[ZeroGravitas]

When grids set up markets to let people compete to provide those grid balancing services batteries totally dominate. Which suggests that is just another area that modern renewables win and reduce costs.

On the other hand Nuclear LCOE generally assume they can sell a high proportion of their power for the next 40 years.

So really the big hidden assumption is that solar won't eat half their market in that timeframe. And then solar plus batteries eats into it further. Which would drive up their cost, letting solar plus batteries win more business in a vicious cycle.

With the recent Iberian power situation half their nuclear was offline because they were already in a huff because they weren't being paid enough money.

[Calwestjobs]

exactly that is why we need to put electrolyzers into mix, that way we can have load on nuclear and on renewable at same time, we need insane amounts of hydrogen for chemical industry anyway.

also chemical industry needs big investment because they have to change mindset about procuring carbon and other inputs in net zero economy.

(similar thing as what some datacenter companies say they do with buying nuclear capacity)

i think most people do not want to understand, they want socialized grid payed by citizens instead of putting real energy price into pricing for goods/services.

hydrogen as energy carrier, not as transportable comodity. hydrogen as MEANS not as a goal. we need iron + water to have from 20 sec up to seasonal storage of energy in megawatts per meter cubed...

https://ethz.ch/en/news-and-events/eth-news/news/2024/08/iro...

https://www.tue.nl/en/research/institutes/eindhoven-institut...