Article states 93% of new generation capacity was renewable which is good, but I can sense that nimbyism is growing towards wind and solar. Not to mention the animus towards China who has wisely cornered manufacturing of these.
The US has shot itself in the foot because of its energy dependence on its own energy source. The resource curse strikes again.
Given this is the top comment on the article at the moment, I thought it was worth at least pushing back on this sentiment at least a little bit.
[0]https://us.qcells.com/blog/qcells-north-america-completes-da...
[1] https://futurism.com/science-energy/solar-energy-china-produ...
The way a traditional grid works is that you have baseload plants (nuclear, coal) that generate all the time and peaker plants (hydro, natural gas) that make up the difference between the baseload generation and the current demand by varying the amount they generate to match demand in real time.
The higher demand periods when you're not using electricity to heat buildings are typically daytime and early evening. Solar generates power during daytime. That makes "use solar instead of natural gas during daytime" an easy win. You can also do things like "charge electric vehicles mostly during daytime" and use solar again. Then you're still using natural gas in the early evening but you save a lot of fuel (and CO2) by not having to use them during the day. Meanwhile the gas plants are still there to use in the evening and then you can use them on a day when it's cloudy.
That's still where we are in most places. There isn't enough solar in the grid yet to completely replace natural gas during most of the solar generation window, and we could add even more by electrifying transportation, so we can still add a lot more solar before we have to really deal with intermittency at all.
Optimists would then like to extrapolate the economics of doing that to doing 100% of generation from renewables, which would require actually dealing with it.
There is something interesting happening in the retail space, though, called a “virtual power plant.” Worth googling if you’re curious.
Batteries work great to let you generate power at noon and use it at dusk. They're not so great at letting you generate power on days with a surplus and then use it later in the year when there is a multi-week or seasonal shortfall.
The market will incentivize actors to smooth out before those kinds of restrictions are necessary.
People might not like changing their habits to follow the energy, but they'll probably be pretty happy when the end result is both good for the environment and cheaper overall. At least in my corner of the Midwest, either the sun is shining or the wind is blowing, and often both.
That buys you days, not weeks.
The smoothing out things also have kind of an ugly failure mode. People set their cars to sell power into the grid if the price is X% above normal, but that prevents it from getting to be 2X% above normal on the first day, and then fewer people choose not to run their dryers. The batteries get exhausted sooner because their own existence prevented the price from going up very much at first, but that's the profit-maximizing strategy because nobody knows exactly how long the shortfall is going to be and the shorter ones are more common. Then the batteries get depleted quickly and when the shortfall lasts for more than a couple of days, you're not only low on battery storage, you now have more people whose cars have a charge gauge pointing to E and they need to get to work in the morning.
> The market will incentivize actors to smooth out before those kinds of restrictions are necessary.
It isn't a regulatory restriction. It's, where are you setting your thermostat if electricity hits $5/kWh today?
> At least in my corner of the Midwest, either the sun is shining or the wind is blowing, and often both.
The problem is that it's occasionally neither and that doesn't have to happen very often to cause a lot of trouble.
I think you're giving the US Universities far too much credence, and the US myopic political situation far too little scrutiny.
That isn't how that works. Domestic students are just as cheap.
I'm not sure this is such a big issue. If the research environment is poor in their home country, the VC environment is probably even worse. Also consider every foreign professor teaching in the US right now is essentially a modern Operation Paperclip victory against their homeland. And there are a lot of them. Plus the student is still contributing to American research efforts as a grad student here. It isn't all unilateral effort unilateral benefit. They are advancing their PIs grant effort. They are probably teaching and mentoring.
You may have seen the famous test of ramming a F4 Phantom into a reinforced concrete walls without much effect: https://www.youtube.com/watch?v=F4CX-9lkRMQ
It's certainly possible to blow them up, but they very unlikely to melt down like Chernobyl did anymore due to all the effort put into preventing that. Easier to just launch radioactive materials at your enemy if that's the result you want.
Probably not even the same order of magnitude. A blown-up nuclear reactor would be WAY worse in short- and long-term effects (and cleanup costs) than a blown-up coal power plant producing comparable MW.
(See: Fukushima and Chernobyl.)
It also does the same thing to heavy metals in the coal like arsenic, lead, cadmium and mercury. More than 90% of coal is carbon and therefore becomes CO2, but because of the huge difference in energy density, the coal plant has to burn millions of times more coal than nuclear reactors consume uranium, and thereby generates tens of thousands of times more toxic and radioactive coal ash than the nuclear plant generates nuclear waste.
Then they put the stuff into "wet surface impoundments" which is industry for dumping the toxic sludge into a lake. Those things frequently poison entire towns without any kind of terrorist attack.
In both the amount of released radionuclides and health effects of the accidents, Chernobyl accident was much, much bigger than Fukushima.
The same holds for hydro. Even worse, there would be no time for evacuation. Yet nobody is considering banning dams.
Do not underestimate excess water.
A government affidavit in 2006 stated the leak caused 558,125 injuries including 38,478 temporary partial injuries and approximately 3,900 severely and permanently disabling injuries.
The precise mechanism was: radioactive particles fall to ground, or are washed to ground by rain, which concentrates them on vegetation with a lot of surface especially leafy vegetables, grass. Leafy vegetables are eaten directly by humans. Grass is eaten by cows, which again concentrates the radionuclides in milk. Humans drink milk, eat cheese concentrated from milk.
Not all radionuclides produced in nuclear fission have the same health impact on population in case of a nuclear disaster. To have a significant health hazard a radionuclide needs to have 3 properties: volatility, half-life, bioaccumulativity.
Volatility - some radioactive elements (heavy metals) are not moved far away by air, some radioactive elements like radioactive noble gases dilute very fast.
Stuff with a short half-life will transform into stable elements before migrating far. Stuff with with very long half-life will not produce much radiation during human lifetime.
Bioaccumulativity, radioactive stuff needs to stay in body to do damage. If it's eaten and then pooped out next day it usually doesn't cause much damage.
Most dangerous for general public in case of nuclear disasters are:
Iodine-131 (half-life 8 days): Iodine is stored in thyroid gland and stays in for long time in body. Especially children need a lot of iodine per kilogram of body weight. In regions where there is not enough of iodine in food (lacking seafood, table salt without added iodine), human body will try to get every bit of iodine from environment and hold it in body as long as possible.
Cesium-137 (half-time 30.04 years) : Alkali metal that forms salts. Has tendency to accumulate in soft tissues.
Strontium-90 (half-time 28.91 years) : Chemically similar to calcium. Has tendency to be incorporated into bones, teeth and stay in body for very long time.
https://hps.org/publicinformation/ate/q10097/
Big part of radiation dose to the population could be prevented if the Soviet state didn't tried to cover up the Chernobyl and would prevent people from eating local food and milk, because most of the damage is done by eating iodine-131 in the first weeks after accident. Timely administration of potassium iodide tables would also help.
Chernobyl liquidators were affected with much broader range of radionuclides (radioactive stuff that did not migrate far) and with much high concentrations (radioactive stuff was not diluted much).
Direct deaths: 2 killed by debris (including 1 missing) and 28 killed by acute radiation sickness.
https://en.wikipedia.org/wiki/Chernobyl_disaster
There many estimates about impact of Chernobyl disaster. I think the most comprehensive study is from Chernobyl Forum.
"On the death toll of the accident, the report states that 28 emergency workers died from acute radiation syndrome and 15 patients died from thyroid cancer. It roughly estimates that cancers deaths caused by the Chernobyl accident might eventually reach a total of up to 4,000 among the 600,000 cleanup workers or "liquidators" who received the greatest exposures."
Edit to add: Before anyone jumps on for this it's important to note that without the Banquiao disaster the rates are about the same. Still means "nuclear is unsafe" is kind of a red herring.
https://en.wikipedia.org/wiki/1975_Banqiao_Dam_failure
"After the disaster, the Chinese Communist Party and the Chinese government remained silent to the public, while no media were allowed to make reports."
"The official documents of this disaster were considered a state secret until 2005 when they were declassified."
(0) https://co2coalition.org/2024/05/21/coals-importance-for-sol...
(0) https://www.researchgate.net/publication/335083312_Why_do_we...
If Ukraine didn't have nuclear energy they would be blacked out now.
Russia has bombed the switchyards and trandformers of other NPPs though.
https://apnews.com/article/trump-offshore-wind-energy-climat...
Comparing nameplate capacity for generation methods with much different capacity factors is misleading. China generates the majority of its electricity from coal, and is still adding more. They're adding more in renewables than coal by nameplate capacity, but coal likewise has a higher capacity factor than renewables, so it's really about the same. Then they say "increasing the proportion of renewables" because the initial proportion of renewables was close to 0.
Coal is a baseload source but not one you actually want to use.
The term vaguely makes sense if there are sources of electricity that output a constant supply that are cheaper than the dispatchable sources of power. Like nuclear was supposed to be (but in the end is not). Or in some very specific locations hydro (without a reservoir) and geothermal are. But as often bandied about as a "type of power that must be filled" it simply doesn't exist. The type of power that must be filled is dispatachable power, everything else is just "well what cheap non-dispatchable sources can we use to avoid using more expensive dispatchable power".
Dispatchable power is the only sort of power that provides 24x7 power with predictable rates. If there's more demand, you produce more power (at the same cost). If there's less, you produce less so you can sell what you do produce at the same cost.
https://www.cell.com/joule/fulltext/S2542-4351(18)30386-6
Firm low-carbon resources consistently lower decarbonized electricity system costs
• Availability of firm low-carbon resources reduces costs 10%–62% in zero-CO2 cases
• Without these resources, electricity costs rise rapidly as CO2 limits near zero
• Batteries and demand flexibility do not substitute for firm low-carbon resources
Non-tropical equatorial countries don't have meaningful seasonality, so they don't need seasonal storage.
For countries far north of the equator, it's more challenging, but there are multiple tools to address this, including: over-building so you have enough in winter, using wind which is seasonally negatively correlated with solar, importing power over HVDC, and diversifying wind spatially to reduce correlations which drop more than linearly in distance.
For small countries very far away from the equator that have highly variable insolation and limited geography to decorrelate, nuclear may be better. But it cannot be asserted a priori without a simulation study tailored to the specifics of that location. When I said that nuclear is bad, I am talking in generalities about the common case (United States) at current market prices.
The paper that you linked is old, we are dealing with exponential change in the price of storage and solar.
" we are dealing with exponential change in the price of storage and solar."
But not in grid storage. That is still incredibly expensive.
No it doesn't. Why do you just say that? There are simulation studies like CSIRO's work which show that it's still cheaper than nuclear after you account for everything.
The price of grid storage is absolutely falling exponentially with respect to time.
Eve China, the best nuclear power builders out there, are shifting away from massive nuclear to storage and wind and solar.
Without a major technological innovation in the nuclear power space, I don't see how it can compete, except at the poles and in niches with very poor renewable resources.
Grid storage is cheap enough that Texas, a purely profit-driven grid is now overtaking California in the amount of battery storage deployed. 58GWh of new grid storage was added in 2025 alone, and the growth is still exponentialhttps://seia.org/news/united-states-installs-58-gwh-of-new-e...
I see now that your original post had a fantastical claim that we need weeks of battery storage, which is a fantastical claim. In reality we will need variable amounts of battery but a "week long" battery is not supported by a single detailed grid study I have ever seen.
When I have asked Pell to justify claims of "weeks long battery" the only justifications have been "I heard it from someone else", or napkin math that contains many errors, and in places where there are not errors choices are made to estimate an upper bound rather than a lower bound, indicating that the calculator doesn't understand how napkins math can be useful.
And for super cheap infrequently used storage, here's a recent purchase at $33/kWh of a 30GWh battery by Google:
https://news.ycombinator.com/item?id=47176841
I don't expect such batteries to be used much, despite being a fraction of the cost of current LFP batteries, because we really won't need much storage with such a low power:energy ratio.
If you use electricity to synthesize gas and then burn that later to generate electricity that is still cheaper than nuclear power.
https://theecologist.org/2016/feb/17/wind-power-windgas-chea...
Nobody builds nuclear power because it's cost effective or green. They either have nukes like China or have purchased an option on nukes (like Iran or Poland).
For that scenario, nuclear is still marginally cheaper (at today's prices at least).
There is still nowhere in the world nuclear power makes economic sense.
The problem with nuclear today is just that it simply hasn't kept pace with the lowering cost of alternatives.
its really not. The new(ie 90s) french reactors are about as fast as Combined cycle gas turbines. Even if its not, it works well enough, spain has shit all battery capacity and manages well enough
but if you have lots of renewables you need batteries ideally, which means the hypothetical argument of "its too slow" goes away because batteries are there to even out the supply.
It's actually more diverse than I thought.
It's never an economic decision to build nuclear power stations. They're 5x the cost of solar and wind.
Modeling by the American Farmland Trust (AFT) finds that 83% of projected solar development will be on agricultural land, of which 49% will be on land AFT deems “nationally significant” due to high levels of productivity, versatility, and resiliency. In May 2024, the U.S. Department of Agriculture’s (USDA) Economic Research Service (ERS) reported that between 2009 and 2020, 43% of solar installations were on land previously used for crop production and 21% on land used as pasture or rangeland.
In a few years we'll have to deal with an impending disposal issue on farmland:
Forecasts suggest that 8 million metric tons of solar panels will have reached the end of their lifecycles by 2030. The National Renewable Energy Laboratory reports that less than 10% of decommissioned panels are recycled. Many end up in landfills at the end of their lifecycle, which could be problematic, according to researchers with the Electric Power Research Institute because panels could break and leak toxic materials like lead and cadmium into the soil. If decommissioned panels are not disposed of properly, they could contaminate the surface and groundwater in the surrounding area, making disposal a major issue for farmers and rural communities who rely on groundwater for needs ranging from crop irrigation to drinking water.
If you replaced ONLY existing fields used to grow corn for ethanol, and turned those into solar panels, you would already exceed the entire current US demand for electricity.
Solar energy is a phenomenal use of land, of which we have enormous amounts of in this country.
Depending on how the panels are put in place, the land and soil quality will increase significantly because its reverting to fallow and long rooted stabilising plants will have 25 years to build up the biome again. Converting land back to farming is pretty quick.
I understand the point your making, and I do agree with the end of life cycle issues. THere is going to be a lot of lead leaching into water courses if not dealt with properly.
Currently their liability is capped at $300 million. Fukushima cleanup cost $800 billion.
End the insurance free ride first and then maybe lets talk about deregulation.
Ahem, have I missed something? Do you know more then the rest of us? I mean, has the nuclear waste problem actually been solved?
Climate change is a problem for 50 years ago. And now. Very, very much now.
Having to, in the worst case, designate some small areas that we choose as uninhabitable "nuclear waste zones" in a few decades is vastly preferable to having to designate entire regions of the world as uninhabitable "too hot to live" zones around the same time. And that's if we don't find some better way to handle the nuclear waste.
* Not in the sense of "a permanent and comprehensive solution". However, the actual spent nuclear fuel can now be reprocessed and reused in newer reactor designs, down to a tiny fraction of what we would have considered "nuclear waste" with the earliest designs in the mid-20th century.
Seeing that already here in Canada. All parties (except one) seem united in their newfound aspiration to just mine and ship more of the stuff.
Talking about transition is politically toxic here right now.
I strongly suspect it was primarily created by the US threatening to annex us via "economic force" and thus creating a need to prioritize our short term economic strength over longer term charity things like climate change.
But Canada has a pretty great climate apart from a bit of snow, I wouldn't take warmer at the cost of a small risk of desertification, forest fires, hurricanes, etc. Climate change is unfortunately not just in the nice and warm direction.
Warmer over here in the west means wetter, which means land slides and floods (plus more wild fires in drier seasons). It also means a pivot in tourism (from glaciers, ski resorts, frozen north) to well, who knows what at this stage.
Logging also becomes even less advisable (see land slides etc.).
So less "hey win win" (with an implied wink), more "hey win, lose, lose, ?".
I also think that there's a bigger force at work which is that despite actually being only 2nd or 3rd in Canada's GDP by percentage, energy sector is basically the majority of what's on the TSX and a key driver in equity growth in Canada. And so, the old maxim applies in regards to climate change and Canadians generally: “It is difficult to get a man to understand something, when his salary depends on his not understanding it.”
I'm from Alberta originally and talking to extended family etc about this topic is just painful. Not officially climate change denying, but in practice fully actually
So if you look at new resources being added to the grid, it's all solar, wind, storage, and a tiny bit of new fossil gas generation.
The biggest impediment to more renewables is no longer cost, it's politics and regulations. We have a president that has torpedoes one of the best new sources of wind, offshore wind, just as it's becoming super economical, and all the rest of the world is going to get the benefit of that cheap energy while the US falls behind. Floating offshore wind in the Pacific, based on the same type of tech as floating oil platforms, could provide a hugely beneficial amount of electricity at night and in winter, to balance out solar with less storage and less overbuilding.
Meanwhile on land, transmission line are a huge bottleneck towards more solar and wind, and the interconnection queue for the grid is backed out to hell in most places.
The technology and economics are there, but the humans and their bureaucracy is not ready to fully jump on board.
its bottlenecked by price. The reason why the UK's electricity is so fucking expensive is because its pegged to international gas prices
I'd totally agree for UK and continental Europe. The difference between oil and gas is massive on the distribution angle, oil moves easily as long as there's not a naval blockade, but fossil gas requires super super expensive infrastructure either via pipeline or LNG. And with nearly all fossil fuel companies in the last stages of their life, trying to maximize profits on existing capital, it's hard to get investor support to buy infrastructure that costs multiple billions and has limited lifetime. I don't know the details in Europe, but it seems like this phasing out of infrastructure as the transition happens is a major hassle... I'd love any links on that sort of info about Europe.
When you say that distribution costs for the UK are much less than in the US, do you mean the cost of distributing natural gas? I'm not following your logic there.
"I wonder how good it could be"
It's already here, solar is already dramatically cheaper and has none of the risk profile a global energy market produces. You install solar and you have that energy for decades.
Solar is here and its cheaper, batteries are good enough for utility scale. Now its simply an adoption curve.
Moralizing or bringing up silly arguments about how cost ought to be accounted should be considered harmful to the progress away from fossil fuels. Unless it's your intent to start pointless arguments.
But I do think I get your point - the subsidies are there so we should compare the costs as they are.
It’s quite intriguing that we haven’t been able to come up with solid energy policies in the recent decades and it’s all about rent seeking behavior of existing providers that’s holding us back. I don’t understand why we can enable things like Uber/Lyft to disrupt the taxi madalyon system, but become very protective about certain industries, even when it’s in our best interest to explore those areas in detail (regardless of the result).
But, the other practical effect is that if you use less fossil fuels you're making the climate worse more slowly. Now, given we'd like it to stop getting worse just making it worse more slowly isn't the whole answer but it does at least help.
> Nine coal power plants that were set for retirement last year have had their operating lives extended, including five in response to emergency orders from the Department of Energy.
Maybe the other 4 still stay open without the bullshit DoE order keeping the 5 open, but who knows.
On the other hand for House reps the elections are every two years like clockwork, "after they win election" is in effect never because they will already be thinking about re-election, so if that's what they're asking for they mean never.
Apparently they are failing to attain traction because despite the promise of lower cost reactors due to them no longer being bespoke, their LCOE cannot compete with renewables.
I'd argue that we should subsidize those and help make them happen NOW even if the cost is not as low as it should be, as we need all the energy we can get and we need to get off of fossil fuels NOW to try to mitigate global warming.
They might be a good option for remote sites off the grid where physical security isn't a concern.
Tell someone over 60 or 70 that Poland has better modular reactors than us, and they'll suddenly care.
Total U.S. energy use: about 27.6 million GWh/yr
From renewables: about 2.5 million GWh/yr
Renewables’ share of total energy: about 9%
This includes the total energy usage, including cars and buses and propane for heating homes and like just about everything else. This is the number we need to maximize.