Comment by mlyle

I feel like you are not reading what I write, and what you write feels a little abrasive, so it kinda moots having a discussion.

> So you will force $190/MWh on all industrial consumers? This will end up killing said industry.

It is possible to have 10% of production be nuclear without having every kilowatt of energy sell for what nuclear production costs. And having stable base generation lowers some other costs (less storage required; less renewable overprovisioning required) and reduces some risks (that not enough storage can be built).

It comes down to:

* How much energy do you need to store for normal daily variation? If nuclear provides 10% of the energy overall, it's about 15% of the base load. On a typical day, you this means need to store 15% less to make it through the night.

* How much energy do you need to store for longer term variations, like hot weeks without much sunshine or cold weeks without much wind (via technologies like power to gas, etc). This means providing for normal demand during 99th percentile events and for critical demand for 99.99th percentile events. Batteries can't help much with this, so it's to some extent a duplicated set of infrastructure (power to gas, gas turbines operated at very low duty cycle, etc).

* How can you operate longer term storage infrastructure, like p2g and pumped hydro for more of the day, so that its capital costs amortize better? Shifting the renewable production curve upwards improves duty cycles.

New-build LCOE for both nuclear and storage often falls in the same ballpark — around $100–200/MWh — but they mean very different things. Storage LCOE doesn't include the cost of the energy being stored, so total delivered cost depends on the generation mix and timing. Without firm generation like nuclear, you need to overbuild renewables even more to cover gaps, which adds cost. On the flip side, nuclear has a fixed output profile, so you’re paying its full LCOE even when cheaper solar is abundant and curtailment is high.

Even if nuclear does prove more expensive per MWh than wind or solar + storage, having it supply 10% of total annual energy won’t significantly raise average rates. A higher LCOE on a small slice of the mix has limited impact on the weighted average, especially as it will reduce other system costs by cutting the need for overbuilding or long-duration storage.