> Nuclear has a much better uptime then current renewable tech. In the winter, there is zero sunshine in North America for 10+ hours a day. And it just so happens that we hit peak energy usage while the sun is down.
A renewable energy grid would be anti-fragile. We would know we could handle an outage because we'd encounter them regularly. Unlike nuclear, which goes down so infrequently that outages cause real problems.
We don't hit peak energy usage when the sun goes down. We hit peak energy usage when solar power is about 30% off peak and wind energy is at peak.
> For nuclear, you only need storage "peaker plants" to smooth out demand. To go all in on renewalable and solar, you actually need to be able to service 100% of demand, for many hours, from storage. It won't be feasible for decades.
It's feasible today. These guys are doing it: https://www.greentechmedia.com/articles/read/inside-8minute-...
> I think your estimate for tens of TWh/year by mid 2030s is reasonable. But most of that is for EVs. Tesla has the largest currently running and the largest in-the-pipeline lithium ion battery factories, but all those batteries are going straight into an EV.
Tesla barely makes the top ten even if you count the Nevada factory as theirs. You shouldn't, because Panasonic makes the batteries in the Nevada gigafactory. CATL is by far the biggest battery manufacturer.
> Even if we dedicated 100% of batteries we can produce to be grid storage, we wouldn't have enough until ~2040. And, by the way, they all need to be replaced by 2050 because the cells all degrade and become dangerous.
You don't put 10 year batteries into storage facilities. LiFePo4 batteries are cheaper, last a lot longer and degrade a lot more safely. They're heavier so aren't commonly used in cars outside of China, but storage uses don't care about weight.