Back-stopping renewables: the nuclear option?
…least 70% less costly than large batteries or green hydrogen, but could see less wind and solar developed overall. This 13-page note reviews nuclear flexibility and sees nuclear growth accelerating….
…least 70% less costly than large batteries or green hydrogen, but could see less wind and solar developed overall. This 13-page note reviews nuclear flexibility and sees nuclear growth accelerating….
X-Energy Technology Review. X-Energy is a private, next-generation nuclear company, founded in 2009, headquartered in Maryland, USA with c300-employees at the time of writing. Its reactor design is a high-temperature,…
400 GW of nuclear reactors produce 2,800TWH of zero carbon electricity globally each year. But the numbers have been stagnant for two decades. This is now changing. This 14-page note…
…constructing reactors for 50-70% less than the West, yielding zero carbon power at 6-8c/kWh. This 18-page note presents the outlook for nuclear in the energy transition and screens uranium miners….
Nuclear fusion could provide a limitless supply of zero-carbon energy from the 2030s onwards. Thus 30 private companies have raised $4bn to progress new ideas. But the goal of this…
…creating a commercial nuclear fusion reactor, the SPARC tokamak, which could be around 98% smaller than ITER. A single test magnet using 267km of its HTS tape sustained 20 Tesla…
…https://thundersaidenergy.com/downloads/array-technologies-solar-tracking-breakthrough/ The other clear shift in the cost curve of power options would be bringing nuclear firmly into the money. In the past, our constructive outlook on the nuclear industry…
…screen our highlighted in the data-files below… https://thundersaidenergy.com/downloads/commonwealth-fusion-nuclear-fusion-breakthrough/ https://thundersaidenergy.com/downloads/nuscale-small-modular-reactor-breakthrough/ To read more about our outlook on nuclear flexibility and how we see nuclear growth accelerating, please see our article here….
…country are nuclear reactors. And indeed, the smallest nuclear plant in America is actually bigger than the largest wind farm, as of 2022. Nuclear plants also interconnect to the grid…
…An incredible ramp-up. Another 10% of 2050’s energy can come from nuclear and hydro. We see an outright ‘nuclear renaissance‘ underpinning 2.5x growth from nuclear through 2050. What about the…