AukeHoekstra Profile picture
Sep 26, 2020 17 tweets 7 min read Read on X
In the Netherlands there is much ado about a new ENCO study showing NUCLEAR is cheap. It apparently convinced more than half of parliament. But it is riddled with errors and was rushed through without any check. If the errors are corrected the conclusion reverses. (short thread)
The same ministry (@MinisterieEZK) commissioned a peer reviewed study earlier this year (by Kalavasta) that showed nuclear is more expensive.

Why did they commission this new non-peer reviewed study from a group that is mainly doing nuclear security studies?
Fortunately the writers of the Kalavasta study already reacted to the new pro-nuclear ENCO study. They point out the main problems with the new study that are glaringly obvious for most experts.

Let me summarise in this thread.
content1a.omroep.nl/urishieldv2/l2…
1st problem: higher costs for wind and solar in 2040 than 2020! Without sources to defend that.

Google "learning curves for solar and wind" and you see that they become cheaper very predictably. ENCO makes a big beginners error that is disqualifying in and off itself.
ENCO is extremely optimistic about the nuclear costs.

They clearly belong to the first of 2 groups regarding Nuclear.

Group 1: "But NEXT time the power plant will be MUCH cheaper! I KNOW it!

Group 2: "Let's extrapolate historical data. Oh, they are becoming more expensive."
It's interesting to note that the Kalavasta study (the one that found nuclear was more expensive) also used similarly optimistic costs for nuclear.

So not exactly nuclear haters, the people at Kalavasta.
2nd problem: nuclear must be on 95% of the time.

This is possible when you give it priority over wind and solar (which have zero marginal costs).

But it means completely changing the electricity market and throttling wind and solar.

The ENCO authors seem to be unaware of this.
3rd problem: they use wrong underlying energy system data.

They assume 50% wind and solar when the climate agreement points to 60% and PBL to 70% in 2030. Etc.

This gets nerdy but simplified: "Why on earth couldn't they use the correct and open source Dutch energy system data?"
4th problem: their energy system model is childishly simplistic compared to the Kalavasta study, not specific for the Dutch situation, and based on outdated sources, as admitted by ENCO.

Result: the all important system costs that ENCO adds to wind and solar are much too high.
By the way: I make energy system models at the @TUeindhoven (NEONresearch.nl) and Zenmo.com. This was the first thing that stood out for me: system costs for wind and solar where unrealistically high, especially for a system with only 50% wind and solar.
Another aside: cheap batteries (as promised on the @Tesla battery day) could not only bring down the system costs for wind and solar even further but also give nuclear a higher capacity factor. It's a novel idea that doesn't get enough airtime I think.
5th problem: no peer review

You can feel the frustration of the Kalavista writers that noticed ENCO mainly has knowledge of security analysis in the nuclear industry. They offered to explain their methodology and maybe review the ENCO study. No response apparently.
All in all it is VERY unusual that anybody is this harsh about a study commissioned by the government in the Netherlands. That's not because this ENCO study is 'pro nuclear' but simply because it is severely flawed.

Makes me wonder if the nuclear community is a bit out of touch.
I forgot to link to the ENCO study. Here it is with its most important graphic.
rijksoverheid.nl/binaries/rijks…
And somehow the omroep.nl link I provided to the Kalavasta rebuttal is not workin for many people. So here is a working link: nvde.nl/wp-content/upl…
I must issue a correction: I said nuclear running 95% of the time meant changing the market rules. That was incorrect. Nuclear could underbid solar and wind (by offering negative prices) and get higher prices when solar&wind where lacking.

Thx @EnzoDiependaal & @JoostGreunsven!

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More from @AukeHoekstra

Jun 10
Just made a visualization for myself about the unprecedented growth in solar that I thought I might share.

From 1880 to 1950 all electricity came from fossil+hydro. Then nuclear briefly grew with market share increasing with up to 1% per year in 1985.

Now solar takes over. Image
I've described in more detail in a substack post:

There's more info on each picture there.aukehoekstra.substack.com/p/the-coming-s…
I made this picture because I think you forget what is happening when you look at total final energy. Renewables seem so tiny! Image
Read 8 tweets
Jun 9
I see this a lot:

Conservatives who *just know* that nuclear is better than solar and thus blame their favorite scapegoat *the government* for solar doing better.

But in reality it's the opposite: the market likes solar so much that not even the government can save nuclear.
I guess Andre's attention for me is due to my being irritated at his fact free diatribes of pseudo-scientific nonsense:


So now he sees reacting to me as a way to get attention?
And I'm reacting again, so maybe I'm being duped?
Anyhow...
Let's start with some quantifiable facts. (Things this conservative armchair energy philosopher is allergic to.)
First thing we notice is that solar and wind are clearly surpassing nuclear (though the new leadership of the department of energy denies it).
Image
Read 19 tweets
May 18
Many people think solar and wind won't be able to keep the grid stable because they lack "inertia".

I think solar, wind and batteries will do a BETTER job and I think you can explain it thus:
- the old grid is a record player
- the new grid a digital player
🧵 Image
If you play vinyl records, the rotating mass of the turntable is used to keep the speed steady. This leads some vinyl enthusiasts to seek more mass because that will keep things more steady.

This turntable by Excel audio attaches a separate mass. (Overkill but makes my point.) Image
In the same way the inertia in the rotors of current power plants helps the grid to keep a steady 50 Hz (in e.g. Europe) or 60 Hz (in e.g. the US) frequency.

These machines turn a heavy copper coil wound around a heavy iron core and this helps keep the grid frequency steady. Image
Read 21 tweets
Aug 13, 2024
Great to see more and more attention for flexible grid pricing.

We must say goodbye to the "copper plate" that offers free power everywhere and every time. It's hideously expensive and outdated.

What we need is smart flexibility.
🧵
The underlying reason is that the costs of different components of the energy system changed:

Some remained high (e.g. pylons, fossil & nuclear)

Some plummeted (e.g. solar, wind, batteries, EVs & inverters)

Some became possible at all (e.g. measuring & steering in real time)
So now we should make good use of these new, clean, abundant and affordable options, even if it means doing things a bit differently than before.

So what should we do different regarding grid congestion pricing?
Read 20 tweets
Jul 28, 2024
Some are angry about the "anti-Christian depiction of the last supper" at the Olympic Opening ceremony. (@elonmusk and @realDonaldTrump among others)

A Dutch art historian explains it's not the last supper but a Dutch painting of the Olympic gods.
And I explain what I loved.
🧵
Image
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Original Dutch thread here. I just translated it.


@WSchoonenberg shows that the "tableau vivant" (living painting) is depicting "The Feast of the Gods" by Jan van Bijlert, from 1635.
Image
The heathen Gods have gathered on mount Olympus for a feast. Sun god Apollo is recognizable by his halo, Bacchus (Dionysus) by the grapes, Neptune (Poseidon) by his trident, Diana (Artemis) by the moon, Venus (Aphrodite) by Cupid.


Image
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Read 24 tweets
Jul 9, 2024
With new batteries solar and wind are not only faster and cleaner, but also cheaper.

I'm estimating:
$0.08/kWh for PV+batteries
$0.07/kWh for wind+batteries

@skorusARK gives a good overview of current wisdom, but strongly declining battery prices change EVERYTHING
Image
I've recently written about how I was surprised I missed the enormous consequences of price reductions in batteries.

LFP cells are now $50/kWh and last 10 000 cycles.
That's $0.005 per kWh.

Say we double that to pack the cells and you are at $0.01/kWh.aukehoekstra.substack.com/p/batteries-ho…
If you add batteries to solar PV, not all energy has to flow through batteries. But let's keep it at $0.01 and add that to the price of solar. That makes PV (and wind) SUPER cheap!

Batteries must be discounted more quickly you say?
Read 10 tweets

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