Tuesday, August 21, 2018

Hard To Keep Up

Another week of breathing smoke, and I'm reading about the administration's attempt to rollback the clean air standards for power plants (especially coal-fired plants) which in the long run would dramatically affect the quality of the air we, and future generations, will breathe. The energy industry continues to do everything they can to discourage renewables with their blatant expensive PR campaign.

Nuclear power is basically dead because it simply is too expensive and not cost effective in our energy mix even without massive subsidies. It is not a solution to our climate change challenges. In fact, when it is really hot, and the demand for electricity is great, many reactors have to shit down because of cooling water problems. The "renaissance" from 12 years ago is dead! The half-built Sumner plant in South Carolina has been scrapped, and all the powers that be are trying to sort out who has/will pay the $9 billion already spent. Of course, the ratepayers will ultimately be on the hook for about $6,500 each, and the utilities and giants like Westinghouse walk away or go bankrupt. The Vogle plant in Georgia, still under construction, is faring no better, and will probably be canceled within the next year. Twelve years and some $20 billion later...no affordable, clean electricity! The same is true in other parts of the "free world." Bechtel just pulled out of the Hitachi deal to build a nuke in Britain. France is struggling with it's two new generation plants under construction. Japan can't afford to even upgrade and reopen its 50 idle plants because it is struggling with the massive costs of trying to figure out what to do with Fukushima, which continues to be a massive mess.

With this economic failure on the construction side, a few utilities are now having to deal with the back-end of the technology. The shutdown and decommissioning of plants around the US and elsewhere is creating incredible economic issues. Vermont Yankee, San Onofre, Diablo Canyon, Oyster Creek, and the dozen more in the block will cost ratepayers tens of billions of dollars today, and hundreds of billions over the next 100 years or so. The strategy here is to defer decommissioning for 40-60 years (for worker safety reasons!) And, there are still another 80+ plants that are rapidly approaching the end of their useful life.

And then again, there is the issue of spent fuel management and storage. Yucca Mountain will never open, so the industry's push is to send the dry casks to a central "temporary" facility run by a couple of corporations. The Holtec plan for New Mexico is great for Holtec (a privately held company) since they also are one of the largest builders of dry casks. Billions and billions of our dollars here! The only other option is to leave the 10+ million dollar casks on site, and continue to spend millions of dollars per year monitoring and safeguarding them for eternity. The big issue right now at San Onofre on the California south coast is that those 250+ casks will sit on a pad 100 yards from the Pacific Ocean. Sea rise, earthquakes, tsunami, all those immigrant terrorists...not to worry, the powers that be will take care of it! The hyped-up promise of cheaper small modular reactors is still tied to all the other issues of fuel storage, the balance of system, grid interties, etc., and realistically and technologically will not be cost effective.

Nuclear fusion is again making some waves with the promise of clean, cheap, unlimited energy will soon be there for us. Another giant hoax and myth that is sucking up our research dollars. We probably will achieve a sustained fusion reaction, but all the issues affecting the fission industry today will apply to fusion reactors. True, there will not be any high-level wastes (long-lived transuranics) produced; but we're still dealing with neutrons and the activation problems they create. Interesting enough, the USS Enterprise, the first nuclear-powered aircraft carrier, which has been in mothballs for many years now with its spent fuel removed from its 10 small (10MW) reactors. The current estimate to "decommission" the ship is over $1 billion, due to the neutron activation making it difficult to disassemble, and the metal un-recyclable. The other challenging issues with fusion involve how to contain the hot plasma (hundreds of millions of degrees) and extract the heat necessary to boil water into steam to spin the turbine which spins the generator which creates a flow of electricity. We're not going to have one in every garage...The "costs" of large central power sources make them uneconomical and eventually unnecessary in our future electricity systems. The other interesting sidelight of fusion fuel...unlimited deuterium in seawater, must be extracted. Deuterium has a natural abundance in Earth's oceans of about one atom in 6420 of hydrogen. Great...I've always been a proponent of the hydrogen economy, where H2 will be the storage medium to be used in fuel cells or combusted back to water. Right now hydrogen production is too expensive.????? What about the tritium? Construction costs, O&M costs, decommissioning costs?

The good news is that gains in hydrogen as an energy carrier and storage medium other than for use in vehicles is making some gains in Australia, Germany, Canada, and Japan. Again, the US lags behind. The solar industry continues to grow, in spite of the tariffs, penalties, and the push for coal and nuclear power. The cost continues to come down as the technology matures, efficiency increases, and individuals and business realize the cost-effectiveness and savings they can have. More on this later.

Just a few references (there are so many now each day!)







Tuesday, August 14, 2018

August Climate Update

August Update

As I sit here on a cool foggy coastal afternoon, I'm reflecting on the extreme heat and ferocious fires raging not too far inland. One concern is the Carr fire is less than a mile from our friend's summer place out at Lewiston, and moving in their direction. Scary! But what is more discerning is the continued vehement denial by the few, that human induced global warming, or climate change, or whatever you want to call it, is not responsible. In spite of all the evidence, scientific, political, and economic, this contrived denial is proving to be the greatest “hoax” ever inflicted on humanity by a small handful of powerful and greedy people. Not to argue here, but the question that is never asked, and they never would answer is “what if man-induced climate change is true?” The economic, environmental, and social ramifications are enormous and almost overwhelming, not so much for us, but for future generations, because the extremes we are experiencing now will only get worse, leading to far greater devastation

Reading the news, we're seeing hundreds of fires across the US and Canada, as well as devastating fires in Greece, Sweden...all over the world. I just talked to a friend in British Columbia, and he is seeing drought, dryness, tree deaths from insect infestations...all sorts of worrisome issues. And yet the current powers and leaders blame the radical environmentalists...the easy prey, who have prevented logging and letting water run down our rivers to the ocean. Really?????

Watching the national news shows record-breaking flooding in Pennsylvania, and the whole east coast, as well as extreme climate phenomenon through-out the world. And yet, the fossil fuel interest continue to lie and spew their stupidity, greed, and disinformation. The $2billion they have spent over tall those years could have gone into a lot of positive solutions.

We will reach a point very soon, where the economic costs and social suffering overwhelm all of our budgets and infrastructure; and “we” finally begin to address the causes and solutions to the problem. It will be too late to stop the advancing changes we have already initiated, but we will be forced to begin to do things to mitigate future impacts.

As I always have said...we cannot destroy our environment. But we can change it to make human life more difficult, expensive, and miserable.

Enough said. I urge you to “PAY ATTENTION!!”
And again, I encourage you to watch “After the Warming” on Utube. This entertaining narrative visualizes the predictions made in the 1990 IPCC report. So far it is impressively pretty accurate.


PS: The Carr Fire has been contained on the west side, so it no longer is a direst threat our friends home! But again, it is only early August.



Sunday, March 18, 2018

AN ENERGY UPDATE - MARCH 2018


Things continue to not bode well for the nuclear industry, as the economic impacts of construction, decommissioning, and wastes disposal come to light in the US as well as the rest of the world.

In South Carolina, the canceled plants continue to stir controversy as to who is responsible for the $12 billion already spent, with utilities and legislators wanting to stick the entire bill on ratepayers and taxpayers.  The same holds true for Georgia, where construction is still in process, with the feds opting another $12 billion subsidy.  When this project eventually gets canceled, or comes on line 5-10 years later, the cost of that electricity will be definitely noncompetitive. The same kinds of problems continue in the UK, France, and Finland.  Nuclear power plants are obsolete in today’s changing renewable world, and the promise of new, smaller reactors will make no difference.

The issue of spent fuel storage (HLW) is now getting some mention, with a recent push to get on with Yucca Mountain.  Again, that will not happen, because of the scientific, geologic, as well as the political/moral constraints.  What is now making a re-appearance though, is the privatization of waste management and storage. 

The new player is a private company called Holtec, which manufactures dry casks for spent fuel storage.  They want to build a facility (basically a large pad) where dry casks would be shipped from all over the US to their site in New Mexico.  There, the casks would be monitored and guarded until…???  It would take somewhere between 10-15,000 casks to contain all the spent fuel rods in the US.  They would have to be stored above ground because of the heat emitted, and would be vulnerable to erosion, sabotage, accidents, etc.  The nearby WIPP project, which is trying to store not-so-hot military wastes in a salt cavern is already leaking and exploding after only five years, and now under review. 
At Humboldt Bay, we have 6 Holtec casks.  They are smaller than the ones for most plants, and cost about $1 million each.  I took about 6 weeks, and $8 million to load and prepare each cask for its placement in our below grade bunker, and that facility requires about $12 million/year for monitoring and security.  There are 36 casks on site at the decommissioned Trojan plant on the Columbia River, and San Onofre is in a contentious battle with its desire to place about 250 casks right on the beach in Southern California.  The Diablo Canyon plan will require over 300 of these casks.  So do the math…10,000 casks at $10 million each, plus transportation to a central site in New Mexico…big bucks for Holtec and the utilities, since the ratepayers and taxpayers are footing the bill.  Give those CEO’s a bonus!

Another issue coming up revolves around how each state set up the rules for decommissioning funding.  By Federal law, decom funds were to be set aside to ensure the safe and clean dismantlement of nuclear power plants.  In California, The utilities collected money from ratepayers over the years, and put that money into an investment fund where it, for a while at least, grew in value.  PG&E ratepayers, as well as those in the south, are now continuing to pay into this fund for their nukes.  Things are a bit different in other states.  Some utilities took that money and invested it in ventures such as building more nuclear power plants!   Things got/get complicated when the feds allowed utilities to sell nuclear units to private firms.  The decom funds were supposed to go with the plants in the sale, but some of that money has in some cases disappeared.  The funds that do exist on the books are most often very low in respect to the actual cost of decommissioning.  Add that to the fact that many of these nuclear companies have gone through bankruptcy, buyouts, subsides (as is the case of Vermont Yankee and a few other plants back east beginning the decommissioning dialogue) and the ratepayer/taxpayer---you and I will eventually wind up paying the bills.  So much for cheap nuclear power.  They argue we can’t afford health care for all Americans , but for probably the same amount of money, we will spend it on the back end of nuclear power.

Seven years into the fiasco at Fukushima, and still there is no sign of anyone having a clue as to what to do with this site that is leaking contamination into our environment.  The $322 million ice wall is a failure, and the increasing amount of radioactive contaminated water, soil, and other materials is taking up a lot of room on this small island nation. The true exorbitant cost of decommission continues to elude the media and the public, while, CEOs, lawyers, lobbyists, and politicians continue to make millions of dollars, perpetuating the hoax that we need clean, cheap, and safe nukes if our societies are to survive.

The recent media frenzy that we will soon have fusion power (some say by 2028) continues he hoax and fraud of promises of unlimited clean electricity.  Not going to happen, at least in our lifetime.  It is so complex…temperatures in the millions of degrees, the structures and technology to contain the self-sustaining fusion reaction, and all the rest of the facilities necessary to convert that heat into electricity is mind-boggling and is not going to be cheap.  But again, the gullible public is being misled by the promise of dollars.

On the fossil fuel side, things again do not bode well for the coal industry, in spite of the subsidies, deregulation, and policies offered up by this administration.  It just cannot compete in cost, and in creating jobs.  The oil industry seems to be doing well…the goal for America to be the biggest producer and exporter of oil is pretty close…with gasoline around $3.50 a gallon today.  Subsidies and deregulation continue, and transportation taxes loom in the future.

On the positive side, solar and wind are doing quite well, considering all the obstacles in place to keep businesses and individuals from taking matters into their own hands.  There is rapid growth worldwide, with China leading the way.  They exported 37,000MW of solar panels in 2017…that’s the equivalent of 37 large nuclear power plants…in just one year.  World wide, solar provides an amount equal to total nuclear capacity, at c cheaper cost, with no huge decommissioning and waste storage costs.  The potential for growth, in manufacturing, job creation, CO2 mitigation, and a sustainable energy future is becoming apparent, and will blossom within our lifetime.  Again, as I’ve said, this is not a black-white situation as so many critics expound.  We will always have a mix of energy resources…oil, gas, even nuclear, along with solar, wind, and any other forms that become viable; and hopefully they will be used appropriately, determined by economics, geographic and technological limitations, time, and political will.

Wind is where the huge potential exists in the near future.  Moving offshore, where there is an almost constant airflow, and eventually coupled with the power of the movement of the oceans, the technology is rapidly entering the mainstream as the new grid infrastructure improves to accommodate renewables.  GE, who is on the verge of bankruptcy because of their emphasis on gas turbines, is developing a 12MW turbine in France (why aren’t they doing it in the US?).  Here in Humboldt County, plans are being discussed for a 100MW farm, with 10-15 turbines anchored 24 miles off-shore.  Many European countries already have the technology and experience to prove this potential’s viability. 

As I’ve mentioned many times before, the next crucial piece of this whole energy puzzle is storage…capturing excess electricity production when it is not needed, for use when it is.  Again, giant strides are being made all over the world, with installations in Australia highlighting the potential.  Starting from near zero not many years ago, the growth of lithium-ion battery production and implementation is about to exponentially take off. I still believe that hydrogen/fuel cells will eventually become equally important!
All this is happening in spite of all the deliberate obstacles…the misinformation, lies, tax proposals, tariffs, and the basic disregard of science and technology by the current administration and those who prop it up.  Climate change is real, and it has been impacting us in so many increasingly different ways.  It is a shame that we choosing an economic blind eye, when we could be building our economy, jobs, clean air and water, and more affordable and equitable world.  Maybe we really need to join hands, kneel down, and pray.

Just a few recent interesting pieces:










Tuesday, November 21, 2017

A Thansgiving Plateau for Solar Energy



A quick update worthy of a true Thanksgiving.  Two new stunning reports on solar energy are demonstrating the rapid transition in world-wide electricity generation.

The first involves China (no surprise).  Tongwei will spend $1.8 Billion in the next two years to build two 10 GW PV manufacturing facilities.  What this means, is that two-three years from now, each of these plants will be putting on the market the equivalent of TEN nuclear or coal-fired plants.  That's 20,000 megawatts of generating capacity…per year.  And the following year, another 20,000MW; and the year following that another 20,000MW.  In ten years, this one company in its two manufacturing facilities will have built the equivalent of 200 nuclear power plants! 

“The investment is part of Tongwei’s plan to achieve 30 GW of cell capacity. Its current 5.4 GW makes Tongwei the world’s fourth-biggest solar-cell producer, and the company has an additional 4.3 GW of capacity under construction.  The world’s largest cell maker, Shanghai-based JA Solar Holdings Co, has an annual capacity of 6.5 GW, and add this to all the manufacturers in Korea, Japan, Germany, and the US, and there is really no shortage of new generating potential in the world.  Of course, the other part of the equation is storage, and progress is being made in both battery technology, and of course, my pick…hydrogen/fuel cell for large-scale grid storage.

https://www.bloomberg.com/news/articles/2017-09-05/better-than-a-battery-big-energy-backs-hydrogen-power-storage

The second major bombshell comes from the very reputable US investment firm Lazard.

https://thinkprogress.org/solar-wind-keep-getting-cheaper-33c38350fb95/

“Building new renewables is now cheaper than just running old coal and nuclear plants.”  All the “costs” of energy technologies are starting to make their way to the front of the balance sheet.  Not only are new construction costs for old-school steam-generating plants the main issue, but, the cost of fuel, maintenance, repair, upgrades, wastes disposal, and environmental compliance now are being quantified in the deliberation of energy policy.  Already, renewables are displacing new fossil construction, so now their impact on actually replacing older units is significant.  Natural gas will continue to be the appropriate transition fuel during the development of storage and new grid technologies.

The current administration is fighting this battle with hopes of derailing the renewable train.  A proposed 20% tariff on imported “cheap” (because they are subsidized by the Chinese government) solar panels will put a dent in the progress of our renewable businesses.  However, most of them say that within a few years, the costs of solar panels will be so low, that that tariff won’t make any difference.  The US is not supporting its solar industries, by slowly repealing subsidies and credits, increasing tariffs and taxes, and blocking most legislation aimed at science, technology, business, and job creation.  Instead, there are proposed new subsidies in the works for coal and nuclear, as well as a continuation of the enormous subsidies for the oil industry. 

The same issues face the wind industry, whose exponential growth is being implemented world-wide.  Renewables (solar and wind) are the future, in spite of the huge political bias against them.

Happy Thanksgiving!!!!!!!!!!!

PS  An accident, most-likely at a nuclear reprocessing facility in southern Russia, and released radioactivity into the atmosphere.  Heard about it?????!!!!!!!!!!!!!!!

https://www.reuters.com/article/us-russia-nuclearpower-accident/russia-finds-1000-times-normal-level-of-radioactive-isotope-after-nuclear-incident-claims-idUSKBN1DL0X2

 


 


Monday, October 2, 2017

Energy Update Entering the Last Quarter of 2017



Energy Update Entering the Last Quarter of 2017

 Following the cancellation and $10 billion loss in the nuclear construction in South Carolina, the folks in Georgia seem to have more political clout involving their Vogle plant also under construction.  Although about half complete, several years behind schedule, and a budget that has gone from the original $7.5 billion to a current hopeful estimate of $25 billion, the utility has finagled another $3.7 billion from the government on top of the original $8.3 billion originally paid out.  That means you and I will have our tax money buy half of a nuclear power plant who's new generation design may not work as intended, will produce electricity with a cost way beyond what is currently competitive with gas and renewables, and may not even be needed with the trending decrease in demand due to efficiency and a developing scale distributed grid system.  Again, no mention of operating and maintenance costs, upgrading, future decommissioning costs, or the unknown costs and problems associated with dealing with both high-level spent fuel and low-level wastes.  Kick that can down into the future.
Back to South Carolina, it seems the two utilities owe numerous sub-contractors $244 million.  Will they get paid, or will they pull a “Trump” and either default or squeeze out some partial payment on that debt?  The ratepayers there already have 18% of their monthly utility bill paying for this huge default.  You and I get no real benefit from all this, since we don’t live in the Southeast!

As the average age of our nuclear fleet approaches 36 years, the scramble for license extension and forestalling eventual shutdown continues as utilities fight for ratepayer and taxpayer dollars to upgrade and extend what they can squeeze out of their existing power plants for a few more years.  There is the industry argument that closing plants would impact communities with job losses, reduced tax revenues, and other fiscal problems.  True.  Little mention, however, is given to the billions of dollars that will be spent over the next 40-60 years in that community to ultimately decommission the facility and manage the nuclear wastes.  Here at Humboldt Bay, close to $1.5 billion has been spent since 1976.  During the 8-year peak of dismantling, there were 500 jobs at the plant.  Today, there are still about 200, close to three times the number of jobs when the nuke was operating; and the perpetual storage and safeguarding the spent fuel canisters will continue to cost $10-15 million per year, perhaps, forever.  There has been no progress on what to do with the various wastes…both commercial and military.  The exorbitant costs of the problems at Hanford, the technological failures at WIPP in New Mexico, and the attempt to resurrect Yucca Mountain all boggle the imagination and the Federal budget.  The fiasco in Fukushima still challenges the entire global industry with the lack of technological ability to deal with the damaged reactors, the radioactive waters, and the laid-barren landscape.  Interestingly, the Nuclear Energy Institute has just released a new ad campaign promoting the wonders of nuclear in the “new” future.  Sound familiar?

In the world of wind and solar, costs continue to come down, and installations continue to rise, in spite of the continued political pressures to discourage and suppress these inevitable energy sources, and push for more fossil fuels and nuclear.  There are some very interesting problems associated with this rapid decrease in production costs and the evolving technological breakthroughs, especially in solar cell manufacturing.  I remember in the early days of computers when every year brought newer, faster, cheaper desktops from manufacturers.  Did you buy the 386, or wait for the 486, or the next generation? The same sort of thing is happening in the solar industry, where a manufacturer invests in a production line making cells that will be superseded the next year by new cells that are more efficient and maybe cheaper to make.  One of the solutions to this dilemma is creating mass demand for the product, which China is doing.  It's wonderful that new solar systems are becoming more efficient and cheaper; but that does not reduce the value of older technology.  Several systems around Arcata have been in place for 20-30 years and are still producing electricity.  They have already "paid" for themselves, and their value at making electricity in a clean sustainable format has not diminished.  Cost is no longer the driving force, and we should be encouraging (subsidizing?) a whole array of viable solar projects large and small.  The current surge for electric vehicles will have a large impact on future solar deployment.

One last thought, and some meanderings into the future.  Hurricane Maria devastated the main power plant and almost the entire power grid in Puerto Rico.  FEMA funds are slated to only "replace" what has been damaged or destroyed.  There is a huge opportunity to rebuild the entire power system on this island with small, decentralized renewable systems and a new smart grid.  This type of thinking will not come from the current administration, but is being proposed by major players like Tesla and Google.  Very bigly exciting!

Monday, August 28, 2017

FAIR AND BALANCED




In the interest of being “fair and balanced,” here are just a few current pieces coming in support of nuclear power. 

In light of the canceled reactors in South Carolina, and the questionable future of the two in Georgia, Duke Energy just announced the cancellation of its proposed twin reactors also in South Carolina, at a pre-construction cost of $354million, which they want the ratepayers/taxpayers to pay.

An article the other day in Forbes, a conservative business media exemplifies the concepts of “fake news,” biased media brainwashing, and outright misstatements and lies.  James Conca, for years, has been a mouthpiece for the nuclear industry via Forbes, and has consistently not only promoted nukes, but more importantly argued vehemently against renewables.  Forbes is supposedly one of the more “respected” business media outlets, along with the Financial Times, the Economist, the Wall Street Journal, Fox Business, etc.  All have been arrogantly ignorant of the positive business potentials of renewables, downplaying and misleading the “business community” about the status of wind and solar at any particular time. As with a lot of economists, they are miles behind reality.
His claim that solar is too expensive (over $10billion for 1500MW) is based on the $2.2B cost for the 392MW Ivanpah solar THERMAL plant built several years ago.  That was one pilot project which probably will not pan out in the future, compared to the 150,000MW of developed PV throughout the world.  As stated in an earlier blog, 1500MW of PV solar today would cost closer to $1.5B…Spain just did it for under $1B…and the costs are coming down.
More importantly, there is absolutely no mention of the enormous future costs of decommissioning the power plants, the decommissioning and clean up of all the associated nuclear fuel infrastructure, nor the unknown issues and costs of the maintenance, storage, and ultimate fate of the High Level
Waste spent fuel.

The conservative Hoover Institute at Stanford University just released a book by Cal and Fedor.
Their main argument is that nuclear is so necessary to combat climate change…I thought that was a hoax!  Their claim that nuclear plants do not emit CO2 is one of those twisted facts.  The CO2 emissions from the entire fuel cycle are enormous, and all the other emission create their own separate problems.  The decommissioning of the tiny Humboldt Bay nuke will have resulted in close to 10,000 truckloads of wastes to Texas, Utah, and Idaho…20,000 since the trucks have to return.  Go figure the diesel fuel used…lots of emissions!!!
Again, they focus on just the building of current power plants with the promise of "new" technology being cheaper and safer than renewables.  The other underlying myth often stated is the renewables cannot be brought on line fast enough (compared to building nukes?) to make a difference.
They do make the point that there is not (has not been) a free market in energy.  Between the utilities, government regulators, and the big energy companies, the most logical, cheapest, cleanest, safest, and sustainable resources have been given very bad lip service.

The conservative “economic and business” media has historically been promulgating negatives and untruths about renewables…everything from “panels won’t last more that 15 years; they can never be cost effective as an investment; there is not enough sun or wind to make a difference in our growing demand for electricity; and something better and cheaper will come along.” 

Two of my favorites are:
            From Fox news, solar works in Germany but can’t work in the US because Germany gets more sun than the US!

            A report from the prestigious Wyoming Institute of Technology (it’s just a fancy website) which influenced the town Woodland, North Carolina to outlaw solar energy because the town leaders feared for their children’s future.

A lot of things are starting to change…interestingly enough due to economics…high-level dollars and low-level cents…and the increasing impacts of climate change.  Most of us can just sit back and watch in amazement.  As my friend says, “there ain’t no fix for stupid.”

Monday, August 14, 2017

Some Economics of Solar vs Nuclear



The recent abandonment of the two nuclear reactors under construction in South Carolina deserves some scrutiny with regards to our energy technologies and policy.  There were two main reasons for scrapping the 45% completed projects: cost overruns, and falling behind construction schedule.

Each reactor would have been able to churn out 1000 megawatts (1 million kw) of electricity per hour, 24/7, for about 85% of each year.  That’s a lot of electricity.  We measure our own residential usage in kilowatt/hours.  The original construction cost estimate back in 2006 was $4 billion per reactor.  The most recent estimate is over $12 billion per reactor.  This translates into construction costs of $12,000/kw of installed capacity.  Comparing that to what is available today, new natural gas generation is coming in at about $1000-1500/kw capacity.  PG&E in Humboldt County recently built a new 160MW state of the art natural gas facility for $250m. This is just the cost to build the power plant, and does not take into account the cost of the fuel, the operation and maintenance of the facilities, and in the case of nuclear, the equally expensive future decommissioning costs, and the unknown storage and maintenance costs of the radioactive wastes.  That being said, it is important to realize that the biggest problem with nuclear plants already in operation, and new ones proposed, is that they cannot compete on the open market with the currently cheap price of natural gas.  That is why so many of the old nuclear plants are now being scheduled for retirement…too expensive to do the upgrades and the maintenance required.

But true to form, the powers that be in the energy world have been/are very reluctant to discuss the other major player today…the significance of renewables in this economic equation.  We've passed the point of saying solar is too expensive, too intermittent, and incapable of ramping up fast enough to meet our increasing (?) electricity demands.  Solar prices (the focus here is on photovoltaics) have decreased dramatically in the past 5+ years.  The magic number bantered around for decades, has been 50 cents/watt for solar panels to be competitive.  That means the equipment for the plant would have to cost $500/kw.  Add to that the cost of installation, and you can then compare total construction costs.  We're way past that…panels now cost between 25-35 cents/watt, and estimates are that those costs will be reduced even more by new technology using new materials and increasing efficiency.  Spain just installed a 100MW plant for 65 cents/watt…$650/kw INSTALLED.  A friend works for a major international company that manufactures and installs large scale PV tracking systems, and he just finished a project in Mexico…965MW for under $1/watt.  He now is being transferred to Australia for two years because of the growing market there.  Tunisia is in the planning stage of 4,500MW in the Sahara Desert, with three transmission lines sending that electricity to Europe.  Lots of sun in Tunisia!  And Australia!  And the US!

I am fortunate to have a lot of friends “on the inside” who are working and are knowledgeable of what is really going on.  The “fake” news media…actually, most of the media has shied away from reporting on the tremendous gains solar is making not only here, but throughout the world.   In 2016, The US installed 14,626 MW of solar with a total of over 40,000MW nationwide.  This is mainly large-scale commercial projects, and does not include residential solar which is difficult to tally because of the small size of those systems.  But those small and diverse systems on residential roofs, churches, schools, parking lots, ballparks, etc. do add up, and will continue to push the ramping up of our solar capacity to meet the new electricity demands in transportation and communications. The wind industry installed 8,203 MW in the US (2,611) in 2016, bringing the combined capacity total to 82,143MW.  All this data is readily available from government and industry sources, but rarely makes the mainstream media.

Here are several points to put all this in perspective.
1.          Renewables are by far way cheaper than building new nuclear power plants.  Enter the argument that the sun doesn’t always shine or the wind doesn’t always blow, and the 1/3rd rule comes into play…it takes about 3X the capacity of renewables to match the constant output of a nuclear or fossil power plant over a long period of time.  Even so, construction costs still favor renewables.  And the big argument/dilemma is the need for constant base-load power, and the role of renewables and natural gas meeting peak load demand, which varies from geographic area and season.  With the advent of new smart technology in our management of the national grid, with changes in electricity demand due to efficiency, and with the soon to come introduction of battery and other storage systems, the base-load plants become unnecessary and expensive.
2.          A 1000MW plant takes 10+ years to build, and when it comes on line it would generate 1000+/- MW each hour that it runs.  If it has a lifetime expectancy of 30 years, it would produce some 7 million MW hours.  A lot of electricity.  The US installed 8,203 MW of solar last year, which will produce 8,203MW each hour that the sun shines…the ball park figure is 8 hours/day for 1/3 of the year.  Those facilities would crank out about 2 million MWH.  True…no comparison here…BUT if the US were to install 8,000MW of solar EACH year, the total output would be exponential…the 2016 installations would produce 240,000MW capacity over 30 years, and each additional new installation would contribute an additional equal amount EACH YEAR!  Large renewable projects take 2-3 years to construct, providing many jobs, and can be tailored to specific geographic needs.  New nuclear takes decades to plan and construct, and is limited to a geographic area.  The potential is overwhelming.
3.          Another major component in this discussion, which receives little lip service, is that the fuel for renewables is FREE.  That is the major stumbling block in our current capitalistic system.  There is no profit to come from exploration, extraction, processing, and transportation.  Once you've built the solar plant (like you build a nuclear or fossil fuel plant), it operates with a minimum of maintenance, expense, and oversight.  In 1990, my colleague and I tour several megawatt sized PV installations in Southern California.  We were not able to talk to anyone about those projects because the gates were locked and there was nobody there!  Yet the plants were fully operating on line.  That was 27 years ago, and the technology has improved greatly.  Much is made of the fact that natural gas is cheap…will it stay cheap?  It is definitely a transition fuel, which has its place as a compliment to renewable generation, but the big unknown as to its availability and future cost pales in relationship to the sun.
4.          The "hard" energy folks propose a lot of misstatements and untruths about solar PV cells.  Since there are no moving parts (just electrons), they should last forever.  Degradation due to the glass encapsulating materials and the external framework and wiring is vastly improving.  New cells are guaranteed to maintain 90% of their output at the end of 20 years.  Systems are warranted for 25+ years. New cells with new technology are on the immediate horizon, with estimates of 10 cents/watt coming soon.  This, of course, impacts manufacturing companies…the only way they will be able to make a profit will be through mass production…selling a lot of product at a low cost.  This is all part of the economic dilemma. Others argue about production processes, which do use nasty chemicals.  As with any manufacturing procedure, waste products are produced and have to be regulated to protect air, water, land, and people resources.  These wastes are nothing compared to the high-level and low-level wastes created by the nuclear industry fuel cycle, the coal industry, and the tar-sands and fracking technologies
5.          A last piece of this discussion must include the concept of technology change and time.  It is admirable to strive for 50%, 100% renewable for electricity generation, for electric cars replacing gas engines, and for a modern efficient grid to run everything.  This transition will take time, and we also need to realize that it is really not necessary or even possible to do completely away with burning fossil fuels, or even implementing new nuclear technologies as they are developed.  We need to be guided by the appropriate application of technology to the needs of energy demand, and address the full assessment of environmental, geographic, social, and economic impacts.   What I am hearing is that there are amazing new technologies coming very soon…cheaper, more efficient, easier to use energy technologies.  A lot of these cut out the middleman…the oil and energy companies, the big utilities, the traditional Wall Street investors, and the huge lobby interests.  It's politics at its pinnacle.  Why is Massachusetts moving forward on renewable implementation, while next door, Maine is almost outlawing solar systems?  Why are Arizona, Nevada, New Mexico…the entire South where the sun really shines, not leaping forward in developing their renewable resources?  There is an enormous potential for not only cheap abundant energy, but also for clean jobs, and even lots of money to be made.  Politics and Dark Money!  It's where we are today, but stay tuned, because things can change very rapidly in today's world.

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