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by coredev_ 146 days ago
If this is true, it has nothing to do with solar or wind but rather strange decisions in the past in some countries that they (and their neighbors) pay for now (looking at you Germany).
1 comments

Nuclear does not cause prices to be lower. Putting that aside, political discourse here in Germany was "interesting" to say the least.

The shift to renewables started off pretty well in the early 2010s before it came to a grinding halt thanks to some wierd debates around the topic. For the past few years, buildout of solar has been remarkably fast, especially considering the slow pace of other projects. In 2025, 16.4 GW of solar power went live.

The biggest issue that drives prices here is the grid. New high voltages transmission lines have faced intense local oppsition, so transmision between North and South is limited, which is problematic given the focus of the north on (offshore) wind and the south on solar PV. Since Germany is a single electricity price zone, the low to negative electricity prices from wind turbines do not reflect the reality of grid capabilities, resulting in significant redispatch costs.

The solution would be obvious. Split Germany into n electicity price zones (with n>1). However, there is a lot of political opposition, specifically from the conservative CDU/CSU against this.

So yeah, Germany is struggling with relatively expensive electrcity prices, complaining about it, but refusing to implement a borderline free solution for it.

Nuclear that was built a long time ago would probably have lowered the prices in DE right now, if they weren't shut down. I understand that building new ones right now makes little sense.
Only if it the nuclear didn't need refurbished to keep running.

France and Canada are currently estimating costs to refurb old nuclear that are higher then new build renewables.

Refurb costs are for the entire fleet which is 50+GW and are in fact dirt cheap. Refurbs are in 1-3bn/unit range. CF of say solar in this region is roughly 10-12%. To have same average output as a single 1GW npp you would need about 10GW solar and much more if you want to achieve firm generation. French refurbs will happen anyway. In fact, carenage is already undergoing.
In Ontario they now want to double the electricity price to 15 cents kWh to finance refurbs and ”SMR” new builds.

https://reneweconomy.com.au/ontario-utility-wants-to-double-...

New built nuclear power simply does not make any sense anymore given the costs and timelines involved.

You need to read precisely what's happening. Ontario wants to front finance all refurbs and SMRs instead of spreading the financing over years like it's usually done.

BWRX is expensive for sure. It'll cost more per GW than the failed french FLA3 or Vogtle. To me this seems a mistake considering Canada had Candus, an own authentic design that doesn't rely on enriched fuel and they did some very serious refurbs recently on time and on budget. On the other hand, bwrx is american tech and needs enriched fuel and SMRs will always have worse economics than large units, there's a reason humanity scales everything up, be it nuclear, be it wind turbines or solar fields

Again. Refurbs are extremely cheap. At 1-3bn/unit you get 1GW of firm power. That would be vastly cheaper vs deploying say solar, that would have the same TWh/y averaged even with China's costs. And this doesn't even account for firming.

Heck, even Barakah built as new by Korea is competitive vs renewables in the west. And it's understandable considering they spent per unit 1/3 of what FLA3 did cost... In under half of the time

The question is rather why they want front financing. But I have some clues considering who is their current head of govt

Nuclear was cheapest firm power in the german merit order. So yes, nuclear does have an impact, especially if it outplaces higher cost units

There is a lot of opposition because zone split would mean erasing southern industry and I may be wrong, but southern regions are pumping most of the money into state budget. Cutting those means cutting own legs.

The high voltage DC transmission lines from north to south are being built right now and for example SuedLink is expected to be operational in 2028. Their transmission capacity will be more than enough. Why would you split Germany into electricity zones now, if in a few years the transmission problem will largely be fixed?