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0 pointsJumpCrisscross2y ago0 comments

> We come out ahead rolling out renewables and storage as fast as possible, driving these technologies down their experience curves

We don’t have storage technology to absorb a 2% year-long grid-wide output decrease [1]. That means overbuilding or, more practically, sticking with natural gas. If we aren’t building nuclear, then continuing to build gas plants is the right move.

[1] https://www.eia.gov/todayinenergy/detail.php?id=61943

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pfdietz2y ago

Sure we do. It's e-fuels like hydrogen. Yes, the round trip efficiency sucks, but for year-long storage the cost of inefficiency is very low (compared to system capital cost), because there are so few charge-discharge cycles.

A simple cycle gas turbine might be $0.6/W, vs. $10/W for a new nuclear power plant. So we can back up the grid with these turbines for a very small fraction of the cost of building nuclear power plants to power the grid.

JumpCrisscrossOP2y ago

> It's e-fuels like hydrogen. Yes, the round trip efficiency sucks, but for year-long storage the cost of inefficiency is very low

This is still pie in the sky technology. Particularly given the frequencies, magnitudes and durations we’re considering. At that point SMRs become topical.

> we can back up the grid with these turbines for a very small fraction of the cost of building nuclear power plants to power the grid

Absolutely. If we’re okay with gas being a core energy source for the foreseeable future, we shouldn’t build nuclear. (And for countries without safe access to gas, coal.)

pfdietz2y ago

> This is still pie in the sky technology.

4% of the hydrogen production in China is by electrolysis now. Electrolysers there are below $300/kW.

You object to this because it's not available, then you point to SMRs, which don't exist now except on slides. And given NuScale's recent disappointments one should not expect the rosy promises of their (or other) SMRs to come true or find much of a market.

> Absolutely. If we’re okay with gas being a core energy source for the foreseeable future, we shouldn’t build nuclear. (And for countries without safe access to gas, coal.)

The gas would be hydrogen. Hydrogen + batteries are nicely complementary and enable renewables to undercut new construction nuclear even for supplying baseload power.

JumpCrisscrossOP2y ago

> You object to this because it's not available, then you point to SMRs, which don't exist now except on slides

Right. Long-term large scale hydrogen manufacturing and storage (presumably as ammonia) is not a thing, not to the tune of several percentage points of primary generation. This is speculative, like SMRs.

> Hydrogen + batteries are nicely complementary and enable renewables to undercut new construction nuclear even for supplying baseload power

The math doesn’t work with current technology. Not at that scale. (The lithium alone would be orders of magnitude more than what is forecast to be needed for EVs.)

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pfdietz2y ago

JumpCrisscrossOP2y ago

> It's e-fuels like hydrogen. Yes, the round trip efficiency sucks, but for year-long storage the cost of inefficiency is very low

This is still pie in the sky technology. Particularly given the frequencies, magnitudes and durations we’re considering. At that point SMRs become topical.

> we can back up the grid with these turbines for a very small fraction of the cost of building nuclear power plants to power the grid

Absolutely. If we’re okay with gas being a core energy source for the foreseeable future, we shouldn’t build nuclear. (And for countries without safe access to gas, coal.)

pfdietz2y ago

> This is still pie in the sky technology.

4% of the hydrogen production in China is by electrolysis now. Electrolysers there are below $300/kW.

> Absolutely. If we’re okay with gas being a core energy source for the foreseeable future, we shouldn’t build nuclear. (And for countries without safe access to gas, coal.)

The gas would be hydrogen. Hydrogen + batteries are nicely complementary and enable renewables to undercut new construction nuclear even for supplying baseload power.

JumpCrisscrossOP2y ago

> You object to this because it's not available, then you point to SMRs, which don't exist now except on slides

> Hydrogen + batteries are nicely complementary and enable renewables to undercut new construction nuclear even for supplying baseload power

The math doesn’t work with current technology. Not at that scale. (The lithium alone would be orders of magnitude more than what is forecast to be needed for EVs.)

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j / k navigate · click thread line to collapse