Comment by tietjens 10 hours ago
Article claims Germany is beginning to shift. I wouldn’t count on that. Despite having to import all of their energy aside from renewables, there is a wide-spread suspicion of nuclear here. The CDU made a lot of noise about it while they were in the opposition, but turning those closed plants back on is highly unlikely. Very costly and I’m not certain the expertise can be hired.
It’s simple, Germany isn’t going to be participating in the next industrial revolution. It will be the US vs. China. You can already see it happening with their car industry as they struggle to keep up with new technology.
Could you expand more on your car point? I thought BMW and Benz were doing great at the moment. I dunno much about Audi or VW, but Mini also seems to be doing well (which I thought was British, but one of their models has literally the same engine as my last bimmer, so I guess they were sold at some point?).
It would take a long time to build new reactors, so not sure that would help.
Germany could also do more wind, solar, tidal, geothermal (fossil fuels aside).
I'm not sure how tidal and geothermal fare in Germany
It seems that some geothermal works have caused mini-earthquakes and soil shifts in Germany and the Netherlands
My baseline expectation is some opposition to any new energy infrastructure.
It is going to take a long time and a lot of resources no matter what so maybe we should be building effective longterm solutions like nuclear instead of stopgap solar and batteries
Not even “instead”. We need all of the above: nuclear for base loads, solar for peak loads, batteries for surplus capture.
Why would, e.g., solar and chemical or physical storage be a stopgap? Why spend 20 years of building a fission reactor these days (other than for research, medical, or defense purposes) which also make awful targets in a conflict? Maybe just wait till fusion reactors are there.
You limit data center power demand until the AI bubble pops.
Peak Bubble - https://news.ycombinator.com/item?id=45218790 - September 2025
US Data center projects blocked or delayed amid local opposition - https://news.ycombinator.com/item?id=44097350 - May 2025
Other countries can shoulder the cost of the hand waving grift. If it turns out they succeed, lift their models and weights. Eat some potential IP liability for not incurring economic damage ("inefficient capital allocation") chasing magic. Be first, be smarter, or cheat ("you can just do things"). DeepSeek showed a bit of this (model training efficiency), as Apple does slow walking their gen AI. Why incur material economic risk to be first? There will be no moat.
Given how fast compute needs replacing, it's not much of a fall behind.
Citizens will indeed use them anyway, but there's already free models that are OK and which only need 8x current normal device RAM. Bubble bursts tomorrow? Currently-SOTA models on budget phones by the end of the decade.
They can’t even use the products as a result of their obsession with government regulation. For example, Apple released a universal translator, literally right out of Star Trek, but the EU won’t be getting it either.
A country is not forced to have AI farms running in it. Building giant powerplant for the AI tech (possible) bubble not seems wise.
The plant will take 5 - 10 years to build, who knows what demands AI will have at that point.
SO let some countries that want to spent enormous amounts of their energy on AI do so, adn the rest can connect to those.
This is shortsighted. China routinely experiences large overcapacity in their electricity grid just to deal with the unknown unknowns of outages and other new demands. Suppose that the AI bubble burst and AI energy use is negligible, the extra capacity could be used for something else: retire your traditional coal fired furnaces for steel making and replacing them with electric arc furnaces; produce more aluminum; build more EV chargers.
Yeah, advanced geothermal is very interesting. They're taking fracking techniques and using them to get to hot rocks, which opens up geothermal to a much, much wider set of locations. Interested parties say it could provide everything we need beyond wind/solar, and seems much simpler than building out nuclear plants.
Check out:
https://www.volts.wtf/p/catching-up-with-enhanced-geothermal
> baseload generation, like when demand massively spikes
That is unlike any definition of baseload generation I have ever heard.
Germany has stopped actively trying to sabotage France on nuclear energy at every occasion in the EU. That’s a start.
Give you hope that at some point, they might even move on the brain dead competition policies in the energy market and we might end up with a sensible energy policy.
I’d guess Germany’s opposition to French nuclear power wasn’t just about the technology itself, but tied up with political and economic strategy. There must have been stronger political reasons behind it than simply « not liking nuclear ». I’d be curious to read something deeper on the subject and understand the reasoning behind those strategies since the Fukushima accident.
Nuclear is really unpopular with a significant part of the German electorate especially on the left. So, yes, it’s entirely political.
I guess sabotaging France by preventing it for exploiting the advantage its great strategy in energy should have afforded it is just cherry on the cake.
France is sabotaging France on nuclear.
Flamanville 3 is a complete joke and the EPR2 program is in absolute shambles.
Currently they can’t even agree on how to fund the absolutely insanely bonkers subsidies.
Now targeting investment decision in 2026… And the French government just fell because they are underwater in debt and have a spending problem which they can’t agree on how to fix.
A massive handout to the dead end nuclear industry sounds like the perfect solution!
The EU is fining France because they don’t have enough clean energy in their mix despite France having the cleanest energy in Europe because nuclear used to not count. They are also forcing the French national energy company to resell their electricity at a loss to competitor moving money which should be used to invest into the pocket of private investors. And let’s not talk about the utter stupidity of the current discussion on the dams.
Then you realise that a significant part of France new debts was due to them shielding their population for the soaring prices of electricity despite France producing cheap energy, said prices being due to Germany brain dead strategy leading to a dependence on Russian gas and the obligation to go through the European market, and you start to see the double whammy.
Well, at least, the energy market is not as bad as the ECB rules.
You do know that a large portion of the energy crisis was caused by half the French nuclear fleet being online when it was for once truly absolutely needed?
https://www.nytimes.com/2022/11/15/business/nuclear-power-fr...
I also note that you didn’t have anything to say about the EPR2 program and the absolutely insanely bonkers large subsidies needed to get it off the ground.
The historical data shows that France didn't have upwards trend in nuclear generation since early 2000s.[1] I wouldn't bet on it to change regardless of political climate.
1: https://analysesetdonnees.rte-france.com/en/generation/nucle...
Still no storage for nuclear waste, long construction times and expensive as hell.
Die you hear about the Söder-Challenge?
The head of the bavarian CSU want to go back to nuclear energy and comedian Marc-Uwe Kling promised to praise him if he finds and operator who is willing to build a nuclear power plant in Germany without any government subsidies.
> if he finds and operator who is willing to build a nuclear power plant in Germany without any government subsidies.
So basically, be the only energy source not subsidized? There are plenty of decent reasons to be against nuclear, and there's a discussion to be had on its price, but pointing out subsidies in the energy sector is like casting stones from your glass house.
Germany will come around when their Green ship comes aground.
Probably within the next ~5 years. The coal phaseout will happen, but only by replacing it with natural gas. It will result in the last easily achievable reduction in CO2, but it will also increase the already sky-high energy prices in Germany.
After that? There's nothing. There are no credible plans that will result in further CO2 reductions. The noises about "hydrogen" or "power to gas" will quiet rapidly once it becomes clear that they are financially not feasible.
The data does not back up this narrative: https://ourworldindata.org/grapher/share-elec-by-source?coun...
The share of electricity production that coal lost is primarily take up by wind and solar, not gas.
The devil is in the details. The easy part is now done, and further significant increases in solar/wind in Germany are not going to happen.
Renewables now dominate generation during the optimal periods, but there's nothing on the horizon for other times.
Your graph also ignores energy used for heating and for industrial processes. Their electrification is now stalled by high energy prices.
With AI on the horizon and each server farm using as much energy as a medium-sized city, I have no idea how they hope to meet demand otherwise, unless the plan is just some equivalent to "drill baby drill".