> Samuel B. Morris, the general manager and chief engineer of Los Angeles’s Department of Water and Power, traveled all the way to Geneva in 1955 to attend the first International Conference on the Peaceful Uses of Atomic Energy. There, he made a case for small reactors, arguing that because the “number of small units…is many times the number of large units,” there could be “economy in development and repetitive manufacture” of the small units.
> But nothing in the history of small nuclear reactors suggests that they would be more economical than full-size ones. In fact, the record is pretty clear: Without exception, small reactors cost too much for the little electricity they produced, the result of both their low output and their poor performance.
For me, SMRs don't pass the smell test. Buying one big plot of land for a reactor, building one power interconnect, having a localized water impact is way easier and cheaper than many. Even if its cheaper to build small reactor vessels, MANY of the other costs become more expensive in larger numbers. Costs that you can ignore while you're just building a prototype.
If it's so much cheaper to build multiple small reactors, just build one big plant with 24 small reactors. Thing is the nuclear reactor part is only 10-15% of the plants full cost: https://world-nuclear.org/information-library/economic-aspec...
There is no way SMR could beat solar+battery power cost even now. With sodium and other batteries projected to reduce storage cost, it is even more unlikely that SMR could be price competitive in future grids. SMR is the only way that dying western nuclear industry could attempt to deal with ballooning compliance and finance costs and hope for revival. China or India doesn't have this compliance cost and still build conventional nuclear.
Even for the SMR usecase that got funding recently, mega datacenter electricity, there is new geothermal power companies getting funding and are transitioning from pilot projects to production. Some are using tech that is already being used in oil fracking industry for decades, so new geothermal tech scaling up has far less roadblocks technology and compliance wise. So other than military and mobile civil applications like nuclear icebreaker, I don't see the chance of SMR succeeding anywhere else.
Not a particular fan of this paper, but it does illustrate a point ... https://ieeexplore.ieee.org/document/8867359 showed that for the UK to go 100% solar it would need an energy capacity of 1/3 of the total grid energy demand over the year. Figure 6 A shows the big trend of 6 1/2 months of discharge and 5 1/2 months of charge (i.e. cycle perhaps once a year). Seasonal variations do matter.
If geothermal works economically (outside of volcanic zones where it already does) then it's game over for any other power source except existing dams though because it solves all problems at once.
That'd be a great thing for humanity but I don't think it's worth stopping pursuing alternatives already, because it's still a big "if".
Regulatory risk is too high, building too infrequent to understand costs, funding for first-of-its-kind is too hard for nuclear in most countries. SMR makes it fundable. New designs give the hope that regulatory burdens can be lowered.
That is literally the plan with several designs like NuScale (and I think TerraPower). The plan with NuScale is to ship the reactors on rail or barge, and then truck it in the last few miles. So they cost savings is in not having to custom desgin the actual components for each site, and build them on site. Standard reactor, standard monitoring systems, standard control room able to monitor multiple reactors, etc.
Plus, when you have 12 of them onsite in one large area, you can take one offline for refueling, and still produce power with the rest of them.
Their design requires considerably more steel and concrete per MW(e) than a large conventional PWR power plant. You don't do civil construction in a factory, and that's where much of the cost is. Their design appears to have it roots in the (false) idea that what was holding back nuclear was perception of safety, rather than cost.
The biggest costs to nuclear are associated with each of them being unique snowflakes. They need to be standardized and mass produced to bring down costs.
So the dream is many big plants (eg starting 10+ per year), which is what France did and China does, but since we can’t seem to have that here, small reactors are an attempt to solve that.
Some things would depend on the specific location and the grid around it:
The Point Lepreau Nuclear Generating Station in New Brunswick may be 'overkill' because when it goes down every few years for inspections/retooling, there's little other redundancy available. SMRs would be useful for that regional grid: install 3-4 and one can go down with less fuss.
In (e.g.) Poland there were small/medium coal-fired generation stations near coal mines. If the mines are now empty (or retired for climate change), then the grid connections could be reused for SMRs on an existing generation site: less need to find a new site and build new power pylons, etc.
When we built less, but larger, nuclear power plants, they're easier to protest. If we can make SMRs economical, it makes it significantly harder to protest.
People have been talking about SMRs being the economic future for over 70 years. It has not happened because it not true.
> Organizers of the Burning Man festival in northwest Nevada have reached a settlement with a geothermal energy developer that cancels an exploratory drilling project that some feared would ruin the ambiance of the counter-culture event.
https://www.eenews.net/articles/burning-man-to-buy-back-geot...
https://en.wikipedia.org/wiki/AVR_reactor for instance, which suffered so many accidents that it was known as the "Shipwreck". It ended up with TRISO pebbles getting stuck in the reactor vessel, the primary circuit being hopelessly contaminated with fission products, and is now impossible to safely decommission using current technology.
It seems to me working SMRs really would be valuable, particularly for off-grid applications or where process heat is needed alongside electricity generation.
But as someone who was, like you, taken in by the pebble bed hype last time around, I've now learned to be much more sceptical about new nuclear technologies until they've actually been proven in practice.
The word should is doing some real heavy lifting there. Especially given the subject.
I guess we'll know in 2030 when one should come online.
To make the figure at least palatable for public funding the project assumes enormous learning effects for subsequent reactors.
I ask because the last reactors the US brought online took so long to build and cost so much they caused the cost of power to go up.
This seems unworkable when solar is already causing power to be free (Australia), and gets cheaper by the day.
The benefit of an SMR is that it can theoretically be built largely off-site without the same risk that larger plants have wrt needing to customize everything. That allows construction companies to centralize and reuse talent and suppliers rather than needing to drag them all over the country or subcontracting to people more accustomed to building offices.
In areas like where I live, there's weeks or more of time in winter where every day is overcast, short, and has little wind. To go completely renewable, we would need to pay southern regions to overproduce by triple digit percentages of their needs and then send the energy to us by HVDC that don't exist yet either.
A bad ice storm or tornado could leave millions without any power at all at the most dangerous time of the year to not have electricity.
It's doable, but we are a long way off and if SMR miraculously hits the right numbers, it'd be a better fit for us. Until then, we'll keep burning gas supplemented with solar.
But there's a real possibility when all this shakes out that SMR's only advantage will be their flexibility. And that might be enough. A major issue with gigawatt scale nuclear is that it's frankly too big for most markets. Only very large electric markets can can easily digest a new always-on 1000 megawatts of electricity, and you need to be building multiple plants at a time for this all to be economical. That's why the nuclear power rollout of the 60s through 80s worked, and why China and to a lesser extent India's nuclear industry is thriving presently.
With an SMRs smaller scale, there are just way more available projects where nuclear is feasible, and so a more consistent workload can keep everyone employed and subcontractor's backlogs filled. The flexibility in scaling lets you reclaim the benefits of having an experienced workforce and that knows how to build nuclear power plants, something we lost in the west when we stopped building them.
Whether any of these companies work out and make it to serial production is very speculative.
https://www.world-nuclear-news.org/articles/darlington-smr-n...
"Oklo Corp. Logo Oklo is designing and deploying advanced fission power plants to provide clean, reliable, affordable energy"
I'm concerned lax physical security will allow miscreants to blow them up and spread nuclear materials over a wide area. The ensuing panic would totally destroy any goodwill nuclear power has gained over the last 20 years or so.
I'm also concerned these things will mostly be used by Big Tech for their A.I. data-centers playing the Good Samaritan with their claims of "Carbon Neutral Environmentally Friendly A.I."
You could probably just sink it all in the ocean near a subduction zone.
If you want to dispose of waste deep in the sea floor do it far away from subduction zones. Or just store it cheaply in dry casks and minimize the net present value of the cost of dealing with the waste.
Longer-term - it's mid-ocean ridges, not subduction zones, where you find all the volatiles and volcanoes. Yes, millions of years in the future, some micro-percentage of the subducted material will re-emerge, hundreds of miles away, via volcanoes. So will vastly more natural radioactivity, whether or not we dispose of nuclear waste in the subduction zone.
And also that steam generators alone have a really hard time competing with solar nowadays.
What writing
The top 3, by funding. These all have more than a billion dollars.
Commonwealth Fusion Systems. The MIT people. This is a tokamak with better magnets. The magnet insight is that if you put a superconductor and a regular conductor in parallel, all the current flows through the superconductor. So you can plate a superconducting material on stainless steel tape, using stainless steel as an insulator. Winding a magnet out of stainless steel tape works fine. They demoed that back in 2021. But no fusion yet. Well funded, big operation, around 1000 people.
Helion Energy. This is a strange magneto-inertial fusion system. It's vaguely like a free-piston internal combustion engine generator, except that the piston is a plasma. After seven rounds of increasingly large prototypes, they can get D-T fusion, but it's not self-sustaining, nor do they get power out. Prototypes have thus far underperformed claims. Around 500 people.
TAE. Recently merged with Trump Media. Really.
There are quite a few others. Many are working on some kind of pulsed fusion, like the Livermore National Ignition Facility. This is known to create fusion, but is hard to turn into a useful power source. They can get to a non-useful fusion demo by pumping a lot of energy into a small space, so it looks like progress.
On the continuous fusion front, several startups are trying to revive 1950s Stellarator technology. For a few years back then, fusion energy looked close.
Anyone have expertise in this area? Are any of these going to work? Or is the product the stock?
Commonwealth and other tokamak designs are too optimistic as well. We do not know how instability in plasma will behave in production volumes.
Stellarator-based designs at least do not have big ifs, but they are way further and even they assume that radiation damage from neutrons will be manageable.
And all of this is ignoring costs. Outside of niche applications it is very hard to sea how fusion even if it works can compete with solar plus storage.
Probably didn't help that many of those keeping quiet had obvious short-term interests in promoting "nuclear everything". Even as various accidents, leaking waste dumps, and regular warnings of deadly communist mushroom clouds made it damned obvious to the general public that they were being systematically lied to.
Sadly, the pro-nuclear camp is still far too influenced by utopian and partisan considerations.
Yes, it'd be nice to see competently-done SMR's in regular use, for the use cases where they make sense. But if I was a policy maker with finite political capital and resources, I'd probably be winding down nuclear power - both to show the public that I wasn't too gullible to trust, and to show advocates for other technologies that lies and delusions would be carry harsh penalties.
...oh. Never mind.
https://web.archive.org/web/20250507123042/https://docs.nrel...
The promise here is the rich fleecing the average citizen.
Getting downvoted wicked hard super fast. But how else are we supposed to see this? How else do we citizens of the world interpret this? The fuel efficiency is a fact. The nuclear clean up has been a problem every single time.
A fully nuclear world needs to use nuclear fuel efficiently, which means breeder reactors.
like everything else with the current US administration
they deregulated nuclear safety
* https://www.npr.org/2026/01/28/nx-s1-5677187/nuclear-safety-...
* https://www.npr.org/2026/08/27/nx-s1-5920368/nrc-nuclear-rad...
any other administration even Republican I'd be willing to listen to why
this administration will happily kill thousands or give them cancer if it means another million dollars in their pockets
there is only one kind of nuclear reactor that should be built anymore
and that is Thorium reactors, they "fail safe" (or at least safer)
Major technology companies have signed strategic agreements for SMR development, but regulatory approvals and supply-chain scaling place widespread commercial deployment in the late 2020s through the 2030s. Now that we are in astronomical debt, it's our responsibility to turn our nation into a wasteland in order to provide this particular nation a scalable, full spectrum and robust AI defense solution that will allow them to achieve their geopolitical goals safely without fear of reprisal while they continue to expand their influence in tech and the global economy, hopefully culminating in extracting taxes on ships going through key trade canals near their borders and beyond.
Bit of a paradox isn't it? They'd just burn coal or gas instead if that was much cheaper.
I'd guess many places in Africa could be potential markets that have underdeveloped grids but growing economies and populations. Hence the SMR industry in South Africa since the 90s I guess.
The next big market is actually replacement plants in the USA and Europe. Electricity generation may have peaked there, but much of the generating capacity is decades old and needs replacement. There are a lot of smaller facilities that are not gigawatt-scale that need to shut down, and it's easier to plug that gap with SMRs.
South and Central America are small markets, but they won't be ignored. There is a lot of complexity here with the inter-national hydro projects and broken up grids, so I'm sure some countries will look into SMRs.
Africa unfortunately just doesn't factor in except as a long-term possibility for growth. It's only 3% of electricity generation now, and its share will probably fall as Asia electrifies.
This is all worst-case scenario where SMRs are less financially competitive than current gigawatt-scale designs. If SMRs do actually succeed in being cheap assembly-line reactors, then all bets are off and the industry will experience explosive growth.
In theory we should start investing in synthetic fuel production, but it's been mostly vaporware so far.
Why should consumers choose expensive nuclear powered electricity when cheap renewables, or stored renewables are available?
They don’t and now capacity factors crater.
Leading to what was once seen as ”baseload” plants being forced to become peakers. And running a nuclear plant with those fixed costs as a peaker/firming becomes stupidly expensive per MWh produced.
See this Australian ”baseload” coal plant forced into a peaker role or be decommissioned.
https://www.abc.net.au/news/2024-10-13/australian-coal-plant...
That's why truly free markets are a bad idea? We've been through this.
Repeat after me: the value of the electric grid is in its stability. It must not go down regardless of pesky events like the winter or cloud cover.
You don't get to sell below cost to push out your competitors, thanks to regulations.
But hell, whatever, I agree — let's only use solar & wind and see how it goes :)
Oh, now you want to burn coal/gas? Awww. Remind me, what was the cost of climate change again?
Surely solar is orders of magnitude safer.
ConEd and Three Mile Island meltdown brought out a mass of normal people to chant "Hell No! We won't Glow!"
Hanford in Washington State.
San Onofre in So Cal.
Santa Susana Meltdown.
The reality is that everyone wants nuclear, but no one wants to live near a nuclear power plant.
I have some seriously bad news about the safety of your totally-safe house against meteorites. Or for that matter, thermonuclear explosives detonated directly above its roof.
Now tell me: Is Your Car Safe From Supermaneuverable Air-Defense Fighter Aircraft? https://www.youtube.com/watch?v=k7YVxLLIuGM
As a bonus, here's a channel with hundreds of commercial aircraft accidents in which thousands of people have died: https://www.youtube.com/@MentourPilot. Now enjoy traveling using the objectively safest mode of transport — commercial aviation.
Why is that a concern?
I wouldn't be so sure about that (in the US).
Like usage in A.I. data-centers assumes
that they get price competitive with low quality gas turbines run by state subventioniere natural gas...
or the government actual enforces proper environmental protections so that they can't continue running gas turbines without proper filters (and this isn't even (mostly) about climate change, but air pollution harming people)
and from how it currently looks both things seem unlikely :/
One option is to also mandatorily lock the powerplants to the municipal grid, and provide rebates to data center operators via net metering instead of simply giving them cash back.
But yes, the lax security and the laissez-faire don't give a shit attitude of the current admin far outweighs any of these benefits
That's the opposite of what you want. You want something that is cost-effective to operate at a 10%, 1% or 0.1% duty cycle. Like nat gas or hydro. Not nuclear.
And overbuilding isn't the only lever you have to ensure coverage meets your target 99.99% level -- geographic diversity works really well (the wind is always blowing somewhere), and wind power production is usually negatively correlated with solar power production.
This does not require any magic technology, just scaling up what is available today is enough and will definitely happen within the next 20 years, before small nuclear will have any effect.
Edit: Per ChatGPT's calculation, nuclear is significantly cheaper than solar + battery in my country (Czech Republic) if we're talking about adding new reactors to existing power plants.
Yes, it does seem to still be a topic.
How many batteries do you need to power, say, entire Scandinavia during winter? That would be a lot of lithium, btw.
"Dunkelflaute" periods when it is dark and no wind to run the wind turbines are common in northern winters, IIRC the longest one a few years ago was 12 days long.
Which means that in order to have a reasonable buffer against it, you would need enough batteries to supply the entire region for three weeks. Not going to happen, unless we discover some much more efficient class of batteries.
Dunkelflaute's are a German phenomenon: the standard pattern in most of the world is that the high pressure systems that suppress winds are generally sunny. And the high elevation areas in Germany are sunny during a dunkelflaute.
IOW, batteries aren't the only answer required to cover a dunkelflaute.
But those don't have scary sounding German names, I guess.
The absolutism in all these arguments is so tiring, as if its not 100% perfect solution for 100% of every imaginable scenario than its no good. 95% reduction over a year would be astounding, we would have won the climate battle.
They should have had an artist work with them to make whatever the exploration gear was, look like a permanent installation. It might not have even required actual changes, just a label.
That's simply not true. Yes, there are volcanoes at mid-ocean ridges, but subduction zones also have plenty of activity.
https://en.wikipedia.org/wiki/Mud_volcano
"There are 10 active mud volcanoes in the Izu–Bonin–Mariana Arc which can be found along a north to south trend, parallel to the Mariana trench.[43] The material erupted at these mud volcanoes consists primarily of blue and green serpentinite mud which contains fresh and serpentinized peridotite material from the subduction channel. Fluid from the descending Pacific Plate is released by dehydration and alteration of rocks and sediment."
https://en.wikipedia.org/wiki/Volcanic_arc
(for description of how subduction zones create magmatic volcanoes)
Subducted material is very wet, and as it descends the volatiles ascend to melt the rock above, creating magma (water reduces the melting point of rocks just like it reduces the melting point of sugar.)
Though I confess predicting it is beyond me and I’m not sure how you would model it to achieve conclusions generally applicable to every country / market .
Perfect reliability is not worth the squeeze. In Sweden, which is a very electrified country with harsh winters, the figure is that it is acceptable to have 1.52 hours per year of not matching demand with production. Paying for more reliability is simply not worth it.
The research has lately focused on system costs. Finding renewable systems vastly cheaper than if involving new built nuclear power.
Here are two modern papers on the subject:
https://www.csiro.au/-/media/Energy/GenCost-2025-26-Final/Ge...
https://www.sciencedirect.com/science/article/pii/S036054422...
And you might have noticed me commenting on the need to shut down some reactors due to lack of water elsewhere.
If this is the goal, they're failing spectacularly.
Regulatory arbitration like this serves nothing?
Don't get me wrong, I would love to see more nuclear, but bad nuclear is not in fact better than none.
In 1974, 12 reactors entered commercial operation and 13 more were begun.
https://en.wikipedia.org/wiki/List_of_commercial_nuclear_rea...
The technology was given almost a century to prove itself cost-effective. It did not succeed in the market and only ever worked with truly massive amounts of government subsidies.
High fixed costs + more reactor sites -> more expensive, more nuclear waste sites for taxpayers to clean up
Orders of magnitude more people are killed by rooftop solar, but we haven't raised safety standards on all other sources of electricity to be the same level we require for nuclear.
> Google’s new Minnesota data center comes with the world’s largest battery—and won’t raise electric bills
> The tech giant says it will fund enough new wind, solar, and long-duration storage to cover the project’s power demand and avoid shifting costs to ratepayers.
Namely, It's very easy to 'design to load' where you don't need to worry about the next shipment of Coal, or an extended weather event causing excessive cloud cover and depleting your reserves.
Heck, even as far as compared to LPG, you don't have to worry as much about disruptions or possible cost shifts around LPG supply.
Yes, I'm possibly tongue-in-cheek handwaving specific types of 'weather events' here and potential impacts, i.e. Tsunamis... OTOH it's a lot easier in current gen designs to make something that would have minimal risk for something, say, in the middle of nowhere Texas.
1. https://energynow.com/2026/03/us-natgas-prices-at-waha-hub-i...
2. https://www.rbccm.com/en/insights/2026/05/natural-gas-powers...
The problem is that they need full power 24/365.
One form is science-based and concerned with finding out how to engineer our civilization to be more sustainable and compatible with the Earth's ecosystem. That faction has been mostly either pro-nuclear or at least open to it when renewables aren't enough or aren't ready.
The other form is a romantic back-to-the-land anti-industry or even anti-civilization movement. It's opposed to nuclear because it's a "techno-fix" when the real answer must be abandonment of high technology and advanced civilization and a return to pre-industrial (or even pre-civilization Paleolithic) ways of life. For this group that's the only acceptable answer. Finding a solution to climate change that didn't involve abandoning industry or growth would be bad, since it would allow "business as usual" to continue.
Returning to pre-industrial or pre-civ times would require the deaths of billions of people, since you can't support these populations without industry, but they don't mention that. That's the quiet part.
The second group is mostly the group that has opposed nuclear power. A few have even opposed wind and solar power, believe it or not. It sounds ridiculous but look it up. You can find cases, albeit more fringe than anti-nukes.
The second group also horseshoes around to the far right in some cases. Anti-vax and general anti-medicine ideology and the idea that we need to be "natural" in everything was originally something more associated with these types of greens, but today it's part of MAGA. There'a also an offshoot known as ecofascism. Look it up, it's also a thing. Also search up "Savitri Devi," a very odd crossover figure here.
The second type is also inherently misanthropic. Their ideal is some Eden without humans at all. _Any_ human impact is morally wrong to this type of environmentalist.
Contrast that with the conservationist hunters, sportsman, fisherman, etc. who wish to conserve natural environments with a keen eye towards sustainability and ecosystem health. Human intervention in culling herds can actually be a kindness to animals whose predators have been eliminated, yet some will oppose it regardless of what the Department of Fish and Game and other scientists suggest simply because it involves hunting and eating meat.
Cutting off the nose to spite the face... which rhymes with the nuclear debate here.
Similar to the "data centers use all the water" people. I saw a Facebook post with thousands of people raging against Nevada/Las Vegas data centers because they were being blamed for the region's dwindling water supplies - googled it and less than 1% of the water used in the area goes to the several dozen data centers. Seems to me like there's probably a lot of bigger fish to fry but I didn't look into it any further.
People are sheep. They jump on whatever bandwagon that happens to cross their path at the right moment. Almost everything people complain about they're just wrong about. It's actually insane scrolling on Facebook these days, it's just an endless stream of bullshit with hordes of NPCs raging about shit they know nothing about and every now and then there's a person with a functioning brain trying to spread some knowledge but it's obviously futile.
Most people can't tell you how taxes work even though they have been paying them their whole lives and complain about them constantly. They will happily tell you a bullshit story about "their friend" who passed on a pay bump because it would increase their taxes and reduce their after-tax income.
It's honestly so fucking frustrating. I mean nobody knows everything but as someone who has a decent overview of how the world works, who understands most important things at at least a basic level, it's just blisteringly obvious that the average person does not understand almost anything. They just got hooked into something at some point, somehow, and now that's their identity. Pretty much exactly like religion. Whatever cult they happened to be born into is obviously the only correct one, they'll ignore any and all evidence and arguments because it has nothing to do with reason. It's their identity and that's that.
Note that the thermal energy contained in the inner earth isn't a fixed amount: the earth constantly generates new heat from friction and radioactivity, and that new heat is radiated away in space at night, alone the heat captured from the sun during the day. So technically geothermal will increase the efficiency of this heat transfer a tiny bit, but it's really a negligible amount. (In reality the ant's contribution to global warming is probably orders of magnitude than the phenomenon we're talking about here).
I have full faith in modern engineers' ability to account for these effects in the plant designs.
Real issue is that it is not actually usable everywhere. Again Earth is big and going deep in some places is very hard.
It also seems like they are constraining the system to have no overproduction.
It’s like assuming that a fossil based system has all its producers generating the expected capacity factor and then smoothing out the season and daily demand changes with storage. Due to the difference between summer and winter demand such a fossil system would also need to have months of storage to compensate.
Which of course is absolute stupidity. When you can just overbuild production capacity and leave a far simpler problem to solve.
The underlying demand and production has not changed so much since then. The requirements for storage still exist, and strongly depend on when the power is delivered as well as needed.
> a fossil system would also need to have months of storage
Coal and gas also get produced in the winter at a relatively constant rate. Plus we know how to handle piles of coal, caverns full of gas, tanks full of LNG, and linepack for shorter duration gas storage.
> you can just overbuild production capacity and leave a far simpler problem to solve
Sure, you then have an economic problem. The effective capacity factor of the intermittents get driven down. How are they going to be paid for, if much of the time the market is saturated?
All those analyses find that renewable grids are far cheaper than if involving new built nuclear power.
Here are two modern papers on the subject:
https://www.csiro.au/-/media/Energy/GenCost-2025-26-Final/Ge...
https://www.sciencedirect.com/science/article/pii/S036054422...
I find it telling that you call it an ”economic problem” and ”intermittents”. It seems like you have an axe to grind, but not much backing your standpoint anymore. So you’ve fallen to using derogatory.
Those same fossil fuels have the same economic ”crowding” out problem when cheaper sources in the same class delivers.
A single cycle gas turbine would love to get paid running at 100% all year around. It doesn’t because CCGT plants with higher efficiency undercut it.
Just like what happens in renewables. They start crowding out each other. Storage steps in and solves the peaks. More renewables come online until they ”crowd each other out” and around we go.
That’s called being a market. Which you nuke fans seems deathly afraid of given the economics of new built nuclear power.
It would be good to see a techno-economic analysis of this. For instance, taken to the limit, if solar were free what would be the CAPEX and OPEX to produce the ammonia? In addition, the plant to consume the ammonia to produce electricity would not be free.
OK, so it requires a plant of fuel cells. And the cost per kW (i.e. discharge capacity) is? And it requires some facility to produce the ammonia; what is the cost per kW of electricity consumed, and at what efficiency?
Numbers would help to assess the proposal, given the claim that a halving of the cost of electricity from solar would make all the economics for ammonia work.
It is interesting to see how large-scale nuclear is handled.
120% and 60% increase in cost for FOAK and NOAK (Table 2-1), plus no learning rate for nuclear construction beyond that (Table C.2).
Interest rates during construction unfairly penalise nuclear as "GenCost uses the simplest way which is to increase the capital cost by the assumed discount rate raised to the power of the construction time" (page 97)." This results in ~20% increase in capital costs against other simple scenarios like equal construction costs across each year.
30 year plant lifetime, rather than say 60 years. That results in ~10% increase in capital costs.
> Those same fossil fuels have the same economic ”crowding” out problem when cheaper sources in the same class delivers.
That line of reasoning only works if there is something to make one plant more expensive to produce electricity than another. For natural gas the cost of fuel is far greater than the CAPEX. For intermittents only the variable OPEX can distinguish between generators, which is mostly for wind and I guess most severely for offshore wind. Cannibalisation is the big problem for intermittents. The notion of succession doesn't work for them.
GenCost has an amazing FAQ section you evidently either ignored, or did not peruse.
For example here they discuss economic life vs operational life, when you live in reality rather than grasping for straws:
> Why is the economic life used in LCOE calculations instead of the fulloperational life?
> The LCOE calculation converts all upfront and ongoing costs to annual costs which is then divided by annual production. The capital cost component of a technology is converted to an annual repayment to the debt and equity providers. The annual repayment amount is determined using the economic life and the weighted average cost of capital. The economic life is shorter than the asset life for some technologies such as coal, nuclear and hydro. Some stakeholders have queried why this is so.
> Debt and equity providers require a shorter payback period than the total asset life for some technologies to avoid the risk that part of the equipment might fail or might need new investment (sometimes called refurbishment or extension costs) to keep operating safely and reliably. To determine the economic life, debt and equity providers might look to the warranties provided with the equipment. They might also look at the typical timing of refurbishments or life extensions for that technology. The economic life is an input provided by the engineering firm that AEMO commissions each year as an input to GenCost.
> Some stakeholders suggested that coal and nuclear could access special financing arrangements to move the economic life closer to the asset life. However, our preference is not to introduce special arrangements for technologies where there is limited Australian evidence. A common approach to the LCOE calculation is important to maintain comparability. The 2024-25 report does explore the impact of longer capital recovery periods in Section 2. It finds there is no significant benefit from the longer operational life of nuclear relative to shorter-lived technologies whose costs have been falling over time.
Even looking at China and South Korea they see essentially zero learning effects across plants after the FOAK build. Small ones at the same plant.
Crying about FOAK vs NOAK is not even close to solving the absolutely stupidly large subsidies new built nuclear power needs.
Again with the loaded terms. Sad. The market is limited until for example Jevons paradox expands it. Which will never happen with new built nuclear power due to how expensive the electricity is, that leads to energy poverty for generations instead. But I digress.
Look at Texas or California. About all new renewable projects in those markets are coupled with storage.
What you call cannabilisation, and try to paint like the end of the world, is simply the market working. Now pure renewable projects aren’t enough, instead you need to sell the electricity when the consumers demand it.
In just a year or two storage has massively smoothed out the price swings in Texas.
But again, that would require curiosity rather than desperately trying to poke holes the study already answered.
Why are you so afraid of renewables and storage?
https://idahofallsidaho.gov/AgendaCenter/ViewFile/Minutes/_0...
What about Valar Atomics?
It has always been a regulatoryu issue. As given by the fact Valar has a microreactor currently running just to disrpove your thesis.
But that's simply wrong. All the projects (except for silly microreactors which don't have a prayer of being competitive) involve substantial civil engineering.
And why do you think they cost so much? Because people need to believe they are safe from catastrophic failure
https://ifp.org/nuclear-power-plant-construction-costs:
> To sum up, since the early 1970s, the cost of constructing nuclear power plants in the U.S. has been steadily rising. This can be traced to a constantly shifting regulatory environment, which has continuously changed plant design requirements, and added more and more safety features, which often were required to be implemented on plants under construction. The regulatory environment is partially a reflection of the fact that nuclear power and the risks of radiation had become increasingly controversial, and that early understanding of the likelihood of a nuclear plant accident was often inadequate.
Nuclear power’s problem is that neither its spread between CAPEX and OPEX, nor its operational profile fits them.
We also have electricity futures. Again with the problem that their cost is far far below what new built nuclear power requires.
Here’s some reading on electricity futures:
And even if they sign a PPA the renewable arbitrage they could do exerts large downward pressure on the price they are willing to pay.
Which is to say, they would want to sign a contract saying ”deliver cheap reliable electricity when renewables and storage doesn’t do it”.
And now you are trying to fit an extremely CAPEX heavy square into a round OPEX sized firming hole.
Thats what OP means by baseload generation being irrelevant.
If you want to decarbonize as fast as possible, it makes sense to focus on rolling out wind/solar/battery as fast as possible for now, but keep developing nuclear technology to cover the last bit where it starts getting especially expensive to replace fossil with renewables without losing reliable power. That's exactly what China appears to be doing. They're not just building a few reactors, they're also the world leaders in developing various GenIV designs, like molten salt reactors.
But 98% renewable doesn't mean you can hit 100% by adding 2% more of something else, it means your something else has to supply ~100% of the power 2% of the time.
If China is aiming for that cost-optimal 90-98% renewables, that means they need to build a lot of coal.
Or you design the majority of loads so they can be turned off for 2% of the time.
Load shedding is a better solution than running peakers for [heated] towel rails.
Increased renewable generation is an important goal, but we need to let the facts guide the path, not the other way around.
It is already stupidly expensive when running at 100% 24/7. Now try running it only when renewables and storage doesn’t deliver.
This is also true of geothermal, which, like nuclear, is almost all fixed capital cost.
> China, the world's top producer of solar power, rejected 360 terawatt-hours (TWh) of clean power from January to June, up 49% from the same period a year earlier, according to a report this month by Global Energy Monitor (GEM) and the Center for Research on Energy and Clean Air (CREA).
1 - https://www.reuters.com/business/energy/china-leads-wave-cle...
They’re building a massive amount of nuclear. They’re building a monumental amount of solar+wind.
No, almost every one is above 1GW - divide the net capacity by the number under construction to see the power [1]. They appear to be almost all CAP1400 (1.4GW), Hualong One (1.0GW), or CAP1000 (1.0GW). I see a single Linglong 1 (100MW) under construction. Proposed are all above 1GW.
[1] https://en.wikipedia.org/wiki/Nuclear_power_in_China#Future_...
You're also underestimating the costs of using nuclear to achieve 99.99% reliability on top of a grid with 95% renewables: in that scenario you need nuclear capable of supplying ~100% of your power. In which case you might as well ditch the renewables. But the world does not have the quadrillions needed to go 100% nuclear. The world does have the 10s of trillions needed to go 95-99% renewable.
Where are you getting that from? Again, nuclear doesn't need to be a full backup, and nobody is suggesting we ditch renewables for nuclear. A perfectly viable solution would be a grid with a majority of power coming from renewables and storage, with enough nuclear generation to reduce the amount of overbuild necessary and to stop burning natural gas.
From this article:
https://www.sciencedirect.com/science/article/pii/S266627872...
>Individually, each firm technology delivers substantial cost reductions relative to portfolios restricted to wind, solar, and energy storage alone. Additionally, because each technology occupies a distinctive functional niche in the electricity system, having all of these technologies available optimizes the utilization rate of each resource and reduces system costs by up to 10% relative to cases with just one class of firm resource.
Since hydro is impossible to "just" build, that's gas only. No, there's no "nat" gas.
> geographic diversity works really well
"Give up your energy independence :)" I'm sure world leaders are eager to jump on that great idea.
"and wind power production is usually negatively correlated with solar power production"
Well, that should be fine, I only usually need electricity.
I am very dubious of any energy policy coming form Germany because they have managed to make their electricity among the most expensive in the world while STILL being high carbon.
base load demand does not mean it has to be met with a constant matched source, and in fact that no longer works economically.
Natrium has an interesting design for a 345MW reactor that has thermal storage that can boost output to 500MW for 5.5 hours. This lets it increase output during peak prices.
Depending on what kind of solar, it can have quite a high death/TWh ratio because people fall off roofs while installing them. As a ratio is far better now that so much new solar is ground level solar farms and not installed by amateurs or professionals who have a van, a ladder and watched a YouTube video that one time. Some older estimates based, I think, on generic roofing accident rates, were up to 0.44 deaths/TWh.
Wind is more dangerous than nuclear (0.04), I guess also from falls and accidents during construction and maintenance.
Edit: All are incredibly safe compared to the next worst, hydro (1.3, or 30 times worse than wind).
This is not the case for coal, where the cost of lives can be substantial.
And brown coal is sitting pretty at 36+, i.e. ONE THOUSAND times worse than nuclear.
Also, you may want to fact-check your "large areas of land" because you're just making that up, if talking about accidents that have already happened, or going of by feels I guess if talking about hypothetical accidents that have by luck not happened all this time?
The real scam is bikeshedding about the safety of nuclear vs solar while happily burning coal. Take a deep breath, let your lungs taste the byproducts of burning coal. And now, I dare you, say something about the nuclear waste "problem". barf
Solar, wind, and battery do not have comparable large scale contamination risks.
The Chernobyl exclusion zone will remain uninhabitable for the next 20,000 years.
Inhabitable: there are people living there off their own gardens: https://en.wikipedia.org/wiki/Samosely
However Undesirable to you or I.
If refugees were allowed to live there, I wonder how many people would choose radiation over their current worse situations?
The article mentions people moving from Donbas (perhaps less inhabitable): "Following the outbreak of the war in Donbas in 2014, refugees from that conflict settled in the Chernobyl Exclusion Zone or nearby".
And that’s just capex - even if a nuclear plant could be built for free, the cost of operation (huge head count, fuel and waste handling), means it cannot compete with newer technologies. Indian Point shutdown years before end-of-life because it was too expensive to operate.
Nuclear plants are large and complex and expensive to build and run. I’m not sure why it should be surprising that electricity generation technology has advanced sine the development of the PWR - it’s been more than half a century. The world has moved on from electricity generation using a huge steam engine attached to an alternator with a fiddly and complex firebox.
It’s economics and newer technologies that have made nuclear power obsolete - not public opinion.
Just one word change needed:
You need to have dispatchable capacity equal or greater than your peak load in order be able to guarantee you will be able to deliver it with 100% reliability year round.
That paper uses one renewable source, like only solar, and 2018-19 cost data for storage.
A real grid is made up of a mix of sources, which is why the research lately has focused on system costs.
All those analyses find that renewable grids are far cheaper than if involving new built nuclear power.
Here are two modern papers on the subject:
https://www.csiro.au/-/media/Energy/GenCost-2025-26-Final/Ge...
https://www.sciencedirect.com/science/article/pii/S036054422...
B) the post I am replying to is specifically calling for a 98% solar grid.
https://news.ycombinator.com/item?id=49477559#49481711
There's a big difference between "letting the facts guide the path" and tilting at strawmen built out of straw nobody else even brought into the discussion.
If you'd like to make the point that "cost of panels" can be misleading when supporting components and interconnects begin to take up the lion's share of costs then that sounds like a noble thing to remind folk of, but ideally not as a segway into shilling more fracking which includes untold environmental costs as externalities.
It's not about lights, it's about electricity always being available. And well, always having power available (for domestic, but also for expensive production facilities that looses money while idle) using renewables is a lot more expensive than generating most of your power with renewables
We’re in an era of brutal capitalism, and nothing else matters but price. Not even emissions sadly. Green compacts like this have no chance, and neither do nukes. Unless they pay the right bribes for some subsidies.
I think we'll see a few companies and projects connected to the administration get grants and tax breaks and favors, pull a few headlines, seem like there's movement. Maybe even build something! but ultimately be a meaningless footnote in the energy transition. Just another grift for the most corrupt admin in US history.
But society would be better off with excess generation. So we either need a system where some are incentivized to spin down, perhaps by being paid a consistent amount regardless or something like that, or we need publicly owned power generation that doesn't care about profit.
The problem is that electricity is fundamentally priced on the margin. Now that we are moving beyond a purely centralized design.
Think about a homeowner or factory with their own renewables and storage.
They fundamentally operate on marginal price by choosing when they use their own system and when they buy from the grid.
If you add state owned reliable power to this mix they will cherry-pick. Their own cheap electricity when it delivers and the states subsidized reliable electricity when it doesn’t.
We can try add all manner of markets, fixed connection costs and what not to this but all it does is introduce strange arbitrage possibilities in the market.
Which is why we have settled on net energy markets and then the lowest possible amount of ancillary markets to shore up any gaps which would cause problems for the larger society.
The only way we don't need nuclear power is if we have some other way of producing the energy we need without dooming the planet, and obviously we do not as we're still burning billions of tons of coal every year. Not to mention gas.
We could have made power generation fully fossil free many decades ago if we actually took climate change seriously. It would have been fine. Sure fossil fuels may have been cheaper, but if you include the damage they're already causing and will cause in the future you could multiply the cost of nuclear by orders of magnitude and it would still come out on top. Plus higher investment would lead to faster improvement in the technology, mass production of components and lower cost etc.
Today, renewables and storage are the cheapest energy sources in human history. They are filling the gap nuclear power never managed to fill.
China and Koreas are massively state subsidized (koreas 51%, chinas 100%). Which obscures the real cost, and these state enterprises dont have to pay insurance or decommissioning. Which is the only way you can make them work today - massive state subsidies.
if your argument is "well without regulations someone could build a reactor that somehow avoids all these economic constraints" . Maybe, but today thats a fantasy.
Renewables Revolution in South Australia (April 2026) https://sagj.scholasticahq.com/article/160759-the-renewables...
Some hand waving on full nuclear build out across all Australia: https://nuclearforclimate.com.au/how-many/
That is soft on timeline, skills and expertise, sourcing to make it happen, etc. All the things that caused the Australian scientific body's energy feasibility report to conclude that nuclear in Australia (no existing reactors, staff, etc) wasn't economic or rational given so much can be done with the upfront cost of nuclear that immediately begins with returning energy compared to an uncertain timeline and blowouts not returning energy for ???
Yes. (and no - it's a big country)
The USofA is also a large country with the same land area (mainland USofA at least) and many places suitable for solar and wind.
The South Australian capital, Adelaide, is on the 35th parallel (South), what works there likely works in the US at or below the 35th parallel North.
The essential point is that nuclear isn't a flat parameter free answer to all that ails - some places it makes no economic sense, other places it makes good economic sense ... and there's a world in between.