| > Nuclear is roughly equal to wind on a modular foundation if you account for the fact that the tower and foundation outlast the nacelle. Except intermittent sources also need storage. They also need long distance transmission lines to bring power from remote areas of generation to places of demand (whereas you can just place nuclear plants next to areas of demand). This is a common pattern in renewables discussion: laser focus on generation and ignoring the fact that wind and solar have storage and transmission requirements that other energy sources don't have. > The "$2/GW" nuclear reactors were all built by state run agencies with opaque budgets Nope, do more research. These were all built in the US with public cost history. https://en.m.wikipedia.org/wiki/Peach_Bottom_Nuclear_Generat... https://en.m.wikipedia.org/wiki/Browns_Ferry_Nuclear_Plant https://en.m.wikipedia.org/wiki/Byron_Nuclear_Generating_Sta... https://en.m.wikipedia.org/wiki/McGuire_Nuclear_Station https://en.m.wikipedia.org/wiki/Donald_C._Cook_Nuclear_Plant https://en.m.wikipedia.org/wiki/Indian_Point_Energy_Center https://en.m.wikipedia.org/wiki/Turkey_Point_Nuclear_Generat... https://en.m.wikipedia.org/wiki/Arkansas_Nuclear_One https://en.m.wikipedia.org/wiki/St._Lucie_Nuclear_Power_Plan... https://en.m.wikipedia.org/wiki/North_Anna_Nuclear_Generatin... > 12 hour storage adds negligible mass and can easily cover daily variation 12 hours of storage for the world is 30,000 GWh. This is 70-100 times the global battery production output. "Negligible mass" is going to have to see a hundredfold increase in som extraction industries. By comparison, nuclear already produces 20% of the US's electricity hand about a tenth of the world's electricity. A tenfold increase is much more manageable than a hundredfold increase. > Intermittent power without storage can easily feed dispatchable loads like EV charging, chemical feedstock and heat production. These vastly exceed non-dispatchable electricity and can be used for virtual seasonal storage. If you're going to tell chemical industries and metallurgy plants that they'll have to cease production for part of the year when renewables are producing lower than average output, then that has to be factored into your costs. If the price of steel and ammonia goes up because they can't run their plants as usual, then that cost is ultimately borne by consumers. You can't just use load shifting as part of the plan and ignore the costs of load shifting. "Virtual seasonal storage" amounts to "tell industries to shut off during winter". And no, heat production is not non-dispatchable unless you're okay with people freezing to death. |
You are correct. They also need storage like nuclear for non-dispatchable loads in areas without good hydro or CSP resource.
For the remainder your battery production figures are off by at least a factor of two. China delivered 280GWh in H1 2022 at the peak of a market crunch in an industry that is growing at 50% YoY. There's no compelling reason to think the 5TWh/yr of factories under construction won't be completed on time as the renewable industry has been consistently over-delivering for a decade.
Your scaling for nuclear is new capacity. Which is around 5GW/yr right now. It has to increase tenfold to match the last year of new renewable generation, or fifteenfold to match the new capacity weighted installation.
> (whereas you can just place nuclear plants next to areas of demand).
Incorrect. Seismic activity, ground, water, temperature, security and many other concerns limit siting severely.
> If the price of steel and ammonia goes up because they can't run their plants as usual, then that cost is ultimately borne by consumers. You can't just use load shifting as part of the plan and ignore the costs of load shifting. "Virtual seasonal storage" amounts to "tell industries to shut off during winter". And no, heat production is not non-dispatchable unless you're okay with people freezing to death.
Hydrogen or ammonia continue to exist after you make them. Simply overprovision your $300/kW electrolyser slightly and use chemical energy as your buffer. This has the added advantage of being an emergency or low CF backup at minimal extra cost.