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jeppen
Zeihan on Geopolitics
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Comments by "jeppen" (@jesan733) on "Will Trump Pump the Brakes on Greentech? || Peter Zeihan" video.
@newguy6935 again, the coal plant is needed as well. Solar can just save fuel when the Sun shines. Solar + batteries upfront costs are much higher than a coal plant's.
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@newguy6935 I know because I've checked the numbers. Sure solar can deliver peak power in some geographies, but only until there's 10% solar or something because at that point the peak has inversed into a duck curve.
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@aaronbaker2186 no, it's not.
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What has become outdated in this vid?
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@ABa-os6wm China last year started six nuclear reactor construction projects at a capital cost of roughly 2.3 USD/KW.
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But from a first principles perspective, a nuclear plant is very much like a coal plant. So with enough supply chain maturity, nuclear plants should cost like coal plants (but have close to free fuel).
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Low penetration solar and wind plants are fairly good at saving fuel in those CCGT plants, aren't they? This extends the era of cheap shale methane. Nuclear doesn't need a breakthrough, it needs less regulation and a determined build program that matures the supply chains a bit.
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What in this vid was problematic?
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Doesn't Muskovich have his own pretty mature EV charging network? Subsidizing/forcing more ordinary chargers would help competitors catch up to that advantage of his.
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