ProvenReserves
6.7K posts
ProvenReserves
@ProvenReserves
Chapman - CPA. Masters of Taxation. Eagle Scout. ‘rice-otaku’. #nuclear #uranium #oil #deepwater #steel #LNG #solar
Georgia, USA Entrou em Mayıs 2022
830 Seguindo4.4K Seguidores
A feasibility study on nuclear power development in Oklahoma says that the main barrier will be high costs, relative to their current mix of natural gas and wind power. Article link in reply.
They suggest that rate payers will not accept significantly higher power costs to pay for new nuclear. Other financing options are govt. low interest loans and other incentrives, or private funding from large energy users such as data centers.
The sad truth is that, if you don't have a problem with using a lot of gas generation (i.e., if you don't have a strict grid decarbonization requirement), new nuclear is going to have trouble competing with mixures of renewables and (significant) gas.
Any private companies (e.g., data centers) that will finance new nuclear will be ones that have "NetZero" commitments. Fortunately, many/most high-profile tech companies do.
English
@xiaowang1984 Like how does this even work? Generators get a kickback on the distribution?
English
That's because the ratepayers have already paid the community solar farms and rooftop solar. You can't get your money back if you're the offtaker smdh!
Donald M. Kreis@DMoKreis
It’s sunny in New England and the wholesale price of electricity is negative. Alas, this doesn’t mean the grid will pay retail customers to use electricity…
English
How you can constantly defend a policy that has proven to be nothing but an unmitigated disaster.
Carbon emissions did not meaningfully change. Germany’s power grid relies on imports from its neighbors. Its industrial economy is not doing well. Power prices, the very basic input in the economy, are being subsidized by the government with no end in sight.
If anyone were to look at the German experience and say “yea, let’s do that” - they would be insane.
English
Incumbent German electricity suppliers said in 1993 that renewables could not provide more than 4% of electricity in the long run.
In 2025, renewables provided 55.9% of Germany's electricity — 14 times the predicted ceiling.
English
ProvenReserves retweetou
“Corporate farming methods” are why you don’t have to do backbreaking work as a farmer anymore and why starvation is the exception rather than the rule around the world today
Nida Kirmani@NidaKirmani
A more apt analogy would be comparing those who refuse AI with those who resist corporate farming methods, which have decimated our food systems, displaced poor farmers, damaged our health, & destroyed our planet.
English
I’m sure it’s perfectly safe but I’m just gonna say it - the aalo atomics microreactor was indeed built in 40 days.. and it looks like it was built in 40 days too.
Come on now lol. It’s totally a mock up right? The NRC isn’t going to actually let those guys sustain a chain reaction with that ???
English
@KevinPranis @xiaowang1984 My solar array costs 20k - hardly free lol.
English
@xiaowang1984 Why pay anything when you can get your light and heat directly from the sun for free?
English
I mean why would anyone ever pay 58c a kwh to DC fast charge when you can do it at home for 15c. Amirite
Alex@alex_avoigt
For anyone who still hasn't grasped why nuclear power plants are the stupidest idea imaginable: New nuclear power plants cost up to 49 cents per kilowatt-hour in Europe. Solar power costs between 3 and 6 cents. Thats 16 times more expensive electricity For those now dreaming of small power plants (SMR): SMRs produce five to 30 times more nuclear waste than large reactors, and nuclear waste is a massive cost driver. Professor Dr. Lesch calls the idea of using old nuclear waste as fuel "a wonderful fairy tale that has yet to come true anywhere in the world." For all now claiming storage is no cost driver take a look what Germany had to pay and all other countries with nuclear energy generation must pay for decommissioning and storing nuclear facilities and waste in the future:
English
Ok - look. I like solar power just as much as the next guy. But solar just doesn’t make sense in an industrial economy.
Solar on my rooftop can power the needs of my home. But the high energy applications in my house are only used for maybe an hour every day. Boiling some water, baking a cake, etc.
But the industrial economy runs 24/7. This is why California and Germany are paying out their ass for power - even with all the renewables they have installed. You have to massively overbuild and even then you have the intermittency problem.
All the wind and solar is worth exactly zero in the middle of a dunkelflaute.
Idk why this is zero sum game to you. I am pro-nuclear all day long and 90% of the power needs of my home come from my rooftop solar array and batteries.
English
For anyone who still hasn't grasped why nuclear power plants are the stupidest idea imaginable:
New nuclear power plants cost up to 49 cents per kilowatt-hour in Europe. Solar power costs between 3 and 6 cents.
Thats 16 times more expensive electricity
For those now dreaming of small power plants (SMR):
SMRs produce five to 30 times more nuclear waste than large reactors, and nuclear waste is a massive cost driver.
Professor Dr. Lesch calls the idea of using old nuclear waste as fuel "a wonderful fairy tale that has yet to come true anywhere in the world."
For all now claiming storage is no cost driver take a look what Germany had to pay and all other countries with nuclear energy generation must pay for decommissioning and storing nuclear facilities and waste in the future:
English
@xiaowang1984 As in there was so little inertia that once frequency was lost there was nothing left for it? The Spanish seems to have concluded that considering they are now running the gas turbines at a higher minimum.
English
@ProvenReserves Entirely plausible they effed up so bad that more inertia wouldn't have made a difference tho. I see that point being true enough
English
When energy transition leaders have to defend a certain narrative in a binary sense you have to wonder about their objectivity
Jan Rosenow@janrosenow
BREAKING: The blackout in Spain and Portugal in April 2025 did NOT happen because of renewables. The final ENTSO-E report on last year's Iberian blackout is out — and it's essential reading for anyone working on the energy transition. entsoe.eu/news/2026/03/2…
English
They are just never going to accept that a spinning turbine can give you the critical seconds you need to shed load before a full on grid collapse. Because literally every one of them have all seemed to repeat “this wasn’t a frequency problem”.
Which is what this report gave them cover to do?
English
@ProvenReserves Entso-e wasn't that bad... More like dancing around the facts that they clearly know happened but careful not to say it too bluntly. It is the other actors that do the spin imo
English
ProvenReserves retweetou
@OperadorNuclear Como ingeniero del Centro de Control d Red Eléctrica de España,el "meollo" es tal como comentas.Hubo un MIX temerario,(poca generación síncrona y exceso d asíncrona), x presión del Gobierno.Regulación de la tensión de modo no seguro y fuerte inestabilidad.El Gob. quería medallas
Español
ProvenReserves retweetou
If you want to know what any of this means, you can consult Xiao-nly Fans.
xiao-nly-fans.vercel.app
Xiao Wang@xiaowang1984
''could have helped". Yeah so you oversize DC to AC and you are AC limited on the interconnection so any Q you give reduces the P you sell. You think PV farm owners already barely making money from the cannibalization will be crazy about this. 😂 If you need to get them paid then as always charge load more
English
@AukeHoekstra It was frequency issues that brought the grid down. Voltage issues was only the spark. So I am not sure if “frequency was fine and well managed” is really supported by the facts.
English
But the frequency was fine and well managed. All that talk about inertia, FCR and FRR was beside the point.
The problem was voltage fluctuations.
Whole different ball game.
For example: voltage fluctuations are much more local.
And the fix for that is clear and easy.
English
The final report on the Iberia Peninsula (Spain and Portugal) blackout is out.
A lot of people will be blaming renewables and talk about inertia. But the cause was bad voltage control and that's surprisingly easy to fix. Let me explain.
#Publications_&_Documents" target="_blank" rel="nofollow noopener">entsoe.eu/publications/b…
English
There are thousands of regulators and consultants - and they need employment too! lol
Ben Graham@BenGrahamUK
China builds nuclear power plants in 5–7 years. South Korea does it in 6–8. Britain? Hinkley Point C began in 2016 and won’t be online until 2029–2031. That’s up to 15 years. This isn’t about capability. It’s about incentives, regulation, and political will. China & Korea build. Britain delays.
English
English
@snurosnare @Pieter_vdperre Really, probably on new reactors on paper?
In Fukushima they had problems with some water.
English
In times of Force Majeure by Qatar for gas supply, Belgium's nuclear exit becomes more surreal than ever before.
Damage is done, no-one responsible.
pieter vandeperre@Pieter_vdperre
The surrealism of the Belgian nuclear exit explained (or not really) to the outside world. Supply, welfare and control of CO2 emissions put at risk for no reason. 🧵
English
Marghem after she was no longer energy minister was critical of the decision to replace nuclear with gas.
Europe has a history of nuclear phaseouts that are reversed at the last minute after the government is forced to see common sense.
There should be little doubt that had the Green Party not been in government from 2020 - 2025 - the nuclear phase out would have been reversed the moment a Russian boot landed in Ukraine. But the De Croo government was in favor of maintaining the coalition and not Belgiums energy supply and security.
English
@ProvenReserves @AdamBlazowski Wrong, this is what the prime minister( Michel)and member of the same party(Liberal MR) as the minister of energy Marie-Christine Marghem.
No green party was between 2003 and 2021 in a government,liberals Always 2003 today.
English
ProvenReserves retweetou
QatarEnergy CEO tells Reuters:
"WE MAY HAVE TO DECLARE FORCE MAJEURE ON LONG-TERM CONTRACTS FOR UP TO FIVE YEARS FOR LNG SUPPLIES TO ITALY, BELGIUM, KOREA AND CHINA"
Belgian Green exminister TvdS, who killed several nuclear reactors and signed new gas contract with Qatar:
"..."
Gdansk, Poland 🇵🇱 English
The energy minister before the green idiot called for extending the lives of all the nuclear plants - since they were going to be replaced with gas turbines. This was back in 2020 when it would have mattered.
The owners of the reactors had already bought the gas contracts and turbine equipment - so they were unwilling to extend the lives of the other nuclear plants beyond the plan b - which called for 2 gw to remain online should a total phaseout prove impossible.
Belgium had 3 gw of nuclear plants that were perfectly fine - with maintenance and upgrades they could have operated for another 40 years without issues.
English
@AdamBlazowski Only the government(21_24) with (TVDS) succeeded in keeping two nuclear reactors open beyond 2025. Every all governments since 2003— without the Green Party—intended to shut them all down by 2025 at the latest. Current government of De Wever closed three reactors.
English
@nukeadvocate C’est encore pire. Nous n’avons même plus la lourde forge nécessaire pour fabriquer un récipient sous pression de 1gw+..
Français
@ProvenReserves 26 cuves? Les USA n'ont plus la capacité d'en produire une par an. Les PowerPoint du DoE ne soudent pas l'acier.
Français
Ahhh - C’est tellement beau.
But we want to built a lot of Ap1000s or ABWRs in the USA..
Where exactly - or who exactly - has the ability to do this now in the USA? Who can we put an order in for 26 pressure vessels??
Has DoE thought about this??
Michaël Mangeon@Mangeon4
Photo du jour (deja postée!) Les ateliers de construction Framatome des cuves du Creusot au cœur de la période « faste » du programme #nucléaire français. Pour avoir une idée de son ampleur : En 1981, 26 réacteurs sont en cours de construction à différents stades d’avancement.
English
I know. I know. It really come down to having a forge press that is big enough. (We used to have that). Plus a chamber big enough for annealing a pressure vessel. (You can see this in the photo I believe).
If the government really wants to triple nuclear by 2050, the doe needs to get serious about this.
English
@ProvenReserves Strange: few 100s GWp of photovoltaics are needed a new factory is set up, same for wind turbines… but for nuclear no, it is IMPOSSIBLE to build a new factory, let alone 2.
Where’s the logic?
English