#1A1917;font-family:'Noto Sans KR',sans-serif;\">\ud83d\udcb0 \ube44\uc6a9 \ucd08\uacfc \u2014 &#8216;\uacf5\uc7a5 \uc591\uc0b0&#8217;\uc740 \uc544\uc9c1 \uac80\uc99d \uc548 \ub410\ub2e4<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#92700F;background:#FFFBEB;padding:3px 8px;border-radius:3px;white-space:nowrap;margin-left:12px;\">\uc911\uac04<\/span>\n<\/div>\n<p style=\"font-size:14px;color:#3C3A35;line-height:1.7;margin:0;\">SMR\uc758 \uacbd\uc81c\uc131\uc740 &#8216;\uacf5\uc7a5\uc5d0\uc11c \ub300\ub7c9 \uc0dd\uc0b0\ud574\uc11c \uc6d0\uac00\ub97c \ub0ae\ucd98\ub2e4&#8217;\ub294 \uc804\uc81c\uc5d0 \uae30\ubc18\ud55c\ub2e4. \uadf8\ub7f0\ub370 \uc544\uc9c1 SMR\uc744 \ub300\ub7c9 \uc0dd\uc0b0\ud574\ubcf8 \uacf3\uc774 \uc5c6\ub2e4. \uccab \ubc88\uc9f8 \uae30(FOAK, First of a Kind)\ub294 \ud544\uc5f0\uc801\uc73c\ub85c \ube44\uc2f8\ub2e4. Natrium\uc758 \ube44\uc6a9 \ucd94\uc815\uce58\uac00 $40\uc5b5\uc778\ub370, \uc774\uac83\ub3c4 \ucd5c\uc885 \ube44\uc6a9\uc774 \uc544\ub2c8\ub2e4. NuScale\uc740 \uc774\ubbf8 \ud55c \ubc88 \ube44\uc6a9 \ucd08\uacfc\ub85c \ud504\ub85c\uc81d\ud2b8\ub97c \uc811\uc740 \uc804\ub825\uc774 \uc788\ub2e4.<\/p>\n<\/div>\n<div style=\"margin-bottom:16px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;\">\n<div style=\"display:flex;justify-content:space-between;align-items:flex-start;margin-bottom:10px;\">\n<span style=\"font-size:15px;font-weight:600;color:#1A1917;font-family:'Noto Sans KR',sans-serif;\">\ud83d\udcc9 \uc8fc\uc2dd \ud76c\uc11d \u2014 \uc218\uc775 \uc804\uc5d0 \uc99d\uc790\uac00 \uba3c\uc800 \uc628\ub2e4<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#92700F;background:#FFFBEB;padding:3px 8px;border-radius:3px;white-space:nowrap;margin-left:12px;\">\uc911\uac04<\/span>\n<\/div>\n<p style=\"font-size:14px;color:#3C3A35;line-height:1.7;margin:0;\">NuScale\uacfc Oklo \ubaa8\ub450 \uc0c1\uc5c5 \ub9e4\ucd9c\uc774 \ubc1c\uc0dd\ud558\uae30 \uc804\uc5d0 \ucd94\uac00 \uc790\ubcf8 \uc870\ub2ec\uc774 \ud544\uc218\uc801\uc774\ub2e4. Oklo\uc758 2024\ub144 \ub9d0 \ud604\uae08\uc740 $2.75\uc5b5, \uc5f0\uac04 \uc601\uc5c5 \ud604\uae08\uc18c\uc9c4\uc740 $3,840\ub9cc\uc774\ub2e4. 7\ub144 \ubd84\uc758 \ud604\uae08\uc774 \uc788\ub2e4\uace0 \ubcfc \uc218\ub3c4 \uc788\uc9c0\ub9cc, \uc2e4\uc81c \uc6d0\uc790\ub85c\ub97c \uc9d3\uae30 \uc2dc\uc791\ud558\uba74 \uc18c\uc9c4 \uc18d\ub3c4\uac00 \uae09\uaca9\ud788 \ube68\ub77c\uc9c4\ub2e4. \ub450 \ud68c\uc0ac \ubaa8\ub450 \ub0ae\uc740 \ubc38\ub958\uc5d0\uc774\uc158\uc5d0\uc11c \uc720\uc0c1\uc99d\uc790\ub97c \ud560 \uac00\ub2a5\uc131\uc774 \ub192\uace0, \uadf8\uac74 \uae30\uc874 \uc8fc\uc8fc\uc5d0\uac8c \ud76c\uc11d\uc744 \uc758\ubbf8\ud55c\ub2e4.<\/p>\n<\/div>\n<\/div>\n<p><!-- \uc139\uc158 06 --><\/p>\n<div id=\"s-conclusion\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:3px;background:#1C4532;display:flex;align-items:center;justify-content:center;flex-shrink:0;\"><span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">06<\/span><\/div>\n<p><span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\uacb0\ub860<\/span>\n<\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">\uae30\uc220\uc740 \uc9c4\uc9dc\ub2e4, <span style=\"color:#1C4532;\">\ud0c0\uc774\ubc0d\uc774 \ubb38\uc81c\ub2e4<\/span><\/h2>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">SMR\uc740 AI \uc2dc\ub300\uc758 \uc804\ub825 \ubb38\uc81c\ub97c \ud480 \uc218 \uc788\ub294 \uba87 \uc548 \ub418\ub294 \ud574\ubc95 \uc911 \ud558\ub098\ub77c\ub294 \uac74 \ubd84\uba85\ud558\ub2e4. \ube45\ud14c\ud06c\uac00 \ub3c8\uc744 \uc3df\uace0 \uc788\uace0, \ubbf8\uad6d \uc815\ubd80\uac00 \uaddc\uc81c\ub97c \ud480\uace0 \uc788\uace0, \uc2e4\uc81c\ub85c \uc0bd\uc744 \ub72c \ud504\ub85c\uc81d\ud2b8\uac00 \ub098\uc654\ub2e4. \ud558\uc9c0\ub9cc \uc6d0\uc804\uc740 \ucd08\uae30 \uac74\uc124\ube44(CAPEX) \ube44\uc911\uc774 \uc804\uccb4 \ubc1c\uc804 \ube44\uc6a9\uc758 70~80%\ub97c \ucc28\uc9c0\ud55c\ub2e4. \uae08\ub9ac\uac00 1%\ub9cc \uc62c\ub77c\ub3c4 \ud504\ub85c\uc81d\ud2b8\uc758 \uacbd\uc81c\uc131(LCOE)\uc740 \uae09\uaca9\ud788 \uc545\ud654\ub41c\ub2e4. \ub274\uc2a4\ucf00\uc77c\uc758 \uc544\uc774\ub2e4\ud638 \ud504\ub85c\uc81d\ud2b8 \ubb34\uc0b0 \ubc30\uacbd\uc5d0\ub3c4 \uc790\uc7ac\ube44 \uc0c1\uc2b9\uacfc \ub354\ubd88\uc5b4 \uac00\ud30c\ub978 \uae08\ub9ac \uc778\uc0c1\uc5d0 \ub530\ub978 \uae08\uc735 \ube44\uc6a9 \ubd80\ub2f4\uc774 \uc788\uc5c8\ub2e4. &#8217;10\ub144 \ud6c4&#8217;\ub97c \ub0b4\ub2e4\ubcf4\uace0 \ud22c\uc790\ud558\uae30\uc5d0\ub294, \ud604\uc7ac \uac00\uc7a5 \ube60\ub978 \ud504\ub85c\uc81d\ud2b8\uac00 2029~2030\ub144\uc5d0\ub098 \uc804\uae30\ub97c \uc0dd\uc0b0\ud55c\ub2e4\ub294 \uc810\uc5d0\uc11c \uae08\ub9ac\ub3c4 \ubcc0\uc218\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\uc21c\uc218 SMR \uc885\ubaa9(NuScale, Oklo)\uc5d0 \uc9c0\uae08 \ub4e4\uc5b4\uac00\ub294 \uac74 2030\ub144 \uc774\ud6c4\uc758 \uc0c1\uc5c5\ud654\uc5d0 \ubca0\ud305\ud558\ub294 \uac83\uc774\ub2e4. \ud569\uc0b0 P\/S 1,750\ubc30\ub77c\ub294 \uc22b\uc790\uac00 \ub9d0\ud574\uc8fc\ub4ef, \uc9c0\uae08 \uc8fc\uac00\uc5d0\ub294 \ucd5c\uc18c 5\ub144 \uce58 \uae30\ub300\uac10\uc774 \uc774\ubbf8 \ubc18\uc601\ub418\uc5b4 \uc788\ub2e4. \uadf8 \uc0ac\uc774\uc5d0 \ud504\ub85c\uc81d\ud2b8 \uc9c0\uc5f0, \ube44\uc6a9 \ucd08\uacfc, \uc720\uc0c1\uc99d\uc790\uac00 \uc62c \uc218 \uc788\ub2e4. \uc2e4\uc81c\ub85c NuScale\uc740 2025\ub144 \uace0\uc810 \ub300\ube44 80% \uc774\uc0c1 \ud558\ub77d\ud55c \uc0c1\ud0dc\uc774\uace0, Oklo\ub3c4 \uace0\uc810 \ub300\ube44 70% \uac00\uae4c\uc774 \ube60\uc84c\ub2e4. \ub9e4\ucd9c\uc774 \uc5c6\ub294 Oklo\ub098 NuScale \uac19\uc740 \uc2a4\ud0c0\ud2b8\uc5c5\uc740 \uc720\uc0c1\uc99d\uc790 \uc2dc \uc8fc\uac00 \ud76c\uc11d \ub9ac\uc2a4\ud06c\uac00 \ud070 \ubc18\uba74, \ud604\ub300\uac74\uc124\uc774\ub098 \ub450\uc0b0\uc5d0\ub108\ube4c\ub9ac\ud2f0\ucc98\ub7fc \ud0c4\ud0c4\ud55c \ud604\uae08 \ud750\ub984\uc744 \uac00\uc9c4 \uae30\uc131 \uae30\uc5c5\ub4e4 \ub0ae\uc740 \uc870\ub2ec \ube44\uc6a9\uc744 \ubc14\ud0d5\uc73c\ub85c SMR \uc2dc\uc7a5\uc758 &#8216;\uc9c4\uc9dc \uc8fc\uc778&#8217; \uc790\ub9ac\ub97c \ub118\ubcfc \uc218\ub3c4 \uc788\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\uadf8\ub7fc\uc5d0\ub3c4 SMR \uc0b0\uc5c5\uc5d0 \ud22c\uc790\ud55c\ub2e4\uba74 \ub450 \uac00\uc9c0\ub97c \uc0dd\uac01\ud574 \ubcfc \uc218 \uc788\uaca0\ub2e4. <br \/> \uccab\uc9f8, &#8216;\uc0bd\uc744 \ub728\ub294 \ucabd&#8217;\uc5d0 \ubca0\ud305\ud558\ub294 \uac83\uc774\ub2e4. \ud604\ub300\uac74\uc124(\ud640\ud14d EPC \ud30c\ud2b8\ub108, \uc2e4\uc81c \ucc29\uacf5), \ub450\uc0b0\uc5d0\ub108\ube4c\ub9ac\ud2f0(\uc6d0\uc790\ub85c \uae30\uae30 \uc81c\uc870, TerraPower \ub0a9\ud488) \uac19\uc740 \ud55c\uad6d \uae30\uc5c5\uc740 SMR\uc774 \uc9c0\uc5b4\uc9c8 \ub54c \uc2e4\uc81c \ub9e4\ucd9c\uc774 \ubc1c\uc0dd\ud558\ub294 \uad6c\uc870\ub2e4. \uae30\ub300\uac10\uc774 \uc544\ub2c8\ub77c \uc218\uc8fc\uc794\uace0\ub85c \ud22c\uc790\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc774 \uc21c\uc218 SMR \uc8fc\uc2dd\uacfc\uc758 \ucc28\uc774\ub2e4. \uc911\uc18c SMR \uc124\uacc4\uc0ac\ub4e4\uc740 \uae08\ub9ac \uc778\ud558 \uc0ac\uc774\ud074\uc774 \ubcf8\uaca9\ud654\ub418\uc5b4\uc57c\ub9cc \uc218\uc775\uc774 \ub0a0 \uc218 \uc788\uc744 \uac83\uc774\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\ub458\uc9f8, ETF\ub85c \uc139\ud130 \uc804\uccb4\uc5d0 \ubd84\uc0b0\ud558\ub294 \uac83\uc774\ub2e4. \ubbf8\uad6d\uc5d0\uc11c\ub294 URNM(Sprott Uranium Miners), URA(Global X Uranium), NLR(VanEck Uranium+Nuclear Energy) \ub4f1\uc774 \uc788\uace0, \ud55c\uad6d\uc5d0\uc11c\ub294 SOL \ubbf8\uad6d\uc6d0\uc790\ub825SMR(\uc21c\uc790\uc0b0 3,023\uc5b5 \uc6d0, \ubcf4\uc218 0.45%), RISE \uae00\ub85c\ubc8c\uc6d0\uc790\ub825 \ub4f1\uc73c\ub85c \uc811\uadfc\ud560 \uc218 \uc788\ub2e4. \uac1c\ubcc4 SMR \uae30\uc5c5\uc758 \uc131\ud328\ub97c \ub9de\ud788\uae30\ubcf4\ub2e4, \uc6d0\uc804 \ub974\ub124\uc0c1\uc2a4 \uc790\uccb4\uc5d0 \uc62c\ub77c\ud0c0\ub294 \uc804\ub7b5\uc774 \ub9ac\uc2a4\ud06c \ub300\ube44 \ud569\ub9ac\uc801\uc774\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.8;margin:0 0 18px 0;\">\uac00\uc7a5 \uac00\uae4c\uc6b4 \uccb4\ud06c\ud3ec\uc778\ud2b8\ub97c \uc54c\uc544\ubcf4\uba74, \ud558\ub098\ub294 NuScale\uc758 2026\ub144 5\uc6d4 13\uc77c \uc2e4\uc801 \ubc1c\ud45c(\ube45\ud14c\ud06c \uacc4\uc57d \uc804\ud658 \uc5ec\ubd80\uac00 \ud575\uc2ec), \ub2e4\ub978 \ud558\ub098\ub294 \ud14c\ub77c\ud30c\uc6cc \ucf00\uba38\ub7ec \ud504\ub85c\uc81d\ud2b8\uc758 \uc2e4\uc81c \ucc29\uacf5 \uc9c4\ud589 \uc0c1\ud669(\uc218\uc8fc \ub0b4 \uc2dc\uc791 \uc608\uc815)\uc774\ub2e4. \uc774 \ub450 \uc774\ubca4\ud2b8\uac00 SMR \uc0b0\uc5c5\uc774 \ud30c\uc6cc\ud3ec\uc778\ud2b8 \uc2ac\ub77c\uc774\ub4dc\uc5d0\uc11c \ud604\uc2e4\ub85c \ub118\uc5b4\uac00\ub294 \uc18d\ub3c4\ub97c \ubcf4\uc5ec\uc904 \ucc99\ub3c4\uac00 \ub420 \uac83\uc774\ub2e4.<\/p>\n<\/div>\n<\/div>\n<p><!-- si-main \ub05d --><\/p>\n<p><!-- \uc0ac\uc774\ub4dc\ubc14 --><\/p>\n<aside aria-label=\"SMR \uc0b0\uc5c5 \uc694\uc57d \uc815\ubcf4\" style=\"float:right;width:290px;padding-top:0;\">\n<div class=\"si-side\" style=\"width:290px;min-width:0;box-sizing:border-box;\">\n<p><!-- \u2460 \uc694\uc57d \uc815\ub9ac --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udccb \ud575\uc2ec \uc694\uc57d<\/span><\/p>\n<ul style=\"list-style:none;padding:0;margin:0;\">\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;border-bottom:1px solid #E0DED5;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\"><span style=\"color:#1C4532;flex-shrink:0;\">\u2192<\/span>\uc804 \uc138\uacc4 74\uac1c SMR \uc124\uacc4 \uac1c\ubc1c \uc911, \uc2e4\uc81c \ucc29\uacf5 3\uac74<\/li>\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;border-bottom:1px solid #E0DED5;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\"><span style=\"color:#1C4532;flex-shrink:0;\">\u2192<\/span>TerraPower, 2026.3\uc6d4 \ubbf8\uad6d \ucd5c\ucd08 \ube44\uacbd\uc218\ub85c \uac74\uc124\ud5c8\uac00 \ucde8\ub4dd<\/li>\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;border-bottom:1px solid #E0DED5;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\"><span style=\"color:#1C4532;flex-shrink:0;\">\u2192<\/span>\ube45\ud14c\ud06c 4\uc0ac \ud569\uc0b0 \uc6d0\uc804 \ud22c\uc790 \uc57d 10GW+ \ud655\ubcf4<\/li>\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\"><span style=\"color:#1C4532;flex-shrink:0;\">\u2192<\/span>\ud604\ub300\uac74\uc124\u00b7\ub450\uc0b0\uc5d0\ub108\ube4c\ub9ac\ud2f0, \uc2e4\uc81c \uc2dc\uacf5\u00b7\uae30\uae30 \ub0a9\ud488 \ud655\uc815<\/li>\n<\/ul>\n<\/div>\n<p><!-- \u2461 \uc8fc\uc694 \ud504\ub85c\uc81d\ud2b8 \uc9c4\ud589\ub960 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcca \uc8fc\uc694 \ud504\ub85c\uc81d\ud2b8 \uc9c4\ud589\ub3c4<\/span><\/p>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>BWRX-300 (\uce90\ub098\ub2e4)<\/span><span style=\"font-family:'Space Mono',monospace;\">40%<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#1C4532;height:6px;border-radius:2px;width:40%;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>Natrium (\ubbf8\uad6d)<\/span><span style=\"font-family:'Space Mono',monospace;\">15%<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#1C4532;height:6px;border-radius:2px;width:15%;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>Hermes (\ubbf8\uad6d)<\/span><span style=\"font-family:'Space Mono',monospace;\">30%<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#1C4532;height:6px;border-radius:2px;width:30%;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>\ub9c1\ub871\uc6d0 (\uc911\uad6d)<\/span><span style=\"font-family:'Space Mono',monospace;\">90%<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#1C4532;height:6px;border-radius:2px;width:90%;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"margin-bottom:0;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>SMR-300 (\ubbf8\uad6d, \ud640\ud14d)<\/span><span style=\"font-family:'Space Mono',monospace;\">10%<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#1C4532;height:6px;border-radius:2px;width:10%;\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- \u2462 \ube45\ud14c\ud06c \uc6d0\uc804 \uacc4\uc57d \ube44\uad50 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\u26a1 \ube45\ud14c\ud06c \uc6d0\uc804 \ud22c\uc790 \ud604\ud669<\/span><\/p>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#1A1917;\">Microsoft<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#1C4532;font-weight:700;\">2.0GW<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<span style=\"color:#1A1917;\">Amazon<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#1C4532;font-weight:700;\">1.9GW<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;\">\n<span style=\"color:#1A1917;\">Meta<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#1C4532;font-weight:700;\">6.6GW<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<span style=\"color:#1A1917;\">Google<\/span><br \/>\n<span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#1C4532;font-weight:700;\">0.5GW<\/span>\n<\/div>\n<\/div>\n<p><!-- \u2463 \uc8fc\uc694 \uc0c1\uc7a5 SMR \uae30\uc5c5 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcb0 \ubbf8\uad6d \uc0c1\uc7a5 SMR \uae30\uc5c5<\/span><\/p>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13px;font-family:'Noto Sans KR',sans-serif;\">\n<div><span style=\"font-weight:600;color:#1A1917;\">NuScale (SMR)<\/span><br \/><span style=\"font-size:12px;color:#6B6860;\">NRC \uc778\uc99d \uc720\uc77c<\/span><\/div>\n<div style=\"text-align:right;\">\n<div style=\"font-family:'Space Mono',monospace;font-size:13px;color:#991B1B;font-weight:700;\">$9.16<\/div>\n<div style=\"font-size:11px;color:#6B6860;\">\uc2dc\ucd1d $40\uc5b5<\/div>\n<\/div>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13px;font-family:'Noto Sans KR',sans-serif;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div><span style=\"font-weight:600;color:#1A1917;\">Oklo (OKLO)<\/span><br \/><span style=\"font-size:12px;color:#6B6860;\">\uc0d8 \uc62c\ud2b8\uba3c \uc774\uc0ac\uc7a5<\/span><\/div>\n<div style=\"text-align:right;\">\n<div style=\"font-family:'Space Mono',monospace;font-size:13px;color:#991B1B;font-weight:700;\">~$61<\/div>\n<div style=\"font-size:11px;color:#6B6860;\">\uc2dc\ucd1d $100\uc5b5<\/div>\n<\/div>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;font-size:13px;font-family:'Noto Sans KR',sans-serif;\">\n<div><span style=\"font-weight:600;color:#1A1917;\">TerraPower<\/span><br \/><span style=\"font-size:12px;color:#6B6860;\">\ube4c \uac8c\uc774\uce20, \ube44\uc0c1\uc7a5<\/span><\/div>\n<div style=\"text-align:right;\">\n<div style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1C4532;font-weight:700;\">\ube44\uc0c1\uc7a5<\/div>\n<div style=\"font-size:11px;color:#6B6860;\">DOE $20\uc5b5 \ud655\ubcf4<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- \u2464 \uc8fc\uc694 \ud3b8\uc785 ETF --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\uddc2\ufe0f \uc6d0\uc804\u00b7SMR \uad00\ub828 ETF <span style=\"font-size:11px;font-weight:400;color:#9E9B94;\">(\ud22c\uc790\uc2dc\uc810 \ube44\uc911 \uc7ac\ud655\uc778 \ud544\uc694)<\/span><\/span><\/p>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">URNM (\ubbf8\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">Sprott Uranium Miners<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1C4532;font-weight:700;\">\uc6b0\ub77c\ub284 \uc9d1\uc911<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">URA (\ubbf8\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">Global X Uranium<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1C4532;font-weight:700;\">\uc6b0\ub77c\ub284+\uc6d0\uc804<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">NLR (\ubbf8\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">VanEck Uranium+Nuclear<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1C4532;font-weight:700;\">\uc720\ud2f8\ub9ac\ud2f0 \ud3ec\ud568<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">SOL \ubbf8\uad6d\uc6d0\uc790\ub825SMR (\ud55c\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">\uc2e0\ud55c\uc790\uc0b0\uc6b4\uc6a9<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1C4532;font-weight:700;\">3,023\uc5b5<\/span>\n<\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">RISE \uae00\ub85c\ubc8c\uc6d0\uc790\ub825 (\ud55c\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">KB\uc790\uc0b0\uc6b4\uc6a9<\/div>\n<\/div>\n<p><span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1C4532;font-weight:700;\">\uad6d\ub0b4+\ud574\uc678<\/span>\n<\/div>\n<\/div>\n<p><!-- \u2465 \uc8fc\uc694 \uc774\ubca4\ud2b8 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n<span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcc5 \uc8fc\uc694 \uc774\ubca4\ud2b8<\/span><\/p>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#1C4532;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2026.Q1<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">\ud604\ub300\uac74\uc124-\ud640\ud14d SMR-300 \ucc29\uacf5 (\ubbf8\uc2dc\uac04)<\/div>\n<\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#1C4532;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2026.03<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">TerraPower Natrium \uac74\uc124\ud5c8\uac00 \ucde8\ub4dd<\/div>\n<\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#991B1B;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2026.05.13<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">NuScale 4Q \uc2e4\uc801 \ubc1c\ud45c<\/div>\n<\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#92700F;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2026.H2<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">TVA BWRX-300 NRC \uc2b9\uc778 \uc608\uc0c1<\/div>\n<\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#1D4ED8;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2029-30<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">\uc11c\ubc29 \ucd5c\ucd08 SMR \uc0c1\uc5c5\uc6b4\uc804 (BWRX-300 or Natrium)<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- si-side \ub05d --><br \/>\n<\/aside>\n<div style=\"clear:both;\"><\/div>\n<\/div>\n<footer style=\"margin-top:40px;padding:20px 0;border-top:1px solid #E0DED5;\">\n<p style=\"font-size:13.5px;color:#9E9B94;line-height:1.8;font-family:'Noto Sans KR',sans-serif;margin:0;\">\u203b \uc774 \uae00\uc740 <strong style=\"color:#3C3A35;\">2026\ub144 4\uc6d4 11\uc77c \uae30\uc900 \uacf5\uac1c \uc790\ub8cc<\/strong>\ub97c \ubc18\uc601\ud558\uc5ec \uc791\uc131\ud558\uc600\uc73c\uba70, \uc774\ud6c4 \uaddc\uc81c \ubcc0\uacbd\u00b7\ud504\ub85c\uc81d\ud2b8 \uc77c\uc815 \uc870\uc815\u00b7\uc2dc\uc7a5 \uc0c1\ud669 \ubcc0\ub3d9 \ub4f1\uc5d0 \ub530\ub77c \uc218\uce58\uac00 \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. NRC \uac74\uc124\ud5c8\uac00 \uc815\ubcf4\ub294 \ubbf8\uad6d DOE\u00b7NRC \uacf5\uc2dd \ubc1c\ud45c \uae30\uc900\uc774\uba70, \uae30\uc5c5 \uc8fc\uac00\u00b7\uc2dc\ucd1d\uc740 2026\ub144 4\uc6d4 \uae30\uc900\uc785\ub2c8\ub2e4. \uc774 \uae00\uc740 \uacf5\ubd80, \ud22c\uc790\ubc29\ud5a5 \uc124\uc815 \ub4f1 \uac1c\uc778\uc801\uc778 \ubaa9\uc801\uc73c\ub85c \uc791\uc131\ud558\uc600\uc73c\uba70, \ud22c\uc790 \uc804 \ubc18\ub4dc\uc2dc \ucd5c\uc2e0 \uacf5\uc2dc \uc790\ub8cc \ubc0f \uc804\ubb38\uac00 \uc758\uacac\uc744 \ud655\uc778\ud558\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4.<\/p>\n<\/footer>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>74\uc885\uc758 SMR \uc124\uacc4\ub3c4\uac00 \uacbd\uc7c1\ud558\uace0 \uc788\uc9c0\ub9cc \uc2e4\uc81c\ub85c \ucc29\uacf5\ud55c \uacf3\uc740 \uc190\uc5d0 \uaf3d\ud78c\ub2e4. \ubaa9\ucc28 01\ube45\ud14c\ud06c\uac00 \uc6d0\uc804\uc5d0 \ub3c8\uc744 \uc3df\ub294 \uc9c4\uc9dc \uc774\uc720 02\ucc29\uacf5 \ud604\uc7a5\uc774 \uc788\ub294 \ud504\ub85c\uc81d\ud2b8 vs \uc2ac\ub77c\uc774\ub4dc\ub9cc \uc788\ub294 \ud504\ub85c\uc81d\ud2b8<span class=\"more-link theme-more-link\"><a href=\"https:\/\/routiner7.com\/mil\/smr-nuclear-power-outlook-2026\/\">\uc77d\uc5b4\ubcf4\uae30<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":5854,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[80],"tags":[],"class_list":["entry","author-milad","post-5844","post","type-post","status-publish","format-standard","has-post-thumbnail","category-insight"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>SMR \uc18c\ud615\uc6d0\uc790\ub85c, \ud30c\uc6cc\ud3ec\uc778\ud2b8\uc5d0\uc11c \ucc29\uacf5 \ud604\uc7a5\uc73c\ub85c \u2014 2026\ub144 \uc9c4\uc9dc \uc6c0\uc9c1\uc774\ub294 \ud504\ub85c\uc81d\ud2b8 \ucd1d\uc815\ub9ac<\/title>\n<meta name=\"description\" content=\"74\uac1c SMR \uc124\uacc4\uac00 \uacbd\uc7c1\ud558\uc9c0\ub9cc \uc2e4\uc81c\ub85c \uc0bd\uc744 \ub72c \uacf3\uc740 \uc14b\ubfd0\uc774\ub2e4. \ud14c\ub77c\ud30c\uc6cc\uac00 \ubbf8\uad6d \ucd5c\ucd08 \ube44\uacbd\uc218\ub85c \uac74\uc124\ud5c8\uac00\ub97c \ubc1b\uace0, \ud604\ub300\uac74\uc124\uc774 \ud640\ud14d\uacfc \ubbf8\uc2dc\uac04\uc5d0\uc11c \ucc29\uacf5\uc5d0 \ub4e4\uc5b4\uac14\ub2e4. NuScale\u00b7Oklo \ud569\uc0b0 P\/S 1,750\ubc30\uc758 \uae30\ub300\uac10 \uc18d\uc5d0\uc11c, \uc9c4\uc9dc \ub9e4\ucd9c\uc774 \ubc1c\uc0dd\ud558\ub294 \ucabd\uc740 \uc5b4\ub514\uc778\uc9c0 \uc815\ub9ac\ud588\ub2e4.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/routiner7.com\/mil\/smr-nuclear-power-outlook-2026\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SMR \uc18c\ud615\uc6d0\uc790\ub85c, \ud30c\uc6cc\ud3ec\uc778\ud2b8\uc5d0\uc11c \ucc29\uacf5 \ud604\uc7a5\uc73c\ub85c \u2014 2026\ub144 \uc9c4\uc9dc \uc6c0\uc9c1\uc774\ub294 \ud504\ub85c\uc81d\ud2b8 \ucd1d\uc815\ub9ac\" \/>\n<meta property=\"og:description\" content=\"74\uac1c SMR \uc124\uacc4\uac00 \uacbd\uc7c1\ud558\uc9c0\ub9cc \uc2e4\uc81c\ub85c \uc0bd\uc744 \ub72c \uacf3\uc740 \uc14b\ubfd0\uc774\ub2e4. \ud14c\ub77c\ud30c\uc6cc\uac00 \ubbf8\uad6d \ucd5c\ucd08 \ube44\uacbd\uc218\ub85c \uac74\uc124\ud5c8\uac00\ub97c \ubc1b\uace0, \ud604\ub300\uac74\uc124\uc774 \ud640\ud14d\uacfc \ubbf8\uc2dc\uac04\uc5d0\uc11c \ucc29\uacf5\uc5d0 \ub4e4\uc5b4\uac14\ub2e4. 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