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Canada plans 'nuclear renaissance' with up to 10 reactors built by 2040

593 pointsby 3mo agocbc.ca
456 comments
3mo agoHN ↗

Unfortunately its just a small boiling water reactor. More capacity is needed in most parts of the world. Lager reactors are needed.

3mo agoHN ↗

I mean, Ontario runs the Bruce nuclear plant which is the second largest in the world in terms of the power it generates at 6,610 MW, Japan gets the top nod with a plant that generates 7,965 MW.

3mo agoHN ↗

Kashiwazaki-Kariwa ? It has been not in full commercial service for close to two decades now. Only one unit recently restarted this year. 6 units are offline now

There are two South Korean plants (Kori, Hangul) larger than Bruce

3mo agoHN ↗

You could be right about the Korean plants. I only relied on google to give me the top 5 nuclear plants active in the world. The Korean plants you mention were not on the list.

3mo agoHN ↗

Wikpedia has more info, plus WNN and other industry publications usually are more up-to date.

Kori[1] has 7 operational units today and 1 commissioning and 1 under construction

Hansul[2] has 8 operational units and another 2 more under construction.

All 4 new units are APR-1400 reactors ~1400 MW capacity. Kori should retains its top position, Saeul-3 in Kori Phase II has already reached criticality in April.

Tianwan in China will come close but its 7/8 units are slightly behind in construction than Saeul-3/4 in South Korea, plus the plant is also bit smaller at 6600MW now . The Russian VVER-1200 design China are using is also slightly smaller than Korean APR-1400.

[1] https://en.wikipedia.org/wiki/Kori_Nuclear_Power_Plant

[2] https://en.wikipedia.org/wiki/Hanul_Nuclear_Power_Plant

3mo agoHN ↗

Unfortunately its just a small boiling water reactor.

It is not just a small boiling water reactor. It is a 300 MW-electric boiling water reactor, and if successful, it will be followed by 3 more of the same type for a total of 1.2 GW-electric. That is more than an AP-1000 reactor, and much less risky.

3mo agoHN ↗

Larger reactors are needed.

Genuine question: Why? Why not many smaller reactors? Small modular reactors seem pretty neat.

Is there an efficiency loss/total cost difference with smaller reactors?

3mo agoHN ↗

Like most industrial sites, large reactors are much more economical than small ones. This is why nobody has built SMRs since the 1950s.

3mo agoHN ↗

The basic premise of "have a factory that produces reactors small enough to ship" always made sense to my uneducated mind. Is there a flaw in the idea? It seems like it should be much cheaper than if every reactor were bespoke

3mo agoHN ↗

With smaller reactors, one needs more of everything: reactor vessels, containment structures, cooling systems, generators, etc. This is why industrial facilities are usually built as large as reasonably possible, and why SMRs fell out of fashion as soon as GW-class reactors became feasible in the 1960s.

3mo agoHN ↗

SMRs have their use. Depending on the model and design you can build them or even bring them [0] to a remote place where you want to build industry but the infrastructure and access to electrical grid is lacking. I'd argue nowadays they are even more important with the huge rise in electricity demand.

0 - https://en.wikipedia.org/wiki/Akademik_Lomonosov

3mo agoHN ↗

It's less about money and more about timeline risks. Canada's BWRX will cost per MW by plan more than French flamanville with all delays. But unlike Flamanville it has chances to be put on the grid faster

3mo agoHN ↗

Technically yes, but in the case of nuclear, regulatory cost is what matters more. If the paperwork needed for construction of one large scale reactor is much more expensive than that needed for construction of a hundred smaller identical reactors, then the SMRs will win.

3mo agoHN ↗

because opex is cheaper. Modularity can be achieved in large units too

3mo agoHN ↗

Title is misleading, they want to start building not “build” (I.e. be operational).

Though that only moves the needles from impossible to laughable.

If our goal is to double our grid and build a low-carbon economy in less than 25 years, there is no credible plan to do that without nuclear energy

There are plenty of credible plans, they all involve wind and solar. But as anyone watching clean energy news will know, Alberta is trying its hardest to get rid of all wind and solar development from the province.

As for the baseload argument, they already get >60% of the electricity from hydro and nuclear. How much more baseload do you really need? 100%?

3mo agoHN ↗

The claim that Alberta is actively trying to get rid of all wind and solar development is internet hyperbole that ignores real capacity data. Alberta actually ranks second in Canada for clean energy growth, and its renewable output surged by over 25% year-over-year into 2026.

The high-profile project cancellations people point to weren't a government ban. They happened because the province changed its transmission rules. Previously, ratepayers subsidized the massive utility costs required to connect remote wind and solar farms to the central grid. The province ended this, forcing private developers to internalize their own grid connection costs. Once forced to pay for their own infrastructure, highly speculative, unfinanced projects simply became economically unviable and dropped out of the queue.

If a private wind or solar developer wanted to build a massive farm in a remote, rural area (like Southern Alberta) where land is cheap but high-voltage power lines do not exist, they only had to pay for the immediate wire connecting their project to the nearest local substation. Taxpayers were subsidizing those players, because it was a "load pays" system.

Please do not fall pray to the general trope that Alberta is a backwards hillbilly province. Subsidizing private developments with public money is not something that should be encouraged.

On Canada broadly, you are correct in your baseload numbers and I agree with you.

(Energy trader here)

3mo agoHN ↗

Subsidizing private developments with public money is not something that should be encouraged.

What other kind of subsidy is there?

3mo agoHN ↗

Preposterous take from this parent poster. The AB government routinely subsidizes oil and gas projects and has one of the lowest royalty regimes in the world. The AB government actually put a moratorium on all renewables projects and when they lifted the moratorium they put such intense regulations on renewables projects specifically that it cooled the whole sector despite it being one of the fastest growing industries in the province. The AB government is going out of its way to lift a multidecade ban on coal mining on the eastern slopes of the rockies but thinks that wind farms are a blight. The AB government wants to force BC to allow bitumen pipelines to its coast and to lift tanker bans for same, but openly discriminates against renewables projects on the basis that it will ruin people's views of the foothills. The AB government spread open lies about the cost effectiveness of renewables in public meetings. The AB government wasted the federal government's abandoned oil-well cleanup subsidies while at the same time we have people like this talking about the unsustainability of renewable subsidies.

The people of AB are great. The AB government is one of the most corrupt in the G7.

3mo agoHN ↗

I live right in the affected area and allowing more turbines against the eastern slopes of the Rockies would be tragic. Can't put a price on this viewscape.

3mo agoHN ↗

Growing up in Alberta in the 70s and 80s I routinely saw photographs and illustrations with oil pumps set against a vista of a wheat field with foothills and mountains in the background, and this was held up as beauty.

We canoed and camped along upper North Saskatchewan, the Brazeau, Pembina, etc in the foothills. Spent half my childhood in the back of the car on the forestry Trunk Road breathing in kicked up sand and gravel from logging trucks in front of us. Couldn't go more than a few hundred feet without hitting a forestry clear cut, or an oil and gas pipe or cutline or a natural gas installation. The whole eastern slopes were already carved up into resource extraction zones then. Pulp and paper mills were the thing that Don Getty was pushing as a "growth" industry then (they were a flop) and they did _lovely_ things to the rivers.

Wind farms though. Terrible things. Eye sore.

3mo agoHN ↗

The Alberta government absolutely banned new solar and wind development, first a short-lived moratorium and then with regulations meant to "protect the natural beauty", restrictions mind you that absolutely do not apply to the pump jacks any company can place on your land and which you do not have the right to refuse. Or to the vast stretches of Mordor-like tailing ponds.

Subsidizing private developments with public money is not something that should be encouraged.

Then perhaps they should start collecting money for their orphan well problem rather than letting it worse with the clear goal of making the rest of the country pay for it.

3mo agoHN ↗

  > Subsidizing private developments with public money is not something that should be encouraged.

If this principle is applied to all energy sources it would hurt new nuclear development far more than new solar/wind given the huge capital requirements of a new nuclear plant.

3mo agoHN ↗

A village near me in southern Alberta just built a huge wind farm.

3mo agoHN ↗

That project was absolutely funded before Alberta slashed all funding for renewables projects [0].

This as well as the failed pipeline projects have made Canadian infrastructure projects very high risk from a lending perspective, becuase there's now a non-insignificant risk that a province can welch out of financing a deal purely for short term political gain.

This announcement is a good announcement, but it's just bluster if the entire ecosystem around liability and policy stability isn't managed.

[0] - https://thenarwhal.ca/alberta-renewable-energy-investment-co...

3mo agoHN ↗

Not just slashed funding but actually banned renewables projects for a period of time and then when they removed the ban they kneecapped them with extremely prejudicial regulations that asymmetrically apply to renewables projects but not to dirty oil and gas projects (which have left a mess of abandoned wells across the province).

3mo agoHN ↗

Doesn't nuclear make sense to increase baseline capacity where hydro isn't available?

3mo agoHN ↗

Ontario has no more room to grow on the hydro front, and doesn't realistically want to import it from Quebec.

So it's natural gas, nuclear, or renewables. And the Conservative gov't here has a bit of a bias against the latter. It's been growing the natural gas sector, undoing a lot of the hard work the previous Liberal gov't had put in on the wind side. Likely nuclear lobbyists now have their ear.

3mo agoHN ↗

Makes alot of sense. Canada has:

- one of the largest uranium reserves

- a well respected and safe nuclear design in CANDU

- experience with building and refurbishing nuclear reactors(Darlington)

and for Ontario itself A need for more baseload to work with the large amount of solar and wind that Ontario has added in the last 10 years.

Saskatchewan also now has a potential need for nuclear for industrial use now that wasn't present before from its existing population.

if the government can clear the red tape by using a well tested reactor design then they could certainly get some of these reactors built in that time frame.

15 seems...ambitions, but if we're going to spend at a federal level this is probably one of the better things to invest in.

3mo agoHN ↗

Always amused me that on the face of things, a CANDU looks just like a sideways RBMK. At least in terms of plumbing. There's clearly more to it than that.

3mo agoHN ↗

It’s not that far off, a major benefit is insitu refueling, so that’s a major reason it looks like that.

3mo agoHN ↗

15 seems...ambitions, but if we're going to spend at a federal level this is probably one of the better things to invest in.

If they can make them cookie cutter as much as possible and not unique snowflakes like has been the pattern at least in the US, they can probably do it both on the timeline and a somewhat reasonable cost basis

If they build 15 individual projects instead of managing this as a single big project, yeah that is very ambitious

3mo agoHN ↗

If they build 15 individual projects instead of managing this as a single big project, yeah that is very ambitious

Surely it would increase variance of outcomes, but the expectation is the same of each and overall?

Agree it would be mad though. Seems already a bit mad not to standardise internationally on a rough blueprint, or the modular thing in the news occasionally, and just churn out basically the same thing everywhere as needed.

3mo agoHN ↗

Yeah I mean obviously each one would be managed on its own to an extent but one big problem we have in the US at least is that we build so few reactors that each one is bespoke. They may be based generally on certain designs but they will vary enough that operators and maintenance engineers have to train and be certified on each one, and that training and certification does not carry over to any other facility. Parts are bespoke and can't be used from one to another

If Canada builds them all similar enough that you only need one simulation/training facility, parts can be used between all of them, engineers can move from one to the other, and otherwise they are as close to each other as possible they will get incredible economies of scale that we don't typically get in North America in this industry

3mo agoHN ↗

Could be a good way to kickstart a canadian nuclear industry that would expand into the US, exploiting the a big thing the US is bad at, coordinating infrastructure projects with multiple government groups, not making infrastructure builds incredibly overpriced and take an incredible amount of time and not being hyper litigious.

3mo agoHN ↗

Are you also Canadian? I only ask because I feel expensive and overdue infrastructure is already something we (canada) suck at

3mo agoHN ↗

Vancouver vs. the bay area is my current example, or california HSR general, or the billion dollar pedestrian tunnel in new york, and just the general level of shabby of everything compared to canada in public infra at least.

You have to realize that the dollar bill for equivalent infra in the USA is much, much higher even though it feels more expensive in canada relative to it's income

3mo agoHN ↗

Canada is not even a little bit better at the big thing, and it may be worse. Same ailment, basically. Better look to countries like Spain and Japan for inspiration on how to deliver very big projects on time and on budget.

3mo agoHN ↗

Seems already a bit mad not to standardise internationally on a rough blueprint

How do you evolve the design then?

3mo agoHN ↗

Same way you do for planes, cars, etc. You have long(ish) life-cycles and some pieces that can be independent (e.g., same turbine engine on several plane models).

3mo agoHN ↗

Brings its own risks. See the 737max debacle. Now imagine that but causing a massive radiation leak and requiring all your power stations to be be put offline while a fix is found.

3mo agoHN ↗

Nothing about the 737 MAX situation had anything to do with the fact that it was standardized and every plane wasn't bespoke. That is a weird thing to compare this to. You could absolutely still screw it up if you were designing each reactor from scratch every time

3mo agoHN ↗

This is good to keep in mind, but we'd need a substantial proliferation of nuclear before we get into a position where over-standardization is a problem.

3mo agoHN ↗

Standardizing doesn't mean you never change, but there is a middle ground between the current design is locked in stone forever vs. every plant is completely bespoke with no interchangeable parts and operationally different

3mo agoHN ↗

Ontario itself A need for more baseload to work with the large amount of solar and wind that Ontario has added in the last 10 years.

Chasing baseload is a fool's game. You will always have a mismatch between power needed and power produced. Power storage is necessary to move excess power produced to times of excess power need. e.g., shave the peaks to fill the valleys.

Any storage reduces the need for baseload and peaker plants. 4-6 hrs move daytime excess solar to fill evening needs. Overnight baseload excess can refill the batteries to cover the morning excess need before solar fully kicks in. Expanding battery capacity to 8-12 hours further reduces the need for expensive power sources such as nuclear and gas.

3mo agoHN ↗

Your power storage is the Uranium fuel, which is a better battery than batteries. Much denser and lasts longer.

In a sanely designed grid you overprovision non-reliable renewables like solar and wind to provide your peak daytime usage and nuclear (or hydro if you are lucky enough) takes up the rest during the night and when wind is not blowing. Batteries to further flatten the duck curve and provide grid firming as required.

Then you have fallback to nuclear and load shedding programs for rare seasonal issues solving that last 1-3% that is incredibly expensive with non-dispatchable power sources. No need to build natural gas plants that sit idle 95% of the time. You overbuild solar since it's basically free from a capex standpoint and use that to charge your batteries when the sun shines.

This lets you maximize capital investment over your entire generating fleet while still providing relatively cheap and - most importantly - reliable power for industrial usage.

Of course, the choice society has made to make nuclear exceedingly expensive might make it pencil out that it's cheaper to subsidize natural gas. But I think that's naive and foolish for the long run.

Nuclear waste would be the other large remaining issue, but again - society chose to create that problem and not solve it. It's not technical in nature.

Batteries have no reasonable path forward for seasonal storage in many locations in the world. Nuclear does. Solving overnight storage is simply not interesting, as it's the easy problem to solve.

tldr; Build it all. Nuclear, solar, wind, batteries, and hell - even natural gas as a last resort.

3mo agoHN ↗

Nuclear waste would be the other large remaining issue, but again - society chose to create that problem and not solve it. It's not technical in nature.

Care to explain, I've never seen a genuine solution that goes beyond hand waving, bad faith arguing, and aggressiveness.

3mo agoHN ↗

For one thing, nuclear power plants produce much less waste than most people imagine.

Waste can also be reprocessed into new fuel, further reducing it.

In the US, we have a suitable site that has been authorized and cancelled for 20 some years now: https://en.wikipedia.org/wiki/Yucca_Mountain_nuclear_waste_r...

The reasons it keeps being cancelled, and the waste is stored on-site at nuclear plants instead, is purely political and nothing to do with the technological or safety aspects, according to the GAO.

3mo agoHN ↗

I've never understood how people think "less" solves the issue, it's not negligible and asking to increase the number of plants surely increases the waste.

Reprocessing, isn't infinite. There's going to be waste to deal with.

You've not presented any technical solutions, instead you made it political by claiming that's the only problem.

Do you have an actual understanding of the problems or are you just pushing nuclear because it's aligning with you politically

Edit: it's clear from the down votes i am getting that this is political, not technical.

If you're down voting with no technical understanding you're political.

3mo agoHN ↗

I think it is you who hasn't bothered to do basic research before forming an opinion. I suggest at least skimming the wikipedia page on radioactive waste. [0] There's also a page documenting the various national management plans. [1]

I've never understood how people think "less" solves the issue, it's not negligible ...

It just needs to be little enough that the cost of constructing long term storage space isn't cost prohibitive.

The amount produced is something like 25 to 30 tons per GW per year before reprocessing; after reprocessing it's something like ~5% of that. Unfortunately I couldn't readily find numbers for the dilution rate when vitrifying the waste for geological disposal. Regardless, that amount is almost nothing when considered in terms of volume. A full size shipping container is somewhere between 75 and 108 cubic meters depending on which standard you prefer. To give a rough idea that equates to ~180 (US) tons of borosilicate glass (one of the materials commonly used to vitrify high level waste) on the low end (assuming I got the math right).

There are also alternative disposal methods to consider such as breeder reactors (rather expensive at present) or horizontal drillholes.

[0] https://en.wikipedia.org/wiki/Radioactive_waste

[1] https://en.wikipedia.org/wiki/High-level_radioactive_waste_m...

3mo agoHN ↗

I actually did produce a technical solution: stick it deep in yucca mountain and forget about it. It's safe, and there's more than enough room for the little waste that can't be turned back into fuel.

3mo agoHN ↗

Most waste isn't spent fuel, it's contaminated other things. You aren't reprocessing any of that.

3mo agoHN ↗

I thought contaminated clothing are low level waste. They are quite safe after 30-ish years, but rated to store for 100 years

3mo agoHN ↗

Political constraints are extremely important in the real world if the goal is to actually get things done. Yucca Mountain isn't actually a viable solution because, despite the technical arguments in favor, it lacks the support to implement.

Similar problem if local communities fight new nuclear plants tooth and nail, dragging out the timelines/increasing costs. Having the "correct" argument based on objective facts doesn't really matter if people/elected officials who have veto or dilatory powers aren't buying it.

3mo agoHN ↗

Thankfully a handful of countries have managed to approve and begun building out permanent geologic disposal sites at this point so as long as at least one of them is willing to sell disposal services the problem is now globally solved. At least provided a given country has the political will to pay to export their waste but that seems like a much lower barrier to overcome.

3mo agoHN ↗

The US has operating Waste Isolation Pilot Plant in New Mexico, a deep geological repository licensed to store transuranic radioactive waste for 10,000 years.

But it's only used to store military nuclear waste, not civilian nuclear waste.

3mo agoHN ↗

Your proposal is to use nuclear as only backup? Or for only late nights (after batteries have discharged)? That dooms nukes economically, they need to run and sell power at close to 100% 24/7 to have any chance paying back the capex & opex.

What you’re saying makes sense but only for a planned state economy where the government owns (or subsidizes) all generation. It’s not possible in a free market economy, the nukes would go bankrupt/ never be built

3mo agoHN ↗

Nuclear advocates say “we want to sell power at the same price 24/7”

They can’t cope with variable load, they can’t cope with other sources. They are only remotely viable with large amounts of storage.

3mo agoHN ↗

Most electricity generation is handled by the government already, particularly in Canada. Worldwide approximately 88% of global electricity generation capacity is owned or controlled by national and local governments.

Some Canadian provinces have IPPs -- Independent Private-Power companies but they are often operating under the patronage of government. Many owe their existence to privatisation, lobbying and sweetheart contracts. (E.g. in British Columbia, private run-of-river hydro companies scandalously secured a 60 year guaranteed non-market rate on electricity. https://thetyee.ca/Opinion/2016/09/12/BC-Hydro-Public-Intere... )

3mo agoHN ↗

88% seems impossibly high. “Or controlled by” must be doing some heavy lifting. Government owned power is 9% of the US, 25% of Australia, 1% of the UK.

If “or controlled by” means privately owned plants that are subject to local regulations, then that is not particularly interesting or relevant to the discussion

3mo agoHN ↗

We're talking about Ontario. I live in Ontario. The sky is overcast 8 months of the year. We're not building enough storage to charge for 4 months and drain for 8.

3mo agoHN ↗

Overcast winter days tend to be very calm as well. These are periods of minimal solar+wind generation and maximal heating demand.

Having a grid with no baseload generation and only storage is going to spell disaster during extended cold+calm periods. Rolling blackouts when it’s -30C outside…

3mo agoHN ↗

Ontario _already_ gets a quarter of its power from storage, in the form of hydro. If you add some pumps you can use the existing dam capacity more.

3mo agoHN ↗

Adding pumps isn’t the same as adding battery storage. More batteries means more peak power. Peak power for hydro is limited by the peak power output of the turbines, not the dam capacity.

3mo agoHN ↗

For example, in Denmark[1] a solar-dominated grid would cost around 565 EUR/MWh. A nuclear-dominated grid would cost around 141 EUR/MWh.

That's not what it says. It says that would be the cost assuming the current grid and power came from only solar or only nuclear. The majority of the cost then is for overprovisioning and storage, especially to handle the lack of sun in the winter.

The actual low cost power comes from mixes of renewables, that they note nuclear can't compete with (especially in their hypothetical future energy system with things like scheduled EV charging). They give an example of offshore wind (66%), solar (8%), CCGT (26%) (primarily natural gas) for 66 EUR/MWh, or, restricting to biomass for the gas plant: offshore wind (84%), solar (13%), CCGT (3%) at 99 EUR/MWh.

(it's also worth noting that this is for Denmark. Something like 98% of Canadians live south of Denmark's southernmost line of latitude).

3mo agoHN ↗

There is not enough wind capacity in most countries

3mo agoHN ↗

I chose those numbers to emphasize the system cost. Too many people go "Solar panels are cheap! Why don't we have them everywhere?" That's why.

3mo agoHN ↗

Even then, the costs came down 10x in a decade, so it seems foolish to commit to nuclear which has no prospects of getting cheaper.

3mo agoHN ↗

It will likely become significantly more expensive at scale. At current nuclear usage we use about 60,000 tons of uranium year powering nuclear reactors. [1] Global reserves are around 6 million tons, with estimates putting potential reserves around double that. [2] So that's enough for about 2 centuries of usage at current levels. Bump up nuclear by 10x and we're at 20 years until we're out, assuming all those potential reserves can be found.

The claims of endless nuclear energy rely on salt-water extraction which is like 3 parts per billion and not at all economical, or the development of breeder reactors which as of yet also remain prohibitively expensive, significantly more dangerous/finnicky owing to using liquid sodium as a coolant, and offer much easier weaponization.

Back in the 70s Exxon predicted the impacts of widespread CO2 output, but hand-waved it away. I feel people are doing the exact same thing with nuclear, and probably under the exact same motivation. They are biased towards nuclear and want it to work, and so are either ignoring the issues or assuming/hoping for a future technological breakthrough to resolve them, but as of yet that breakthrough appears nowhere in sight.

[1] - http://large.stanford.edu/courses/2026/ph241/flanagan2/

[2] - https://www.visualcapitalist.com/charted-global-uranium-rese...

3mo agoHN ↗

A few hundred years on thorium then fusion.

3mo agoHN ↗

global reserves are much higher. Anything above 100ppm can be extracted more or less economically. That's a ton of stuff even without purex/pyroprocessing/fast reactors or seawater

Seawater extraction is already comparable to most expensive land mines looking at China so it's no longer prohibitively expensive. India is moving fast with it's Thorium design https://world-nuclear-news.org/articles/first-criticality-fo...

"feel people are doing the exact same thing with nuclear, and probably under the exact same motivation. They are biased towards nuclear and want it to work, and so are either ignoring the issues or assuming/hoping for a future technological breakthrough to resolve them, but as of yet that breakthrough appears nowhere in sight." - France decarbonized in 90s and to this day no country got similar emissions/kwh in similar timeframe with similar or lower hydro resources.

The hopium lies in exactly the opposite way where ppl hope H2 will become dirt cheap and will be used for firming

3mo agoHN ↗

Global reserves are around 6 million tons, with estimates putting potential reserves around double that

In the mining industry reserves are a technical term. They can be proven, probable, likely, etc. qualifying a deposit as a reserve of a certain grade costs money. Reserves are used as colateral for secured financing, so in some cases the cost is justified. But if the sum of reserves is about 100 years of current consumption (our case here), mining companies will not spend one dollar more to certify new reserves.

For all practical purposes, uranium is an inexhaustible fuel, even if we never develop fast reactors.

3mo agoHN ↗

Biomass in Demark is in large part not green technology. Could be even worse then fossil gas.

"The utmost amount (46%) of wood pellets comes from the Baltic countries (Latvia and Estonia) and 30% from the USA, Canada and Russia.6 Estonia and Latvia have steadily been the primary exporters of biomass to Denmark, mainly in the form of wood pellets and wood chips."

https://noah.dk/Biomass-consumption-in-Denmark

3mo agoHN ↗

Even if the wood is imported, it still counts as green, as it regrowing and does not add CO2 that was in the ground before.

(So it depends how much CO2 the ships used to transport it there)

3mo agoHN ↗

1. We can comfortable say that the CO2 from burned wood stays in the atmosphere for at-least 100 years (time necessary for the next tree to grow), with all the associated effects.

2. I could not imagine scaling biomass to country like India or China to cover the same share in electricity production mix as in Dermark (Denmark currently produces 20% of electricity from Bioenergy).

https://ourworldindata.org/profile/energy/denmark

3mo agoHN ↗

it also depends on the rate of consumption. On top of that, the burning aint perfect, you also get amplifiers like monoxide or NOx. It also depends on the type of burned wood - some trees grow faster, others slower. If you burn a tree that grew slowly, it'll be +- zero after a long time

3mo agoHN ↗

Something like 98% of Canadians live south of Denmark's southernmost line of latitude

...while also having a colder climate than the Danish. At least while the Gulf Stream is still working.

3mo agoHN ↗

Battery and storage tech is improving and innovating all the time. It also has a fast build cycle.

Commissioning reactors that won't come online for 10-15 years makes no sense at all, economically and practically.

3mo agoHN ↗

It makes sense for Canada. Unless you love using gas for firming of course

3mo agoHN ↗

Commissioning reactors that won't come online for 10-15 years makes no sense at all, economically and practically.

Because we won't need base load in 15 years? Or because you're arguing that we'll have so many batteries, and they'll be so cheap, and they'll be so over-provisioned regarding summer/winter variance, that we won't be able to sell excess nuclear power to the states?

Personally, I wouldn't make either bet, no matter what odds you give me

3mo agoHN ↗

Some storage can be had for cheap from existing capacity. Hydroelectric dams with reservoirs, abundant in Canada already, can function like a battery to cover times when solar/wind is low.

3mo agoHN ↗

A least-cost combination of all the technologies has also been identified (shown in Fig. 3 as Least Cost Mix). Under the IEA/WEO 2023 cost assumptions, the least-cost solution comprises a combination of offshore wind power (66%), solar PV (8%) and CCGT (26%). Onshore wind power cannot compete with offshore wind power, and nuclear power cannot compete with any of the other technologies. This is due to the relatively low offshore and high onshore wind power cost assumptions in WEO 2023. As we shall see later, onshore wind power comes into the least-cost mix when using WEO 2024 or any of the two DEA cost assumptions.

...

At the case level, we find that in countries such as Denmark with available wind and solar energy resources, nuclear power does not seem to be part of the least-cost solution, neither in today's energy systems nor in future systems of climate neutral societies. This conclusion is valid for the present cost of nuclear power in Europe as well as for IEA/WEO future expectations. The future overnight cost for nuclear power of 4500 EUR/MW in 2050 represents the so-called “nth-of-a-kind” cost for new reactor designs, with assumed substantial cost reductions from the first-of-a-kind projects, while this violates the historical experience of nuclear power technology.

3mo agoHN ↗

no it's not fully complementary. And that's the main challenge. Countries without nuclear and hydro tackle this with gas/coal

3mo agoHN ↗

You don't need storage if you have enough non-intermittent power to satisfy peak load.

Canada uses 1,500 GWh of electricity per day. 12 hours of storage is 750 GWh of storage. Estimated for grid storage costs range from $125 to $250 per kwh for fully installed and connected systems (not just the cost of the cells alone). At $200/KWh Canada would be looking at $150 billion for 12 hours of storage.

3mo agoHN ↗

Chasing baseload is a fool's game. You will always have a mismatch between power needed and power produced.

That's why all modern (aka the last 40-50 years or so) nuclear reactors are capable of changing power output at 3-5% of nameplate capacity per minute: https://www.oecd-nea.org/upload/docs/application/pdf/2021-12...

This way you don't need to ridiculously overbuild solar and wind, and you have a better guarantee for power supply. Especially in colder climates: https://news.ycombinator.com/item?id=48640358

Overnight baseload excess can refill the batteries to cover the morning excess need before solar fully kicks in. Expanding battery capacity to 8-12 hours further

So, at best 20 hours of power supply from storage?

3mo agoHN ↗

nuclear reactors are capable of changing power output at 3-5% of nameplate capacity per minute

This is not a technical problem, but nuclear plants already struggle to compete on cost of energy when running 24/7.

Every minute such a plant runs at less than nominal output, those already bad economics grow worse.

3mo agoHN ↗

They actually do not. Struggle, that is.

But yes, it absolutely makes more sense to run those plants 24/7 at 100% capacity.

And we have base-load that matches this reliable generating capacity very well.

The 40%-60% base load absolutely should be provided by nuclear if you don't have hydro (and even if you have hydro, some nuclear still makes sense).

The remainder should almost certainly be a mix: some more reliable nuclear, some storage, some wind, some solar.

3mo agoHN ↗

That's not how electricity markets operate. Say you have 100GW demand (number are not in any way related to reality) and your Nuclear plant has a capacity of 50 GW. However it's a sunny day and solar is producing 80 GW. That solar will be producing at a much lower price, so no one is interested in buying that extra expensive 30 GW from the Nuclear plant (I'm glancing a bit over how pricing works exactly, but it comes to the same thing).

So either you restrict the amount of solar that can be produced or you subsidize the Nuclear prices. Both solutions are increasing prices for idiological reasons. If we do that might as well invest in solutions that are on exponential trajectories, like solar and battery.

The whole baseload argument when talking about renewables is a strawman. Both intermittent (like solar and wind) and constant output (like Nuclear) are baseload technologies, despite working very differently. Both require over provisioning, on demand sources or storage. It does not make any sense to bet on a solution that despite significant subsidise over almost 70 years has failed to produce any exponential count reduction, if the other solution is on an exponential curve right now.

3mo agoHN ↗

The whole baseload argument when talking about renewables is a strawman.

Didn't know that the requirement for electricity to always be available despite weather conditions is a strawman

3mo agoHN ↗

That is an obviously mis-designed "market" as it only prices in marginal costs. This worked when most if not all producers actually were reliable. It doesn't work when you have a high share of intermittents.

For mis-designed electricity markets, see also:

https://en.wikipedia.org/wiki/2000–2001_California_electrici...

It can be fixed easily by giving priority to reliable producers and only allowing intermittent producers in once the reliable producers are used up.

The whole baseload argument when talking about renewables is a strawman

No. It is actually essential, because intermittent renewables cannot reliably supply electricity, yet we need reliable electricity supply.

Intermittents are not baseload technology, because they cannot reliably supply electricity when needed.

3mo agoHN ↗

when running 24/7.

Key word: running 24/7. Which neither solar nor wind can do.

Every minute such a plant runs at less than nominal output, those already bad economics grow worse.

Is that why countries that boast "we have so much renewable energy now" tend to import electricity from stable sources (nuclear and hydro) the moment there's a long period of overcast skies with little to no wind?

3mo agoHN ↗

Baseload is a large part of the total load, so it absolutely makes sense to provide solid plants that can run predictably at close to 100% capacity for most of the time (maintenance and occasional outages excepted).

Storage can paper over the unreliability problems of the intermittent producers to some extent, but at relatively high cost for comparatively short amount of times.

Filling constant demand with intermittent producers + storage does not make sense.

3mo agoHN ↗

I don't understand the online obsession with nuclear power in spite of all the evidence that it's simply not economical. Canada needs new power now. Not 15-20 years from now, which is how long it takes to build a new nuclear power plant. And it can be done today, incrementally with renewable sources and before anyone screams "baseload", that's what batteries are for if it really comes down to it.

Nuclear power is the highest cost source of electricity in LCOE terms [1]. We just need to look at Hinkly Point C ("HPC") in the UK. HPC was proposed in 2010, approved in 2016, began construction in 2018 and is scheduled to completion currently somewhere between 2029 and 2031 for the first reactor with the second following 1-3 years after (IIRC). From an initial cost estimate of 15 billion pounds in 2015, it's ballooned to 31-35 billion and may well exceed 50 billion [2][3].

The contracted price per MWh is linked to inflation and currently pushing 140 pounds, about 50% more expensive than offshore wind that could be built in a fraction of the time.

So there is a 35 year contract period for power but HPC has a lifespan of 60 years. What happens after? Market rates. Many will argue it'll get cheaper as the plant is paid off. If that's the case, why hasn't electricity from nuclear sources gotten cheaper as the existing plants have aged?

The answer is the same with any nuclear criticism: "this time it'll be different". Fukushima? "This time it will be different." Chernobyl? "This time it will be different." Spiralling costs? "This time it will be different." Massively delayed completion dates? "This time it will be different."

And we haven't even touched the negative externalities yet. That is, the uranium fuel cycle. Processing uranium ore produces waste. Using fuel rods produces waste. We don't really have a good solution for dealing with that waste. There's a lot of hand-waving about "just store it underground and centuries from now we'll hope they've figured it out". Storage, particularly for the first decade or more is not as easy as the hand-waving makes it out to be. It requires cooling ponds because the waste still produces significant heat. So you need infrastructure from that. UF6/UF4 from procesing aren't a solved problem either.

I will never understand why so many otherwise smart people keep trying to make nuclear happen in their minds.

[1]: https://en.wikipedia.org/wiki/Levelized_cost_of_electricity

[2]: https://www.world-nuclear-news.org/articles/edf-announces-hi...

[3]: https://www.telegraph.co.uk/business/2026/02/20/hinkley-poin...

3mo agoHN ↗

You’re missing the point which is to create jobs, it’s what the Canadian government is pushing really hard for now, with all the infrastructure projects it’s launching.

Something that will need people working on building for 15 years sounds about right for what government is doing now.

3mo agoHN ↗

You’re missing the point which is to create jobs

I sure hope that the ultimate point of a government push to build nuclear powerplants is in fact getting nuclear powerplants on the other side, not just jobs along the way. The latter seems responsible for so many ills in today's Western societies.

3mo agoHN ↗

Nuclear plants would reduce Canada’s energetic reliance on other countries but - is there any, really? Last I checked, Quebec at least exports power to other provinces and the US.

Sure with more power generation Canada has more to sell and any country would be happy to have more energy, but it doesn’t sound like something the country _needs_ as much as, say, more housing. Or deep health care system improvements and staffing. Or … jobs.

3mo agoHN ↗

Cheaper energy unlocks all of those things. All human problems are energy problems, in the end.

3mo agoHN ↗

Sounds like California high speed rail, where the state government is actually touting the number of jobs created as the measure of its success, even without a single mile of working track.

3mo agoHN ↗

Sounds like Canadian high speed rail :)

3mo agoHN ↗

you can create even more jobs with ren. But not all jobs are the same. With ren you compete with China. With nuclear - you are somewhat protected since many don't like the idea of a hualong near them

3mo agoHN ↗

Ren= renewables. Hualong is the domestic Chinese reactor design

3mo agoHN ↗

All forms of generation have downsides.

Canada needs new power now. Not 15-20 years from now,

Building nuclear doesn't stop you from building whatever else you want. Though I assume that Canada being Canada, it'll take 15 years just to complete the requisite negotiations with every indigenous tribe and to arrive at a settlement with whatever environmental and assorted NIMBY groups are already warming up their lawsuit-filing laptops right now.

Also, you're predictably citing a couple of bad nuclear accidents, over like 70 years of nuclear generation. Both are actually pretty well understood. If we applied that risk management logic to forms of transport, you wouldn't even be allowed to walk anywhere.

3mo agoHN ↗

Chernobyl was almost the largest disaster in all of history. I'm not saying nuclear reactors are unsafe now, but the reality is that a true disaster at a nuclear power plant literally means the end of huge amounts of land, enough to end entire countries or large parts of continents. You can't say things like that about walking or other types of transport...

3mo agoHN ↗

Chernobyl's reactors were fundamentally unsafe designs from an engineering perspective, to say nothing of the perverse incentives at play because of the Soviet political system. We've learned a lot since the RBMK was designed in the 1960s.

3mo agoHN ↗

Not convinced. The problem is with the human layer of managing large complicated projects.

Nuclear could become less unsafe once humanity has found ways not to go commity horrble violence every other generation.

3mo agoHN ↗

Not convinced.

What, if anything, would convince you?

3mo agoHN ↗

The problem is with the human layer of managing large complicated projects.

I guess we should stop having large, complicated projects. Potable water mains, road and rail networks, the power grid, the internet, bridges, medicine, etc, are all too complicated for humans to manage.

I mean, nuclear is only the safest form of energy generation that humanity has ever produced, but you're absolutely right.

3mo agoHN ↗

I guess we should stop having large, complicated projects. Potable water mains, road and rail networks, the power grid, the internet, bridges, medicine, etc, are all too complicated for humans to manage.

I'd rather see this simplified and improved than stopped.

I mean, nuclear is only the safest form of energy generation that humanity has ever produced, but you're absolutely right.

Ground mounted solar is clearly superior in terms of safety.

3mo agoHN ↗

The problem with Chernobyl was that (1) it didn't have a containment dome, and (2) it was designed so as the temperature increased, the reaction sped up. It was fundamentally unstable.

Neither of these problems is true of more recent reactors.

We don't make bridges safe by getting humans to cooperate better and cross bridges one car at a time. We make them strong and stable so humans can drive however they like and the bridge is fine. That's how all engineering works, and it applies to nuclear reactors just like anything else.

3mo agoHN ↗

Chernobyl was triggered by humans but the ultimate problem was it's design. And it shows - Fukushima was triggered by tsunami, but ultimate problem was again the design. But since the design was much better, the impact is much milder vs Chernobyl

3mo agoHN ↗

To be fair Chernobyl was designed what, 15 years after the invention of nuclear technology? Even discounting all the politicial and management control problems, the engineering and scientific knowledge of nuclear reactor design was still in its infancy. Imagine if we judged the safety of automobiles on pre-Model-T cars. Or steam boilers and engines on the first 20 yearrs of their invention.

3mo agoHN ↗

What's the worst accident involving a Model T, maybe a dozen dead? Early steam boilers aren't going to be much worse either. Nuclear accidents are essentially unlimited in size. Nothing else can do that kind of country-sized - let alone it being permanent.

Chernobyl showed the potential impact. Fukushima showed that even several decades down the line things can still rapidly run out of control. All the knowledge and experience in the world isn't going to save you when something unexpected happens and things are just waiting to spiral out of control.

2mo agoHN ↗

Do you understand the scale of Chernobyl if they had failed to stop the meltdown? Half of eastern europe would be uninhabitable. It would've killed 100s of millions.

3mo agoHN ↗

It's even worse: the problems of that reactor type were, in fact, well-known at the time.

Which is one of the reasons that reactor would never have gotten an operating license in any western country. Oh, and not having any containment.

3mo agoHN ↗

Isn't that a little hyperbolic? Sure cancer rates will be elevated wherever the fallout blows but it's not going to end anything.

3mo agoHN ↗

In terms of severity, Chernobyl was a long way from the worst case.

If the core had melted down to a body of water, the steam flash could have vaporized it & ejected it high into the atmosphere.

That's city-ending, if not quite "continent rendered uninhabitable".

3mo agoHN ↗

The problem is more about Chernobyl affecting global nuclear deployments imo

3mo agoHN ↗

Chernobyl was almost the largest disaster in all of history

Not at all hyperbole when you consider how badly it poisoned the well for future nuclear projects.

3mo agoHN ↗

When ranking Chernobyl accident for death toll (95–4,000+ deaths) it's very far behind Failure of Banqiao Dam (26,000–240,000), behind 2023 Derna dam collapse (11,300), behind the world's worst industrial disaster - Bhopal disaster (3,787–16,000), behind 1979 Machchhu dam failure (1,800–25,000), about as deadly as Halifax Explosion (1,950 deaths).

Most tragic thing is that Chernobyl accident could have been prevented.

https://en.wikipedia.org/wiki/List_of_accidents_and_disaster...

3mo agoHN ↗

Building nuclear doesn't stop you from building whatever else you want.

It kind of does though, since it demands pretty lavish subsidies to be built at all and those subsidies would give WAY more bang for the buck if used on pumped storage, batteries, solar and wind.

You also have to cap liability in case of nuclear disaster. Private insurers won't touch nuclear power with a barge pole unless taxpayers are forced to pay for disaster cleanup. As a taxpayer Id rather not have that liability.

3mo agoHN ↗

What if, we actually instead overbuild power gen and distribution, that it actually supresses price?

Imo, the answer should always be, yes, build, please.

Heavy industries (which support blue collar growth) come to places with cheaper power.

3mo agoHN ↗

Building nuclear doesn't stop you from building whatever else you want.

If you build the solar and wind you don't need the nuclear. That's the point.

Also, you're predictably citing a couple of bad nuclear accidents, over like 70 years of nuclear generation.

Here we go with hand-waving away all the uncomfortable counterexamples.

It's hard to get exact numbers because of plant decmossioning and that some nuclear reactors don't produce electricity (eg they are breeder reactors for plutonium or isotopes for medicine) but an estimate of somewhere between 400 and 440 worldwide seems reasonable. I've also read that fewer than 700 nuclear reactors have ever been built. Not a single one without significant subsidies I might add. Of those 440 (for argument's sake), we've had 3 serious accidents:

1. Chernobyl. The absolute exclusion zone for Chernobyl remains at 1000 square miles ~40 years after the accident with no end in sight. The estimates of the accumulated cleanup costs seem to be at least $700 billion [1];

2. Fukushima. It'll likely take more than a century to clean this up and the cost may well exceed $1 trillion [2];

3. Three Mile Island. Far less significant than the other two but still involved a core meltdown.

Do you have any idea how much renewable power generation $700B and $1T could've bought instead?

But it gets worse. The US nuclear energy doesn't pay insurance representing the true potential cost of a nuclear disaster. The Price-Anderson Act limits liability to (in 2026) $500 million in primary insurance, $15 billion in secondary insurance from an industry-wide fund paid in by operators and there's also another limit I forget on incidents that cover more than one reactor [3]. So how do you get from $15B to $700B or $1T? Why the government of course, which means the taxpayers.

[1]: https://globalhealth.usc.edu/wp-content/uploads/2016/01/2016...

[2]: https://cleantechnica.com/2019/04/16/fukushimas-final-costs-...

[3]: https://en.wikipedia.org/wiki/Price%E2%80%93Anderson_Nuclear...

3mo agoHN ↗

If you build the solar and wind you don't need the nuclear.

Don't forget the enormous battery arrays for winter, cloudy skies, or wildfire smoke. Hope you have enough batteries. But you won't, so ok, now you need gas reactors to fill in the blanks. Isn't that what we're trying to get away from?

3mo agoHN ↗

Ah yes, the ridiculous strawman engineering of saying batteries would be used for seasonal storage.

3mo agoHN ↗

1. Lot of nuclear fission products from Chernobyl catastrophe have already decay ed away. There was mapping done for the long term plan of shrinking the Chernobyl exclusion zone.

"In the long term, the Ukrainian radiation protection authorities can use the BfS measurement data as a planning basis for reassessing the size of the exclusion zone. The data can be used to assess which areas of the exclusion zone could be reopened for use."

https://www.bfs.de/SharedDocs/Pressemitteilungen/BfS/EN/2022...

https://www.bbc.com/news/science-environment-47227767

The Russian invasion of Ukraine has halted the reassessment of Chernobyl exclusion zone, Ukraine has currently much bigger problems than Chernobyl. One could also say that, the decline of nuclear power in Europe because of Chernobyl accident caused much stronger dependency of Europe on Russian fossil fuels and indirectly supported the Russian invasion of Ukraine by bringing a lot of European money to Russia.

2. They got the currency symbol wrong in the cleantechnica article. "First estimates included costs as high as ¥1 trillion (US$13 billion), as cited by the Japanese Prime Minister at the time, Yoshihiko Noda "

"In 2016, Japan's Ministry of Economy, Trade and Industry estimated the total cost of dealing with the Fukushima disaster at ¥21.5 trillion (US$187 billion)"

https://en.wikipedia.org/wiki/Fukushima_nuclear_accident_cle...

Lot of missing nuclear electricity production after 2011 in Japan was replaced with electricity production from imported LNG. Because of impacts Iran war on LNG gas delivery Japan is now rapidly moving to restart nuclear power plants.

https://www.politico.com/news/2026/04/18/japan-nuclear-fukus...

3. Three Mile Island was very costly destruction of power generation asset without impacts on the public health, but it caused mass panic amplified by the simultaneous release of the The China Syndrome movie.

https://en.wikipedia.org/wiki/Three_Mile_Island_accident#Act...

Other industries also don't pay insurance representing the true potential cost of a large disasters.

"US law requires payment of 8 cents per barrel of oil to the Oil Spill Liability Trust Fund for all oil imported or produced. In exchange for the payment, operators of offshore oil platforms, among others, are limited in liability to $75 million for damages, which can be paid by the fund, but are not indemnified from the cost of cleanup. As of 2010, before payouts related to the Deepwater Horizon drilling rig explosion, the fund stood at $1.6 billion.

The hydroelectric industry is not generally held financially liable for catastrophic incidents such as dam failure or resultant flooding. For example, dam operators were not held liable for the 1977 failure of the Teton Dam in Idaho that caused approximately $500 million in property damage."

https://en.wikipedia.org/wiki/Price%E2%80%93Anderson_Nuclear...

3mo agoHN ↗

You can see how you dont need nuclear with your strategy today in Germany https://app.electricitymaps.com/map/zone/DE/live/fifteen_min...

TMI cleanup costed 1bn, so far lower than the secondary insurance amount. Fukushima cleanup will take less. Most exclusion areas were lifted (with delays but still). JP already wants to extract unmelted fuel elements to gain xp to later do it with the rest. Ukraine is less lucky - recent russian strikes destroyed part of the equipment meant to extract corium.

Germany spent so far on EEG alone double the cost of entire french fleet. You can see the results. Not just financial https://link.springer.com/article/10.1007/s10640-025-01002-z

3mo agoHN ↗

You think they shouldn’t negotiate with native tribes?

3mo agoHN ↗

If they're not building reactors on the land allocated to native tribes, why should they?

3mo agoHN ↗

That's the thing, they will be on unceded land. As I understand it Canadian settlers signed treaties which allowed indigenous people to retain rights to the land. Canada then violated those treaties and built on land they didn't own. Today Canada is trying to respect the original treaties while also appreciating that they can't undo what's already been done.

3mo agoHN ↗

First Nations have treaties with Canada with constitutionally protected land use rights that have implications beyond tiny reserves. Rights to hunt and fish can be implicated by heavy industrial land use which compels a duty to consult. Doesn't mean that First Nations can veto a project, but also doesn't mean that all this can be ignored.

All of this is more complex in British Columbia where in many places treaties were never signed and so the land is unceded and under unresolved land claim.

3mo agoHN ↗

Did the native tribes negotiate with whoever they last defeated? Or did Europeans literally invent the concept of conflict and war, and all the tribes of North America just filed into America in an orderly fashion and never battled each other?

I'm not saying every square mile of land in Canada, America, Europe has been controlled by at least two distinct tribes or nations, and been fought over at some point since the dawn of man, however I would say that most desirable land probably has. Many cultures have been partly or fully wiped out over human history. It's sad in all cases, but I'm not convinced there's any purpose served by arbitrarily elevating some of those cultures as noble and deserving of special veto power.

Note: I acknowledge that regardless of the above, Canada has formally granted them such powers anyway, so, yep, they get to live in that system they've created.

3mo agoHN ↗

It could take much less in Canada. And recent refurbs being on time and budget are encouraging. We'll see in fact Canada's capacity to deliver sooner, but not in Canada - Romania already signed for Cernavoda expansion to a full 4 unit plant.

3mo agoHN ↗

Another other things nuclear power plants don't take 15-20 to build in sensible economies. You also cannot use wind & solar + batteries to replace nuclear power.

3mo agoHN ↗

I wouldn’t say you cannot but I also wouldn’t say it is proven that you can.

3mo agoHN ↗

My prediction is that in the not to distant future solar/wind + storage will be able to replace nuclear in most areas on Earth. The growth of solar has historically been underestimated [1], and it will continue to be underestimated. Even if nuclear gets cheaper, solar will get cheaper faster.

The development of storage has a long way to go. Outside batteries, there are other options, such as pumped storage. Even then, battery prices might go down enough to make other forms of storage uneconomic.

I also predict that a revolution is yet to happen in the transport of energy. For those areas that can't be self-sufficient in solar/wind, it may turn out to be cheaper to capture renewable energy elsewhere then transport it to where it needs to be used (we already do that with fossil fuels).

[1] https://www.sciencedirect.com/science/article/pii/S136403212...

3mo agoHN ↗

Cannot with our current level of technology. You are not going to provide the required level of power in Canada during the winter with wind or solar with todays battery technology.

I asked Claude:

"If combined wind+solar output drops to ~10% of nameplate during one of these (a standard threshold), a ~77 GW fleet sized to meet average winter demand produces ~7.7 GW against a ~22 GW cold-snap peak — a 14 GW shortfall that storage alone has to cover. That works out to roughly 340 GWh for a 1-day lull, ~1 TWh for 3 days, ~1.7 TWh for 5 days, ~2.4 TWh for a week, and ~3.4 TWh for 10 days. Ontario's entire current and under-construction battery fleet sits in the single-digit GWh range, so even a mild 3-day lull needs ~100-200x what's actually being built, and a serious week-plus event needs 400-600x — which is why lithium-ion batteries work fine for hourly duration but make no economic sense at the multi-day scale these lulls demand."

3mo agoHN ↗

One of my pet peeves is that people keep quoting numbers about solar costs oblivious to location, time of year, etc. No wonder some people are sticking their fingers in their ears and saying "neener neener neener".

Battery storage for diurnal variation in favorable locations looks feasible, battery storage for annual variation looks absurd. Maybe you can overbuild solar by a 3x factor in some places, I've gotten cost numbers from 'a little less than what an AP1000 is claimed to cost' to 2x more with back of the envelope calculations that probably aren't worth anything. Then there's Dunkelflaute.

It would help if you could find a good use for the excess energy but the capital cost of anything you don't use all the time is multiplied.

3mo agoHN ↗

Household batteries work wonders for residential consumption. It is interesting what happened once subsidies for batteries was introduced in Australia. The uptake was huge (because free or cheap electricity in off peak periods). Average install size went up, covering about 24 hours of winter usage. Subsidies needed to be tweaked, to reduce the number of 50+ kWh installations. It is not unreasonable to use current technology to have 24 hours or maybe 48 in most or all residences, with an investment payback time to consumers of around 5 years. With dynamic pricing, most consumption switches to non-peak. All distributed, rather than large scale battery facilities. As long as you are prepared to import from China, manufacturing is available. What is needed is political backing to make it a good investment for consumers via subsidies, and loans to ensure people without spare cash can also benefit. And maybe the numbers work out well, with less subsidies going to fossil fuel generation.

3mo agoHN ↗

Pre-Fukushima, the Koreans were able to pop out a gigawatt every 5 years or so. Things dramatically slowed down afterwards, so even they are not immune to whatever it is that makes constructing nuclear powerplants slow as all hell around the world.

The Barakah plant in the UAE, built by the Koreans, took 9 years.

3mo agoHN ↗

Barakah took about 8y/unit. But local projects are expected to take less. Part of the reason is precedent govts were willing to ditch the industry entirely like Germany

3mo agoHN ↗

I will never understand why so many otherwise smart people keep trying to make nuclear happen in their minds.

I don't really get this either. I've come to think that it comes down to two pieces. The easy piece is that some people don't seem to realize just how good renewable power sources have gotten in the last 10-20 years. Nuclear has simply been outcompeted in so many ways. But this happened pretty quickly, so not everyone has gotten the message.

The other one is more subtle. For decades there were a lot of bad attacks on nuclear as a technology. (And a few good criticisms, but for some reason those never seem to get the attention, even though they should -- they're pretty strong arguments!) There's a certain type of person who loves to debunk these bad arguments, and there's plenty of that type of person around here. And that can get you emotionally invested into the thing you've been defending (perhaps rightfully: they were crappy arguments against it), and might keep you promoting it after its natural time has passed.

(To be clear: I don't think nuclear plants are worthless, and I think keeping the ones we've got operating smoothly as base load stations is probably an excellent idea. But I don't think it makes a whole lot of sense to be building more of them these days.)

3mo agoHN ↗

I see that France has the most nuclear heavy grid and also some of the cheapest energy costs and lowest CO2 emission per unit energy in the world. When I see that matched by a solar / wind focused grid I will believe the cheap renewables hype.

And even when I see that, the low energy density still has its own problems. The amount of resources needed for the panels and batteries is massive in itself. And the land area requirements are going to turn vast swathes of wild land into something like this: https://www.instagram.com/reel/DSUY5dhiVF6/

3mo agoHN ↗

France has higher prices than several EU countries.

Spain in particular has low prices thanks to their solar and wind, and the Nordics thanks to hydro.

3mo agoHN ↗

And the French cannot seem to replicate the putatively low price they paid for their first nuclear rollout.

3mo agoHN ↗

Spain has 3x the emissions intensity of France. The Nordics (some of them) have energy that is cheap and clean like France. That's because they have base load that doesn't emit CO2 like France.

3mo agoHN ↗

And the germanics have higher price than France, which can benefit from importing cheap spanish power (when not in outage) and reselling it at 5x to germanic countries.

3mo agoHN ↗

Spain has better weather, more hydro, cheap African gas and still nuclear. And emissions are worse

3mo agoHN ↗

Probably it depends on what part of the world you are and on what is your goal, what you want to optimize for.

In many countries there are usual systematic weather events where all renewable production goes to basically nothing for few days or even 2 weeks. You can not solve that by improving renewable sources, there isn't enough raw energy they could capture.

Storage for that long is currently impossible and even if it would be, it would be prohibitively expensive. So what you can do, build gas or coal plants. Building those, having people on call all the time, and the opportunity cost is probably many times more expensive than the building cost of renewables themselves.

And you still need to buy and store fossil fuels, you are still dependent on geopolitical issues, and you still produce a lot of CO2.

If your goal is environment protection or reducing climate change, then nuclear is probably better. If your goal is to reduce energy cost then probably renewables + short term battery storage + gas backup is the winner if you use an appropriate electricity pricing model.

Nuclear seems to be the old, known, stable thing, while renewables are the new and shiny thing that solves everything cheaply (and that sounds like it has huge catch). When you are building such critical infrastructure as the electrical grid, then staying safe and choosing the known, but expensive solution might seems to be the right choice for many people.

3mo agoHN ↗

It is a political choice. Pro-nuclear propaganda in Australia is all about the long time frames, and the fossil fuels needed until they start coming online. Climate targets get to be pushed back, scrapping 2030 targets in favor of 2050 targets. It keeps coal, gas and oil money flowing for another generation. And the problem of actually building and paying for the nuclear power plants is also next generations problem, as they are expected to all be over cost and delayed, and not a priority once all the new gas plants are online. Everybody knows all this, but nuclear still gets traction because when you put lipstick on it and take all the most optimistic estimates from the salesmen, it looks like a pro-environmental policy. One that the right and far right can get behind, because it is not what the greens are saying needs to happen and anything those communists want must be bad.

I don't know if it is similar in Canada. Solar is less viable, relying more on wind. And they have more experience building and running nuclear power plants.

3mo agoHN ↗

Canada has own supply chain and all recent refurbs were on time and budget.

Ironically, if SA contracted Korea for a npp (and if nuclear was legal there) at the same time as UAE, it'll probably be a net exporter of low carbon power by now.

Australia is expanding gas exploration even under current govt. Climate targets seem to be pushed back regardless

3mo agoHN ↗

Canada needs new power now. Not 15-20 years from now

Canada won't need new power 15 years from now? Did a time traveler tell you about a coming Dark Age?

3mo agoHN ↗

I think the assumption is that anything that you can build now, you can build more of later. Unless you think there is some reason you can't?

3mo agoHN ↗

Nuclear power is the highest cost source of electricity in LCOE terms [1].

The graph actually suggests something different - you can see how coal (a mature and well -understood technology) has basically flat-lining costs that increase very slowly over time as we mine out the easy fuel. That is pretty much what we'd expect for a mature technology.

Gas, Solar and Wind have rapidly decreasing cost curves following some sort of asymptotic pattern which is what we'd expect for new and exciting technologies.

Nuclear has the most bizzare cost curve of any new technology where every year it costs more than the year before; a pattern which makes effectively no sense and is really only explainable by the heavy and effective political attack that nuclear has been under in the US and EU. On a technical basis it is probably going to be cheaper than coal and if allowed to innovate likely much cheaper than solar and wind (the too-cheap-to-meter line is plausible, we've seen that sort of market in networking).

The answer is the same with any nuclear criticism: "this time it'll be different". Fukushima? "This time it will be different." Chernobyl? "This time it will be different." Spiralling costs? "This time it will be different." Massively delayed completion dates? "This time it will be different."

That sounds like an extremely reasonable answer? It was different after Chernobyl and Fukushima. We've never seen a plant melt down that was designed & built around the 1970s. And again, project budgeting is mostly about politics not the technology involved. If costs are consistently X the technical estimate, planners will add in a factor of X unless there is a political reason not to.

We don't really have a good solution for dealing with that waste.

Seems to be a solved problem? We've been doing this for 50 years now and despite their best efforts the anti-nuclear crowd haven't managed to come up with a concrete example of what the problem is that isn't easily ignored. Society produces a lot of toxic waste already and it really isn't that big of an issue. I did the calcs once a long time ago for a HN post and we're often talking about a few shipping containers worth of material in these conversations; ie nothing.

We haven't figured out how to deal with the toxic byproducts of solar panels either and that is largely a non-issue. Plan A is to dump the waste somewhere and Plan B is to go with a better option if one turns up. Problem solved.

3mo agoHN ↗

Nuclear has the most bizzare cost curve of any new technology where every year it costs more than the year before; a pattern which makes effectively no sense and is really only explainable by the heavy and effective political attack that nuclear has been under in the US and EU.

Or by generally exploding costs of megaprojects. Look at e.g. high-speed-rail in UK, France, Germany, ... . The first projects were the cheapest, after that it only got more and more expensive.

3mo agoHN ↗

A lot of those rising costs are also due to a (much) heavier regulatory environment.

3mo agoHN ↗

And the much heavier regulatory environment exists for a bloody reason.

The US alone spent billions to clean up superfund sites on the taxpayers dime (because companies created a huge mess in pursuit of profit and unhampered by regulation in the 20th century).

3mo agoHN ↗

Everything that exists for a reason; the question is whether the reason is good. We've spent decades being told that climate change is going to cost us percentages of GDP to avoid, and your first counterexample is the suggestion that mitigations might be in the billions for the US over the course of a century.

One of those numbers is bigger than the other; and it favours nuclear pretty decisively. The regulations set up an environment where business as usual appears to be worse than if actual unlikely nuclear catastrophe occurred, all the air pollution in the interim and the reduced access to cheap abundant energy are real problems that have real consequences.

Whoever accepted those reasons has blood on their hands, so well might they be called "bloody reasons". The consequences have been serious and terrible even before getting in to oil-related resource wars and the like.

3mo agoHN ↗

it's one thing to have regulation that makes sense and it's another thing to have regulation that doesnt do much. UK is prime example with HPC

3mo agoHN ↗

Nuclear has the most bizzare cost curve of any new technology where every year it costs more than the year before; a pattern which makes effectively no sense and is really only explainable by the heavy and effective political attack

Or by the technology being heavily subsidized and its flaws papered over until they became expensively unignorable.

But no, it must be the extremely selective omnipotence of the greens that did it. /s

3mo agoHN ↗

China, Canada, Sweden and others, are not stupid. We really don't understand how it is that all the experts say that Nuclear needs to be parts of the equation but all of you "online activist" keep insisting that, they are just idiots and industry shills. It is the same playbook the anti-vaxers use.

3mo agoHN ↗

The same China that started construction on at least 10 reactors last year?

3mo agoHN ↗

We can't generate power out of thin air and the coal/natural gas powerplants got shut down what do you propose?

3mo agoHN ↗

What if it becomes urgent to reduce CO2? There's a lot of places without hydro or geothermal power, and if you needs gobs of power for, say, making aluminum you need as much as you can get power wise.

3mo agoHN ↗

What if it becomes urgent to reduce CO2?

What?! It has been urgent for years.

3mo agoHN ↗

It if "becomes urgent" (it already is), spending a decade and a half building a reactor won't exactly be helpful, will it?

3mo agoHN ↗

Canada needs new power now. Not 15-20 years from now.

Those can both be true. Canada will likely need more power in 15 years too. It's called long term planning.

3mo agoHN ↗

Which is a metric having one source throughout all weather, coupled with 2018 battery storage as per the study showcased in the blog.

Not sure what the relevancy is.

Here, a modern article modeling "System LCOE". In other words, the whole grid including transmission backup and everything else. It starts by giving new built nuclear power the benefit of doubt, having it cost 40% less than Flamanville 3 and 70% less than Hinkley Point C. Since no one would ever be stupid enough to greenlight a project like that again.

https://www.sciencedirect.com/science/article/pii/S036054422...

It finds that for Denmark, a country with very low insolation and awful winters that renewables are 53% cheaper than the nuclear system.

3mo agoHN ↗

It cuts both ways. Solar and wind are great but intermittent, and the storage issue seems to be treated as a solvable ergo solved problem. Add a sprinkle of "overcapacity", gas peakers and demand shaping and we can have a fully green grid.

So why didn't this happen anywhere - except perhaps two of the sunniest and windiest places in the world, Australia and California, where energy demand (AC) also matches production? Where are the seasonal battery storage facilities that places like Europe or I guess most of NA would need?

My only conclusion is that renewables are also far more expensive than the sticker price, due to the needed grid investment, batteries and frankly unsolved problems of seasonal storage.

I don't mind being wrong, but status quo seems to be, let's not build nuclear because it's too expensive, we're sort of building renewables, but CO2 emmissions, never mind levels, keep on increasing.

It doesn't seem to add up to a coherent story.

3mo agoHN ↗

What doesnt add up? Almost all western industrialized nations are on a downward trajectory (or flat) regarding electricity use.

So there is simply little economic incentive to "greenify" electricity quickly because demand is already met by existing infrastructure.

Lots of people are completely unwilling to pay more for energy just to decrease emissions quickly (you might be surprised about peoples selfishness!).

But if you look at countries where electricity demand grows, you can clearly see renewables overtaking everything else; China had more growth in solar PV energy (GWh/y) in the last 2 years than nuclear power in 2 decades (and they're a pretty nuclear-friendly environment, too).

3mo agoHN ↗

These Western countries are also still exporting their manufacturing and energy use to China. Meanwhile, Chinese CO2 emmissions are still increasing, regardless of how much renewables they are building. This would mean that the marginal cost of burning coal is still lower for them than the "dirt cheap" renewables, when accounting for everything. Either that or China can't count, which I doubt.

In any case - displacing fossil fuels is cheaper than operating a fully renewable grid - because you have the luxury of simply dialling back gas or coal production when it's windy and sunny. The proble starts when you dont rely on these at all - this is my point. I haven't seen this happen anywhere or anywhere close to it either.

It's one thing to provide some marginal power generation in a grid based predominantly on fossil fuels, and another to do the same thing without that backup. The typical solar PV plant doesn't care at all about energy storage - it's someone else's problem, and hence cost as well.

3mo agoHN ↗

Why would you expect people to go for fully renewable grids right now? You'd need no pre-existing dispatchable power for that to be appealing to start with, and this is the case approximately nowhere (excluding countries that get free hydro from their geography here).

Electric storage to get rid of the last percent of dispatchable fossils in the grid is invariably gonna be the last thing that happens because its just not appealing economically; future overprovisioning is gonna eat into your margins, capex for batteries is non-negligible and you are basically making a longer term investment into rapidly improving tech which is always rough.

But just consider a single household right now: You can just slap panels on the whole roof for peanuts and put 100kWh of batteries somewhere (that's basically a single chunky car-battery)-- that's pretty much autarky right there, and it is very feasible (but if you rely on a bit of dispatchable fossil grid power instead that's still cheaper and easier for now).

In my opinion all that we would need to accelerate this tremendously is like a $300/ton in carbon tax, then just re-emit the gains into mainly lower income tax brackets (poor-ish people might even come out ahead!) and tax literally every import comparably that can't demonstrate a clean chain of the same CO2 taxation for its inputs. But people would wine endlessly, because suddenly flying into vacation 3 times a year or similar BS becomes actually expensive, oh the horror...

3mo agoHN ↗

Nuclear power is the highest cost source of electricity in LCOE terms [1].

That's utterly incorrect. For a country like Canada (or Germany), the priciest form of energy is solar. Wind is close second.

And no, I'm not hallucinating. The key here is _guaranteed_ power during wintertime. There are no generally feasible renewable solutions for that.

3mo agoHN ↗

I don't understand the online obsession with nuclear power in spite of all the evidence that it's simply not economical.

Independence from China and the US. Once you have your reactor engineering set and can churn them like China almost everything can be sourced either locally or you have multiple providers. Solar and wind? China. Batteries? China.

When you get in a spat with China you suddenly have to setup those industries from 0 at home. And that won't be just 15 years to ramp-up.

So the best is to start building nuclear reactors, silicon fabs, rare earth processing etc. now instead of having the exact same argument we had 20 years ago in 2045.

3mo agoHN ↗

I don't know if this is true; I'm not making any claim; weren't renewable energy figures also not economical before we invested a ton of money in them? In other words, is there a situation where nuclear becomes economical because we build a lot of it before it's economical?

3mo agoHN ↗

It's because you dont want to. Nuclear env impact is low https://unece.org/sites/default/files/2022-04/LCA_3_FINAL%20...

France has lower prices vs Germany and now, during peak summer heatwaves you can see who does best https://app.electricitymaps.com/map/zone/DE/live/fifteen_min... . Germany spent on EEG alone so far double the cost of entire french fleet. Results are clear

HPC is not a rule but exception. And it'll work for more than 60 for sure. Existing nuclear is in fact cheap https://www.kkg.ch/de/uns/geschaefts-nachhaltigkeitsberichte... or check Lazard data for it

3mo agoHN ↗

"A well respected and safe nuclear design in CANDU"

A very expensive to build with lower utilization rates than PWRs despite online refueling. A solution AECL has been trying to move away from for the last thirty years.

And that online refueling? Looks a lot like a weapons grade Pu pipeline.

3mo agoHN ↗

While you're at it, add Radium Springs and Asbestos to your itinerary!

3mo agoHN ↗

Asbestos was renamed due to the negative connotations.

3mo agoHN ↗

Radium Hot Springs (BC), you mean? +Dildo (NF) +Dawson Creek (BC) +Regina (SK) +Snafu (YK) +Stoner (BC) +Climax (SK) +Radville (SK) +Emo (ON) +Crotch Lake (ON) +Sober Island (NS)

3mo agoHN ↗

Elbow, Eyebrow, Heart’s Content, Heart’s Desire, and Heart’s Delight

3mo agoHN ↗

They don’t seem to have any plans to build more CANDU, in so many ways the world has moved on for instance those centrifuges have made uranium enrichment more economical for most countries except (seemingly) the US and Iran.

What is exciting to me is that these just installed the first module of the BWRX 300 at Darlington. I was so afraid that BWRX was going to be another SMR that gets talked about for decades but it looks like they are really doing it. See https://www.autonocion.com/us/canada-tonne-grid-nuclear-reac... !

3mo agoHN ↗

Exciting development. I really wish somebody would nail a commercially viable Thorium reactor but it seems there are real engineering complications around scaling molten salt reactors.

3mo agoHN ↗

The trouble with molten salt thorium reactors is that they need an attached chemical plant that processes molten sodium mixed with radioactive elements. This is not something a utility wants to own, maintain, and operate. Here are some studies on such plants.[1] No full scale long-running salt reprocessing plant has ever been built.

The great thing about boiling water reactors is that you just have to handle water. The radioactive portion of the systems is simple. Which is good, because it can't be maintained much during the entire lifespan of the plant.

When you look at the history of nuclear reactors, almost all the problems involve plumbing. The less that can go wrong with the plumbing, over 60 years or so, the better. For molten salt reactors, the physics is promising, the chemistry is a pain (fluorine, for starters), and the plumbing has major corrosion and clogging problems (high temperature radioactive molten salts and pipes just do not get along, even with really exotic alloys.)

It's not impossible. But it's going to be prone to expensive problems, some of which probably will not be anticipated. Remember Ft. St. Vrain, the helium gas cooled reactor. Great idea. Ran for ten years. Even used some thorium. Troubles in the radioactive portion of the gas plumbing system meant it had to be shut down and dismantled.[2] That was sad, because it actually worked well for years.

[1] https://www.osti.gov/servlets/purl/1484689

[2] https://en.wikipedia.org/wiki/Fort_Saint_Vrain_Nuclear_Power...

3mo agoHN ↗

There is also the political aspect.

Online reprocessing of nuclear fuel necessary for some thorium fuel cycle designs (reprocessing inside the nuclear power plant) could increase the risk of nuclear proliferation. U.S. government, as a general policy, doesn't like when non-weapon states do nuclear reprocessing.

3mo agoHN ↗

(Molten salt, not molten sodium. There are molten sodium reactors, which have their own set of problems.)

3mo agoHN ↗

I was at the first Thorium energy conference and presented a timeline for reactor development based on the timeline Oak Ridge had in the 1970s. I was still surprised that the Chinese nailed it!

These days I am more excited about Plutonium cycle reactors using chloride salts because they fix the problems of the FBR (occupational safety in fuel fabrication for one) and the fluoride salt reactors (having to dispose of used graphite cores). You do get some longer lived TRUs but you have so many excess neutrons you could burn some of the fission products. Most important the Pu cycle can be launched with the nuclear waste we already have, whereas the math doesn’t really work for launching LFTR.

3mo agoHN ↗

It requires chlorine isotope separation or else you make Cl-36, a beta emitter with a half-life of 300,000 years.

Moltex got around this in their concept by only using chloride salts inside the fuel tubes; the surrounding sterile molten salt was a fluoride. Being sterile, the oxidation potential of the fluoride salt could be kept low enough to be compatible with stainless steel.

(Moltex ran out of money last year, I've read, and has been selling its IP as distressed assets.)

3mo agoHN ↗

i still hope it'll be candus even if lot of bwrx supply chain is in Canada

3mo agoHN ↗

More renewables means the need for more base load? This is the first I’ve seen anybody say that.

3mo agoHN ↗

It shouldn’t be the first time, this is what natural gas peaker plants have been about for 20 years. Solar and wind can’t sync the grid, they require sync or the grid collapses. Sync (Hz) can only be provided by base load that quickly spin up or down to balance out the frequency of the grid

3mo agoHN ↗

Solar and wind can’t sync the grid

Grid-forming inverters, particularly with batteries, can totally do this job.

3mo agoHN ↗

That explains why Ontario built natural gas plants alongside its wind/solar rollout.

That does not explain why Ontario needs more nuclear power generation some nebulous time in the future to support those same wind/solar installations per the original comment and parent reference.

3mo agoHN ↗

As a friendly reminder, we are talking about not just nuclear, but base load nuclear. The gas plants in Ontario are used as peaker plants and even if nuclear were to replace them in that role, as unlikely as that is, that would not see it operating as the base load we are talking about — that the earlier comment said Ontario needs more of because of wind/solar installations built over the past decade. Except that is exactly the role that nuclear plays in Ontario and is already sized appropriately to match anything needed from wind/solar.

Ontario anticipates that electricity usage will climb in the future and is working to build more capacity to accommodate future demand. There will be need for increased nuclear capacity to service that. However, it remains uncertain what that has to do with a wind or solar install from 10 years ago?

3mo agoHN ↗

Probably the assumption is that renewables replace a different base load like coal or gas powered plants.

3mo agoHN ↗

Crypto, AI and EV. Heating/Cooling. Raw material processing. There's going to be a need for every KW that's available. Hell, there's probably going to be a copper shortage the way things are going.

3mo agoHN ↗

* already is.

Copper prices are through the roof, and the usual copper players are seemingly unwilling to expand much

(Atleast in India)

3mo agoHN ↗

Heating is one of the easiest to pair with intermittent power. Heat storage “batteries” can store energy for a very long time. Stockholm recently converted an old cave used to store oil, which now stores heat for a district heating network

3mo agoHN ↗

Will Alberta go (away)? If/when the price of crude goes back down, they'll feel the cash crunch. Curiously, if they leave Canada, they need a path through a foreign country to get their oil out of Alberta.

3mo agoHN ↗

Alberta needs a pathway through a foreign country to get their oil out right now. Existing pipelines lead to the US, and the Keystone XL expansion Obama halted, Trump resumed, and Biden halted.

An independent Alberta will likely join the US, and of course building a domestic-only pipeline is easier than doing so across national borders.

3mo agoHN ↗

Alberta ships through BC now and I think they’ve gone from half to full capacity. That profit might not survive Hormuz opening and unfortunately much of it leaves Canada.

3mo agoHN ↗

Nuclear also works well with grid batteries to smooth demand curves, which Ontario is targeting 2700MW of scale by 2030.

3mo agoHN ↗

Ignoring that the last time Ontario attempted to build nuclear power the utility went into bankruptcy forcing the public to take on an absolutely enormous stranded debt.

3mo agoHN ↗

A need for more baseload to work with the large amount of solar and wind that Ontario has added in the last 10 years.

Once you have base load from nuclear why do you need solar and wind at all?

3mo agoHN ↗

It's still cheaper, and especially solar production correlates well with increased electricity usage.

3mo agoHN ↗

In Canada? I would have thought winter had by far the highest energy usage.

3mo agoHN ↗

The sun still comes out in winter!

It corresponds with solar generation in the sense that more electricity is used during the day, when the sun is out.

3mo agoHN ↗

Because solar and wind are renewable, cheaper and cleaner than nuclear. They don't require destructive mining for enriched uranium or create the security implications of dealing with fissile material. Solar/wind do not create long term hazardous waste that's complicated to dispose or create the risk of widespread radioactive fallout. They also help to decentralise the energy grid making it less dependent on a single point of failure.

Nuclear power has its advantages, and may be worth it short term because climate change is a threat to humanity, but nuclear is not a renewable resource. Solar/wind with proper recycling could in theory sustain itself into perpetuity. Humanity needs to find sustainable ways for powering itself in the long term.

3mo agoHN ↗

Nuclear mining is mostly insitu nowadays and has low env impact. Env impact of nuclear is low in general https://unece.org/sites/default/files/2022-04/LCA_3_FINAL%20... and mining requirements are minimal

VRE do still create hazards, but at different supply chain steps - https://www.bbc.com/news/articles/cj6nly288j4o

Decentralization is not a feature but a bug- it needs massive grid investments which drives up prices in a era where you want prices to be low for electrification. France has the best of both - decentralized grid but centralized groups of power. This way grid costs less

Nuclear can be recycled. It's not done because it's cheaper not to.

And ren alone are not sufficient. Countries that have both nuclear and ren are in best position. This can be seen today in case of Germany vs France/Sweden https://app.electricitymaps.com/map/zone/DE/live/fifteen_min...

3mo agoHN ↗

you can get cheaper power if you play the cards well. By this I mean sacrificing a bit nuclear CF but not too much. Also VRE can be paired with hydro up to it's capacity and the rest would be nuclear. This will give better results vs nuclear only grid

3mo agoHN ↗

And you forgot the most important one, that justify nuclear over the alternatives:

- is very far North and can't really use solar at all for 3 month per year because in winter the nights are long, the weather is terrible and the sun is always low in the sky.

3mo agoHN ↗

Canada (at least the part with people) seems to be significantly more in the south than most of Northern Europe, where PV seems to work just fine?

3mo agoHN ↗

PV doesn't work "just fine" in Northern Europe.

3mo agoHN ↗

Canada just finished the Bruce Power refurbishment ahead of schedule and under budget, and that seems to generally be the track record in Canada.

https://news.ontario.ca/en/release/1007558/ontario-delivers-...

France built 55 reactors in around 15 years during its first build-out and that wasn't an accident, we both know how to do this and Canada seems to be in a good place for that kind of performance.

3mo agoHN ↗

Winter district heating would be the icing on the cake.

3mo agoHN ↗

Canada also has cold weather, which makes Nvidia's pairing of closed-loop liquid coolant and passive cooling datacenter design more attractive.

3mo agoHN ↗

Should look at the the historical record and consider the scale of cost overruns and delays that major nuclear projects have experienced. While everyone involved may have good intentions, the reality is that these projects often end up costing significantly more and taking much longer than originally projected.

Wind and solar could be deployed for a fraction of the proposed $100 billion investment and should be considered as part of the interim solution, while nuclear remains a long-term strategic project.

Rather than pursuing such an ambitious build out, a more practical approach might be to scale back the plan and focus on constructing one reactor each in Alberta, Saskatchewan, and Manitoba as an initial phase.

3mo agoHN ↗

Should look at the the historical record and consider the scale of cost overruns and delays that major nuclear projects have experienced. While everyone involved may have good intentions, the reality is that these projects often end up costing significantly more and taking much longer than originally projected.

Canada has also regularly refurbished their CANDU reactors, which are large multi year projects. And they do it on-time and under budget

https://www.world-nuclear-news.org/articles/renewed-bruce-3-...

3mo agoHN ↗

Historical Ontario Hydro Debt: By the late 1990s, aggressive nuclear builds resulted in $38.1 billion of debt for Ontario Hydro, of which $20.9 billion was stranded.

The Bruce A refurbishment in the late 1990s and early 2000s saw five-fold cost overruns. Bruce A was originally projected to cost $0.9 billion but ended up at $1.8 billion. The Bruce B project was budgeted at $3.9 billion and ultimately cost $6 billion.

https://canadiandimension.com/articles/view/ontarios-costly-...

Safety and operational issues also plagued the industry. The four units at Pickering had been shut down because of safety concerns—and then shut down again. By 1993, the performance of the Bruce Nuclear Generating Station, located on the shores of Lake Huron, had drastically declined. In 1997, Ontario Hydro announced that it would temporarily shut down its oldest seven reactors. By that time, the escalating costs of the newest reactors at the Darlington site were already a cautionary tale. Originally billed in 1978 at $3.9 billion the final cost in 1993 had more than tripled to $14.4 billion (1993 dollars).

3mo agoHN ↗

How viable is Solar in Canada given its weather? (I am ignorant about it and only know that it's really cold and cloudy most of the time).

3mo agoHN ↗

A city like Calgary gets 233 days of sunny days a year. All across the prairies there is plenty of days filled with sun. British Columbia would probably not be great (like Seattle) but they could probably generate wind and hydro.

3mo agoHN ↗

Calgary is quite sunny at 2400 hrs/year.

But not nearly as much as Vegas (3800) or LA (3250) or SF (2950).

3mo agoHN ↗

Its not so much the days but the hours. Days start getting pretty short in winter. The sun also doesn't get as high in the sky so the efficiency of a fixed panel drops further.

3mo agoHN ↗

Alberta is one of the best locales for solar on the continent -- it's sunny most of the year -- and had an exploding renewables sector.

Until the far right O&G lobbyist provincial government kneecapped the sector.

3mo agoHN ↗

Cold is fine - solar panels perform better the lower the temperature.

That's what makes Calgary ideal for solar.

3mo agoHN ↗

Depends what you mean by viable. Solar is easily economically viable, but integration at grid scale is tricky when your peak summer generation is 10x your winter generation.

3mo agoHN ↗

Since it is a make work project, costing more and tried longer is an advantage

3mo agoHN ↗

I wonder how much much renewables you would get for the same 100 billion investment though. How much battery storage does even 50 billion get you.

3mo agoHN ↗

Metric shittons. A 650 MW solar plant is around $900M USD, so $100B translates into 72 GW. That would power ½ of Canada. It's cheaper to use hydro (PES) rather than batteries (BESS) at scale, and Canada already has a lot of hydro power. $50B would buy lots of PES and distribution/transmission levelizing BESS that would allow greater flexibility in generation production.

3mo agoHN ↗

With the prices for solar (the expensive parts are not the panels but the inverters and labour costs) and batteries still going down you will get more than what you thought when you started to spend the first billion.

3mo agoHN ↗

Australia is really good for solar, why build nuclear?

3mo agoHN ↗

Why not have a diverse set of energy inputs so your energy economy isn't fragile?

Some black swan event could kill solar. Maybe some mega volcano explodes. It would suck to be 50+% dependent on it in that case.

We should have wind, solar, nuclear, geothermal, hydro, tidal, and even fossil fuels. We should have a total capacity in greater abundance than what we have today so that we can grow.

3mo agoHN ↗

Great answer, also I imagine that in terms of space, one nuclear reactor would be equivalent to 10 square KM of solar panels (or something like that)

3mo agoHN ↗

One thing we're not short of here in Australia is space. And sunshine.

I'm not opposed to nuclear in the mix though. It's pretty incredible. And the South Koreans have done a pretty awesome job in the UAE with their reactors it sounds like.

If you're comparing nuclear reactors with solar panels though (which is tricky), depends which metric you go for. If total annual output? Then up it by almost an order of magnitude. 100km2+ would be needed to produce the same annual output as a 1GW at 90% nuclear station.

But we've a ton of land, so it makes a lot of sense.

3mo agoHN ↗

I think you're off by an order of magnitude there. Intensity should be somewhere between 150 to 300 watts per sq meter per 24 hours. At 200 watts per sq meter that works out to 5 sq km. Estimating 50% panel efficiency that's 10 sq km.

To hit 100 sq km at 50% panel efficiency would mean averaging 20 watts per sq meter (obviously wrong). Even assuming a paltry 10% panel efficiency would only get you to 100 watts per sq meter.

3mo agoHN ↗

Nuclear is the most expensive type of electrical power generation. Diversity is good, but enough of it is achievable with cheaper options.

3mo agoHN ↗

The cost is a choice. Not inherent to the power. We could choose literally any day to make it dramatically cheaper.

3mo agoHN ↗

It's unclear to me exactly why building big projects is so expensive, but it's not just nuclear. In the US, subway expansion, high speed rail, and bridges are also ridiculously expensive. Whatever is causing the runaway costs and schedules doesn't appear to be related to it being a fission plant.

I would love it if somebody who has recently built something like a fission plant could give us a report as to exactly what happened that caused this.

3mo agoHN ↗

Even if every bit of regulation was scrapped and uranium was free, there are still significant costs to steam turbine based thermal plants plus the reactor itself that can't be hand waved away. As PV costs and now grid-scale storage keep dropping rapidly, the economics of a nuclear plant that takes 5-10 years to get running at full capacity (in the very optimistic case) and even longer to break even look increasingly questionable.

PV solar + batteries is a dead simple, solid state design that's easily scalable without huge up front capital requirements. We're not at the point yet where nuclear doesn't pencil out anywhere, but with current trends it's getting closer by the year.

I wish we built more nuclear 20-30 years ago when the competition was coal and gas but unfortunately we didn't and now the equation has changed. Shutting down existing reactors that are still viable is a bad move to be clear, but new plants are becoming increasingly hard to justify economically.

3mo agoHN ↗

when you're comparing on a cost basis are you amortizing the cost of the nuclear power plant over the multiple lifetime cycles of PV+Battery as the nuclear power plant will outlast many such cycles, nuclear plants if maintained can effectively last forever.

3mo agoHN ↗

[…] nuclear plants if maintained can effectively last forever.

That's a very ambitious statement, every piece of hardware has lifecycle limitations. Engineering things for "infinite" lifetime significantly drives up the cost of the resulting product in most cases.

I would certainly hope the radiation-exposed parts of nuclear power plants are engineered for a very long life, but… there's water and metal involved, these things do need maintenance. And the non-irradiated parts probably need to be maintained much more frequently, e.g. the turbines certainly won't live forever.

As a matter of fact, solid state devices tend to last much longer, and PV is one of very few completely solid state power generation technologies. (It does, unfortunately, suffer from general sun exposure damage.) Personally speaking, without some digging I wouldn't make any claims which of them lives longer, it feels like it could go either way by quite a bit of margin.

3mo agoHN ↗

Because no one wants to pay for a lifetime of inflated energy costs (nuclear) for the off chance of it helping in a black swan event. Humans aren’t wired that way, and neither is capitalism

3mo agoHN ↗

If a mega volcano explodes and blocks the sun, lack of electricity will be the least of the world’s problems.

3mo agoHN ↗

I am not even close to being a Solar doomer, but you need to have more options than just Solar/Wind.

Nuke shouldn't replace Solar, it shouldn't be a competition. Nuke should push coal and gas out.

Solar isn't just about having big empty spaces either, it needs to be located near where people who service it actually want to live. AEMO used to have a policy of not revealing where upcoming solar projects were to be located, leading to multiple competing solar farms, only the first of which would be connected to the grid, the remaining projects being left sitting there doing nothing until transmission upgrades could be completed.

Not to mention, we dont have anything like the battery capacity needed to hold daytime voltage overnight. The Elon Musk battery in SA being famous for supplying a few minutes to hold over a voltage drop from a QLD coal plant failure, while gas came online to support it.

Nuclear isnt as bad as they say for cost either. Every report funded in Australia factors in the sovereign risk that the government might start or permit a project and kill it due to politics.

Theres no practical reason why we couldn't mirror the British rollout, bringing a reactor on every 3-5 years or whatever it was, except that most of those blokes are retired and we would like the british did, build the nuclear industry here from scratch.

3mo agoHN ↗

Nuke should push coal and gas out.

Speaking of which, do you happen to know how many TBq (or what) other methods are putting into the atmosphere and hydrosphere?

3mo agoHN ↗

You pay for it.

There is - arguably a case for nuclear power in cold miserable places like Canada or Northern Europe because solar - by far the cheapest form of renewable energy, and still with a substantial runway to get cheaper - produces the least amount of energy precisely when those places need it most.

Australia, being a warm, sunny place, has far less seasonal variation in solar production, and at worst bas a grid that needs roughly the same amount of energy in winter and summer peaks.

Even in a net zero scenario things like running a gas turbine on biomethane or synthesised hydrogen for that last few percent of demand will make more economic sense than building nuclear in Australia.

If someone figures how to churn out SMRs for $3.95 each, sure, that would change matters, but that remains a hypothetical possibility that Australia does not have to plan around.

3mo agoHN ↗

A biogas turbine for the last few percent of demand??

Peak electricity demand occurs when solar generation has dropped to nearly zero. It's not the last few percent, it's the last 90 something percent demand. This is the entire problem with solar (and wind, though slightly different patterns).

If you're going to "they should just" it, you really need to know at least that. It's just a hard problem even in Australia. The reason these "dirt cheap renewables" have not been pushing electricity prices down to historic lows anywhere in the world is that you've kind of been had by the marketing.

Solar and wind are very important and very cheap where applicable, and with more storage, better grids, and consumers that are better adapted to them they should gradually improve. But they are not going to "just" anything.

Remember how wind and solar was so cheap that it had already killed coal? That was a common mantra I heard maybe 20 years ago. Since then solar panels and wind turbines have become even cheaper and better so surely they must be moving on to just about killing off natural gas too... But no, it turns out 60% of Australia's electricity is generated by fossil fuels today, 40% being coal which is twice the amount that solar generated. How could that be possible decades after coal had been killed by solar? Really was some pretty wild propaganda.

This is not due to government corruption and incompetence and a cabal of coal barons preventing renewables. Nuclear maybe, but solar no. There is electricity generation surplus when solar is working in Australia, they turn off wind turbines and solar panels and try to give the electricity away for free. Cost of solar panels being zero would make approximately no difference to those 20% solar and 60% fossil fuels numbers.

3mo agoHN ↗

Solar farms come with batteries included these days https://reneweconomy.com.au/the-solar-farm-that-winds-down-a... and https://octopusaustralia.com.au/our-projects/fulham-solar-fa... and https://edp.com/en/asia-pacific/australia/merino-solar-farm and https://www.pv-magazine-australia.com/2026/06/23/australias-... That's a new trend and easy to miss but it will push out coal and gas.

And as much as a cyclist I dislike cars, the nice thing about electric cars is the potential that most often they can be charged at a time when it is convenient for the network. Mind you, cars just sit around 95% of the time.

3mo agoHN ↗

Solar farms come with batteries

So it's no longer "just solar" with a biogas turbine for the remaining few % demand, is it? It's solar with batteries to cover 3x the current daily solar output plus perhaps more to deal with multi-day fluctuations.

That's a new trend and easy to miss

It's not new and not easy to miss, it's obvious they need storage to cover any more demand. This has literally been the biggest issue for solar for at least 20 years.

but it will push out coal and gas.

Maybe. How much more credible are these claims than the "solar killed coal" idiocy from years ago? I mean solar and battery tech does continue to get better so you can mindlessly point to that and yes if it kept continuing surely it would push out fossil fuels (everywhere including airplanes and ships). But if we are talking actual timeframes and realistic technology projections?

3mo agoHN ↗

The evening peak is well on its way to being a solved problem in Australia.

https://reneweconomy.com.au/big-batteries-took-a-bite-out-of...

You realize that doesn't address the sum of what I wrote though? That is batteries taking over from gas peaking. Fossil fuels sit somewhere north of 75% of national generation when the sun is down.

And average prices in the Australian national electricity market are going down as a result:

And electricity peaking is well suited to batteries because it is very high prices and not a long period. It's great if they can be used here to reduce prices, possibly they could be used independently of solar (though solar does make them a lot cheaper to charge).

But you presumably do understand how that is not removing fossil fuels from generation with just "solar and biogas turbines for a few % of peak", or no?

3mo agoHN ↗

I’m not Canadian so news to me that Canada has built nuclear plants around the world.

As in the UK we were previously asking a French-Chinese partnership to build here so not sure why Canada didn’t get chosen for that.

3mo agoHN ↗

So France and Canada both build nuclear plants. Must be something in the french language that makes folks just want to do the cool stuff.

If it is anything like all my french cookware, it will be done wonderfully.

3mo agoHN ↗

This analysis is missing that Quebec doesn't have any nuclear plants. (Although NB has one, which counts for half?)

3mo agoHN ↗

Quebec has one they shut it down, hydro Quebec is a hydro power company not a nuclear power company

3mo agoHN ↗

They bought CANDU reactor designs from the government

3mo agoHN ↗

Quebec's geography is so favorable for hydropower that they don't need nuclear, or any other source of electricity.

3mo agoHN ↗

The French are undoubtedly a good choice considering nuclear produces the majority of their electricity and EDF already operates in the UK.

3mo agoHN ↗

As in the UK we were previously asking a French-Chinese partnership to build here so not sure why Canada didn’t get chosen for that.

Its crazy how fast britain has fallen off nuclear, the original british nuclear rollout should have stood the UK up as a permanent nuclear energy powerhouse but France took it from them.

3mo agoHN ↗

If not aware - uk government is backing Roll Royce to produce small reactor solutions (SMR). And Rolls is going around the world signing up sales agreements for them.

The underlying tech though is yet to be proven, so some risk won’t deliver on time/to budget/at all.

3mo agoHN ↗

The problem isn’t the technology, it’s the economics.

The assembly and economies of scale for “mass production” have not been proven in practice; who will you sell the countless expensive ones before it gets cheaper?

And the smaller reactor has diseconomies of scale working against it for the electricity it produces. So the $/MWh price is much higher than for larger reactors.

3mo agoHN ↗

should have stood the UK up as a permanent nuclear energy powerhouse

It was a crash weapons program disguised as a civilian energy program, that very nearly went badly wrong at Windscale: https://en.wikipedia.org/wiki/Windscale_fire ; so much so that the site had to be renamed to Sellafield.

The rollout was hampered by the choice of two ultimately dead end technologies, Magnox and AGR. Then it ran into the industrial unrest and general lack of money of the 1970s, during which the government cancelled its space program (Black Arrow), and very nearly cancelled Concorde. The "white heat of technology" had worn off. Thatcher attempted to restart it, resulting in Sizewell B, but of course after 26 April 1986 any new nuclear was completely unthinkable and that was the end until Hinkley C. Which is still not finished.

3mo agoHN ↗

UK's regulations are so bad that even Hitachi pulled out from building ABWR

3mo agoHN ↗

Can't wait for this to get bogged down in legislation and never get done

3mo agoHN ↗

That might take a while. We need to bog down the HSR first.

3mo agoHN ↗

CANDUs are cool, hope to see more in the world

3mo agoHN ↗

I love nuclear reactors and CANDU are quite cool. But I don't think that today we have any reasons to build CANDU reactors, except possibly that Canada can demonstrate they can build them for cheaper than others can build light water reactors. The ability to build is something that has little to do with the technical merits of a nuclear reactor design. But all things being equal, a PWR or a BWR should cost less per GW than a CANDU reactor and have other advantages too:

- main problem with CANDU: proliferation. India was able to build nuclear weapons after using a Canadian built heavy water reactor (basically a CANDU reactor) [1]. There is no guarantee that another country will not try something similar in the future, the design has no built in proliferation resistance. An operator can remove irradiated fuel at any time, and if the IAEA discovers they engage in plutonium manufacturing and they get on a black list, they can manufacture their own fuel quite easily, because CANDU uses non-enriched uranium. With light water reactors, you need enriched fuel, so if you are flagged as a proliferator no fuel manufacturer will be allowed to sell you fuel, and it's going to be much harder for you to manufacture your own fuel, since you can't enrich. If you can enrich uranium, you might as well try to build a uranium bomb (like Iran is trying to do). Also, with light water reactors, you refuel only at discrete times, generally about 18 months apart, so it is much more difficult to extract lightly irradiated fuel without being caught by the IAEA.

Now some less important problems:

- because CANDU uses non-enriched uranium, it produces much more nuclear waste per GWh compared to light water reactors. Nuclear waste is not the boogeyman nuclear anti-advocates make it to be, but still, if you generate 5-10 times more nuclear waste than the mainstream alternatives, it is less than ideal.

- there is one positive reactivity feedback loop in a CANDU design. Because of that CANDU designs are not licenseable in the US. The Canadian nuclear regulator is comfortable that the design is stable [2], but if you can choose between a design with one positive feedback loop and one without any positive feedback loop, why would you choose the first?

- heavy water is a worse moderator than light water (by a large factor). It [1] https://en.wikipedia.org/wiki/India_and_weapons_of_mass_dest...

[2] https://www.cnsc-ccsn.gc.ca/eng/resources/research/safety-an...

3mo agoHN ↗

Proliferation is irrelevant

I would not be so cavalier about that.

It was not a Candu reactor what India have used

It was a heavy water reactor, called CIRUS [1], based on the NRX reactor that later evolved into the CANDU reactor [2].

But there are easier and cheaper pathways - uranium enrichment distributed to be stealthy

Iran tried that. It is not easy to keep centrifuges stealthy, you need tens of thousands of them, and they need to be organized in cascades, you can't have one here, one there. You need a few hundred here, a few hundred there, and you need conversion and deconversion facilities (of uranium oxide into/from uranium hexafluride). It is virtually impossible to keep such a program secret, the more distributed it is, the more people need to be involved, how do you keep a program secret if there are thousands of people working in those numerous facilities?

[1] https://en.wikipedia.org/wiki/CIRUS_reactor

[2] https://en.wikipedia.org/wiki/CANDU_reactor#Early_efforts

3mo agoHN ↗

I meant it's irrelevant in the context of reactors not in general

It's easier to keep them stealthy vs getting it from a reactor that operates under special conditions where Russia definitely helped, especially under current IAEA rulling

3mo agoHN ↗

A nuclear reactor in the Alberta Oil sands would take care of a large amount of the CO2 produced in the production of crude.

3mo agoHN ↗

Doesn’t help with the burning part. Or the stranded infrastructure once the demand goes away.

3mo agoHN ↗

Demand will not go away. There'll be toxic waste to clean up for decades after.

3mo agoHN ↗

Nuclear process heat in refining would enable releasing less CO2 per fuel-unit. It doesn’t solve burning directly, but reduces the impact of what is going to happen anyways.

3mo agoHN ↗

Isn't it interesting? Now that power generation is seen as the deciding factor between who wins/loses AI, nuclear is back on the table again.

3mo agoHN ↗

Oh my god, yes, please. It should be 100 over the next 10 years but this is a great start. We should be cranking these out and building cities in the north with clean unlimited power.

3mo agoHN ↗

Every time I see something interesting about nuclear power, comments like this pop up. Which makes me skittish.

We need responsible growth. We need to acknowledge that there is no magic bullet for power generation, just managed risks. We need to acknowledge that those risks exist for all power sources, to varying degrees, and take different forms (whether it is the environmental impact or reliability of the power grid).

3mo agoHN ↗

I was being a little flippant there - but I think we've gone way too far in the "nuclear is risky" direction, largely because of Chernobyl, which was a) a very specific disaster caused by a perfect storm of bad decisions and bad luck and b) not that deadly. In the US about as many people die every year due to coal pollution as have yet (or will ever) die because of Chernobyl. About the same number die in Europe every year because of a lack of AC. Those are just invisible risks that we accept already and we need to start seeing them.

3mo agoHN ↗

Don't forget Fukushima!

I'm all down with spamming nuclear plants but will that, in the end, give free electricity to the consumer? Lower the rates? ..or just continue to be an economic weapon against the masses?

3mo agoHN ↗

Canada needs its own nuclear arsenal.

Relying on Trump or any other clown, makes no more sense.

3mo agoHN ↗

Well those online refueling channels look mighty interesting don't they?

3mo agoHN ↗

The Ontario government is terrible at creating a structure which is capable of finishing any infrastructure project on time ...(see Eglinton Crosstown) and mostly seems to work as a funnel for moving public funds through public-private-partnerships to feed contractor/consultant income for projects that grow to many multiples of their time and budget.

So, yeah, it makes sense that they love nuclear now -- blank cheque to drag on for multidecades over budget. Likely the right people donated the right funds to the PC party and/or attended/funded Ford Fest

The first thing this government did when it got into power was pay out hundreds of millions in penalties for cancelling large wind projects, and for breaching its contract and exiting the cap and trade agreement with California and Quebec.

Ford loves to waste money and then wag his finger about how everyone else is fiscally irresponsible.

3mo agoHN ↗

Nuclear industry in Canada is federally-regulated, not provincial.

3mo agoHN ↗

The regulation of it is an entirely different thing from the budgeting and promotion of it. Promotion of nuclear power has become a very vocal Ford government thing in the last few months.

3mo agoHN ↗

Yeah the last decade of Nuclear work is the ONE thing that they have been successful at wrt to project planning.

Hopefully that expertise is well placed to execute on these other projects.

3mo agoHN ↗

From what I've seen out of Canada, this is likely overly optimistic and probably will not be possible in that time frame.

I think it's better to just outsource it to Koreans at least that way you can stay on budget and on time.

3mo agoHN ↗

This is great. Hopefully they can make enough to supply the US energy. Because we seem to be incapable of building new reactors.

3mo agoHN ↗

Microreactor initiatives in the US are at least promising.

3mo agoHN ↗

new micro reactor tech makes this much more appealing. We probably don't need Darlington scale plants, we just need a capacity to add new ones. Diversifying the ownership and management of them would also improve the economic benefits. We would need a leverage cap on securitization of energy as debt collateral. Something akin to banking leverage limits of 10-20x for them to be operated responsibly.

We should have more nuclear, but they should be run for profit to hold them to account instead of massively indebting them to create public sector crony slush funds the way the current hydroelectric system has been run into the ground.

3mo agoHN ↗

Micro reactors have micro markets. The diseconomies of scale kill it for general grid power.

3mo agoHN ↗

that's a philosophical view. We don't want a single grid, we want power in places we need it. Building for a single grid has a bunch of expensive opinions that serve mainly to provide a control layer instead of serving the basic economic need.

A micro reactor can practically fund itself on model training, data processing, and cryptocurrencies, and where it can't there is actual usage.

3mo agoHN ↗

That’s great news ! Have they also solved the nuclear waste problem?

Honest question; here in the USA we have not.

3mo agoHN ↗

Something for future generations to figure out with their AI chatbots.

3mo agoHN ↗

It's not really a problem. The alternative is to grind it up into fine dust, spray it into the air, and call it "clean coal".

3mo agoHN ↗

That would poison the entire country. Nuclear waste is many many orders of magnitude more radioactive than coal per energy generated. The meme about coal emitting more radiation comes from a 1970s paper that compared radioactive emissions and found them to be on the same order of magnitude between a BWR and an unfiltered coal power plant.

3mo agoHN ↗

Excuse me that's "beautiful clean coal" I still can't believe that you guys actually chose him as president.

3mo agoHN ↗

Yes, canada aproved repository site. Similar to Onkalo

3mo agoHN ↗

Hopefully, Canada will not get bullied by US for selling it cheaply.

3mo agoHN ↗

No one else I guess. But they could use it themselves, building whatever plants/factories/server farms needed to use it.

3mo agoHN ↗

Perhaps relevant.

2005 ish - UK government release energy strategy and declares fission power plant intent.

2010 ish - UK government formally announces Hinkley Point site. It's declared the first reactor will come online 2019.

2019 - it does not.

2026 - best estimate is now 'around 2030'.

Historical cost estimates are an utter quagmire - but roughly estimated at £18 billion a decade ago, back when it was estimated to be online last year.

Current estimates - bring your own hubris - are roughly £46 billion.

This story has been beaten to death, I know - but recall, this is a country with some history of building and operating nuclear fission power plants, with convenient (2h by rail) access to a lot of expertise from France, and it's a joint-venture with China General Nuclear Power Group so presumably plenty of expertise to draw upon there.

3mo agoHN ↗

These day's it's a common problem in all of the Anglosphere, but it does seem especially bad in the UK; they appear to have just given up the ability to build literally anything.

3mo agoHN ↗

They're not building anything. The French are building it and doing a terrible job for the third time straight. Flamanville at home, Olkiluoto in Finland and now Hinkley.

3mo agoHN ↗

Also relevant - all recent Canadian refurbs were on time and budget

3mo agoHN ↗

Your first link to OPG - suggests, when looking at https://www.opg.com/about-us/ - that they have TWO nuclear power stations in their fold, and it's not clear how many of them were refurbished over what time period.

Your second link suggests a refurbishment of ONE power station.

2mo agoHN ↗

Okay, so not to detract too much from this tiny handful of refurbs - where the assessment, design, build etc were already done, and target state was well understood (it was to get back to whatever parameters and specs they had previously built at the same location), are there any contra-examples of Canadian hubris around budget and schedule on large projects where things might go wrong?

Eglington Crossing light rail - 6 year delay (to 15 year total) with a tripling in cost to $15B - so about $1b per kilometre of light rail.

Peace River hydroelectric - costing double ($16B) original budget.

Vancouver wastewater - a 4x budget creep (to $4B) and a 10y delay so far - it hasn't opened yet.

My point is that it's not only nuclear fission power plants that are grossly underestimated in terms of cost and complexity, but rather, all large infrastructure projects.

Just happens that on top of all that, the estimated numbers for LCoE, payback, clean-up, opex, etc for nuclear fission are also misrepresented (or misunderstood, depending how cynical you are).

3mo agoHN ↗

Maybe this would’ve made economic sense 20 or 40 years ago, but nuclear is too expensive now compared with renewables. I can’t help but think this is a covert plan to bcecome an “almost nuclear” state in response to threats from the US.

3mo agoHN ↗

The idea is great, the timeline is super unrealistic. We'll see those reactors in 2070 the earliest, more likely in 2080.

3mo agoHN ↗

Society grows great when old men build nuclear plants whose power they will never get to enjoy.

3mo agoHN ↗

Interesting to see the general opinion on nuclear swing so far from environmental and safety concerns (whether warranted or not) to pretty broad support for energy independence.

I can't help but think its a sign that those concerns were easy to hold when energy was cheap and you could actually trust your neighbors. If that's the case, again huge speculation, it sure makes the concerns feel a bit hollow now.

3mo agoHN ↗

From the article:

"If our goal is to double our grid and build a low-carbon economy in less than 25 years, there is no credible plan to do that without nuclear energy and the clean, reliable baseload power it provides,"

Reduction in burning carbon and producing greenhouses is the number one concern of environmentalists and is a major driver of the increased acceptability of nuclear power production, especially if safety concerns are met. Also from the article:

Unlike most other nuclear reactors, Candu reactors don't require enriched uranium. Ottawa says Western allies are turning away from Russia, one of the world's key suppliers of enriched uranium.

The problem of course is that safety has costs and people cut corners, leading to events like Three Mile Island, Chernobyl, and Fukushima.

3mo agoHN ↗

Reduction in burning carbon and producing greenhouses is the number one concern of environmentalists

Is it?

Nothing is more environmentally friendly than hydroelectric dams. In Canada, there are endless rivers to dam, while also leaving endless rivers undammed. Further, damming a river doesn't destroy nature, it does however turn a river into a lake. Over the years it takes to build and complete the project, including the initial flooding, some species leave, new species take their place, and a healthy ecosystem remains.

Yet dams are attacked with a ferocity in this country, as if somehow having a dam is worse than a coal power plant. And while nuclear is great, we're therefore left with nuclear power, and all the outcome if that goes wrong, because using 0.0000001% of our rivers to build a few more dams, is "bad" for the environment.

Canada is massive.

I'm sure someone will want to reply with how horrible dams are, the concrete and carbon cost of concrete. Yet what's really the problem is that some want nothing ever built. Not a single method of new power generation, ever.

And so? This is what we end up with. Nuclear it is.

3mo agoHN ↗

The concrete is a small part of the problem. Flooding gigantic areas and stopping the natural water flow have serious consequences for widelife, but most people don't care enough.

3mo agoHN ↗

Actually, I addressed that in my comment. There are no real serious consequences for wildlife, instead, the local ecosystem changes and different wildlife moves in.

You do realise that rivers are constantly shifting, disappearing, lakes forming and disappearing, that none of this is static, yes?

3mo agoHN ↗

I do. There is quite the delta between a immense & sudden reservoir and a meandering river shifting its (otherwise similarly sized, and unintterrupted) bed over decades.

I'm not even touching on the human concerns regarding population displacement.

3mo agoHN ↗

Is it?

Yes.

[non sequitur discussion of dams snipped]

3mo agoHN ↗

Reduction in burning carbon and producing greenhouses is the number one concern of environmentalists and is a major driver of the increased acceptability of nuclear power production

Right, and that's my point. The ability to make clean energy with nuclear is not a new idea, that was the argument for nuclear all along.

3mo agoHN ↗

No, that was not your point. I refuted your claim "the general opinion on nuclear swing so far from environmental and safety concerns" -- it hasn't swung.

The ability to make clean energy with nuclear is not a new idea, that was the argument for nuclear all along.

It was one argument at some point but hardly "the" argument "all along", nor the major argument, nor the primary motivating argument. The initial arguments were about "atoms for peace", electricity "too cheap to meter", and independence from foreign oil. Global warming wasn't even an issue until James Hanson's Congressional testimony in 1988.

I won't respond further.

3mo agoHN ↗

I think its mainly just different "environmentalist" subgroups: You have the oldschool environmentalists that are more "holistically" concerned with sustainability, ecological footprint, species preservation, pollution, etc.

I'd argue that this subgroup already achieved *tons* of goals over the last half century, and are nowadays playing second fiddle to the subgroup that is first and foremost concerned about climate change: Because those goals are far from met and much more urgent.

Those subgroups tend to have a very different outlook on nuclear energy: Nonsustainable superfund sites in the making for the first group, and highly useful emission stopgap for the second...

3mo agoHN ↗

Yeah that's always possible. I only remember seeing the change after Russia escalated their war a few years ago, but maybe my memory is failing me there.

3mo agoHN ↗

I wonder if anyone will tell them that's an oxymoron.

3mo agoHN ↗

Always thought it was weird that the Commonwealth Realm nations had never pooled resources to have standardised reactor designs and expertise. Canada and Australia have loads of uranium - seems like an obvious strategic move. Instead, the UK turns to China, lol.

3mo agoHN ↗

OK, so when does the first one come online? "The strategy calls for construction to start on two new large-scale reactors by 2035, for five more to be planned or under development by 2040 and for at least one reactor to be under construction outside Ontario by 2035."

That's not serious. Construction start is too far away.

3mo agoHN ↗

Ok, I was kind of excited about this, until you pointed out the dates.

Of all Western developed countries, Canada is pretty much the last hope for a country with the skills to build nuclear at something that's within spitting distance of being economical.

The US and France have shat the bed royally over the past two decades, they're out of the game of construction competence. The UK stopped doing their own and outsourced to overpriced and unreasonable French reactors, that are only going forward with what be massive amounts of corruption in order to justify such expensive energy when there's cheaper batteries + offshore wind. Finland had France build them a reactor, and wisely negotiated a fixed price up front, and the construction overruns bankrupted the French company which is now really French in the sense that it bankrupted itself on Olkiluoto and had to be nationalized in the name of national security.

That leaves Canada, with their famous CANDU reactors and can-do attitudes. But 9 years of planning before construction? Perhaps that's what's actually needed, and they'll have a chance of actually constructing it in five years, but.... super super doubtful.

Canada, do not fall into the same trap as the rest of the nuclear frauds in the Western world. Five years for construction? Don't kid yourselves, even China breaks ridiculous timelines like that, and as good as you are, Canada, you're no China when it comes to massive massive construction projects. Just look at how hard it is to build in Vancouver, for example...

3mo agoHN ↗

China's current plan: Since the country’s first Hualong One unit came online in 2021, 6 additional units have begun commercial operation, 16 units are under construction, and 18 units have received government approval in China. According to the CNNC, the Hualong One will become the country’s mainstream type of third-generation thermal reactor by 2030.

The Hualong One is a successor of the Westinghouse AP1000. The US has two of those operational, at Vogtle. Then Westinghouse Nuclear went bankrupt. China has four operational. All later units in China are Hualong One units or later designs.

These are all classic pressurized water reactors, all about 1 gigawatt. Nothing exotic here. The technology is known and works well.

3mo agoHN ↗

Environmental assessments and consultation with native groups will quite literally require 2+ years. Impact assessments and community approval will take at least another year. None of this will run in parallel, at least not much of the time. Beyond that, while laudable, there is a quite rigid tender process which must be followed, to ensure contracts are fair, equitable, and not influenced by government officials.

That tender process will take a few years on its own, and can only conclude once locations have been vetted, and passed environmental + native approval. Even once approved, at any moment the entire process could be derailed, even if billions have been spent.

There is a lot to be said in terms of dealing with native groups correctly. Yet we've been seeing groups, "historical" native nations which have never been recognized before, or even really heard of before, simply appearing and stalling development of, well, anything.

Recently:

https://nationalpost.com/opinion/jamie-sarkonak-yet-another-...

To see a project stall which has billions of investment, was planned for 20 years, and still have roadblocks due to 58 people is ... disheartening. Yet in most cases such native groups are simply paid off. EG, kickbacks.

In terms of environmental assessments, of personal note, I was trying to buy some land from a farmer. This farmer spent 2+ years going through all the required steps to sell a few pieces of his land, this was to be for his retirement.

He successfully conducted all the surveys, applied for and had zoning work done, land separated into a few parcels, while still keeping most of his farm. He just wanted to sell a small portion of land, so he and his wife could retire comfortably. This process took 2+ years.

He and I had negotiated a fair price, and were working on the purchase, and then the environmental assessment came to play. This took an additional 6 months, and found one, I repeat one bird that was seen in the branches of a tree of "special concern". For clarity:

Extinct (X) A wildlife species that no longer exists. Extirpated (XT) A wildlife species no longer existing in the wild in Canada, but occurring elsewhere.

Endangered (E) A wildlife species facing imminent extirpation or extinction.

Threatened (T) A wildlife species likely to become endangered if limiting factors are not reversed.

Special Concern (SC) (Note: Formerly described as “Vulnerable” from 1990 to 1999, or “Rare” prior to 1990.) A wildlife species that may become a threatened or an endangered species because of a combination of biological characteristics and identified threats.

Not at Risk (NAR) (Note: Formerly described as “Not In Any Category”, or “No Designation Required.”) A wildlife species that has been evaluated and found to be not at risk of extinction given the current circumstances.

--

Note the language. Special concern is May become threatened. Not threatened, just "May become".

This bird was not nesting on site. No other members of the species were seen on the land. The bird was simply seen on a tree branch.

Entire sale?

Terminated. Land can not be sold without multiple follow-up assessments.

I could understand if the species was threatened and nesting. Or at least even just threatened.

Even so, this region of Canada has trillions of acres of untamed land, and millions upon millions of acres of farmland surrounding this area. Further, building a house on a multi-acre lot, does not mean "all the trees and land will be destroyed".

I guess my point is, there is sensible custodianship of the land and relationships with first nations, and there is bad-shit crazy, bend over backwards, destroy everything around you custodianship.

As you can likely tell, I think there's too much red tape.

And that red tape is why it takes a decade to even hope to start. And there's no way, unless things change dramatically, that a decade will be enough. We'll have fusion power before a shovel hits dirt.

3mo agoHN ↗

There’s a very clear anti-building conspiracy in Canada. I can only think that someone must be limiting supply to keep prices high to protect profits.

Because my friend had the craziest protectionism story.

He wanted to build a multi family home on his existing lot.

Of course all kinds of studies need to be done. One of them is a tree study. Which costs $3,000 alone per tree. He hired firm and they were doing a study (for building purposes).

Then one day a crew shows up and cuts the tree all of a sudden. Turns out that his neighbour, unknown to him, was complaining that the tree was creating too much shade. So without any study they just came and cut it down.

That’s before even his study results came back.

3mo agoHN ↗

Agreed. Look at the light rail project in Ottawa for an example of Canadian land issues, timelines and quality. It’s a disaster.

3mo agoHN ↗

It's hard not to fully agree with this take. The facts are obviously putting the actual timelines into fantasy territory, where projects fizzle and die. Even a 10-year plan should be flagged as high-risk as solar and wind builds tied to grid battery continues to explode in growth.

3mo agoHN ↗

These are a bunch of contradictory quotes. We'll have to wait till NRCan or whatever comes up with a real plan. "Up to 10 reactors built by 2040" doesn't really match "two new large-scale reactors by 2035, for five more to be planned or under development by 2040 and for at least one reactor to be under construction outside Ontario by 2035". Like, what is that. "planned or under development" seems like a big "or". Like how BART has 1500 lines completed or described in concepts online.

3mo agoHN ↗

Im surprised they haven't doubled down on deep drill geothermal.

3mo agoHN ↗

not least because of the bureaucratic delays making nuclear slow to roll out.

3mo agoHN ↗

So we're willing to put our greatest national asset (the environment) at risk in the name of "moar power". Well that's just great.

I hope Jimmy Carter's ghost will be just as willing to help us out the next time a reactor goes into meltdown as his physical self was the first time that happened. RIP Jimmy Carter.

3mo agoHN ↗

Unlike most other nuclear reactors, Candu reactors don't require enriched uranium. Ottawa says Western allies are turning away from Russia, one of the world's key suppliers of enriched uranium.

Even if Canada winds up relying more on CANDU reactors than SMR's, there is a case to be made for enriching domestically. There are a lot of potential customers looking for a reliable, ethical supplier. Canada has the raw minerals, political stability, and a long record of refusing to weaponize despite having the capability.

3mo agoHN ↗

Enrichment is already more or less done by Orano and Urenco. They could expand faster if assured that EU bans russian imports

3mo agoHN ↗

Alberta has energy. Canada wants energy without Alberta. The Candu reactor program is so defunct that the feds have been trying to sell it for about a decade. Candu makes plutonium and was responsible for a lot of nuclear weapons proliferation in the 1980s, but again, Candu isn't Alberta. Also it's a way to spend an enormous amount of money, and Canada isn't quite bankrupt yet. I say go for it.

3mo agoHN ↗

I am baffled why Canada don't have massive data centres yet? It is cold with abundant water and energy. Why not?

3mo agoHN ↗

10 new reactos by 2040 is huge when you come to think of it, this is just in 14 years, this is about 0.72 reactors built each year. Knowing you need to build : the whole reactor building, the machines building, the whole plumbery system, the electrical system, the control command system, the reactor, reliability features, and all of that knowing you have to pass the nuclear regulation authorities controls.

3mo agoHN ↗

Hopefully it will go better than the last time someone had such an ambitious plan with nuclear plants

3mo agoHN ↗

Lets see if there will be any private investments unless gov guarantees fixed minimum price of MWh.

3mo agoHN ↗

That's fire! pun intended, IYKYK

Jokes aside, Canada is well positioned to lead a nuclear renaissance, now that they have easy access to raw materials, easy access to cooling facilities and they can export surplus to energy hungry neighbor, it also makes it a good candidate for hosting lots of datacenters

3mo agoHN ↗

Are we finally re-entering the Atomic Age? It seems that the Soviets extended the Oil Age by about 40 years, by blowing up the Chernobyl plant in 1986.

3mo agoHN ↗

Did people really forget just how much nuclear power sucks? Storage may not be a problem now but that's pushing the problem onto future generations yet again