{"id":1288,"date":"2009-01-23T15:32:53","date_gmt":"2009-01-23T15:32:53","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/01\/23\/que-penser-des\/"},"modified":"2012-07-12T11:18:33","modified_gmt":"2012-07-12T11:18:33","slug":"que-penser-des","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/01\/23\/que-penser-des\/","title":{"rendered":"Que penser des manoeuvres europ\u00e9ennes autour de la fili\u00e8re nucl\u00e9aire?"},"content":{"rendered":"

                     I<\/span><\/strong>l est n\u00e9cessaire tout d’abord de noter le caract\u00e8re d\u00e9risoire de ces grandes manoeuvres qui se d\u00e9roulent autour de la fili\u00e8re nucl\u00e9aire en Europe. Alors que les grandes alliances Toshiba-Westinghouse et General Electric-Hitachi ont bien compris que 90% du business se porterait dans les pays de la Ceinture du Pacifique (FIG.) et qu’il faut \u00eatre \u00e0 la fois Asiatique et Am\u00e9ricain pour prendre des March\u00e9s. Inversement, en Europe, situ\u00e9e tout la haut \u00e0 gauche, se jouent des querelles de chiffonniers entre Siemens, AREVA et Alstom qui ne sont pas \u00e0 la hauteur de l’enjeu<\/u>.<\/p>\n

                    La deuxi\u00e8me remarque porte sur le comportement de Siemens. On n’imagine pas Siemens, m\u00eame pour deux milliards d’euros, quitter sa position d’attente d’une relance in\u00e9luctable du nucl\u00e9aire allemand. In\u00e9luctable parce qu’il n’existe aucune alternative acceptable au remplacement des centrales nucl\u00e9aires allemandes existantes et parce que personne ne travaille sur ce sujet<\/u>. Le moment venu, le choix sera donc simple pour nos amis Allemands, il n’y aura que deux options: la nuit ou la relance du nucl\u00e9aire? Si Siemens quitte un jour Framatome-AREVA ce sera pour aller dans un autre consortium. Sera-t-il russe, japonais ou cor\u00e9en? La suite nous le dira. \"World_physical_pacific\"<\/a> <\/p>\n

                 La troisi\u00e8me r\u00e9flexion peut porter sur la pertinence du choix de l’Elys\u00e9e de vouloir former un "Champion fran\u00e7ais" autour de Bouygues et d’Alstom. La force d’AREVA repose sur sa ma\u00eetrise de tout le cycle du combustible<\/u>  nucl\u00e9aire allant de la mine d’extraction, en passant par les unit\u00e9s d’enrichissement, puis le recyclage du Plutonium et du MOX, et l’isolement des d\u00e9chets ultimes. Cette ma\u00eetrise assure la mise \u00e0 disposition \u00e0 tr\u00e8s long terme de la charge des r\u00e9acteurs et la gestion de leurs charges usag\u00e9es aux \u00e9ventuels clients, sans lesquelles aucun business n’est possible. Cette connaissance du cycle du combustible donne \u00e0 AREVA la possibilit\u00e9 de cr\u00e9er un "Leader Mondial" mais pour cela il faudra qu’AREVA s’allie avec un ma\u00eetre incontestable dans les technologies des r\u00e9acteurs nucl\u00e9aires: c’est Mitsubishi Heavy Industries<\/span><\/strong>, avec lequel AREVA poss\u00e8de d’ors et d\u00e9j\u00e0 des accords de coop\u00e9ration. Ce n’est pas Alstom et encore moins Bouygues. L’Elys\u00e9e devrait donc oublier ses amiti\u00e9s particuli\u00e8res et analyser comment faire d’AREVA un "Leader Mondial" et non hexagonal. Nous ne sommes plus dans les ann\u00e9es 70.<\/p>\n

                  Par exemple, l’adossement d’AREVA au groupe p\u00e9trolier TOTAL<\/span><\/strong> lui donnerait la puissance financi\u00e8re et donc l’assurance n\u00e9cessaires pour discuter d’\u00e9gal \u00e0 \u00e9gal avec le Groupe Mitsubishi pour cr\u00e9er le leader INCONTESTABLE mondial du nucl\u00e9aire. Il pourrait prendre la forme d’une JV 50\/50 AREVA-MHI nucl\u00e9aire<\/span><\/strong>. Seul un ensemble de cette taille pourra affronter les Toshiba-Westinghouse et autres GE-Hitachi qui \u00e9cumeront le march\u00e9 des centrales nucl\u00e9aires de la Ceinture du Pacifique. Il serait le consortium le mieux plac\u00e9 pour d\u00e9velopper les futures fili\u00e8res \u00e0 neutrons rapides qui seules sauront pr\u00e9venir la p\u00e9nurie en produits fissiles et apporterait une solution au recyclage des d\u00e9chets.<\/p>\n

                  La cr\u00e9ation artificielle d’un "Champion fran\u00e7ais" ne pourrait qu’au mieux retarder une telle alliance et au pire la rendre impossible. <\/p>\n

Le 23 Janvier 2009.<\/p>\n

–<\/p>\n","protected":false},"excerpt":{"rendered":"

                     Il est n\u00e9cessaire tout d’abord de noter le caract\u00e8re d\u00e9risoire de ces grandes manoeuvres qui se d\u00e9roulent autour de la fili\u00e8re nucl\u00e9aire en Europe. Alors que les grandes alliances Toshiba-Westinghouse et General Electric-Hitachi ont bien compris que 90% du business se porterait dans les pays de la Ceinture […]<\/p>\n","protected":false},"author":341,"featured_media":11593,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-1288","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualites"],"yoast_head":"\nQue penser des manoeuvres europ\u00e9ennes autour de la fili\u00e8re nucl\u00e9aire? - leblogenergie.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/01\/23\/que-penser-des\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Que penser des manoeuvres europ\u00e9ennes autour de la fili\u00e8re nucl\u00e9aire? - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\"                     Il est n\u00e9cessaire tout d’abord de noter le caract\u00e8re d\u00e9risoire de ces grandes manoeuvres qui se d\u00e9roulent autour de la fili\u00e8re nucl\u00e9aire en Europe. 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