[bryanlarsen]

Why is baseline supply an issue? The only power supplies that are needed in a system are dispatchable aka peak. If your peaker plants can handle the entire load then you don't need any other type of power. You may want to have supplies that are cheaper and/or greener, but you don't need them.

So until Nuclear plants can provide dispatchable power, they're competing against the much cheaper solar/wind power, not against natural gas or batteries where the cost disadvantage isn't as bad. Nuclear theoretically could be dispatchable, but current designs aren't.