[dv_dt]

Nuclear is in an awkward place. All of the proven last gen designs are considered too risky to build new now. But it also seems that the next gen designs are not proven at all in terms of construction timelines or buildability. For example, many next gen US nuclear projects were canceled after continuous schedule and budget overshoots. The completed next gen French reactor in China, for example is showing unexpected behavior and has been temporarily taken offline for review, and other next gen French design builds are, like the US designs and projects, behind schedule and over budget.

That's just the direct industry. The support industry for nuclear plant construction materials has also lost maturity and scale between first gen and new gen, as evidenced by the failure of upgrade materials in the So Cal Edison San Onofre plant. This is after decades of investment.

Because its so much less complicated to scale, my bet is on storage before any next round of new nuclear plants are built at scale. But we don't even need that much storage in the next decade, we mostly need far more renewable energy acceleration in very proven and fast, reliable rollouts.