But we have multiple large industries starting up in the coming decades which will require substantial power, while at the same time electric vehicles are slowly but surely becoming mainstream, further straining our grid.
Increasing nuclear is a great (and necessary) decision, it's just a shame the decision wasn't taken 20 years ago.
Some of the planned industry investment is hydrogen generation, which is perfect for varying power. The gas caverns can be filled when rates are low.
Unfortunately most EVs don't have the hardware to be used as batteries through their Type 2 (Mennekes) connector, as it requires a built-in inverter that just isn't there.
There are some new products (e.g. [1]) coming out that uses the CCS2 port on the car, providing the necessary inverter externally, which would enable older EVs to be used as batteries for grid balancing or other similar uses.
1: https://wallbox.com/sv_se/quasar-2-laddare-dubbelriktade-elf...
Since heating is by far the biggest consumer of energy in winter, just taking care of that with stored thermal energy will deal with a big fraction of the energy storage needs.
We need more districting heating systems.
The largest battery based energy storage in the world is 3000 MWh so we just need to build thousand of those (or a 1000x larger one). Good luck with that.
The largest heat storage under construction is 90000 MWh so that is a step in the right direction but still falls short by around 35x and even more if we have to turn that heat into electricity (While a lot of this consumption is district heating it is not all of it. And a large chunk of new district heating is just massive heat pumps)
And now that you have built these tools to make wind/solar work you have to factor the price of these into the price of wind/solar and suddenly they do not look that cheap when compared to nuclear. This is why the government and Vattenfall in Sweden want to build more nuclear.
Realistically the only cost effective energy storage on this scale we have available is hydro and pretty much all the places where it is cheap in Sweden have already been built.
In general I think Sweden is on the right track. They have a lot of wind and are building a lot more of it. They can also build more nuclear at the same time.
Though Sweden (just like here in Finland) are slowly reaching the point that when it is windy the wind farms don't really make much money as the price on the spot markets is very close to 0 so we also need a lot of new intermittent energy consumption (industrial processes that can be slowed down/ramped up cost effectively, make hydrogen, fill the heat storages with heat pumps, etc)
[1] https://www.malarenergi.se/om-malarenergi/framtidens-samhall... [2] https://www.svt.se/nyheter/lokalt/ost/de-lagrar-varme-i-berg...
For example in Stockholm you get around 6h of daylight. Malmö (can’t really get further south than that) a bit over 7h.
Basically the northern most point of mainland US is a lot further south than the most southern place in Sweden. Thinking about how good solar panels are in the winter in Anchorage gives you some idea (which has slightly slightly shorter days then Stockholm at around 5h30min at their shortest)
I don’t know the numbers for southern Sweden but for Stockholm level you get maybe 5% to 10% of the production you get in the summer.
Here in Finland we have it even worse but I know where to find the numbers.
https://www.fingrid.fi/en/electricity-market-information/sol...
Basically if we are lucky we hit 5% of a typical summer summer day for an hour maybe two. As the days are less then half as long you end up with ~1% the production vs summer.
But in reverse the panels are really good during the summer as the days are very long. This is why people bother installing solar here.
And we're still ignoring the fact that many days you'll get barely any direct sunlight during those 6 hours of "daylight"
From France, who has a shit-load of nuclear. :-)
"So we need something to replace coal, which provides the grid’s base load. That thing can basically only be nuclear at this point."
doesn't take into the impact storage (both stationary and in the form of EVs) will have in the future.
Have you ever heard the expression "hope is not a plan"?
From https://www.iea.org/data-and-statistics/charts/annual-grid-s...:
* Annual grid-scale battery storage additions went from 0.76 GW in 2016 to 11.21 GW in 2022. I couldn't find the GWh figures, but this is a fast ramp up.
* "In September 2022, India released its draft National Electricity Plan, setting out ambitious targets for the development of battery energy storage, with an estimated capacity of between 51 to 84 GW installed by 2031-32."
* "In December 2022, the Australian Renewable Energy Agency...announced funding support for a total of 2 GW/4.2 GWh of grid-scale storage capacity, equipped with grid-forming inverters to provide essential system services that are currently supplied by thermal power plants."
From https://www.iea.org/reports/global-ev-outlook-2023/executive...:
* "Automotive lithium-ion (Li-ion) battery demand increased by about 65% to 550 GWh in 2022, from about 330 GWh in 2021"
* "August 2022 and March 2023, major EV and battery makers announced cumulative post-IRA investments of at least USD 52 billion in North American EV supply chains – of which 50% is for battery manufacturing, and about 20% each for battery components and EV manufacturing."
These pages also list the challenges faced, so I'm not assuming it's a smooth road ahead. However, the trend is clear. Hopefully, technological improvements will continue and drive down costs further (I have no knowledge if this will happen).
I hope there's improvements in nuclear technology that allow for a faster, cheaper nuclear rollout and belief it has it's place.
But to return to original comment I replied that states
"we need something to replace coal...that thing can...only be nuclear at this point"
dismisses the increases in investment and production of battery storage.
Battery storage can fill the gap. This blog post makes a good argument why battery storage and over provisioning of renewables could solve this problem - https://caseyhandmer.wordpress.com/2023/07/12/grid-storage-b.... In addition it doesn't include dynamically controlling demand (for example not charging EVs when demand is high).
> So we need something to replace coal, which provides the grid’s base load. That thing can basically only be nuclear at this point.
Sweden doesn't appear to use coal as baseload. The UK did, but managed to replace most of it with gas, wind, solar, reduced demand and increased imports (https://www.mygridgb.co.uk/historicaldata/).