Airplanes don't fly by flapping their wings.
The company Oracle just announced that it is already designing data centers with small modular nuclear reactors:
https://news.ycombinator.com/item?id=41505514
There are already 440 nuclear reactors operating in 32 countries today.
Sam Altman owns a stake in Oklo, a small modular reactor company. Bill Gates has a huge stake in his TerraPower reactor company. In China, 5 reactors are being built every year. You just don't hear about it... yet.
No amount of batteries can protect a solar/wind grid from an arbitrarily extended period of "bad" weather. It's like range anxiety in an electric car. If you have N days of battery storage and the sun doesn't shine for N+1 days, you're in trouble.
Nuclear fission is safe, clean, secure, and reliable.
An investor might consider buying physical uranium (via ticker SRUUF in America) or buying Cameco (via ticker CCJ).
Cameco is the dominant Canadian uranium mining company that also owns Westinghouse. Westinghouse licenses the AP1000 pressurized water reactor used at Vogtle in the U.S. as well as in China.
To your point:
> No amount of batteries can protect a solar/wind grid from an arbitrarily extended period of "bad" weather.
Like nuclear winter caused by a nuclear power plant blowing up and everyone confusing the explosion with the start of a nuclear war? :-p
On a more serious note:
> No amount of batteries can protect a solar/wind grid from an arbitrarily extended period of "bad" weather. It's like range anxiety in an electric car. If you have N days of battery storage and the sun doesn't shine for N+1 days, you're in trouble.
We still have hydro plants, wind power, geothermal, long distance electrical transmission, etc. Also, what's "doesn't shine"? Solar panels generate power as long as it's not night and it's never night all the time around the world.
Plus they're developing sodium batteries, if you want to put your money somewhere, put it there. Those will be super cheap and they're the perfect grid-level battery.
I'm not sure that is 100% true. >99.99% true, but it can happen in practice. https://www.newsweek.com/when-sun-disappeared-historians-det...
Sure there is, let's do some math. Just like we can solve all of the Earth's energy needs with a solar array the size of Lithuania or West Virginia, we can do some simple math to see how many batteries we'd need to protect a solar grid.
Let's say the sun doesn't shine for an entire year. That seems like a large enough N such that we won't hit N+1. If the sun doesn't shine for an entire year, we're in some really serious trouble, even if we're still all-in on coal.
Over 1 year, humanity uses roughly 24,000 terawatt-hours of energy. Let's assume batteries are 100% efficient storage (they're not) and that we're using lithium ion batteries, which we'll say have an energy density of 250 watt-hours per liter (Wh/L). The math then says we need 96 km³ of batteries protect a solar grid from having the sun not shine for an entire year.
Thus, the amount of batteries to protect a solar grid is 1.92 quadrillion 18650 batteries, or a cube 4.6 kilometers along each side. This is about 24,000 year's worth of current world wide battery production.
That's quite a lot! If we try for N = 4 months for winter, that is to say, if the sun doesn't shine at all in the winter, then we'd need 640 trillion 18650 cell, or 8,000 years of current global production, but at least this would only be 32 km³, or a cube with 3.2 km sides.
Still wildly out of reach, but this is for all of humanity, mind you.
Anyway, point is, they said Elon was mad for building the original gigafactory, but it turns out that was a prudent investment. It now accounts for some 10% of the world's lithium ion battery production and demand for lithium-ion batteries doesn't seem to be letting up.
Plus we'd still have hydro, wind, geothermal, etc, etc.