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kolinko 3 days ago

So far it was either the cheapest or the safest.

Also, solar is now both cheaper and safer.

pzo 3 days ago | parent | next [-]

but it's not 24/7 and europe even worse in winter and fall. Solar is unrealistic to replace most energy usage [1]. In EU it's just less than 5% usage. In germany less than 6% usage. And wind is not a replacement either (less than 11% energy usage in germany).

And just for comparison in france nuclear power plants provides 37% of energy

[1] https://ourworldindata.org/grapher/energy-consumption-by-sou...

sdfssdf 3 days ago | parent | next [-]

A look at destatis tells me something else for Germany (in 2024): Solar has a share of 15 %, and wind 28 %. In total 57 % of the produced energy comes from renewable sources. (https://www.destatis.de/DE/Themen/Branchen-Unternehmen/Energ...)

ZeroGravitas 3 days ago | parent | next [-]

They are trying to switch the conversation from electricity where renewables are making unmistakably swift progress, to all energy (e.g. gas for heat in homes and factories and oil for cars and trucks).

They think the horrific inefficiency of fossil fuels in these uses makes progress look slow and futile as it massively inflates the total energy usage.

In reality, once we get the easy bits of renewable electricity done and are at 80% carbon free electricity, these other markets let us avoid the hard part of getting to 100% clean energy but still make rapid progress on decarbonisation.

An EV or heat pump running on mostly clean energy is a 5 or 6x improvement in carbon even before you account for the grid benefits of having such a large amount of battery and heat storage attached to the grid.

newyankee 2 days ago | parent [-]

I really want to see a heat pump being used to make a real world high temperature process more efficient and cut natural gas use by 40% or so, this might destroy the latest talking point

pzo 2 days ago | parent [-]

the problem with heat pump is require quite well isolated building to make it efficient. Also after talking with a friend he had to change all radiators in his parents home since it didn't work well with previous old one he had.

I'm also not sure if heat pump is a solution for multifamily apartments.

tcfhgj 2 days ago | parent | next [-]

> the problem with heat pump is require quite well isolated building to make it efficient. Also after talking with a friend he had to change all radiators in his parents home since it didn't work well with previous old one he had.

no, it doesn't require good isolation. Good isolation is beneficial, like for type of heating.

Radiators don't have an effect on isolation. However, modern radiators usually have a way higher surface area, which allows heating rooms with lower water temperature.

Heat pumps are more efficient if the difference between source and target temperature is closer.

pfdietz a day ago | parent | prev [-]

I wonder what the nuclear alternative is... a reactor in each building?

Nuclear heating of such buildings would use heat pumps too.

mpweiher a day ago | parent [-]

1. Nuclear district heating.

2. Just electric heating, if electricity is cheap enough. Very simple and cheap.

But yeah, heat pumps make that more efficient. At significant higher investment costs. Gotta do the math of whether it is more efficient overall to invest in an efficient energy producer (nuclear), efficient consumers (heat pumps) or both.

pfdietz a day ago | parent [-]

Using resistive heating with nuclear electricity would be very foolish, unless you have a money wasting fetish.

Nuclear district heating would be very difficult to retrofit.

mpweiher 19 hours ago | parent [-]

> Using resistive heating with nuclear electricity would be very foolish, unless you have a money wasting fetish.

Hmm. "... if electricity is cheap enough."

> Nuclear district heating would be very difficult to retrofit.

Who said anything about retrofitting? Just build district heating nuclear plants.

https://www.linkedin.com/posts/sollid_denmark-to-investigate...

Again, building one nuclear plant is expensive. But building tens or hundreds of thousands of heat pumps is certainly also and likely even more expensive.

tomatocracy 3 days ago | parent | prev | next [-]

I think you're looking at electricity here, not energy. Energy is much more than electricity.

2 days ago | parent | prev [-]
[deleted]
ZeroGravitas 3 days ago | parent | prev | next [-]

60% of that energy is lost as waste heat and doesn't need replaced as we decarbonise and electrify.

For already developed nations predictions are for electricity to double but energy use to halve at the same time as they electrify end uses.

pzo 3 days ago | parent [-]

Not everybody live in house and have enough rooftop area. In Europe majority people live in apartments. If you want to have wind warm and solar farm there is also energy wasted with power lines transmission. Energy powerbanks also have energy waste.

I'm all in to have energy mix and more people to have solar panels if they can but it's not a holly grail

Heliosmaster 2 days ago | parent | next [-]

Apart from cities with crazy density, you underestimate how much solar we could put in the city outskirts, and it would be fine. We have already the power lines anyway to bring electricity from power plants that are far from those apartments you mention.

pzo 2 days ago | parent [-]

You would have to either cut forrest and trees or remove farm fields. I'm looking at my home town and I really don't see any barren land around many cities in Poland. I would rather they use those city outskirts land for new real estate that is lacking to deflate the bubble.

biaachmonkie 2 days ago | parent [-]

Building roofs, parking lots, streets, rail tracks, etc.. are all spaces that could have a canopy installed overhead and solar panels providing power and shading. As solar panels continue to lower in cost the sides of buildings, fences, etc.. There are lots of opportunities to install solar panels in a crowded city.

pzo 2 days ago | parent [-]

maintaining such infrastructure would be really costly: installing extra canopy, cleaning, removing snow (not easily accessible), extra inverters. I think solar only make sense if it's installed as solar farm (easy to maintain by one company) or in residential houses (owner maintain) or commercial units (owner maintain it). Solar prices went down but cost of installation and maintaining not much - this is the reason why many people in my family didn't buy it since it's still big investment and maintenance burden currently not worth the effort unless you are building new house.

epistasis 2 days ago | parent | prev | next [-]

Take all the land area that we currently devote to oil extraction, refining, delivery, etc.

Just that tiny amount of land is enough to supply the entire world's energy needs, if covered with solar panels.

Power line transmission losses are negligible. We don't need to put solar directly at the site, just as we don't need to put nuclear directly at the site of energy use. The round trip efficiency of energy storage is accounted for in the cost of the storage, whether that storage is hydro, battery, or hydrogen.

Solar really is the holy grail of energy: super cheap, super scalable big, super scalable small, and highly distributable or centralized. Pair that with the incredible cheapness of current batteries, and their falling prices in future years, and we are looking at a future of incredible energy abundance. As long as we are willing to accept it.

zekrioca 2 days ago | parent | prev [-]

Nuclear by itself isn’t either. A balanced mix is needed.

pfdietz 3 days ago | parent | prev | next [-]

Yes, but all that can be taken into account in the analysis, and renewables and storage have become so cheap they're now the superior option.

Europe is in an inferior position in a renewable-powered world compared to many other locations. I wonder if some of the reactionary takes trying to promote nuclear are a consequence of that. I think you're average far right type is not going to be comfortable living in a relative energy ghetto.

pzo 2 days ago | parent [-]

> Europe is in an inferior position in a renewable-powered world compared to many other locations.

Compared to who? In shared link you can see most countries are relying on non renewable energy. The better one is France (nuclear powered) and Norway (hydropowered).

ZeroGravitas 2 days ago | parent | next [-]

Global solar potential atlas:

https://globalsolaratlas.info/

Solar is the current cheapest and will be the biggest source of electricity in 2033 and continue to accelerate away from others for the rest of the century.

Offshore wind helps their situation somewhat.

pfdietz 2 days ago | parent | prev [-]

I was talking about the situation once fossil fuels are no longer used ("in a renewable powered world" was the relevant phrase). We are not yet in that situation, so your observation there is beside the point.

kubav027 3 days ago | parent | prev | next [-]

During summer french nuclear power plants reduced their energy production because there were problems with cooling caused by heat and drought. So we probably need mixture of all those technologies to make electrical grid stable. Even nuclear energy is not imune to climate change.

Luc 3 days ago | parent | next [-]

Or rebuild the cooling technology to fit the new and future climate instead of the old one.

ukblewis 3 days ago | parent | prev [-]

I would have thought the solution to drought and water shortages would be to desalinate and reduce water wasted in order to fix the problem. Using a “mix of technologies” is ignoring the problem and trying to work around it instead of fixing it. And given that clearly having extra capacity that you don’t need at any given point in time just in case things go wrong is likely extremely expensive, I don’t really see the incentive. Frankly, even a really simple stupid question: what do you do with solar and/or wind power when it is dark and/or not windy? In other words, those solutions would still not be sufficient to replace nuclear during heat and drought, instead, you would need storage, which could store power from any source, but fixing the root causes of issues with nuclear power would seem more rational to me

badgersnake 3 days ago | parent | prev | next [-]

Existing nuclear, fine but new nuclear isn’t going to work, it takes way too long to build. Solar is just plug in and go.

zekrioca 2 days ago | parent | prev [-]

Have you ever heard of batteries?

UltraSane 2 days ago | parent | next [-]

Nuclear at $6,000-12,000/kW installed capacity becomes cheaper than solar+battery somewhere between 1-3 days of required backup.

zekrioca a day ago | parent | next [-]

https://www.tesla.com/megapack

UltraSane 8 hours ago | parent [-]

Total annual global electricity consumption in 2024 was 30,856 TWh so 36GWh of capacity is about one millionth of global electricity consumption.

pfdietz a day ago | parent | prev [-]

Which is why you don't use batteries (at least, Li-ion batteries) much beyond diurnal storage. Systems analysis for renewables that assumes batteries are the only storage mode requires massive overbuilding of solar/wind, and this strawman engineering makes the nuclear alternative appear more competitive than it actually would be.

UltraSane a day ago | parent [-]

So what do you use instead for storage? This is a very important detail you didn't mention.

pfdietz a day ago | parent [-]

Hydrogen or heat. The former would be stored like natural gas currently is stored, underground. We store months of natural gas consumption.

Heat (at 600 C) is potentially even cheaper to store, with a cost of storage capacity as low as $0.10/kWh(th) of capacity. This could yield 365/24/7 heat for $3/GJ, competitive even with cheap natural gas.

https://austinvernon.substack.com/p/building-ultra-cheap-ene...

https://standardthermal.com/

Round trip efficiency if you go back to electricity is nothing great, but this is not important for very long term storage, where capex is king, not RTE.

ackfoobar 2 days ago | parent | prev [-]

Have you done the math of how insufficient battery tech is, if we are to go 100% renewable? I'm so tired of renewable proponents just use the thought terminating cliche "BATTERIES!" when intermittency is brought up.

latentsea 2 days ago | parent | next [-]

Even if you can't get to 100%, it would still make sense to strive for as large a % of renewables as you could achieve. So, that's going to involve batteries necessarily.

For context I work at a company in Japan working on this problem. The entire reason the company exists is Japan's energy policy in response to the Fukushima nuclear disaster. Batteries are severely underutilized in Japan at this point in time, so we can at least vastly improve on where we are.

ackfoobar 2 days ago | parent [-]

My question is a few math operations away from "how much batteries capacity can we deploy to support how much % of renewables in the short-medium term, while still having a stable grid". My "100%" phrasing was sloppy, no need to index too much on it.

Since you're in the industry, maybe you can answer this question and change my mind.

latentsea 18 hours ago | parent | next [-]

I forget the exact numbers but from my recollection it relies on widespread adoption of EVs and being able to leverage their batteries as part of the grid.

pfdietz a day ago | parent | prev [-]

Batteries alone cannot handle all storage use cases, but also including an alternative long term storage mode (syngas, thermal) can get to a 100% renewable grid. Use of hydrogen vs. just batteries cuts the cost of an all renewable grid in Europe in half.

zekrioca a day ago | parent | prev [-]

https://www.tesla.com/megapack

ackfoobar 5 hours ago | parent [-]

Asked for numbers, got a link. Let's see.

They can manufacture 80 GWh a year. To get through dunkelflaute with moderate renewable percentage we need tens of TWh. Not to belittle Tesla, but that's 3 orders of magnitude difference.

Are you changing your mind or can you give me numbers to change mine?

nilslindemann 3 days ago | parent | prev | next [-]

Yep, the data suggests that.

https://en.wikipedia.org/wiki/Levelized_cost_of_electricity

JackSlateur 2 days ago | parent | next [-]

And some of those data seems sane: the cost of solar panels reduces due to tech improvements: ok

The cost of coal increases a bit, maybe due to geopolicital issues: ok, seems legit

The cost of nuclear increases .. why ? Why the step between 2016 and 2017 ? Does tech "de-improved" ?

More insights would be interesting

epistasis 2 days ago | parent | next [-]

There are several factors, but the single biggest reason for nuclear's ever increasing cost is due to construction productivity.

All other forms of productivity have gone up drastically. However construction productivity remains stuck at a constant. And as other areas are more productive, we need to still pay those in construction competitive wages or else they would switch to more productive jobs with higher wages. (Let's just elide the disconnect between wages rising fully with productivity increases, but they do rise some!)

Despite being far more wealthy today than centuries ago, we don't build cathedrals with super intricate stonework, because labor is so much more expensive.

I fear that nuclear is like the gothic cathedral: something that was far easier to do when labor costs were low, but at wealth increases it becomes far more difficult to make economic sense.

pfdietz a day ago | parent [-]

Baumol's Cost Disease

https://en.wikipedia.org/wiki/Baumol_effect

2 days ago | parent | prev [-]
[deleted]
tomatocracy 3 days ago | parent | prev [-]

This doesn't measure the cost of providing dispatchable electricity though. If I want 1MWh of electricity at night provided by solar, it's going to cost more than solar's LCoE because I will also need to pay for a way to store and dispatch it.

ViewTrick1002 2 days ago | parent [-]

Which again does not capture the cost of a nuclear plant being forced off the market because no one is buying its electricity during the day and they have to amortize the cost over a 40% capacity factor instead of 85% like they target.

And this can be a purely economical factor. Sure a plant may have a 90% capacity factor but if the market clears at $0 50% of the time they still need to recoup all the costs on the remaining 50%, pushing up the costs to what would be a the equivalent to a 42.5% capacity factor when running steady state.

Take Vogtle running at a 40% capacity factor, the electricty now costs 40 cents/kwh or $400 MWh. That is pure insanity. Get Vogtle down to 20%, which is very likely as we already have renewable grids at 75% renewables and it is 80 cents/kWh.

Take a look at Australia for the future of old inflexible "baseload" (which always was an economic construct coming from marginal cost) plants.

Coal plants forced to become peakers or be decommissioned.

https://www.abc.net.au/news/2024-10-13/australian-coal-plant...

You can say that "no one would do that" but it is the end state of the market.

Electricity is fundamentally priced on the margin and if you start forcing nuclear costs on the ratepayers they will build rooftop solar and storage like crazy, leaving you without any takers for the nuclear based electricity.

tomatocracy 2 days ago | parent [-]

Solar has this problem to a much greater extent though. If you have a market where solar is >100% of demand during the day then it will be dispatching at or below $0/MWh for almost all of its life.

But of course the marginal market is not the whole story. In reality solar largely receives effectively fixed prices in most markets (via CfDs or PPAs). Nuclear does the same and can also take capacity payments and sell into flexibility markets where those exist.

ViewTrick1002 2 days ago | parent [-]

Which is shifting as that is getting saturated. In those markets renewables are built with storage now to deliver the electricity when needed.

Nuclear power also used to get built with PPAs. Look at Hinkley Point C for a completely insanely expensive contract, that EDF is now looking to make to make a loss on.

For Sizewell C they don’t even dare touch a fixed price contract and instead want the ratepayers to pay the construction cost in advance hoping it works out.

That is how far nuclear power has fallen.

PPAs between commercial entities of course also adapt to the market. To guarantee the nuclear price at daytime comes with a corresponding discount, because the ones buying the PPA know they can get what they need either way.

Nuclear power also generally does not participate in ancillary markets. Too slow and inflexible with weighting too much on CAPEX. They can get capacity payments but as soon as the true need is defined in terms of how much reliable energy is needed for how long renewables with carbon neutral gas turbine based backups win.

The only market civilian nuclear power wins is the ”I want to have a workforce and industry capable of building nuclear weapons and naval reactors”.

Essentially a military jobs program. That may be worthwhile, but let stop pretending nuclear power actually gives a modern grid anything it need at the current costs.

UltraSane 2 days ago | parent | prev | next [-]

Nuclear at $6,000-12,000/kW installed capacity becomes cheaper than solar+battery somewhere between 1-3 days of required backup.

yodsanklai 3 days ago | parent | prev | next [-]

> solar is now both cheaper and safer.

apples and oranges

quentindemetz 3 days ago | parent | prev [-]

Not at night