Re: The Beginning Before the AI Money
> why do you describe renewables as an "appalling bedfellow for nuclear"?
Because nuclear can't exactly turn itself off when it is not needed - especially not at the speed at which the wind changes. If it does so, it usually doesn't save any fuel or costs (indeed it may cost more to reduce output on demand) and so any unused energy just goes up the cooling tower.
As for long-duration storage - sadly it is only marginally more feasible than fusion.
If you look at the world's total battery manufacturing capacity, China dominates with 6 TWh/y "announced" capacity to be online by 2030. As of now it is more like 2 TWh/y for the entire world's production, and China is polluting swathes of its land and abusing its people to try to get to that 6 TWh figure.
The UK uses between 0.7 and 1 TWh of electricity per day, and does not produce any batteries, and certainly could not afford to buy half the world's yearly supply of batteries just to give it a couple of days' dunkelflaute protection
But even if we could buy that many batteries - their service life is about the same as the depreciation rate of an nvidia GPU - the more we have in service, the more we'd have to replace each year just to stay at the same level of installed capacity. And what would we do with all the old ones?
As for "advances in technology" - unfortunately from an electrochemistry point of view, Lithium is about the best there is. Sure, Sodium is more abundant and therefore (should) be cheaper, but it is not as good in terms of density, and as such, there are very few people producing sodium batteries.
Pumped hydro is great - but it's bulky, you need a mountain with a lake on the top - and we can't exactly manufacture those.