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rayiner 3 hours ago

It’s not a choice between nuclear and PV. It’s a choice between nuclear and the other things that provide base load: gas and coal.

NoLinkToMe 3 hours ago | parent | next [-]

Or solar / wind (which mostly anticorrelate) + biomass + storage + interconnectors + smart demand.

The amount of baseload we technically need can be pretty slim.

Take Denmark: fossil powers just 9% of their electricity generation, the majority of it is wind and solar. Wind is strong in evenings/nights, solar during the day.

Then they have biomass (indirect solar) as a form of baseload, more sustainable than coal/gas.

Then there's interconnectors, they're close to Norway which can pump hydro, and Sweden, each day about 25% of the electricity is exchanged between these two countries, and that's a growing figure.

With more east/west interconnectors you could move surplus solar between countries. Import from the east in the morning before your own solar ramps up, export your midday surplus west before theirs peaks, and import from the west in the late afternoon as yours fades.

With interconnectors you can also share rather than independently build peaker capacity. Because a lot of peaker plants only run a small amount of time and therefore much of the cost is in the construction/maintenance, not the fuel.

And of course there's storage, which will take a while to build out but the trendlines are extremely strong. Just a fleet of EVs alone, an average EV has a 60 kWh battery, an average EU household uses 12 kWh per day so an average car holds 5 days worth of power a home uses.

And then finally there's smart demand. An average car is parked for more than 95% of the day, and driven 5% of the time. Further, the average car drives just 40km a day which you can charge in 3 minutes on say a Tesla. Given these numbers (EVs store 5 days of household use, can sit at a charger for 23 hours a day, and can smartly plan the 3 minutes a day of charging it actually needs to do) just programming cars to charge smartly, is a trivial social and technical problem in the coming 10-20 years.

Given this, baseload coal/gas can really be minimised the coming decades. It's not going to go away as a need, but I don't think it requires gas/coal or nuclear long-term going forward.

leonidasrup 2 hours ago | parent | next [-]

Lot of the biomass used in Denmark to form baseload power generation is imported.

"The utmost amount (46%) of wood pellets comes from the Baltic countries (Latvia and Estonia) and 30% from the USA, Canada and Russia.6 Estonia and Latvia have steadily been the primary exporters of biomass to Denmark, mainly in the form of wood pellets and wood chips."

https://noah.dk/Biomass-consumption-in-Denmark

https://www.eubioenergy.com/2025/03/13/no-smoke-without-fire...

So Denmark replaced lot of imported fossil fuels with imported wood.

Could we scale this form of energy generation to energy requirements of China, India?

NoLinkToMe an hour ago | parent [-]

No but every region has their own pros and cons. The idea Belgium has no other option than coal gas or nuclear is refuted, and biomass is just one of the reasons.

Danox 2 hours ago | parent | prev | next [-]

So why are the Danish and the Swiss working on Thorium?

https://interestingengineering.com/energy/danish-firm-molten...

swores 2 hours ago | parent | prev [-]

> "just programming cars to charge smartly, is a trivial social and technical problem in the coming 10-20 years."

One problem I've heard about this idea in the past is that cars and their batteries are expensive, and people won't want to run down the lifetime of their car battery more quickly by also using it as a home battery rather than just for driving.

Obviously this can be solved either by making it so cheap to replace car batteries that nobody cares, or by legislating that people have to use their cars this way. But is either of these solutions easy to happen any time soon?

NoLinkToMe an hour ago | parent [-]

I don’t think its a long term issue. The cost of battery storage is below 10c per kWh, whereas a peaker plant costs above 20c per kWh and runs 10% of the time.

So if you get paid double the value of your battery the incentives are there for an economic model to work. Today.

And batteries are only getting cheaper, gas is the opposite.

Plus batteries take surplus solar/wind, at these times they have a negative value. Add that and the economics are a no brainer. It’s a matter of time.

dalyons 2 hours ago | parent | prev | next [-]

it actually is a choice between nuclear and PV, because base load supply is an obsolete concept. Because actually nuclear is terrible in a grid increasingly full of nearly-free variable sources (solar&wind). The nukes need to stay at 100% all the time selling their power at a high fixed price to have any remote chance of being economical. Cheap variables push nuke's expensive power off the grid during the day, and increasingly into the evenings with batteries. This is unavoidable in an open energy market, and is fatal to the economics of nuclear. You cannot make them work without massive state subsidies.

Gas is far better suited economically to backstop a variable grid. I wish it werent true, because i dont hate nukes, but it is just economics.

I will also point out that california is down to 25% fossil sourced power in 2025, from 45% in 2022. Due to renewables and batteries, and there's far more coming. The amount left to backstop on gas in a few years could plausibly be 10%! which is amazing.

dv_dt 3 hours ago | parent | prev [-]

A requirement for base load is a fallacy promulgated by fossil fuel preservation lobbying

munk-a 2 hours ago | parent | next [-]

When it comes to residential/consumer use base load is irrelevant - but when it comes to business (especially industrial) use base load is a strict necessity. The proportional requirements of base load are fading but it is still something that needs to be considered carefully.

Do fossil fuel companies overstate the importance and scale of base load to justify additional fuel subsidies? Indubitably - but don't let their bullshit hide the truth within it that actually is a critical requirement for our power grid.

olau 2 hours ago | parent [-]

No, you need to match the demand curve at all times.

rayiner an hour ago | parent | prev | next [-]

I suggest you read a power system engineering textbook.

projct 2 hours ago | parent | prev [-]

This is a confusing thing to say, can you explain?

gpm 2 hours ago | parent | next [-]

What you need - the only thing you need - is dispatchable power. That is power supply that can rise and fall to meet demand. That is not what baseload is. It's also not what wind/solar provide.

What baseload is is electricity supply which is only economical if you use it all the time. Nuclear falls into this category because of its very high capital cost and low op-ex. If it's cheaper than dispatchable power (nuclear isn't) it's nice to have as much of it as the minimum demand that you see on the grid, to lower costs. If it's as expensive, or more expensive, than dispatchable power, that's fine, you just don't need it at all and can replace it entirely with dispatchable power.

It's similar to wind and solar in this, which also aren't dispatchable (though there supply curve looks different than the constant supply curve which "base load" is used to mean). Except wind and solar actually are cheaper than dispatchable power so they make economic sense.

The term is half marketing term and half a theory that constant supply non-dispatchable power would be significantly cheaper than dispatchable power so we should organize the grid around it. That theory didn't really pan out (apart from some places with non-storable hydro, and a few with geothermal).

2 hours ago | parent | prev | next [-]
[deleted]
dalyons 2 hours ago | parent | prev [-]

have a read through this: https://cleanenergyreview.io/p/baseload-is-a-myth

basically, base load means the lowest point of demand on the grid. And you matched that with slow-to-respond thermal power plants (coal mainly, also nukes). Because those are slow to respond and are most profitable running at 100%, so you tried to keep them there. So called base load generation.

But note there is no rule of the universe that says you have to meet the base load demand with some static constant power source, you can get it from anywhere. And now, since renewables and batteries are cheaper than this base load generation, it knocks them off the grid rendering it unprofitable. So the whole concept of base load supply is obsolete. Anyway, the linked blog explains it better.

leonidasrup an hour ago | parent [-]

You don't need to run coal power plant close to 100% to be profitable. You want to run nuclear power plant close to 100% because fuel is cheap and you want pay back CAPEX as early as possible.

The article you send is perfect example why it's not economic to build new coal or nuclear power plants in US. The reasons are: very cheap natural gas and no CO2 tax. In US natural gas + solar is the cheapest way to generate electricity.

In Europe the situation is very different.

"Europe is in the opposite spot. The continent's main gas point, the TTF benchmark, nearly doubled to over €60/MWh by mid-March."

https://www.briefs.co/news/u-s-natural-gas-just-hit-a-record...

dalyons 42 minutes ago | parent [-]

so what should europe do? gas being expensive doesnt make nuclear economics better for the role of variable backstop of an increasingly renewable grid. Its still a fatal economic equation for nuclear.

Btw battery is rapidly changing the math on > US natural gas + solar is the cheapest way to generate electricity

california went from 45% gas in 2022 to 25% gas in 2025 almost entirely because of batteries (and more solar), and they're just getting started. I know its not generally true across the US, but very soon batteries are going to be pushing a huge amount of gas off the grid.