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Iran war energy shock sparks global push to reduce fossil fuel dependence

reuters.com

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Re: Iran war energy shock sparks global push to reduce fossil fuel dependence

#71
post #67
post #20

Earlier quoted context omitted.

An absurd conspiracy theory. Nuclear power has an LCOE that is 5x the cost of solar and wind. Nobody would build it on cost alone. The only reason countries build and run nuclear power plants is because it shares supply chain and a skills base with the nuclear military. Which means they have nukes (France, Russia, US) or they they want to take out an option to one day build a nuke in a hurry just in case for a threat…

Solar and wind are intermittent. Grid scale energy storage is not even a thing yet.

https://reneweconomy.com.au/big-battery-storage-map-of-austr...

Re: Iran war energy shock sparks global push to reduce fossil fuel dependence

#72
post #5

Earlier quoted context omitted.

> The bizarre thing is that our government still wants to close down the remaining nuclear power plants. That is very weird, even Germany stated recently that closing down their Nuclear Plants was a big mistake. For a very long time, I have always said France is smarter than what people give them credit for. Spain should take a peek over the mountains at France to see what a sane energy policy looks like.

A lot of people thought France was just being arrogant for not going all in on becoming dependent on the US and maintaining their own ways of doing things. These past few years, it's been paying off for them. Hopefully other countries will wisen up and not allow their defense and entire economy to be dependent on the US or any other big country. It always comes back to bite them in the ass. The post WW2 decades were…

You can't do everything, and the smaller your country the less you can do. France isn't doing other things because of the opportunity cost.

Of course the EU is bigger than the US and there is value in duplicated/distributed effort. The EU as a whole should be thinking "partner with everyone, but have our fingers in every single pot someplace just in case".

Re: Iran war energy shock sparks global push to reduce fossil fuel dependence

#73

Earlier quoted context omitted.

Existing nuclear power is acceptably cheap. For France the longterm LCOE for running their fleet to EOL is €60 per MWh. The problem is new built nuclear power which costs €180-240 per MWh excluding insurance, backup, final waste disposal etc. It also won't be online until the 2040s meaning it is entirely irrelevant as as solution to anything on a time scope not on the level of decades.

Yeah, but that reminds me of Nick Clegg in the UK in 2010 saying: > By the most optimistic scenarios... there's no way they are going to have new nuclear come on stream until 2021, 2022. So it's just not even an answer Well, now we are in 2026, and we still have the same problem.

The UK has had complete political unity on building new nuclear power since 2006. That tells you the timelines.

For Hinkley Point C with the latest estimate being the first reactor online (not commercially operational) in 2030 that gives a "planning to operation" time of 24 years.

For Sizewell C EDF are refusing to take on any semblence of a fixed price contract and they are instead going with a guaranteed profit pay as you go model. Where ratepayers handout enormous sums today to hopefully get something in return in the 2040s.

Re: Iran war energy shock sparks global push to reduce fossil fuel dependence

#74

Yeah, I live in Spain and probably once again we'll have restrictions on AC in the summer just like at the start of the Ukraine war. Hopefully, we can avoid actual blackouts. The bizarre thing is that our government still wants to close down the remaining nuclear power plants. One of the issues with our proportional electoral system is that smaller, more extreme parties can become kingmakers and in our current situat…

> Yeah, I live in Spain and probably once again we'll have restrictions on AC in the summer just like at the start of the Ukraine war. Hopefully, we can avoid actual blackouts. I live on Spain . What the hell restrictions are you talking about ?

This did happen in summer of 2022, but only in public buildings, private households were not affected, so the OP's point seems a bit overly dramatic. Given that AC usage is highest when solar production is also highest, this seems highly unlikely given the solar build-out of the last 4 years.

Re: Iran war energy shock sparks global push to reduce fossil fuel dependence

#75

Yeah, I live in Spain and probably once again we'll have restrictions on AC in the summer just like at the start of the Ukraine war. Hopefully, we can avoid actual blackouts. The bizarre thing is that our government still wants to close down the remaining nuclear power plants. One of the issues with our proportional electoral system is that smaller, more extreme parties can become kingmakers and in our current situat…

> Yeah, I live in Spain and probably once again we'll have restrictions on AC in the summer just like at the start of the Ukraine war. Hopefully, we can avoid actual blackouts. I live on Spain . What the hell restrictions are you talking about ?

It was in 2022 and 2023: https://cerneasesores.es/real-decreto-ley-14-2022-obligacion...

Re: Iran war energy shock sparks global push to reduce fossil fuel dependence

#76
post #25
post #17

Earlier quoted context omitted.

Levelized Cost of Energy for solar is 30-60$ and 100-200$ for nuclear. In the case of Spain, it is cheaper to build more energy lines with Morocco and battery storage than to use nuclear. Spain already has some of the cheapest energy in Europe thanks to renewables. In the case of Germany, nuclear makes sense, but it is not clear where you would buy fuel for it, It might still be a supply chain risk since Russia and K…

It's not that easy, and the 2025 blackout good evidence of that. Renewables need a grid that's engineered for them and that require significative investments. Without them, closing power plants (of any kind) is, IMO, nonsensical. Ironically, Spain has plenty of Uranium, but there is an environmental law that doesn't allow its mining. https://alpoma.medium.com/uranium-in-spain-8ef975763257 This country is crazy.

> It's not that easy, and the 2025 blackout good evidence of that. Renewables need a grid that's engineered for them and that require significative investments.

The outage in spain had multiple complex causes.

While the grid had a rather routine instability/oscillation on-going during time of the incident, the actual point-of-no-return was completely non-technical: Prices crossed into the negatives, which caused generation to drop by hundreds of megawatts and load to increase likewise within a minute (!) because the price acted as a non-technical synchronized drop-off signal for the grid.

In grids where the price action is not forwarded directly to the generators and consumers there would be no incentive to suddenly drop off decentralized generation. So for example in Germany a black-out would not happen like this.

You can download the full ENTSO-E report here: https://www.entsoe.eu/publications/blackout/28-april-2025-ib... (See page 10 for a broad incident timeline)

Unfortunately, to have an informed opinion, you pretty much have to read all these pages, because the situation is just so complex. Otherwise, you just fall for agenda pushing from all sides.

Re: Iran war energy shock sparks global push to reduce fossil fuel dependence

#78
post #25
post #17

Earlier quoted context omitted.

Levelized Cost of Energy for solar is 30-60$ and 100-200$ for nuclear. In the case of Spain, it is cheaper to build more energy lines with Morocco and battery storage than to use nuclear. Spain already has some of the cheapest energy in Europe thanks to renewables. In the case of Germany, nuclear makes sense, but it is not clear where you would buy fuel for it, It might still be a supply chain risk since Russia and K…

It's not that easy, and the 2025 blackout good evidence of that. Renewables need a grid that's engineered for them and that require significative investments. Without them, closing power plants (of any kind) is, IMO, nonsensical. Ironically, Spain has plenty of Uranium, but there is an environmental law that doesn't allow its mining. https://alpoma.medium.com/uranium-in-spain-8ef975763257 This country is crazy.

Please tell me how renewables cause a lack of reactive power. Which was the source of the Iberian blackout.

All reasonable grids already force renewables to handle reactive power if they want to connect, like they do for all electricity generation.

It is a trivial expense, but still an expense so no one does it unless forced.

Re: Iran war energy shock sparks global push to reduce fossil fuel dependence

#79

Yeah, I live in Spain and probably once again we'll have restrictions on AC in the summer just like at the start of the Ukraine war. Hopefully, we can avoid actual blackouts. The bizarre thing is that our government still wants to close down the remaining nuclear power plants. One of the issues with our proportional electoral system is that smaller, more extreme parties can become kingmakers and in our current situat…

That would then make sense why Russia's dirty tricks squad likes to back extreme-Left and extreme-Right parties, and is likely behind calls for proportional representation: it would give the geopolitical aggressors an effective veto over national politics and prevent the emergence of a European superpower on land they consider "theirs".

Re: Iran war energy shock sparks global push to reduce fossil fuel dependence

#80

As someone who's been pushing for renewables for quite a while now it's dismaying that it's taken a war to accelerate this push, but I'm glad to see that it's happening at least. It's doubly dismaying that my own country (US) is still doubling down on fossil fuels despite everything. The concern about a new dependency on China is real, but renewables do have the advantage that once you have the infrastructure in plac…

I guess the oil industry is laughing their ass off nowadays. They can sell at such a premium. Inflation? YP.

It’s just pulling forward future gains while shrinking the time horizon, if the world speeds the transition to renewables and electrification from this. Short term gain for faster irrelevance.

Oil to $200/barrel please, as long as possible, same with LNG.

Edit: Iran attack wipes out 17% of Qatar’s LNG capacity for up to five years, QatarEnergy CEO says - https://www.bnnbloomberg.ca/business/2026/03/19/iran-attack-... - March 19th, 2026

Looks like the global clean energy transition will be getting back up to speed.

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