Björn Peters Profile picture
Jun 21 21 tweets 6 min read
I'm at #Kerntechnik2022, the 1st German nuclear industry conference since 2019. It is a different mood today. While back then, the engineers were celebrating decommissioning, the industry offers all support necessary for a lifetime extension.
In their keynotes, the previous and current presidents of the industry association, @Kerntechnik_D, Ralf Güldner and Thomas Seipolt, say they are pessimistic for our NPPs but believe the phase-out is transitory. New SMR technology will eventually make its way to Germany.
@PreussenEl's CEO, Guido Knott, presents his Plan for decommissioning. Interesting fact: per NPP, only 6000 tons of nuclear waste needs to be disposed of - that's nothing. He insists on the fact that no-one is better suited to deconstruct an NPP than the experts who operated it.
In the after noon, I will be presenting a paper on the future of nuclear energy and the technology's construction & operating cost reduction potential. Nuclear energy will only win against King Coal if it is cheaper in Total Cost of Ownership and as easy to handle it.
Jan Prášil from the Czech Ministry of Industry and Trade reports on the Czech plan to introduce existing and new nuclear energy. Issue: no SMR is ready to be deployed, but dearly needed to produce Power and (!) hydrogen. Nuclear hostility from DE & AT isn't helpful.
"Das Verständnis der Details ergibt sich aus dem Verständnis des Ganzen, nicht umgekehrt." (@herbertsaurugg, Austrian crisis researcher, speaking about blackout risk and consequences)
The eqivalent to the nuclear INES scale of risk is the probability of large, lengthy, and potentially deadly grid disruptions. Has happened five times since 2000 in Europe but nil times in NPPs here.
Interesting for a statistical physicist having specialized in non-linear dynamics: @herbertsaurugg expects, additional to stress from demand increase and skills shortage, grid disruption through 'complexity overflow', w/ massive supply chain issues.
@urencoglobal has started systematic PR and social media work. Long overdue but very professionally done. Good presentation by Chris Breuer.
In my speech, I presented my paper on the Global Renaissance of Nuclear Energy. What are the success factors for the transition from a world with ~450 reactors to one with 10,000s of reactors? Design-to-cost, Design-to-simplicity, inherent safety features.
Götz Ruprecht, CEO of @DualFluid, presents the reasons for the enormous cost advantage of the patented Dual Fluid technology. His speech triggers a lot of curiosity, many questions, and good wishes for the technological and corporate development.
@Tiefseher, historian and journalist with @welt, presents his ideas on currencies in his dinner speech.
USD: long-term loss, but still 2/3 of reserve currencies.
Bitcoin: a speculation object.
Renmimbi: no trust yet in Chinese government but increasing influence.
EUR: worsening.
His conclusion: Never put all eggs into one basket, gold should be in that basket. And real assets. Cash might be in danger.
Good advice, Daniel D. Eckert!
I skipped the technical sessions in the morning - too far outside my field of expertise.

Now, Lukas Aebi from @KernenergieNews reports that the power coverage gap is increasing, as all countries around Switzerland plan to import more power in the future.
Peter Berben from @ENGIEgroup speaks about the Belgian situation. Nuclear represents 55 pct of all power.

Engie tries to sell the lifetime extension to the Belgian government, i.e., against subsidies. In this market situation, one wonders why.
Outright wrong: They believe they need an Environmental Impact Assessment for a lifetime extension. Never before, however, was an EIA demanded for the continued use of existing infrastructure. EIAs are required only for new buildings. I own 2 legal expertise on this.
One of them is publicly available:
kernd.de/kernd-wAssets/…

The other one from TU Bochum will be published soon. If you need a copy -> direct message.
@MyrtoTripathi from @voicesofnuclear explains the global dimension of the energy transition. The main challenge is that the least part of energy is power. Fuels and industrial process heat are bigger than the power sector.
Nevertheless, France's official policy is still a longterm energy strategy for a nuclear phase-out. The plans to replace its nuclear fleet with modern NPPs still hasn't made it a law.
The French nuclear build-out will not be compromised by uncertainty. This sends a clear signal to future staff, financial markets and suppliers.

In the new rassemblé nationale, pro-nuclear forces are dominant.

New nuclear technologies might play an interesting role.
But even in France, there are anti-nuclear NGOs. But Myrto, as most important French voice speaking out for nuclear, increasingly gets invited to radio and TV shows.

When do @EDFofficiel and @Framatome_ start to support her organizations financially?

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More from @BjrnPeters3

May 24
Attending the @Reuters SMR & Advanced Reactor USA 2022 conference in Atlanta on behalf of @DualFluid is very rewarding. I'll report as much as I can, mostly for my German friends. They need to understand the level of enthusiasm there is in the industry.
Attendees are mostly from North America and Europe. 400+ C-Level executives from NPP manufacturers, finance, regulators and service providers. We notice strongly growing public support for nuclear energy in all countries we operate in.
Tom Samson, @RollsRoyce CEO, describes the strategy to industrialize the NPP manufacturing process by downscaling reactors. Building reactors in factories helps increasing quality, reducing cost and hiring staff - easier to work there as compared to different construction sites.
Read 16 tweets
May 20
An meine deutschen FDP-Freunde.

Die Lage in der FDP ist nach den verlorenen Landtagswahlen im Saarland, in Schleswig-Holstein und in Nordrhein-Westfalen viel dramatischer als die Parteiführung sie wahrnimmt.

Aber auch: Eine liberale Partei wird vom Wähler gewünscht.
Wir haben im Bekanntenkreis aber kaum noch Leute, die wissen, warum sie die FDP wählen sollen. Die Situation erinnert fatal an 2009: Damals waren wir mit einem Steuer-/Bürokratieabbauprogramm zur Bundestagswahl angetreten, um nach der Wahl genau das Gegenteil zu tun.
Dass liberale Wähler lieber zu Hause bleiben als FDP zu wählen, sollte bei uns alle Alarmglocken schrillen lassen. Wenn die FDP grüne, rote oder schwarze Politik macht, wird sie vom Wähler zu Recht unter die 5% geschickt, wie im Saarland, oder halbiert, wie in SH und NRW.
Read 21 tweets
Apr 28
Kohle verbrennen. Das ist die Antwort der @Die_Gruenen in der Bundesregierung auf die Kritik an ihrem inkompetent zusammengestöpselten "Prüfvermerk". @cducsubt hatte meine Analyse aufgegriffen und eine Kleine Anfrage gestellt. Die Antwort ist hier: dserver.bundestag.de/btd/20/014/200…
Kurz zur Geschichte: Robert Habeck hatte kurz nach dem Überfall Russlands auf die Ukraine im Frühstücksfernsehen eine "ideologiefreie" Prüfung der Energiepolitik versprochen (ab 4:20, konkret dann ab 5:30).
tagesschau.de/multimedia/vid…
Statt einer ideologiefreien bekam er vom @BMUV dann aber eine expertenfreie Prüfung.
Read 17 tweets
Mar 8
There is a lot of confusion on how to assess the cost of energy. Some academics believe that Levelized Cost of Energy (LCOE) are relevant. Here is my view as an expert in energy financing with 150+ projects. (thread)
(1) On producer level of power plants, overnight costs are relevant, hence all costs that go directly into 'hardware' of power plants. It exludes any effects of financing costs (interest&dividends).
(2) On operator level, various cost measures are relevant. LCOE sums up all costs for planning, construction (incl. construction interest cost), operations, fuel and decommissioning, and divides it by all energy produced...
Read 14 tweets
Feb 28
In den letzten Tagen werde ich häufig aus Berlin gefragt, wie es zu der großen Abhängigkeit von russischem Gas kommen konnte, und was jetzt zu tun sei. Die Ukraine-Krise ist ein heilsamer Schock für die Energiepolitiker, nutzen wir die Gelegenheit zum Umsteuern (Thread).
Die Crux an der Energiewende: Wer >bilanziell< einen Großteil des Stroms aus Sonne und Wind gewinnen will, macht sich extrem von der Witterung abhängig. Das habe ich quantitativ untersucht. Solar- und Windkraftwerke haben eine gesicherte Leistung nahe Null.
Will man Solar- und Windenergie ausbalancieren, bedarf es schnell regelbarer Kraftwerke. Das sind offene Gasturbinen, die aber leider einen schlechten Wirkungsgrad von 40% haben. energie-lexikon.info/gasturbine.html
Read 22 tweets
Feb 9
Nuclear waste is by far the smallest issue of the entire energy debate. It is an artificially inflated topic that does not stand up to scrutiny in the light of the current state of science.

My top 7 reasons why nuclear waste must finally be demystified:
1. hazard control: Spent fuel elements from nuclear power plants are indeed hazardous substances of the most serious kind. However, never in the modern history of mankind have people been harmed by nuclear waste.
2. tinyness: If all the energy of a lifetime, including power, mobility and heating, is derived from nuclear energy, the waste still fits into a cola can.
Read 12 tweets

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