| Molybdenum plays a more vital role in the global | | | | areas to service the most populated areas. The |
| nuclear renaissance than you might suspect. Without | | | | greatest numbers of new constructions are |
| the silvery white metal, the world's energy | | | | expected from China, India, Japan, Russia, South |
| infrastructure would somewhat suffer. But, nuclear | | | | Korea and Japan (and possibly the United States). |
| power plants would be set back at least two | | | | Existing reactors along coastal areas in Asian |
| decades. The new high performance stainless steels | | | | countries presently breaks down as follows: Japan |
| (HPSS) contain as much as 7.5 percent molybdenum | | | | (57), South Korea (26), China and Taiwan (19) and |
| and can add more than three times the life to the | | | | India (11). Because these are the most prone to |
| world's aging nuclear fleet condenser tubes. | | | | seawater or brackish corrosion, they are also the |
| During the early construction of nuclear power plants, | | | | likely candidates for upgrading existing condenser |
| steam condensers relied upon copper base alloys - | | | | tubing to high alloy stainless steel. And their new |
| brass and copper nickel - for heat transfer capabilities. | | | | reactors are likely going to be constructed along their |
| These alloys have high coefficients of thermal | | | | coasts, requiring the super austenitic grades. As an |
| conductivity required in steam generation to power | | | | aside, of the previously mentioned 190 nuclear power |
| nuclear reactor turbines. But copper-alloyed tubes | | | | plants which had replaced their condensers with |
| were being replaced too quickly - with an average life | | | | HPSS, 45 percent used fresh water as coolant. |
| of eight years - because of sulphide pitting. Hardest | | | | Those plants chose the high alloy steel as a 'fail-safe' |
| hit were those reactors using polluted seawater to | | | | measure to prevent interrupted service or a potential |
| cool their reactors. | | | | reactor incident. |
| Over the past 30 years ago, nuclear utilities slowly | | | | The United Nations estimates that two-thirds of the |
| began turning to the super austenitic stainless steels | | | | planet's population will be living with water stress by |
| as one way to make their nuclear reactors last | | | | 2025. Global freshwater scarcity may demand the |
| longer. The addition of molybdenum, initially starting | | | | use of brackish or seawater as nuclear reactor |
| with percentage of less than four percent, helped | | | | coolant. To prevent the accompanying corrosion, the |
| increase the thermal conductivity lacking in nickel, iron | | | | higher-percentage molybdenum alloy, specifically the |
| or steel. At nuclear stations which replaced the | | | | 654 SMOÂ(R), could emerge as the |
| copper alloys with HPSS condenser tubes, 57 percent | | | | condenser tubing material of choice. Either the 254 |
| rated the thermal performance good and all but one | | | | SMOÂ(R) or the 654 would be utilized in |
| rated it normal. Molybdenum had helped overcome | | | | desalination plants required to overcome water |
| the thermal hurdle. | | | | shortages in the hardest hit areas: North Africa, the |
| A large number of the 190 nuclear reactors, which | | | | Middle East and West Asia. |
| now utilize HPSS condenser tubes, reported an | | | | Typically, nuclear power plant condenser tubing |
| average life in excess of 18 years. The longest | | | | requires approximately 520,000 feet of stainless steel. |
| stainless steel condenser installation has remained in | | | | According to the International Molybdenum |
| service more than 26 years, according to a study | | | | Association (IMOA), larger reactors could utilize up to |
| done several years ago. According to a report | | | | one million feet of stainless steel. With the higher |
| published in 2000, more than 100 million feet of | | | | molybdenum grades found in the super alloys, new |
| super-alloy stainless steel tubes have replaced the | | | | nuclear reactors could require tens of thousands of |
| older, copper-alloy tubing. | | | | metric tons of molybdenum. |
| Condensers are large heat exchangers used in nuclear | | | | By comparison, nuclear waste containers proposed |
| power plants. Condensers have thousands of tubes | | | | for the Yucca Mountain nuclear waste repository |
| horizontally mounted to condense and recover the | | | | were forecast to consume about 15,000 metric tons |
| steam passing through turbines. Each low-pressure | | | | of moly. While this project may or may not proceed |
| turbine generally has a condenser, which also | | | | as planned to the construction phase, the Nuclear |
| maintains a vacuum to optimize the turbine's | | | | Energy Institute (NEI) has proposed regionalized |
| efficiency. | | | | storage of spent fuel. |
| Water fouling deposits were cited as a major | | | | Should comparably designed storage canisters be |
| problem at many reactors, especially with condenser | | | | utilized to 'temporarily' contain the nuclear waste, it is |
| tubes where seawater or high-chloride brackish water | | | | likely molybdenum will play a key role. According to |
| was the coolant. Pitting corrosion, tube sheet crevice | | | | the U.S. Government's Energy Citation Database, as |
| corrosion and galvanic corrosion put the tubes at risk | | | | published by the Department of Energy's Office of |
| for leakage. Plugging, mud, or detritus accumulating in | | | | Scientific and Technical Information, "Alloys with |
| condenser tubes reduce a power plant's efficiency. | | | | combined chromium plus molybdenum contents |
| Utilities use cleaning systems with small, abrasive | | | | greater than 30 percent were the most resistant to |
| sponge-like balls to keep the tubes clean and test for | | | | general and local attack." This was the conclusion |
| tube defectives with probing devices. Tube thinning | | | | reached after corrosion scouring tests were |
| and corrosion create the opportunity for tube | | | | performed on stainless steel and nickel-based alloys |
| leakage. This can not be tolerated because chemicals | | | | to immobilize high-level, radioactive waste. Another |
| such as sodium and chlorides find their way into the | | | | aspect where high-percentage molybdenum stainless |
| reactor vessel or steam generator. | | | | steel would double up is with the expansion of |
| Upgrading the steam condenser tubing to stainless | | | | nuclear desalination plants. In the past, and in our |
| steel also plays a vital role in the 'power uprate' | | | | publication, "Investing in the Great Uranium Bull |
| program utilities have used to increase generating | | | | Market," we have discussed the rise of nuclear |
| capacity for existing reactors as we recently | | | | desalination across those coastal areas, requiring far |
| discussed. The more advanced uprate program could | | | | more freshwater than can possibly be transported |
| add up to 20-percent capacity to existing U.S. nuclear | | | | through other means. The World Nuclear Association |
| reactors. | | | | (WNA) has reported of numerous such desalination |
| Different Molybdenum Alloys | | | | projects in progress. |
| There are several HPSS manufacturers for nuclear | | | | Will The Energy Bull Have Sufficient Moly? |
| reactor condensers. The most prominent in the | | | | From nearly every energy project - oil, gas, coal and |
| nuclear sector include Pennsylvania-based ATI | | | | nuclear, and for water, molybdenum demand will |
| Allegheny Ludlum and Finland's Outokumpu. Each | | | | continue increasing. Super austenitic grades demand a |
| offers austenitic steels with chromium and nickel | | | | higher moly content to combat corrosion and provide |
| composition of between 20 and 25 percent for each | | | | reliability of service. Of course, there will be |
| alloy and a range of 6.2 to 7.5 percent molybdenum. | | | | substitution in the face of future supply shortfalls. In |
| In a paper presented by Jan Olsson of Avesta | | | | some instances, there are reports the Russians have |
| Sheffield (before the company was acquired by | | | | substituted vanadium for molybdenum in some of |
| Outokumpu), he highlighted the results of tests | | | | their oil and gas pipelines to conserve on moly |
| performed on the new super-austenitic stainless | | | | consumption. ATI Allegheny Ludlum has argued for |
| steel, 654 SMOÂ(R). Metals comprising this | | | | the substitution of two-percent manganese for |
| brand include 25-percent chromium, 22-percent nickel | | | | every percent of nickel, but in the lower grade |
| and 7.5-percent molybdenum. To increase pitting | | | | austenitic groups which do not demand the corrosion |
| resistance, the manufacturers added up to | | | | resistance of energy projects. While reviewing the |
| 0.5-percent nitrogen and three-percent manganese | | | | anticipated new projects from the molybdenum |
| (for make the nitrogen more soluble). | | | | mining sector, we foresee the high probability of |
| As with all pioneering developments - and remember | | | | supply inadequacy. Aside from China Moly's |
| that R & D breakthroughs have taken place over a | | | | Sandaozhuang molybdenum mine, which the company |
| two-decade-plus period, manufacturers have | | | | hopes could produce 28,000 tonnes of molybdenum |
| re-designed their metallurgical composition to find the | | | | concentrate this year and perhaps grow by another |
| most encouraging percentages of nickel, chromium, | | | | 17 percent the following year, there is a paucity of |
| molybdenum and nitrogen. The earlier stainless steels | | | | new molybdenum projects coming fully online before |
| relied on higher nickel content and lesser percentages | | | | 2009. |
| of chromium and molybdenum. | | | | Based upon China's voracious appetite for |
| At first, conventional austenitic grades, such as 316L, | | | | molybdenum - one research firm estimated |
| or high chromium-ferritic grades, were utilized. Pitting | | | | compounded annual growth rate over the previous |
| struck down widespread use of the 316L series and | | | | five years at 17 percent, whatever excess moly |
| was replaced by higher alloy steels. For example, | | | | production comes from China Moly's mining efforts |
| others, such as the 254 SMOÂ(R) stainless | | | | could very well be domestically consumed. |
| steel, began aggressively replacing the copper alloy | | | | Future North American molybdenum producers may |
| tubes and in some cases the 316L series. The 254 is | | | | need to ramp up their projects to meet the growing |
| comprised of 20-percent chromium, 18-percent nickel, | | | | demand. During 2006, demand grew above the |
| 6.2-percent molybdenum and 0.20-percent nitrogen. It | | | | historical norm of four percent; most of the |
| has also offered a high level of corrosion resistance | | | | consumption came from China. This is unlikely to |
| at desalination plants without becoming | | | | stagnate or decrease, and could interfere with North |
| cost-prohibitive. | | | | American and European consumption of molybdenum. |
| The most significant breakthrough came after various | | | | Only one company is scheduled to commence |
| stainless steels were tested at Scandinavian coastal | | | | molybdenum mining in 2007, Roca Mines. Because the |
| reactors. In the Avesta paper, the failures of each | | | | company is limited to a small-mining permit, |
| lesser austenitic grade were checked off. Significant | | | | anticipated production could not exceed three million |
| deficiencies included insufficient stress corrosion | | | | pounds. By late 2008, or early 2009, Adanac |
| cracking resistance and resistance to natural | | | | Molybdenum hopes to commence its start-up efforts |
| seawater. Even titanium tubing was used as an | | | | to reach eight-figure moly production. Later, Blue |
| interim measure because it increased total heat | | | | Pearl Mining hopes to commence high-grade |
| transfer by 17 percent, but the metal failed to stand | | | | molybdenum mining at the Davidson deposit in British |
| up to high velocity steam and suffered 'water droplet | | | | Columbia. Around this time, the Climax molybdenum |
| erosion.' | | | | mine could re-open and begin production in Colorado. |
| According to the study, "The only alloy fully resistant | | | | Moly Mines hopes to begin production at the |
| to all test conditions was 654 SMOÂ(R)." The | | | | company's Spinifex project. Possibly, before the |
| results at nuclear power plants in Finland and Sweden, | | | | decade ends, Idaho General might commence |
| along the Baltic Sea, were astonishing! Four important | | | | operations in Nevada. Perhaps before those 48 |
| conclusions about this super alloy were reached after | | | | nuclear reactors come online, US Energy's Mt. |
| the testing. | | | | Emmons deposit may be mined in Colorado. |
| · Its corrosion resistance could cope | | | | Many of these projects are subject to environmental |
| with the hostile environments existing inside | | | | permitting and/or financing, putting any material |
| condenser tubes of desalination plants and power | | | | amount of forecasted supply in jeopardy. And this |
| plants. | | | | comes at a time when some experts believe |
| · Its corrosion resistance was good | | | | byproduct molybdenum production at copper mines |
| enough to cop with many other hostile brine and | | | | could be constrained. There are many conditional |
| seawater environments. | | | | requirements which do not necessarily guarantee a |
| · Its erosion resistance was | | | | reliable supply from the new breed of primary moly |
| advantageous where it was exposed to high velocity | | | | producers. We have witnessed comparable obstacles |
| streams. | | | | in the uranium sector, which has since been |
| · There was no concern about its heat | | | | accompanied by a hyperbolic price rally in this metal. |
| transfer characteristics. | | | | There could come a point in the molybdenum sector |
| Nuclear Consumption of Molybdenum | | | | where the silvery white metal could mimic such a |
| About 48 nuclear reactors are reportedly scheduled | | | | breakout scenario. Nearly three years ago, featured a |
| for construction by 2013. It may be possible that up | | | | forecast of US$100/pound uranium. No one believed |
| to 100 could be constructed by 2020, depending | | | | that prediction at the time. On Friday, TradeTech |
| upon political and financial climates. The largest | | | | announced a spot price of US$113/pound. |
| number proceeding through the proposed, planned or | | | | COPYRIGHT© 2007 by |
| construction phases will be located along coastal | | | | StockInterview, Inc. ALL RIGHTS RESERVED. |