alt Hacker News> Even if its cheaper to build small reactor vessels, MANY of the other costs become more expensive in larger numbers.
There is no way SMR could beat solar+battery power cost even now. With sodium and other batteries projected to reduce storage cost, it is even more unlikely that SMR could be price competitive in future grids. SMR is the only way that dying western nuclear industry could attempt to deal with ballooning compliance and finance costs and hope for revival. China or India doesn't have this compliance cost and still build conventional nuclear.
Even for the SMR usecase that got funding recently, mega datacenter electricity, there is new geothermal power companies getting funding and are transitioning from pilot projects to production. Some are using tech that is already being used in oil fracking industry for decades, so new geothermal tech scaling up has far less roadblocks technology and compliance wise. So other than military and mobile civil applications like nuclear icebreaker, I don't see the chance of SMR succeeding anywhere else.
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> There is no way SMR could beat solar+battery power cost even now.
Not a particular fan of this paper, but it does illustrate a point ... https://ieeexplore.ieee.org/document/8867359 showed that for the UK to go 100% solar it would need an energy capacity of 1/3 of the total grid energy demand over the year. Figure 6 A shows the big trend of 6 1/2 months of discharge and 5 1/2 months of charge (i.e. cycle perhaps once a year). Seasonal variations do matter.
If solar+battery were cheaper wouldn't the new AI data centers be opting to pay to build that rather than nuclear or LPG options?
> there is new geothermal power companies getting funding and are transitioning from pilot projects to production.
If geothermal works economically (outside of volcanic zones where it already does) then it's game over for any other power source except existing dams though because it solves all problems at once.
That'd be a great thing for humanity but I don't think it's worth stopping pursuing alternatives already, because it's still a big "if".
To a first approximation, China does not build nuclear power. Nuclear's share of power production in China is 4% and dropping. It seems to me that the main reason China keeps building a relatively tiny amount of nuclear is strategic. Reasons like ensuring they never forget how and ensuring they always have buildable designs so that if something changed they could ramp up the program. And probably even more likely: nuclear expertise is important to the country's military.