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by dalyons 100 days ago
No one pays you for that reliability though. In free energy markets they pay you for what you supply, at the clearing price at that moment.

Solar is so cheap it will push nukes off the grid during the day, you don’t get credit just because it’s more reliable. People will just build more and more solar till the nukes share in the day is zero. And at night people are incentivized to build more wind and batteries, because you can still undercut the expensive nuke power and push it off. When the wind doesn’t blow at night there’s gas and hydro peakers. And more and more batteries. There’s increasingly no room left for nukes that have to be sold at 100% for 100% of the time to still be the most expensive form of energy.

The only way nukes have a role at scale today is if you have state intervention in the market to force the grid to buy your nuke power at close to 100% at the baseline share you described, because you have a nation-state goal of reliability that you prioritize higher than cost. Essentially subsidizing the nukes. And I’m sympathetic to that goal, but that’s not mostly not what western markets do, and not what they will do. Making power deliberately more expensive is unpopular, and not neoliberal marketism