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ViewTrick1002yesterday at 5:58 PM0 repliesview on HN

Why should your data center buy multiples more expensive nuclear powered electricity when renewables or stored renewables are available? They won’t.

And even if they sign a PPA the renewable arbitrage they could do exerts large downward pressure on the price they are willing to pay.

Which is to say, they would want to sign a contract saying ”deliver cheap reliable electricity when renewables and storage doesn’t do it”.

And now you are trying to fit an extremely CAPEX heavy square into a round OPEX sized firming hole.