🌍 원전 대장주 두산에너빌리티, 뉴스케일 SMR 투자 가치 ‘폭발’하는 이유 3가지

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    1. SMR 시장의 중심에 선 두산에너빌리티 , 차세대 에너지 패러다임 선점   미국 뉴스케일파워 (NuScale Power) 와 협력한  SMR( 소형모듈원전 )  기술이 전 세계적으로 주목받으며 ,  두산에너빌리티의 투자 가치가 폭발적으로 상승하고 있습니다 . 전 세계가 탄소중립을 향해 나아가면서 , 기존 대형 원전의 한계를 극복할 차세대 원전 기술인 SMR(Small Modular Reactor) 이 급부상하고 있습니다 . SMR 은 이름 그대로 작고 (modular), 안전하며 (safe), 경제적 (efficient) 인 미래형 원전입니다 .   일부 시장조사기관에 따르면 , SMR 시장 규모는 2035 년 약 1,000 억 달러 (135 조 원 ) 에 이를 것으로 전망됩니다 . 이 거대한 시장의 중심에는 미국 뉴스케일파워 (NuScale Power) 가 있습니다 . 뉴스케일은 세계 최초로 미국 원자력규제위원회 (NRC) 로부터 설계 인증 (DC) 을 받은 기업으로 , SMR 상용화 기술을 가장 앞서 확보했습니다 .   핵심 파트너가 두산에너빌리티로 두산은 2019 년부터 뉴스케일에 상당한 액수 이상을 투자하며 , 모듈 압력용기 , 내부 구조물 , 증기발생기 등 SMR 핵심 부품을 독점 공급하는 위치를 선점했습니다 . 두산에너빌리티는 SMR 시대의 글로벌 산업 생태계 중심을 이미 확보한 기업이라 할 수 있습니다 .   2. 글로벌 수주 본격화 , 이제는 ‘ 실질 매출 ’ 로 이어진다   < 두산에너빌리티 2025 년 영업실적에 대한 전망 ( 공정공시 ) > 정정일자 2025-11-05 정정 관련 공시서류 연결재무제표 기준 영업실적 등에 대한 전망 ( 공정공시 ) 정정사유 경영환경 등의 변화를 반영하여 연초 공개한 2025 년 가이던스 업데이트 정정항목 정정전 정정후 연결 영업실적 전망 내용 : 2025 사업연도 ( 단위...

Is Trump’s policy style truly irrational?




1. Will Trump win the election?

1) The U.S. presidential election 

The U.S. presidential election is about 20 days away. Over the course of the year-long campaign, there have been many changes, including the Democratic candidate shifting from Biden to Harris. 

The race has now evolved into a head-to-head contest between Trump and Harris.

Until recently, media reports and polls indicated that Harris was leading Trump by about 4%, and she was generally considered to be in a favorable position. 

However, a surprising turnaround has recently occurred in the head-to-head race. 

2) Trump is outperforming Harris

In the U.S. presidential election, which is determined by the electoral college system, Trump is performing well in key battleground states that decide the outcome. 

He is leading in Pennsylvania, the largest swing state, and is reportedly ahead by 1-3% in other battlegrounds. 

This is an astonishing reversal. Whether Trump can ride this momentum to ultimate victory is still uncertain, as many obstacles remain. 

Some believe Trump is consistently outperforming Harris, pointing to the presence of a significant number of "shy Trump" voters who are not reflected in the polls.

2. What would a second Trump term look like if he is re-elected?


1) Trump's astanishing behavior


During his first term, Trump implemented policies and took actions that surprised many people. 

In relation to South Korea, he negotiated a defense cost-sharing agreement that demanded an unprecedented amount from the South Korean government. 

He also held the Singapore summit to engage in negotiations with North Korea. Additionally, Trump pressured European countries, which he viewed as benefiting from near "free-riding," to increase their defense spending to 2% of their GDP. These are some examples of his unconventional approach. 

This reflects a style where Trump quickly negotiates and implements ideas or policies that previous U.S. presidents had neither considered nor executed, as long as they benefit the national interest. 

Some have criticized this approach, calling it an erratic or impulsive style. 

2) Trump's business style
 

However, Trump is a businessman by background, having developed real estate in the New York area since his youth. 

As a businessman, Trump is instinctively sensitive to matters of interest and conflict. When opposing interests arise, he tends to resolve them through negotiation.

Understanding Trump from this perspective reveals his strengths as a businessman with a talent for deal-making. 

In his political approach, Trump emphasizes not only the political aspects of alliances but also the economic interests involved. 

Trump is someone who thoroughly follows economic interests. From this perspective, he is a highly rational person who acts according to his own thoughts and beliefs. If Trump were to be re-elected, many express concern about his autocratic behavior and self-serving policies in a potential second term. 

However, if one closely analyzes his business style and the policies during his presidency, it becomes clear that Trump is pursuing his own calculated form of rationality—what could be called the "Trump style."


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