I'm a big fan of Thorium, but I'm also a big fan of nuclear in general. It just makes sense. In fact, this is a lot like the issue of not building any oil refineries in the United States since the 1970s. While I'm sure there are good reasons for our lack of needed nuke plants, at the end of the day it looks like the system has let us all down. I hate to sound like old cranky guy again, but frack, if you really wanted…
Nuclear power plants can't replace oil- or coal-powered plants, because nuclear plants can't adjust output over the day to fit actual usage. Nuclear power plants are great for providing the baseline power production, but you need something adjustable to handle the morning and evening peaks, like oil or coal or wind or hydro or really big batteries. So no, you can't do the math for how many nuclear plants you would ne…
It's true some 'burst' capacity is important, but can you not get a lot closer to 'average load' than the baseline by using the energy? Pumping water into a reservoir at night, and getting the power back with a small hydro plant during the day comes to mind. We smooth out an even worse problem with wind and solar, which is spiky AND out of sync with demand sometimes. I believe flywheels are used to store energy in the short term sometimes. You did mention 'really big batteries', implying that we would need too many, but we aren't limited to chemical forms of energy storage.
I think this is a solved problem, or at least a fairly solvable problem, and nuke plants can provide not only the 'baseline' but close to the bulk average needs for power. We can decouple the power generation and the need for "something adjustable" and benefit.