Comments by "jeppen" (@jesan733) on "Switzerland's Energy Transition Plans (Without Nuclear!)" video.
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With all due respect, that account was wildly misleading. All German civilian nuclear plants that has ever operated is a combined 26 GW. Of this capacity, this is the breakdown of closure times:
19% closed up until 1994, most of it as a result of reunification
4% closed between 1995 and 2010. (2 small reactors)
32% closed in 2011 due to immediate Fukushima scare.
46% closed in 2015-2023 due to delayed Fukushima scare.
So German nuclear capacity held steady with very little change between reunification and Fukushima!
We should remember that Russia, as an influence operation, long flooded Germany with artificially cheap natgas as preparation for war, and that Germany has on top of that has used hundreds of billions of euros in subsidies to flood itself with intermittent power. Had it used a fraction of these subsidies for nuclear construction, it would be rid of coal by now and have lower electricity prices.
Germany's fleet of 9 huge reactors in the last tranche above was in no way too small to maintain. It's clearly larger than most active countries' fleets, e.g. my own Sweden's or our neighbor Finland's.
There is currently 60 reactors under construction in the world, and so far this year, four new grid connections have been made in the US, India, China and UAE respectively. Nuclear still makes great economic sense and are cash cows for countries that have built them.
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@SwissPGO the reason a wide array of solutions to intermittency is often presented, like pumped hydro, batteries, V2G, super-long range grids and so on, is the fact that there's no good solution. If there was a good solution, that solution would be presented stand-alone. The array of solutions is effectively a gish gallop. I'm not saying this is a conscious tactic, of course, but rather a reasoning errror that's easy to make when we want something to work. Do think about whether many not-good-enough solutions really combines to something that is good enough. I think it doesn't.
I doubt the car2house solution. I'm into my third Leaf EV now but it still has kindof small battery, 40 kWh, and I would like it to be fully charged when I start my day. Also I live in Sweden, so we basically have negligible solar for four months of the year, and wind varies hugely over 14-day timespans.
The seemingly high cost of nuclear power plants is a function of dismantled and immature supply chains combined with too-high interest rates applied (strongly devaluing the nuclear reactors' long lifespans). Also it's usually compared to unbuffered intermittent RE costs. Nuclear as single point of failure, well, the solution is to have a larger fleet, typically, so that one plant going offline is a small part of the fleet. Comparing output of a ten-reactor fleet with a similar amount of intermittent RE shows an extreme advantage to nuclear.
Regarding reduction in research, I think the solar market and the BEV market are strong enough to sustain lots of research. The problem is rather the opposite, that the allure of RE as a solution has reduced research into nuclear. And finally regarding subsidies to home solar: I think that in places like Sweden, France and Switzerland, this is actually reducing environmental performance of these countries' energy production.
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@christianvanderstap6257 if nuclear has never been cheap, how come Sweden had 8 reactors under construction with a population of 8 million in 1974, finishing each within 4-6 years, essentially doing an energiewende in 10 years, which is 1/8 of the reactors' lifetime or something like that? If it was expensive, how could we compress that timeline so much? And there was no complaints in Sweden at the time that the construction projects made big holes in people's pockets.
Solar and storage reduces in price 17-20% per annum and apparently this is expected to continue indefinitely? Well, why? Because at some point there's a cost of materials and some cost of transforming the materials to the finished goods, right?. We won't go to zero cost.
If you take Lazard 16.0, you'll see that with absolutely world-class solar resources, we have these costs:
117-228 USD Rooftop residential
49-185 USD Community
46-102 USD Utilityscale solar + storage
141-221 USD Nuclear
But if you stop and think for just a bit, what is behind this?
1. Only in the last solar example, batteries were included. How much batteries? 4h. In a world-class solar environment. Is that enough? No. And if you look at page 8, you have additional costs of "firming intermittency" on top of those 4h.
2. What's the nuclear cost based on? First-of-a-kind botched US projects, basically. What's the Nth of a kind cost if each doubling from 2 reactors will reduce costs by 20%?
3. What about other parameters? High discount rates disfavor long-lived assets like nuclear.
4. How much Chinese input for solar+PV vs nuclear?
But again, napkin calcs are useful. Calculate the steady-state investment and O&M cost. What are you afraid of?
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@christianvanderstap6257 if nuclear has never been cheap, how come Sweden had 8 reactors under construction with a population of 8 million in 1974, finishing each within 4-6 years, essentially doing an energiewende in 10 years, which is 1/8 of the reactors' lifetime or something like that? If it was expensive, how could we compress that timeline so much? And there was no complaints in Sweden at the time that the construction projects made big holes in people's pockets.
Solar and storage reduces in price 17-20% per annum and apparently this is expected to continue indefinitely? Well, why? Because at some point there's a cost of materials and some cost of transforming the materials to the finished goods, right?. We won't go to zero cost.
If you take Lazard 16.0, you'll see that with absolutely world-class solar resources, we have these costs:
117-228 USD Rooftop residential
49-185 Community
46-102 Utilityscale solar + storage
141-221 Nuclear
But if you stop and think for just a bit, what are the parameters behind this?
1. Where's the solar? In a world class area in southwestern USA.
2. Only in the last solar example, batteries was included, and only 4h worth. Is that enough? No. At page 8, there are some additional costs of "firming intermittency".
3. What's the nuclear cost based on? First-of-a-kind botched US projects, basically.
4. What's the Nth of a kind nuclear cost if each doubling from 2 reactors will reduce costs by 20%? (It's less costly to double nuclear construction than solar.)
5. High discount rates disfavor long-lived assets like nuclear.
That's why the napkin calc is useful. It's also the reason there's substantial interest in nuclear across the world still. It's not a conspiracy, I promise.
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@christianvanderstap6257 if nuclear has never been cheap, how come Sweden had 8 reactors under construction with a population of 8 million in 1974, finishing each within 4-6 years, essentially doing an energiewende in 10 years, which is 1/8 of the reactors' lifetime or something like that? If it was expensive, how could we compress that timeline so much? And there was no complaints in Sweden at the time that the construction projects made big holes in people's pockets.
Solar and storage reduces in price 17-20% per annum and apparently this is expected to continue indefinitely? Well, why? Because at some point there's a cost of materials and some cost of transforming the materials to the finished goods, right?. We won't go to zero cost.
See Lazard, with absolutely world-class solar resources, we have these costs (in US currency):
117-228 Rooftop residential
49-185 Community
46-102 Utilityscale solar + storage
141-221 Nuclear
But if you stop and think for just a bit, what are the parameters behind this?
1. Where's the solar? In a world class area in southwestern USA.
2. Only in the last solar example, batteries was included, and only 4h worth. Is that enough? No. At page 8, there are some additional costs of "firming intermittency".
3. Rooftop residential is as costly as nuclear, and that's without residential batteries.
4. What's the nuclear cost based on? First-of-a-kind botched US projects, basically.
5. What's the Nth of a kind nuclear cost if each doubling from 2 reactors will reduce costs by 20%? (It's less costly to double nuclear construction than solar.)
6. High discount rates disfavor long-lived assets like nuclear.
That's why the napkin calc is useful. It's also the reason there's substantial interest in nuclear across the world still. It's not a conspiracy, I promise.
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@christianvanderstap6257 See Lazard: With absolutely world-class solar resources, we have these costs (per kWh):
Rooftop residential, twelve to twentythree cents
Community solar, five to nineteen cents
tilityscale solar + storage, five to ten cents
Nuclear, fourteen to twentytwo cents
So it seems nuclear is as expensive as rooftop residential solar and more expensive than utilityscale + storage.
But if we stop and think for just a bit, what are the parameters behind this?
1. Where's the solar? In a world class area in southwestern USA.
2. Only in the last solar example, batteries was included, and only 4h worth. Is that enough? No. At page 8, there are some additional costs of "firming intermittency".
3. Rooftop residential is as costly as nuclear, and that's without residential batteries.
4. What's the nuclear cost based on? First-of-a-kind botched US projects, basically.
5. What's the Nth of a kind nuclear cost if each doubling from 2 reactors will reduce costs by 20%? (It's less costly to double nuclear construction than solar.)
6. High discount rates disfavor long-lived assets like nuclear.
That's why the napkin calc is useful. It's also the reason there's substantial interest in nuclear across the world still. It's not a conspiracy, I promise.
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