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model is childishly simplistic compared to the Kalavasta study, not specific for the Dutch situation, and based on outdated sources, as admitted by ENCO.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

Jul 9
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
Jun 20
Cheap stationary batteries will pave the way for wind and solar in cheap and resilient energy grids. Unfortunately the @IEA is mispredicting it (again).

Thread based on a free substack article I just wrote.
aukehoekstra.substack.com/p/batteries-li…
Image
Many of my followers know this picture: it visualizes how the IEA underestimates solar. Now I see basically the same problem in their new battery report.

Image
The IEAs new battery report gives a lot of great info on batteries but also two predictions taken from their authoritative world energy outlook:
1) STEPS which is basically business as usual
2) NZE (Net Zero Emissions) which is aspirational
iea.org/reports/batter…
Read 11 tweets
Jun 16
Batteries: how cheap can they get?

I used the Sunday afternoot to describe how I think that dirt cheap batteries will completely transform our electricity grid, paving the way for solar and wind and replacing grid reinforcements with grid buffers
aukehoekstra.substack.com/p/batteries-ho…
This is something I'm working on for different government and grid operator projects, but I never realized just how cheap sodium batteries could become and how much of a game changer that will be.

So I used my Sunday evening to write this and would love your feedback!
First I look at the learning curve and then we see it is extremely predictable: every doubling of production has reduced prices by around 25%.

It's even steeper and more predictable than solar panels, the poster child of this type of learning curve.
(More details on substack.) Image
Read 15 tweets
Jun 5
Aaaand we have another winner of the "EVs and renewables can never happen because of material scarcety" sweepstake. I thought @pwrhungry was more serious. Let me explain why this is misleading bollox.
First of all, notice how his argument is mainly that Vaclav Smil says this and HE is an authority.

Why bother to write a substack that basically parrots someone else?

Because you don't really understand it yourself and needed to write another substack maybe?
I'm a bit tired of this because Bryce abuses Smil the same way most people who are against renewables abuse him. They emphasize this is a serious and revered figure that knows numbers. They make it about the messenger, not the argument.
Read 14 tweets
Jun 1
I wholeheartedly agree with @MazzucatoM that we should better evaluate tech companies contributions.

But the focus on energy use makes a mountain out of a molehill while we have bigger fish to fry.

I see computing as both a huge opportunity and an existential threat.
🧵
For me the focus on *how much electricity* an industry uses usually indicates an outdated focus.

We have to get rid of fossil fuels and the mantra is "electrify everything". Because electricity is the form of energy that is usually more efficient and that is greening rapidly.
Many people still can't wrap their heads around the fact that electricity from wind and solar is getting clean, abundant and relatively cheap while we have more than enough materials to make it happen.

IF you focus on datacenter electricity use...
focus on how green it is.
Read 15 tweets
May 25
California is entering phase 2 of something we will see worldwide:

Phase 1)
Solar+wind replace up to ~70% of fossil electricity

Phase 2)
Solar+wind+batteries replace up to ~90% of fossil electricity

Phase 3)
Solar+wind+batteries+eFuels replace 100% of fossil electricity

🧵
Phase 1)
Solar+wind can replace up to ~70% of fossil electricity

It depends on the solar/wind mix, proximity to the equator, grid interconnections, and demand but we are simplifying here.

This is the simple part: just turn off coal+gas when there is enough wind or solar.
But then you run into limits:
1) Solar and wind become worthless when there is an excess (which is increasingly the case)
2) Your grid might not be able to handle the solar or wind peaks
3) Daily demand fluctuations don't match solar+wind
4) Seasonal fluctuations in wind+solar
Read 18 tweets

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