Comment by NewJazz

Comment by NewJazz 7 hours ago

18 replies

Emphasis on current market conditions. Relations with uranium mining countries and environmental opposition to uranium mining could shift conditions.

SirHumphrey 7 hours ago

The truth is that nuclear power is not that financially attractive at the present and would the price of uranium rise enough that breeders would become economically viable most countries would just stop bothering with nuclear power altogether.

  • arcticbull 6 hours ago

    The cost of nuclear power is almost entirely capex and financing, not opex. Uranium input cost for nuclear power plants is 0.5c/kWh. With breeders you can divide that by about 100.

    At least as of a couple years ago nuclear costs just a little more than solar plus storage and that’s not stopping anyone heh.

    • ViewTrick1002 4 hours ago

      With recent price drops of solar and storage the difference is now multiples.

      • hunterpayne 2 hours ago

        This is just plain false. Learn the difference between capacity cost and utilization cost.

    • bigyabai 5 hours ago

      Capex and financing is still an issue for many countries, and the opex is a non-zero commitment beyond just the fiscal portion. Most countries that pass-over nuclear energy are fairly justified in their decision. The status-quo is still not super psyched about nuclear proliferation.

      There is room to change that, but the cards are very heavily stacked in China's favor. America's bad at the financing part, fickle when it comes to enforcement & supply chains, and ostensibly 2 days away from bailing on the IAEA itself. The proliferation-resistance of Thorium reactors gives China an export trump card that America will struggle to match.

  • cpursley 7 hours ago

    > The truth is that nuclear power is not that financially attractive

    Let me fix that for you: "The truth is that nuclear power is not that financially attractive in the bureaucratic high cost litigious Anglo-sphere". And that's pretty much all infrastructure these days, unfortunately.

    • dalyons 6 hours ago

      They’re not financially attractive in other parts of the world either. China, a zero litigation single party state, is building some but a tiny % compared to their renewable buildout

      • cpursley 6 hours ago

        They need a lot of energy from a variety of sources. China has 30 or so reactors under construction (half or so of all active projects).

    • culi 6 hours ago

      It's not the litigiousness that makes it expensive. France was producing nuclear power plants at a cost per watt that nearly matches modern China. In fact, the mind-numbing cost overruns seem unique to the US.

      Here's a Nature article about it:

      https://archive.ph/Tpe0j

      Seems to me like it's more of a story of corruption than of over-regulation

culi 6 hours ago

China has more uranium reserves and less thorium reserves than the US though

Most thorium: India, Brazil, Australia, US, Turkey

Most uranium: Australia, Kazakhstan, Canada, Russia, Namibia