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BESS and solar are not on par with nuclear for several reasons: (1) there is a much faster construction pathway for solar+BESS than nuclear, (2) costs of both PV solar and BESS continue to go down every year, while nuclear doesn't have the same cost curve, (3) manufacturing capacity for solar and BESS continue to rise on the exponential piece of an S-curve (meaning, a consistent multiplicative increase every year) while nuclear construction rates don't look anything like that.

There is a root cause for this: both solar PV and battery storage can be mass-produced in factories, and current nuclear tech can't. If nuclear can get onto a similar growth trajectory, we'll be cooking.



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