In short: One of the report's three conclusions. It is a tech-agnostic supplier with "pretty much a monopoly" on reactor pressure vessels and forgings for the West: "the only allied country capable of forging these large reactor pressure vessels."
A South Korean heavy-industry company that forges the giant steel pressure vessels at the heart of large reactors. Very few factories in the world can make them, and among countries allied with the US, Doosan is essentially the only one. So nearly every Western large-reactor project has to go through it, whichever design is chosen.
4:06What exactly do they do? — So, Doosan pretty much have a monopoly in terms of who the West can actually get reactor pressure vessels from and get the forgings done from it. There's a great matrix in here, and credit to Alex, who's our Star Analyst at Ocean Wall, who put this together. There's a brilliant matrix that shows Doosan really is the only allied country capable of forging these large reactor pressure vessels.
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