▲ | ViewTrick1002 3 days ago | ||||||||||||||||
> As in they're still on trend for nuclear targets They’re not. The targets keeps being revised down and pushed into the future for every plan they make. | |||||||||||||||||
▲ | maxglute 3 days ago | parent [-] | ||||||||||||||||
They only revised down 12th since it was mid Fukushima. 13th they missed targets due to AP1000/EPR and having to pivot to domestic but didn't revise down. Special circumstances. 14th latest, midterm review a couple years ago (amidst solar boom) said most indicators were meeting expectations. Last I checked they're on trend to hit 65/70GW by 2025 with ~30GW under construction, and 70GW by 2026/27, i.e. reasonably late, which given nature of nuclear I'd give a pass and categorize as on trend give nuclear leadtimes. +1-2 year of execution delays isn't unexpected, but they're not dramatically cutting targets/plans. Have to wait until next long term strategies, i.e.see if they revise down their ~100 GW by 2030, or ~200GW by 2035 plans, reality is they're basically on first wave of domestic plants with associated growing pains. If things go well, they can quickly scale. | |||||||||||||||||
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