> Schneider: Most of them are countries that are already operating nuclear power plants and have their own interest in trying to drag money support, most of which by the way would go into their current fleets. Take EDF [France’s state-owned utility company], for example. Through the French government, EDF is lobbying like mad to get support from the European Union—European taxpayers’ money—for its current fleet. It’s not even for new construction, because the French know that they won’t do much until 2040 anyway. There is also another aspect that is related and that illustrates how this pledge is completely, utterly unrealistic.
> The pledge to triple nuclear energy capacity is not to be discussed first in terms of pros or cons, but from the point of view of feasibility. And from this point of view, just looking at the numbers, it’s impossible. We are talking about a target date of 2050, which is 27 years from now. In terms of nuclear development, that’s tomorrow morning. If we look at what happened in the industry over the past 20 years since 2003, there have been 103 new nuclear reactors starting operation. But there have been also 110 that closed operation up until mid 2023. Overall, it’s a slightly negative balance. It’s not even positive. Now if you consider the fact that 50 of those new reactors that were connected to the grid were in China alone and that China closed none, the world outside China experienced a negative balance of 57 reactors over the past 20 years.
Meanwhile China is barely building nuclear anymore. China added more wind and solar the past nine months than all of its nuclear reactors under construction will provide. Yes, that includes capacity factor.
Yeah, "anti nuclear advocate Mycle Schneider pooh poohs most recent move towards more nuclear" probably isn't the grand revelation you make it out to be.
The fact that most of the world under-invested in nuclear the last two decades or so is well-known. Extrapolating past trends linearly into the future is ... unwise.
Particularly when there has been a significant policy shift, not in small part due to the disaster of the German "Energiewende".
> Schneider: Most of them are countries that are already operating nuclear power plants and have their own interest in trying to drag money support, most of which by the way would go into their current fleets. Take EDF [France’s state-owned utility company], for example. Through the French government, EDF is lobbying like mad to get support from the European Union—European taxpayers’ money—for its current fleet. It’s not even for new construction, because the French know that they won’t do much until 2040 anyway. There is also another aspect that is related and that illustrates how this pledge is completely, utterly unrealistic.
> The pledge to triple nuclear energy capacity is not to be discussed first in terms of pros or cons, but from the point of view of feasibility. And from this point of view, just looking at the numbers, it’s impossible. We are talking about a target date of 2050, which is 27 years from now. In terms of nuclear development, that’s tomorrow morning. If we look at what happened in the industry over the past 20 years since 2003, there have been 103 new nuclear reactors starting operation. But there have been also 110 that closed operation up until mid 2023. Overall, it’s a slightly negative balance. It’s not even positive. Now if you consider the fact that 50 of those new reactors that were connected to the grid were in China alone and that China closed none, the world outside China experienced a negative balance of 57 reactors over the past 20 years.
https://thebulletin.org/2023/12/nuclear-expert-mycle-schneid...
Meanwhile China is barely building nuclear anymore. China added more wind and solar the past nine months than all of its nuclear reactors under construction will provide. Yes, that includes capacity factor.
https://twitter.com/yo_ean/status/1718633487454904718