Antinuclear

Nuclear Continues To Lag Far Behind Renewables In China Deployments

China can’t scale its nuclear program at all. It peaked in 2018 with 7 reactors with a capacity of 8.2 GW. For the five years since then then it’s been averaging 2.3 GW of new nuclear capacity, and last year only added 1.2 GW between a new GW scale reactor and a 200 MW small modular nuclear reactor.

Michael Barnard 13 Jan 24,  https://cleantechnica.com/2024/01/12/nuclear-continues-to-lag-far-behind-renewables-in-china-deployments/

Since 2014 I’ve been tracking the natural experiment in China regarding the ability to scale nuclear generation vs renewables. My hypothesis was that the modularity and manufacturability of wind and solar especially meant that it would be much easier for them to scale up to massive sizes.

That hypothesis was strongly confirmed when I first published the results in 2019, and again in 2021 and 2022 when I updated them. In what is becoming a dog bites man annual article, here are the 2023 results. Once again, China’s nuclear program barely added any capacity, only 1.2 GW, while wind and solar between them added about 278 GW. Even with the capacity factor difference, the nuclear additions only mean about 7 TWh of new low carbon generation per year, while wind and solar between them will contributed about 427 TWh annually, over 60 times as much low carbon electricity.

As a note, there were no new hydroelectric dams commissioned in China, so that continued acceleration of deployment is solely due to wind and solar. That’s going to change when the absurdly massive Tibetan Yarlung Tsangpo river dam is commissioned, likely in the mid 2030s. That dam will generate three times the energy annually as the Three Gorges Dam, making it by far the biggest dam in the world by every measure.

A few points. First, what’s a natural experiment? It’s something which is occurring outside of a laboratory or research setting in the real world that coincidentally controls for a bunch of variables so that you can make a useful comparison. An often referenced example was of a specific region where half was without electricity for a few months. Researchers posited that the blackout region would have seen more pregnancies starting in that period, and sure enough, that’s what they found.

So why is China a natural experiment for scalability of wind and solar? Well, it controls for a bunch of variables. Both programs were national strategic energy programs run top down. I started the comparison in 2010 because the nuclear program had been running for about 15 years by then and the renewables program for five years, so both were mature enough to have worked out the growing pains.

One of the things that western nuclear proponents claim is that governments have over-regulated nuclear compared to wind and solar, and China’s regulatory regime for nuclear is clearly not the USA’s or the UK’s. They claim that fears of radiation have created massive and unfair headwinds, and China has a very different balancing act on public health and public health perceptions than the west. They claim that environmentalists have stopped nuclear development in the west, and while there are vastly more protests in China than most westerners realize, governmental strategic programs are much less susceptible to public hostility.  And finally, western nuclear proponents complain that NIMBYs block nuclear expansion, and public sentiment and NIMBYism is much less powerful in China with its Confucian, much more top down governance system.

China’s central government has a 30 year track record of building massive infrastructure programs, so it’s not like it is missing any skills there. China has a nuclear weapons program, so the alignment of commercial nuclear generation with military strategic aims is in hand too. China has a strong willingness to finance strategic infrastructure with long-running state debt, so there are no headwinds there either.

Yet China can’t scale its nuclear program at all. It peaked in 2018 with 7 reactors with a capacity of 8.2 GW. For the five years since then then it’s been averaging 2.3 GW of new nuclear capacity, and last year only added 1.2 GW between a new GW scale reactor and a 200 MW small modular nuclear reactor.

So what’s going on? As I noted late in 2023, nuclear energy and free market capitalism aren’t compatible, but China isn’t capitalist, according to a lot of westerners. But it very definitely is a market and export capitalist economy, albeit with more state intervention and ownership, and the nuclear program is suffering as a result. That lone small modular reactor is a clear signal of that.

January 14, 2024 - Posted by Christina Macpherson | Uncategorized