One of the crucial things to account for is that nuclear's cost is overwhelming overhead cost. So prematurely closing plants vastly inflates the price of nuclear power. This is why nuclear energy costs are so much more expensive in the US, Japan, and Germany. These countries prematurely closed nuclear plants, thus increasing $/MHW.
The real interesting part of this is that modern power is so much cheaper that it's less expensive to eat the capital losses and shut down nuclear plants early than it is to continue to operate them.
The former is intermittent, and the latter emits carbon.
> There is little difference in operational cost between running a nuclear plant at 50% and running it at 100%. So when they start losing key customers to cheaper power, pretty soon they're operating the plant in the red.
Yes, and we're replacing nuclear plants with fossil fuel plants because of it. When California shut down its second to last nuclear plant, it's carbon emissions from electricity generation rose by 35%. And now we're poised to shut down the Diablo canyon plant with solar during the day and natural gas during the evening.
If we cared about reducing carbon, we'd keep the nuclear plant operating and shut down a fossil fuel plant with the surplus energy.
But market forces disagree with me.
So what's the alternative? Crushing carbon taxes? That would eliminate the "intermittent" wind and solar solutions that are clean, safe, and cheap, because at the moment they need gas to balance the load. And it would effectively be doubling the cost of energy production in order to subsidize nuclear. And it still doesn't give us an exit ramp, so we'd have to build more nuclear and continue to de facto prohibit solar indefinitely. That's absurd.
What appears most practical to me is taking advantage of gas in the short run to load-balance wind/solar, and eventually moving to energy storage for the balancing, encouraged via increasing carbon tax.
Your wind and solar + gas solution is not a solution. We're still going to be emitting carbon of we are burning gas during the evenings. Energy storage at the necessary scale has not been demonstrated. Nuclear power is known technology. By comparison, solving the energy storage at this scale amounts to saying, "well... we'll figure it out eventually but until then we'll keep emitting carbon."
This rather impacts the risk of the up-front capital investment. Which affects the cost of the capital upwards. Which in turn makes building new reactors that much more expensive.
We should be building renewables because they're cheaper, safer (please, don't waste breath with nonsense arguments), and far more politically palatable. "Energy storage at the necessary scale has not been demonstrated". Of course it's been demonstrated. It's a problem with a thousand solutions. It's just a matter of getting costs down and production up (which in turn drives down cost). Batteries, thermal, compression, gravity storage... there are so many ways to store and release energy.
I see the "can't store at scale" argument everywhere, and it's utter nonsense, and it never comes with supporting math or facts.
The Wikipedia page https://en.wikipedia.org/wiki/List_of_nuclear_reactors believes the following countries are building nuclear reactors: Argentina, Bangladesh, Belarus, Brazil, China, France, India, Japan, North Korea, Pakistan, Russia, South Korea, Turkey, Ukraine, the United Arab Emirates, the United Kingdom, and the United States.
https://en.wikipedia.org/wiki/Flamanville_Nuclear_Power_Plan...
> That requires predictable energy prices, in a market where solar prices dropped over 80% in a decade. There are three different major energy sources all running half the cost of nuclear right now
And how many of those sources emit no carbon, and deliver power all around the clock? Geothermal and Hydroelectric can, but those are geographically limited.
We could wait for solar thermal to get cheaper than nuclear (and assume that the cost of nuclear also remains static). Or we could just build nuclear power. The latter has the advantage of having consistent generation regardless of weather and time of year, and consuming a fraction of the amount of land.
Wind power has consistent output over long periods of time. But we still need to make the power grid resilient to fluctuations, which would require immense amounts of energy storage. To put it in perspective how infeasible energy storage is, take a look at California's latest energy projects. The current largest storage plant has 183MWh of capacity, and a planned one has a predicted 300Mwh of capacity[1]. By comparison, the Diablo Canyon plant generats 2,2000MWh of energy every hour [2]. These two energy storage plants can only store 5 minutes and 9 minutes worth of power generated by the Diablo Canyon plant respectively.
1. https://www.weforum.org/agenda/2018/11/california-will-repla...
Cost is a factor but not the only factor. Intermittency is a factor. Geographic limitation is a factor. Land consumption is a factor.
Cheap intermittent energy is an okay supplement, but cannot reliably deliver when it is needed. Hydroelectric and geothermal are great, non-intermittent clean energy but are impossible to build without the right geography. Fossil fuels are cheap, and deliver power anywhere but emit carbon. Nuclear power isn't as cheap as fossil fuels or intermittent sources. But it's the cheapest non-intermittent source that isn't geographically dependent.
If our goal is to fully replace fossil fuels, then nuclear is the best option (besides building geothermal and hydro where we can). Sure, solar thermal can deliver clean energy without the need for additional energy storage. But we could build twice as much capacity with nuclear and use a fraction of the land, and avoid having to build larger plants in the north and south, and avoid seasonal output fluctuations.
Noor II CSP delivers 0.66 TWh and is 6.8km2 (200 MW - peak?)
Ringhals Nuclear Power Plant delivers 23 TWh annually (3955 MWe)
A solar plant using the tech of Noor II and the power delivered of Ringhals would be 237km2 - twice the size of Paris.
[1] https://en.wikipedia.org/wiki/Solar_irradiance
[2] https://www.solarpowerportal.co.uk/news/if_solar_covered_one...
Can you source this? I heard of molten salt, gravity storage etc... but I have not read any paper stating we can scale those solution to 50% or even 20% of our current grid usage
The problem isn't "can't". Storing energy is trivial. The problem is cost. How much storage is required, and how much will it cost to build it, and how much will that make the total cost of a new energy system?
All this "can't" stuff is, frankly, reactionary bullshit by some very emotional people who are rather in love with the idea of nuclear energy. That's why you never see hard numbers attached to it.
Electricity to gas conversion has terrible efficiency. 30-40% for the electrolysis and Sabatier process, and then ~50% efficient for the gas combustion engine. Net efficiency is in the 20-25% range. Hydroelectric storage is geographically dependent. Most of the US is in flat terrain.
California said they would do solar and wind plus storage. Then they realized storage was not possible, and they used fossil fuels instead. Similarly, Germany closed down their nuclear plants, saying they'll build intermittent renewables plus storage. And then they ended up building fossil fuel plants when they realized storage could not fulfill the base load they lost from closing nuclear plants.
If most of the energy consumption is supplied directly, the storage part need not be overly efficient as long as it can cover the slack. 40% seems good enough. Even 20% is workable, if need be, just need to over-provision enough PV / wind and the over-provisioning itself significantly reduces needed storage.
If combined with capacious long-distance electrical grid (e.g. HV DC), load scheduling, high-uptime offshore wind, some PV in deserts, maybe thermo-electric solar, some batteries for rapid load following, etc, we really can supply enough power even with 0 coal, gas and nuclear power plants, and it wouldn't even bankrupt us. All we need is will. The technology is already sufficient and with improvements it won't be even that hard.
For example, one estimate is that for Germany to rely on solar and wind would require about 6,000 pumped storage plants which is 183 times their current capacity:
>...Based on German hourly feed-in and consumption data for electric power, this paper studies the storage and buffering needs resulting from the volatility of wind and solar energy. It shows that joint buffers for wind and solar energy require less storage capacity than would be necessary to buffer wind or solar energy alone. The storage requirement of over 6,000 pumped storage plants, which is 183 times Germany’s current capacity, would nevertheless be huge.
https://www.econstor.eu/bitstream/10419/144985/1/cesifo1_wp5...
They just cost more than market rates.
The only possible way is if the alternative is massively funded by debt, and the "cost" is based on historically low interest rates and a repayment timeframe in the decades.
Even then, given the ongoing cost of nuclear is relatively small, how is it possible that the capital expenditure of solar + natural gas is cheaper than the running cots of nuclear? Can someone show me that maths?
This caught my eye when a nuclear plant in Iowa (near friends, including one who retired from working there) got slated for shutdown, over a decade before end-of-life. They'd lost a key industrial customer that consumed 30% of the plant's output to much cheaper wind/gas. At that point, operating costs went into the red. The plant was no longer generating the revenue to pay off its own debt. It was a purely economic decision.
And yes, the wind and gas that ate its lunch are also capital expenditures, amortized over time. But they're still much cheaper.
Want nuclear to win? Interest free loans. Want wind/solar to win? Subsidies.
Put a thumb on the scale and make it say whatever you want.
Nationalization of all energy generation?
At grid scale 1 access tracking is ~7% higher per watt which works out to about 2.14c/kWh in an ideal location. https://pv-magazine-usa.com/2019/06/28/los-angeles-seeks-rec...
However, these systems produces ~30% more power outside of the normal range for solar systems. This effectively squashes much of the duck curve and with the right mix and wide geographic distribution work well with nuclear power and modest energy storage systems.
But, the duck curve isn't a real problem anyway. Worst case scenario, some solar gets curtailed , creating an opportunity for storage solutions.
That’s a nice way of putting it.
"Following the March 2011 Fukushima nuclear disaster, Germany has permanently shut down eight of its 17 reactors and pledged to close the rest by the end of 2022." - Wikipedia
Edit: This might just be because Germany is as close to the Ukraine as California is to Texas. Also removed dumb sentence.
Solar and wind are great technologies, but they cannot be the sole basis for a power grid without positing some new energy storage technology that does not exist today and for which there is nothing on the horizon.
Nuclear technology has stagnated horribly because of the fears. Even the newest reactors are using old designs because it's impossible to move forward with new ones.
You have too generous a view of the ability of an average person to understand and think rationally about such concepts. In the absence of understanding, fear takes its place. This is TL;DR of why nuclear power stations aren't profitable in the US today.
This suggests to me that the regulations for the ignorant paranoid treehuggers are not actually the problem.
Clearly it can be done.
And environmental rabble-rousers are religious zealots at this point - devoid almost completely of rational thought. The most environmentally responsible option at this point (and in the foreseeable future) is nuclear.
What is the cost of gas in Korea, vs the cost of gas in the US? We're the largest producer in the world. They have almost no gas of their own, and must import.
addendum: I find it striking that this thread is full of people telling me that nuclear costs are high in the US because of the treehuggers, and it's so cheap in France, but according to your chart, nuclear power is actually cheaper in the US than it is in France.
Of course, I completely concur that we should eliminate all fossil fuels from the electric grid, as much as possible from transport, and at whatever pace we can manage from building heating. But I want market forces working with us, not against us.
You mention "currently viable", but then we need R&D to make it currently viable? For how long? Ten years? Twenty? Wind and solar are viable now. Energy storage is viable now.
In investment and projects true, in technology no. It's just a bit expensive and politics..
Useful technologies (dramatic reduction of required storage):
* HV DC long-range transmissions (Russia)
* offshore wind (Hornsea)
* load scheduling (home dual tarrifs, remote-managed water heaters, regulated aluminum smelting, upcoming vehicle charging, ..)
* plain old overprovisioning
Slow Storage:
* electrolytic hydrogen stored in caverns (estimated cca 40% efficiency)
* automated train (cars) loaded with rocks on a slope (85% eff.)
Fast storage:
* batteries (Tesla)
* flywheels
Not that useful for scaling:
* pumped / regulated hydro - currently very important but scaling limited by geography.
You could multiply the deaths-per-TWh by 100 from the stats quoted in the GP's link and still compare favourably to non-renewable options, or 10x and compare with renewables. That safety record is very clearly due to the public being (irrationally?) terrified of nuclear anything, and constantly ratcheting up the regulatory requirements.
Most people don't think about the world in this way though. Saying "we should increase the death rate of this technology by 100x" would immediately destroy the career of any politician. "Joe Politician wants 100x as many children to die" would be the obvious attack ad in response.
This is a shame, because if you could reduce the cost of nuclear by 10x by increasing the death rate by 100x (still ending up with a moderate death rate), and in so doing produce a radically cheaper and zero-carbon power source, then you might save thousands or even millions of lives from climate-related deaths over the next century. (To be clear, the "might" is important; I'm not making claims about how much of a win there is by taking this path. In this paragraph I'm making the meta-level point that no matter how much is to be gained from this path, we would not go down it.)
HN talks frequently about how opposed to NIMBYism it is, but I imagine they'd sing a different tune if the politicians told them "yo we ratcheted up the death rate 100x and we're building a new plant near you!"
Why? So it can finally be cheaper than wind and solar? What's the advantage of that?
I'm arguing that we should look at the cost-benefit of each marginal increment in safety, before dismissing nuclear power as "too expensive".
If you put in place requirements that wind power must kill no birds, forcing them to build expensive bird nets and other countermeasures, you could reach the same sort of conclusion that wind power is too expensive to be competitive.
> What's the advantage of that?
As I said, if nuclear was cheaper, and also not too dangerous, you would displace coal much more quickly (particularly in China). For some values of "cheaper" and "not too dangerous" you would prevent more deaths (by averting/reducing climate change) than you caused with such a policy change.
And yet, China is dominated by coal, and not building much much new nuclear capacity, really. That suggests that something other than treehugger political problems are causing the slow adoption. Meanwhile, they're building massive new wind and solar projects. Without checking the numbers, I expect those projects outstrip their planned nuclear in total capacity.
But the real cost of nuclear isn't the cost of safety. It's the cost of capital. And capital is sensitive to risk. So large scale projects with 30-50 year payoff schedules, in the face of new technologies that are already cheaper and continue to drop in cost, and don't have the political/social resistance nuclear does... well, that factors in to the risk. A little risk adds a great deal to long term capital cost.
Things I'd like to look into more (and would love to hear any thoughts if you have insights): are there anti-proliferation reasons that mean Chinese companies don't have access to the same level of nuclear technology as USA / France? Are domestic investors less willing to invest in these sort of projects in China (e.g. since there is a major construction boom)? Are international investors less able to invest in these sort of long-range and potentially sensitive projects in China, due to capital controls or other reasons?
But I agree, if China can't affordably build a nuclear plant, then that would at least suggest that the regulatory component isn't enough to explain why it's not cost effective.
Cost is a huge issue for nuclear power. It could sort-of compete with coal, but not with cheaper modern sources. This is a bitter pill for nuclear proponents to swallow. It's easier to blame irrational environmentalists and their unnecessary regulations than to accept that a fetish technology is not actually economically viable.
Reportedly they haven't broken ground on a new plant since 2016.
You want nuclear to be super-safe? Great, we've achieved that. But we should then apply regulations to wind, solar, coal, etc. that lead to the same number of deaths per TWh as nuclear, including from installation, air pollution and disasters.
If we don't do that, then we're effectively subsidizing the ones with lower standards.
It is irrelevant that the recent nuclear reactor projects in the USA and Europe are expensive. A weighted average of cost and completion times for global nuclear reactor construction would be dominated by the 90% of the nuclear reactors built by China, Russia, South Korea and India.
Do you based your analysis on the price cars based upon the price of a Rolls Royce? Do you price bridges based upon the cost of the Bay Bridge? Tunnels based upon the Big Dig? Rockets based upon the Space Launch System?
Also, nuclear got expensive because constantly increasing regulations and bureaucracy drove up costs in the USA. Reactors without accidents built in China and South Korea for 4 times less. Also, the systemic failure of large construction projects in the US. Skycrapers, bridges, subways and highway costs went up. High-speed rail in California versus China for costs and completions.
China generates as much electricity this year as USA and Europe combined. China will double again within 20 years. Natural gas will dominate US energy mix.
The solar and wind will not scale well beyond 10%. The US will need massive buildout of energy storage and massive energy grid modifications. This will run into the big project incompetence of the USA.
I would love to hear any theories or speculation you have on why this is the case.
It is baffling to me that LNG is often cited as a potential solution to the carbon crisis. It's not. LNG is a hydrocarbon, and burning it releases CO2 just like any other hydrocarbon.
Gas turbines revolutionized power generation in the 1970s and since because the power density is so much higher than steam turbines, greatly lowering the capital costs of a power plant. For a while coal still competed based on cheap fuel, but after fracking came along the fuel is cheap and the power plant is cheap so natural gas overtook coal quickly.
A reactor that runs at a higher temperature than an LWR can operate a Brayton cycle gas turbine using Helium, Carbon Dioxide or Nitrogen Tetroxide as a working fluid. Some possibilities are liquid metal reactors (metal coolant), liquid salt reactors (liquid fuel!), HTGR (carbide fuel) or GCFR (nitride fuel).
It is a lot of technology to perfect, but as long as a nuclear heat source is coupled to a huge expensive steam turbine, the economics are going to bad even if we learn how to build reactors right the first time.
Everyone pointing to nuclear power as the solution conveniently ignores how insanely expensive it is. New reactors cost many billions of dollars, and aren't cheap to operate either. We're at an inflection point where new solar and wind plus batteries is cheaper than new nuclear, so that's what's going to be built. It's a simple economic reality having nothing to do with whether fears of nuclear power are overblown or whatever.
Nuclear is currently the only technology that exists that can do this.
Nuclear power generation costs ~$6k per kW(1)
Solar power generation costs ~$1k per kW(2)
Solar capacity factor is ~25%, so ~4k/kW to compare with 24 hour baseload power.
Storing 3 kW for ~12hrs requires ~36kW-h storage.
Li-ion battery packs are getting to ~$100/kW-h (3) 36 kW-h storage is ~$3.6k
Nuclear cost: ~6k per kW baseload
Solar + battery cost: ~7.6k per kW baseload (~4k/kW generation, ~3.6k/kW storage)
(1) https://www.world-nuclear.org/information-library/economic-a... (2) https://www.nrel.gov/docs/fy19osti/72133.pdf (3) https://cleantechnica.com/2018/06/09/100-kwh-tesla-battery-c...
Building enough battery capacity for the grid would be far more than current world demand for Li-ion cells. I imagine prices would skyrocket, throwing off your calculations.
Short-term storage isn't that bad, we have other battery chemistries or even completely different types (e.g. flow batteries). A bigger problem is seasonal storage, for which most batteries are far too expensive.
For grid storage I think molten metal makes the most sense. It's a technology that was developed to be ideal for grid storage from the start. Flow cell batteries might also make sense. And then there's other storage technologies like compressed air, pumped hydro, storing kinetic energy, storing thermal energy, etc.
http://news.mit.edu/2016/battery-molten-metals-0112 https://www.youtube.com/watch?v=NiRrvxjrJ1U
But that's only one of many energy storage technologies that can be used for batteries. It's popular for mobile/portable uses because it has high energy density, but that's not really necessary for grid-scale energy storage; whatever's cheapest will do (which may well be pumping water uphill).
Most of the lithium found today is extracted from brine reservoirs located in regions of southwestern South America and China.
> Solar + battery cost: ~7.6k per kW baseload (~4k/kW generation, ~3.6k/kW storage)
So nuclear is cheaper than solar + storage?
You pay for electricity by the kilowatt-hour.
https://www.cer-rec.gc.ca/nrg/ntgrtd/mrkt/snpsht/2016/10-03p...
Hydroelectric power generates 6.1% of all US power today. All those huge dams you see everywhere with their giant lakes you can see from space that did massive destruction to ecosystems across this country? Those generate a measly 6.1%. (Blows my mind I didn’t even know it was that low.)
Even if you turned every hydro dam in the US today into a pumped storage facility it would be barely a curiosity on our energy needs.
And you sure as heck aren’t going to 10-fold increase the number and size of dams and lakes we have in this country. Nobody will stand for that.
We all seem to keep doing these wishful mental gymnastics to try avoid nuclear power, but the numbers just never add up.
1. https://en.m.wikipedia.org/wiki/Hydroelectric_power_in_the_U...
Consider that the vast majority of the pumping would be to even out the daily power cycle (the "duck curve"), whereas reservoirs are sized to hold years' worth of water. The amount of water pumped back uphill during the peak solar output of the day would be a negligible amount of water to the overall reservoir, and then you'd run it down through additional turbines in the evening to produce power.
As you may know, Lake Mead (the reservoir for the Hoover Dam) is currently running very low owing to various water shortage issues. If you've flown into Las Vegas recently this is very obvious. It's currently at only about 40% of its capacity, which is a shortage of about 210^13 L. The Hoover Dam's hydraulic head is 180m at peak height, but let's call it an average of 160m for our purposes below. Using the equations here: https://www.engineeringtoolbox.com/hydropower-d_1359.html
For the total amount of energy available if we were to use solar to pump the reservoir up to full during each day and then generate power at night:
PE = (1 kg/L) (210^13 L) (9.81 m/s^2) * (160m) = 3.14 * 10^16 J = 8.72 * 10^12 watt-hours (this should be knocked down a little bit for efficiency losses; cursory Googling shows that turbines are roughly 90% efficient at turning PE into electricity). Contrast this figure with the annual total electrical usage of the entire US of 4 * 10^15 watt-hours. Divide by 365 and you get 1.1 * 10^13 watt-hours.
So, if you fully pumped just Lake Mead up to its full capacity and then ran it back down its current level each day, you could store most of the energy used by the entire country in a day. Just in that one reservoir. Obviously you'd need to add a lot more pumps and turbines to do so, like orders of magnitude more, but the point is that you wouldn't actually need any additional land to do so. If you're willing to fill up and then empty Lake Mead each day, you can easily do more than the power requirement of the entire country.
So anyway, that's a long way of saying, yes, pumped storage is entirely realistic. Add in all the additional extra capacity in other existing reservoirs across the US and you can easily store many days' worth of power in reserve, just using pumped water.
Is there a good study that explains how pumped hydro and solar can actually work to make a significant dent in our gas/coal power?
Some more spitballing:
Demand ranges between 400-650GW over a summer day (over 700GW in heat wave). If we look at EIA data for a summer week we see Hydro produces about ~50 GWh at peak, ~21GW at a low point, over a day. And we see fossil sources producing about ~270GW at minimum to ~460GW maximum over a day. Solar producing nothing at night up to 22GW then unfortunately falling away too early to contribute during the peak demand period (see the duck curve).
So the argument for pumped storage here seems to be that we can somehow get that 21GW to 50GWh production up to some meaningful number. Lets assume we can convert every dam in the country into pumped storage (obviously not but let's assume). Now as discussed need to increase the production capacity of hydro a lot. Let's say we can quadruple the generating capacity of every hydro dam in the country and turn them all into pumped storage. 200GW would be meaningful (not a full solution but nearly half way to a solution).
How? Sounds incredibly unlikely to me. Especially given not all dams are well suited to pumped storage anyway. You build new tunnels and pumping systems to get the water from downstream lakes back up. You add three more generating halls for every one, probably buried alongside the dam, how much is that going to cost? A lot. How long is it going to take? A lot longer. We need something that we can production line produce at this point.
Now if we wave a wand and somehow do that though, we could produce a maximum 200GW with our hypothetical hydro/storage set up. But we now also need to build however much solar is also necessary to reach our green 200GW target and pump that water back up during the peak solar period so the hydro can run through the non sunny part of the day giving us some 200GW of continuous Solar+Pumped Hydro base generation. That would have to be somewhere in the vicinity of what? I'm spitballing but maybe like 400GW of solar we need to install? How much do we add on for that cost? So we've quadrupled our dam's generating capacity at some incredible expense and built on top about 13x the amount of solar we currently have installed.
And we still have to keep fossil around to generate 70GW at night and 260GW during the day.
I just don't see how we get pumped hydro beyond anything more than a curiosity at this point. (That doesn't mean I think it shouldn't be pursued where it's feasible and the business case stacks up.)
> All those huge dams you see everywhere with their giant lakes you can see from space that did massive destruction to ecosystems across this country?
"dams are big" x6
See e.g. https://www.technologyreview.com/s/611683/the-25-trillion-re...
Batteries by themselves not enough. Need inverters etc... You cannot get to the cost of the car by only adding up the cost of gasoline used over its lifetime.
China's and south Korea and Russia have nuclear build costs in the $2k-2.5K per KW range. They make 70% of the world's nuclear reactors.
Don't just say "can't" without any justification except your sense of certainty.
I am not an expert at the engineering or physics, but I did work at a leading PV manufacturer for 8 years, and I was amazed at the effort required to coax even the tiniest improvements in conversion efficiency out of the devices in a way that is both manufacturable and a benefit to the cost-per-watt. Then after all that, every PV platform has a theoretical limit anyway. So the whole enterprise seemed like pulling teeth. Especially when you think about how demand will increase in the future.
On the other hand, it seems like with nuclear the potential energy is so overwhelmingly high that the primary effort is holding it back (hence the dangers) - not trying to squeeze out tiny drops. Given this, just intuitively, nuclear seems like the preferable starting point. We can deal with the obstacles as we go. Seems like humans have done a pretty good job at turning what once appeared to be insurmountable risks into things we take for granted. Skyscrapers and air travel come to mind.
There’s publicly available government record of wheeling and dealing, leveraging public fear of accidents, and the US not being invested in nuclear weapons development, to regulate us in a direction of favoring weapons development, and abandoning subsidy of nuclear energy development.
As usual, the cost scenario is entirely artificial, existing only in deference to decades old political decisions.
Deference to allowing those decisions to continue to rule is a public apathy problem. The political class isn’t going to shift on such things without public pressure at scale.
Until we have a carbon tax or a massive policy shift in favor of extremely capital-intensive new-build nuclear, we will continue on our current path of renewables, batteries, and LNG dominating the grid.
I'm all for nuclear, by the way, but let's not pretend that cultural attitudes (which haven't dented GOP denialism) and misinformed lefty greens (which haven't ended fracking or coal) are to blame here. Nuclear is just way too expensive and hard to do in the USA, it's as simple as dollars and cents.