💧simon holmes à court Profile picture
Jun 18 20 tweets 3 min read Read on X
☢️ with the #coalition expected to announce its #nuclear plan on wednesday, here are 18 questions every diligent journalist should be seeking answers to:

🧵
1. how will dutton remove the ban?

the coalition would require control of the senate to repeal the ban, which is embedded in two acts.

the coalition hasn’t controlled the senate since 2004-2007.
2. which state(s) would dutton build the reactors in?

only VIC, NSW and QLD grids are big enough to handle a large nuclear reactor.

WA, SA and TAS grids are too small to host a GW-scale reactor.
3. how would a dutton gov't remove the state bans?

nuclear is banned in VIC, NSW and QLD.

the state labor governments _and_ liberal oppositions have all been clear they oppose the removal of the state bans on nuclear power.
4. what if locals object?

how will acceptance be measured?

will all residents within the emergency planning be consulted?

what is the threshold of approval required from residents within the area?
5. how would a dutton gov't secure the sites?

dutton has been clear they’ll be built on sites of exiting coal power stations.

the c'wealth doesn’t own any coal power stations and many former coal power stations are now (or will soon be) hosting large battery or solar farms.
6. who will be the project proponent?

industry has no interest in building large reactors. the first large reactor is likely cost more than the combined valuation of origin energy, AGL and energy australia.

realistically only the gov’t is placed to run such a project.
7. how will a vendor be chosen?

will supply from russia and china be considered?
8. how will a dutton gov't indemnify the vendor against cancellation?

very likely that labor would threaten to cancel the contract as soon as it is returned to power — at federal or state level.

no contractor would build without an expensive cancellation clause.
9. when will the first reactor generate its first kWh?

the newest reactors in the US took 18 years from announcement to commercial operation.
in the authoritarian UAE, it took 13 years.

very difficult to see how the first unit could be delivered before 2040 or 2042.
10. how many units will be built?

if we delivered the first in 2040 and built as fast as france in its heyday — unrealistic — we could have ~16 units by 2050.
11. what will they cost?

very optimistically, the first unit would cost ~$24bn.

if all goes well, the 5th and subsequent one might be ~$12bn. 16 units would cost ~$221bn.

…assuming no cost blowouts.
12. who will buy the power?

will it be sold into the spot market, or in swap contracts with retailers? if in the spot market, finance will be a challenge.

if in swap contracts, which retails are interested?
13. how will the cost premium be recovered?

the power produced would be significantly more expensive than existing and projected costs.

how will the premium be paid? will it be recovered from the market (pushing up power prices) or covered by general revenue (taxes)?
14. who will provide disaster insurance?

while serious nuclear power accidents are _very_ rare, the costs of an accident can run into hundreds of $billions — fukushima cleanup projected at $350–750bn.

each power station will need to be insured. who will be the insurer?

gov't?
15. how will the waste be managed?

will it stay indefinitely on site, or will it be moved to a centralised repository?

will the storage be above ground, or in a deep geological repository?

how will the site(s) for a long term waste facility be chosen?
16. how do we fill the coming energy gap?

if we slow down renewables roll-out, we will have a large energy gap between current coal closure dates and nuclear coming on line.

how much extra coal & gas will be burnt?

will we require new gas power stations to bridge the gap?
17. how much will it cost to fill the energy gap?

coal and gas are costly fuels.

as we’ve seen with eraring in NSW, operators required hundreds of $millions a year to extend life.

as we've seen with muja in WA, coal refurbishments can be extremely expensive, and fail.
18. what will be the emissions impact?

under this plan — slowing renewables and building nuclear — there’s no realistic way to get to net zero in 2050.

a recent report shows the coalition's expected plan could result in 3.2 GtCO₂ of additional emissions.
without good answers to the 18 questions above, the coalition cannot be taken seriously.

…and any plan that has us paying more and blowing our carbon budget is a toxic joke. ☢️

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More from @simonahac

May 20
🤓 you'll probably hear scary claims today about "blackouts" in NSW, due to a "reliability gap".

…caused by delays with SA-NSW transmission line, a few batteries & mothballed generators.

to meet the 99.998% reliability standard, NSW needs to build more kit.

not a big deal. 🧵 Image
the eraring power station has 4 units, each 720MW. delaying closure of 1-2 units could fill the gap.

a 500MW–1GW gas generator operating <10 hours a year would also suffice. lower emissions and might be cheaper?

helpfully AEMO has provided 9 options to fill the gap: Image
small reliability gaps are forecast in VIC and SA, but far enough out that they'll likely evaporate… as they often do for this regular report.

why? because the reports show what happens if we don't do anything more than committed — and we pretty much always do.
Read 6 tweets
May 15
i attended the ‘navigating nuclear’ conference on monday in sydney.

up front: there were some high quality presentations — on issues such as health impacts, safety culture, regulatory systems. Image
…but sadly there was also some abject nonsense…
the presentation below argued that we have two options:

1. build a complex grid of wind, solar, hydro, hydrogen, batteries, pumped hydro, transmission and EVs.

2. just build nuclear and use existing powerlines.

…apparently #2 is the way to go. 🙄 Image
Read 10 tweets
Mar 21
⚛️ @abcnews's recent #FactCheck made a classic rookie error in calculating that the latest US nukes had "build times of 10.1 and 10.4 years".

depending how you count it, it took somewhere between 13.9 years and ~19 years to build them.

easy mistake to make.

let me explain… 🧵
ABC's analysis assumes the build time is the elapsed period between "construction start" and "grid connection" dates.

in the real world, a nuclear power building project begins years before "construction start" and often finishes months after "grid connection".
"construction start" is defined by the IAEA as the "the date when first major placing of concrete for the base mat of the reactor building is made."

"grid connection" is when "the plant is first connected to the electrical grid for the supply of power."

pris.iaea.org/PRIS/Glossary.…
Read 18 tweets
Mar 13
☢️beware #nuclear porkies #2 🤥

australians🇦🇺: you're going to hear lots about ontario🇨🇦, which does have a very clean grid and cheap retail power.

but you should know 🧵

1. average age of ontario's nuclear fleet is 40 years. all government owned, but ~half privately operated. Image
2. the current nuclear price (as determined by the ontario energy board) from this old fleet is CAD 10.1¢/kWh which is the same as A$113/MWh.



ontario's proposed new nuclear power stations will cost much more…oeb.ca/sites/default/…
3a. a 2018 canadian gov't + industry report estimated cost of power from SMRs would have a mid-point of CAD$163/MWh, or CAD$215/MWh with a 3% cost overrun.

in 2024A$, this range is A$220 – A$290/MWh.



generally, SMR estimates have increased since.smrroadmap.ca/wp-content/upl…
Read 7 tweets
Mar 9
⚛️ why #nuclear power is a distraction for australia

if implemented, the #coalition's plan would see:
• increased gas & coal usage
• increased cost
• increased emissions
• higher chance of blackouts

read on to find out why… 🧵 Image
firstly, let me say i have a deep interest in nuclear.

i've visited multiple nuclear plants, met with companies planning to build SMRs and nuclear VCs, taken a nuclear course at @MIT and closely watched the sector for years.

i encourage the use of nuclear where it makes sense. Image
some context: nuclear has had a long history of nothing in australia, including the start of construction in jervis bay (promptly cancelled by a liberal PM) and a federal ban (under a liberal PM).

important to note there are also state bans, including in NSW, VIC & QLD. Image
Read 30 tweets
Feb 4
🤓 an interesting thing about the govt's proposed 'new vehicle efficiency standard' (NVES) is how they're consulting.

they've put 3 options on the table, and are wanting to hear the public's views.

but first, a little 🧵 about the NVES:
we've been talking about 🚗⛽️ efficiency standards since at least 2008!

over 85% of cars sold worldwide are covered by a new vehicle efficiency standard, but not here!

russia & australia: the only developed countries without 🚗⛽️ efficiency standards.


Image
…as a result, passenger cars in australia are, on average, 20% less efficient than passenger cars in the US.

lower efficiency cars mean we buy more petrol…

which means we waste a lot of money 💸 on fuel, with higher pollution per km travelled.

🚗◾️◾️▪️▪️
Read 15 tweets

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