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Yes, certainly I agree. Solar is the best option, for the first 60-70% penetration. I am, like most in this thread, very optimistic about solar. We are nowhere
by mlsu 3y ago
Yes, certainly I agree. Solar is the best option, for the first 60-70% penetration. I am, like most in this thread, very optimistic about solar. We are nowhere near that level of penetration in most regions. But after that 60-70%, adding more capacity just doesn't move the needle. Once you hit 100% for the day in solar, a spare panel doesn't help your nighttime situation.
So then what. You could overbuild solar, build distribution, build battery banks. I'm not wild about that. Mining for batteries is nasty business and we need all of the Lion we can get for electric mobility. Distribution? It's alright, but you run into problems -- like, what do you do when the sun goes down on the west coast? What do you do when a line goes down? Your system is larger, more centralized, more vulnerable.
Nuclear under the current regulatory regime is clearly a nonstarter. But the capex of nuclear is almost entirely artificial. Something much closer to "too cheap to meter" could be a reality. All it takes is a cultural willingness.
By the way, nuclear having an extraordinary capex makes it even tougher to compete with solar in the mix. Because your capacity factor goes way down if you are only generating at night. This is why we build oil and gas plants -- they're cheap. What we need is for nuclear to favorably compete with oil and gas. It does not need to compete with solar.