Antinuclear

Australian news, and some related international items

Former PM Paul Keating on a craven acceptance of US strategic hegemony in Asia

By Paul Keating, Apr 11, 2024  https://johnmenadue.com/a-craven-acceptance-of-us-strategic-hegemony-in-asia/

The Financial Review, if it wishes to remain relevant, requires a monster dose of reality – a de-lousing of its misplaced strategic ideology and its craven acceptance of US strategic hegemony in Asia, a region where not one US state resides.

In the mid-1980s, a young and enthusiastic Michael Stutchbury was a permanent attendee at my often two-hour press conferences as treasurer, drumming into the Canberra press gallery that the presence of large economic forces was more important and more newsworthy than the gallery’s normal diet of election speculation, leadership changes, tax cuts and cigarette prices.

And Michael lapped it up. He was an early graduate of my school of advanced economic and entrepreneurial thinking. And while he has become more conservative as he has become older, his stewardship of The Australian Financial Review provides an attestation that those economic lessons were an anchor, a ballast, for the wider presentation and contemporary dissertation of economic news and events.

In short, Michael’s close proximity to and at the reformation of the Australian economy in the 1980s and early 1990s has made his views and leadership on economic issues today to be of substantial national value. But economic insight is where Michael’s experience shutters. On foreign policy, as in The AFR View ‘‘JAUKUS shows Australia seeks security in Asia’’ (April 9), Michael is away with the pixies 

 – a sugar plum fairy in the Australian strategic fantasy.

And that fantasy goes to asserting that an Atlantic power, the United States, along with other Anglos, Britain and Australia, but topped up with some resentment sauce from Japan, in some way fashions a new Asia construct – a construct in which Australia is or can be part. Distorting my policy that Australia could find its security in Asia by being tied up and indentured to a particularly un-Asian bunch.

Unlike Europe, which after the Thirty Years’ War hit upon the Westphalian model of collective security among states of roughly equal size, Asia has always been a hierarchy of countries with China at its top. This remains the case today.

So, the policy of any nation, particularly a Pacific one, thinking it can deal with Asia by ignoring China or pretending it doesn’t exist or that it is in some way illegitimate, is a policy of fantasy. A policy of fools.

But if you are a sugar plum fairy, as in foreign policy Michael seems happy to be, you will believe almost anything. Like AUKUS nuclear subs will belong to Australia and be sovereign to it, despite US Deputy Secretary of State Kurt Campbell’s regular and blatant assertions that he expects the subs to be at the beck and call of the United States whenever it wishes to hop into China over Taiwan.

The Financial Review, if it wishes to remain relevant, requires a monster dose of reality – a de-lousing of its misplaced strategic ideology and its craven acceptance of US strategic hegemony in Asia, a region where not one US state resides.

First published in the Australian Financial Review, April 10, 2024.

April 13, 2024 Posted by | media, politics international | Leave a comment

Flicker of Hope: Biden’s Throwaway Lines on Assange

April 12, 2024 by: Dr Binoy Kampmark,  https://theaimn.com/flicker-of-hope-bidens-throwaway-lines-on-assange/

Walking stiffly, largely distracted, and struggling to focus on the bare essentials, US President Joe Biden was keeping company with his Japanese counterpart, Prime Minister Fumio Kishida, when asked the question. It concerned what he was doing regarding Australia’s request that the WikiLeaks founder Julian Assange be returned to Australia.

Assange, who has spent five tormenting years in Belmarsh Prison in London, is battling extradition to the US on 18 charges, 17 tenuously and dangerously based on the US Espionage Act of 1917.

The words that followed from the near mummified defender of the Free World were short, yet bright enough for the publisher’s supporters. “We’re considering it.” No details were supplied.

To these barest of crumbs came this reaction from from Australian Prime Minister Anthony Albanese on ABC’s News Breakfast: “We have raised on behalf of Mr Assange, Australia’s national interest, that enough is enough, that this needs to be brought to a conclusion, and we’ve raised it at each level of government in every possible way.” When pressed on whether this was merely an afterthought from the president, Albanese responded with the usual acknowledgments: the case was complex, and responsibility lay with the US Department of Justice.

One of Assange’s lawyers, the relentless Jennifer Robinson, told Sky News Australia of her encouragement at Biden’s “response, this is what we have been asking for over five years. Since 2010 we’ve been saying this is a dangerous precedent that’s being set. So, we certainly hope it was a serious remark and the US will act on it.” Assange’s brother, Gabriel Shipton, also told Sky News that the statement was significant while WikiLeaks editor-in-chief, Kristinn Hrafnsson thought the utterance “extraordinary”, cautiously hoping “to see in the coming days” whether “clarification of what this means” would be offered by “those in power” and the press corps.

The campaign to free Assange has burgeoned with admirable ferocity. The transformation of the WikiLeaks founder from eccentric, renegade cyber thief deserving punishment to prosecuted and persecuted scribbler and political prisoner has been astonishing.

The boggling legal process has also been shown up as woefully inadequate and scandalous, a form of long-term torture via judicial torment and deprivation. The current ludicrous pitstop entails waiting for a UK Court of Appeal decision as to whether Assange will be granted leave for a full reconsideration of his case, including the merits of the extradition order itself.

The March 26 Court of Appeal decision refused to entertain the glaringly obvious features of the case: that Assange is being prosecuted for his political views, that due process is bound to be denied in a country whose authorities have contemplated his abduction and murder, and that he risks being sentenced for conduct he is not charged with “based on evidence he will not see and which may have been unlawfully obtained.” The refusal to entertain such material as the Yahoo News article from September 2021 outlining the views of intelligence officials on kidnapping and assassination options again cast the entire affair in a poor light.

Even if Assange is granted a full hearing, it is not clear whether the court will go so far as to accept the arguments. The judges have already nobbled the case by offering US prosecutors the chance to offer undertakings, none of which would or could be binding on the DOJ or any US judge hearing the case. Extradition, in other words, is likely to be approved if Assange is “permitted to rely on the First Amendment”, “is not prejudiced at trial (including sentence) by reason of his nationality” and that he “is afforded the same First Amendment protection as a United States citizen, and that the death penalty not be imposed.” These conditions, on the face of it, look absurd in their naïve presumption.

Whether Biden’s latest casual spray lends any credibility to a change of heart remains to be seen. In December 2010, when Vice President in the Obama administration, Biden described Assange as a “high-tech terrorist” for disclosing State Department cables. He failed to identify any parallels with previous cases of disclosures such as the Pentagon papers.

Craig Murray, former British diplomat and Assange confidant, adds a note of cautious sobriety to the recent offering from the president: “I’m not going to get too hopeful immediately on a few words out of the mouth of Biden, because there has been no previous indication, nothing from the Justice Department so far to indicate any easing up.”

For all that, it may well be that the current administration, facing a relentless publicity campaign from human rights organisations, newspapers, legal and medical professionals, not to mention pressure from both his own party in Congress and Republicans, is finally yielding. Caution, however, is the order of the day, and nothing should be read or considered in earnest till signatures are inked and dried. We are quite a way off from that.

April 13, 2024 Posted by | civil liberties, politics international | , , , , | Leave a comment

The cost of needless secrecy on nuclear. What’s the scam?

The Defence Department and the ADF should keep secrets important to protect our national security. But that doesn’t mean everything they do should be secret. Rex Patrick

by Rex Patrick | Apr 11, 2024   https://michaelwest.com.au/whats-the-scam-with-nuclear-secrecy/

It’s been 395 days since I made the FOI request, 336 days since the Department of Defence said “no,” and 231 days since lawyers started their billing clocks to try to defend Defence’s secrecy addiction in the Administrative Appeals Tribunal (AAT).

The topic of the FOI request is one that goes to elements of the AUKUS program that relate to:

nuclear regulation, stewardship and safety, the management of operations nuclear waste, reactor decommissioning, and the management of nuclear waste.

Refuse everything

Their “refuse everything” approach is even more inexplicable, noting that Defence knows it has to build a social licence to operate nuclear reactors. ANSTO actually instructed them on this during the Morrison study into AUKUS.

Today, the government will hand over some of the secret documents that they now concede aren’t actually secret. That means the poor taxpayer will foot the bill for the AAT’s resources (because I’ll get my $1000 AAT application fee back) in addition to the lawyers’ fees.

The taxpayer’s cost-to-date is not known. Senator Jacqui Lambie has asked Defence for them through Senate processes.

“I’m willing, based on past experience, to wager the legal fees alone will be north of $50K.”

All because of an anti-transparency culture inside the Defence establishment. A culture that is especially acute inside AUKUS, where all information must, in their view, be contained within the valence shell.

April 12, 2024 Posted by | secrets and lies | Leave a comment

Alinta Energy boss likens nuclear pursuit to chasing ‘unicorns in the garden’

ABC News, By energy reporter Daniel Mercer 10 Apr 24

  • In short: Alinta Energy boss Jeff Dimery has thrown cold water on plans to replace coal-fired plants with nuclear power.
  • Mr Dimery said Alinta considering nuclear power “wouldn’t be a great use of our time” given Australia’s ban on the technology.
  • What’s next: The Alinta head said consumers would ultimately pay more for power courtesy of Australia’s energy transition.

The head of one of Australia’s biggest energy companies has thrown doubt on federal opposition plans to replace coal plants with nuclear power, likening them to “looking for unicorns in the garden”.

Jeff Dimery, the boss of Alinta Energy, said while it was theoretically possible Australia could build some nuclear power in the next 10 to 15 years, legislated bans on the technology meant this would be all but impossible.

The comments came during a National Press Club address in which Mr Dimery also said consumers should brace for higher energy costs as the country transitioned away from fossil fuels……………………………………………………………………………………………………………………………………………………

Mr Dimery said it was imperative that governments and industry build the back-up or “firming” capacity that would be needed to fill in the blanks when small- and large-scale green sources were not enough.

Nuclear ‘unicorns in the garden’

Among these, he said, were “long-duration storage” facilities such as the Snowy 2.0 pumped hydro project, gas plants that could ramp up and down quickly, and consumers empowered with solar and batteries.

“Without pumped hydro, or in Victoria’s case, if the generation profile isn’t uplifted by offshore wind to something closer to base-load, then coal and rooftop solar will be locked into a negative feedback loop,” he said.

Asked about the part nuclear power could play in Australia’s energy mix, Mr Dimery was indifferent.

The question of whether Australia should build nuclear power plants looms as a key battle at the next federal election, with the Coalition set to formally announce its policy in favour of the technology.

Quoting his age as 55, Mr Dimery suggested he would be retired well before any nuclear power plant could come online.

He noted nuclear power was banned in Australia and overturning any such ban would be a “lengthy process”.

“And then there’s a lengthy process to go through the development and construction, in which time I’ll be retired,” he said.

“You could imagine our shareholder and our board wouldn’t be too impressed if the management team was sitting around contemplating building power stations that are not legal.

“It wouldn’t be a great use of our time.

“Based on what I’ve read, could you, if you started now, have nuclear in the market by 2035, 2038?

“The answer would be yes.

“But, again, no one is starting now because the legislation isn’t conducive to us even exploring that.

“So … it’s kind of like looking for unicorns in the garden.”

Mr Dimery questioned how relevant the technology was for the pressing task of replacing Australia’s ageing fleet of coal-fired power plants.

Many coal generators, including the Loy Yang B plant owned and operated by Alinta in Victoria, are due to retire in the next 10 to 15 years. https://www.abc.net.au/news/2024-04-10/alinta-boss-likens-nuclear-pursuit-to-chasing-unicorns/103683252

April 12, 2024 Posted by | spinbuster | Leave a comment

Nuclear lobby manipulates ABC’s 7.30 Report

By Noel Wauchope | 11 April 2024,  https://independentaustralia.net/business/business-display/nuclear-lobby-manipulates-abcs-730,18498

An ABC report on nuclear energy presented a one-sided viewpoint, dominated by the pro-nuclear lobby, writes Noel Wauchope.

ON 4 APRIL, on ABC’s 7.30, regional affairs reporter Jane Norman presented a sort of debate on nuclear power for Australia. An accompanying article was also published on 2 April as a debate about ‘a generational divide’.

The show was quite gripping, with excellent visual snippets of Australia’s history of nuclear issues and promotional visualisation of the industry’s proposed new small modular reactors (SMRs).

The essence of this debate seemed to be that old people are inclined to oppose nuclear power, but young people see it as a new and valuable way to reduce carbon emissions and counter global heating.

In discussing the pros and cons of nuclear power, Norman, herself relatively young, mentioned some recent opinion polls in which public opinion was split, with younger Australians being more supportive of nuclear.

In opposition to nuclear, elderly Indigenous Aunty Sue Haseldine gave an intensely personal history, passionately setting out her concern for the environment and for the children of the future. We learned, as the programme went on, that older generations had been influenced by the history of past atomic tests in Australia, and by past accidents overseas, and had developed a distrust of nuclear power.

And, presently, the Liberal Coalition Opposition, led by Peter Dutton, is putting nuclear ‘at the centre of its energy policy’.

Moving on to those supporting nuclear power, Jane Norman interviewed the enthusiastic Helen Cook.

Cook is deeply involved in the pro-nuclear lobby as principal of GNE Advisory, whose website states:

‘Helen is recognised as a nuclear law expert by the International Atomic Energy Agency [and] the former Chair of the World Nuclear Association’s Law Working Group…’

She is definitely a nuclear promoter and a favoured speaker for the industry, along with luminaries such as Michael ShellenbergerZion Lights and Dr Adi Paterson. She said that she had had trouble overseas trying to explain Australia’s ban against nuclear power, but now back in Australia, did not find negative attitudes towards it.

We then heard very limited support from the Grattan Institute‘s Tony Wood. He was clear that at present the economics for nuclear power are “terrible”, but said that SMRs could be an option for the future. (BHP, a big uranium miner, is a big backer of the Grattan Institute.)

The programme reinforced the message for small nuclear power, showing attractive graphics of SMRs prominently marked with text: ‘Reliable, cost-effective, clean and safe.’

Then came Mark Ho, nuclear engineer and president of the Australian Nuclear Association, on the need to overturn the legislation banning nuclear. Construction of SMRs would take from three to five years.

The International Atomic Energy Agency (IAEA) says that a country could go from considering nuclear energy to having nuclear energy in its power grid in ten to 15 years

Associate Professor Edward Obbard, the head of nuclear engineering at UNSW, was the final pro-nuclear expert. He explained that there is, among young people, very little opposition to AUKUS nuclear submarines. Younger generations regard climate change as the greatest threat, so nuclear could be one of the solutions. Obbard sees it as a moral case — an environmentally low-impact way to decarbonise.

Helen Cook has interesting insights. She says that Australia has expertise in nuclear power — a questionable claim when it is based on just the staff of one small research reactor. She argues that the USA, Japan and Ukraine have experienced severe nuclear accidents, yet have pledged to treble their nuclear energy production by 2050. One does wonder why.

This is problematic, as all three countries are burdened with nuclear waste and the industry now promises the reactors that might “eat the waste” (itself a dodgy claim). The UK government now admits that the nuclear weapons industry is the real reason for civil nuclear reactors. Her case for nuclear power for Australia seems to boil down to if others are doing this, so should we.

So we have on one side a little old (very articulate and eloquent) Indigenous lady, who probably does not have a university degree, let alone a big job in the industry, versus four “highly qualified” prestigious members of the pro-nuclear lobby.

I wrote to 7.30 suggesting a bit of genuine balance in this debate. I suggested for speakers the very well-informed Jim Green, of the international Nuclear Consulting Group and Friends of the Earth Australia, Dr Helen Caldicott, or Dave Sweeney of the Australian Conservation Foundation. But I now reflect that these might be a bit much for the ABC.

They might consider interviewing former nuclear supporters such as Ziggy SwitkowskiAlan Finkel, or some more neutral experts like economist Professor John Quiggin or Jeremy Cooper.

Anyway, it’s the same old problem of false balance that has plagued the ABC in the past

And there’s another dimension, now. The programme depicted Aunty Sue Haseldine as an admirable person, with genuine concern and emotion. But she hasn’t got the facts, the new young expert technical facts that appeal to today’s young people.

But 7.30 didn’t really present the facts. The gee-whiz SMRs are not new and young. They were tried out in the 1940s to 1960s but turned out to be uneconomic, time-consuming, gave poor performance and produced toxic wastes. The programme glossed over important issues such as waste problems, genuine study of the probable delays before SMRs could be operational, safety issues, risks of terrorism and weapons proliferation.

The ABC has a pretty noble history of tackling tough issues. And so does Sarah Ferguson, presenter of 7.30. I think they let us down this time and hope they will rectify this.

April 11, 2024 Posted by | AUSTRALIA - NATIONAL, media | Leave a comment

Coalition nuclear plan would force consumers to wait 20 years longer for 30% higher electricity bills

ReNewEconomy, Ben Rose, Apr 11, 2024

The Coalition is making unproven assertions that 100% ‘zero emissions’ electricity can be provided more cheaply and reliably by nuclear than renewable energy. It has even proposed sites for nuclear reactors, including Collie in Western Australia, which currently has three coal fired power stations.

This article compares weighted average levelized cost of energy (WALCOE) for nuclear grid scenarios, with  those of renewable energy (RE) grid scenarios for Western Australia’s South West Integrated System (SWIS). The modelled scenarios deliver 95% and 100% near zero emissions energy (Table 1)

Much has been written  about the impediments to nuclear in Australia, including laws prohibiting it, storage of nuclear waste, costly insurance/ underwriting of plants, 10-15 year lead time, the unavailability of commercial small modular reactors and likely cost overruns, all of which would add to the cost.

LCOE modelling does not include any of these ‘externalized items’ and therefore considerably underestimates the real cost of nuclear. 

In this analysis I have used the renewable energy modelling software SIREN and my LCOE modelling software PowerBalance2, which uses the formula: WALCOE of grid scenario = (sum annualized amortized capital costs plus fixed costs plus variable costs including fuels, of all power stations) / grid annual energy demand.

Capital costs, technology, life time and interest rates are from CSIRO, 2024 Gen Cost draft report, 2024. (Appendices B2, B5, B6).

From Table 1 [on original] it is clear that scenario 1, ‘RE generation with 8 hour batteries plus 24 hr pumped hydro storage (PHS)’ would deliver the lowest cost 95% near zero emissions (NZE) scenario at $119/MWh.

Converting the OCGT generation to green hydrogen (H2) at an assumed cost of 5 times natural gas gives a 100% scenario costing $133/ MWh, which is still 28% cheaper than replacing Collie coal with nuclear and provides the rest of the energy requirements with RE.

All scenarios assume 1.66 times 2017 demand, which should be enough to cover 2030 demand including vehicle electrification………………………………………………

The lowest cost nuclear option is replacing the existing 1550 MW of coal generators at Collie/ Muja with 1800 MW of nuclear, assumed to be small 300 MW units, allowing one to cover down time.

If this were commenced in 2027, the earliest possible for a Coalition government to initiate it, renewable energy installation would slow from that date and the nuclear plant would not be completed until after 2040. Table 1 shows the cost of this scenario is $171/ MWh,  28% higher than ‘RE with batteries and pumped hydro (PHS)’.

Due to its inability to switch on and off and ramp below 50%, nuclear has to continue to generate even when much lower cost RE is available and has to be spilled (See Figure 2). This is the major issue that makes nuclear unsuitable for integration with RE.

‘Nuclear with Existing RE’, (scenario 5 in Table 1) is the other ‘less implausible’ scenario. RE build is curtailed in 2027 and 3900 MW of nuclear would be completed after 2040. This would provide electricity at $203/ MWh, which is 59% higher the RE scenario 1.

Scenarios 6 and 7 – ‘Nuclear and natural gas’ and ‘Nuclear only’ – are included for cost comparison only. They could never be implemented as the electricity cost is exorbitant – 80% and 115% respectively higher than the RE equivalent scenarios.

Also, existing and planned RE – about 1300 MW of wind and 2000 MW of mainly rooftop PV – would have to be decommissioned. 

The unthinkable situation of doing nothing until 2040 then waiting until 2055 for a nuclear near zero emissions grid was also modelled (Table 1 column 5).

The CSIRO GenCost forecasts that all capex costs will fall and that nuclear cost will decline most (from $21.2 million to $11.2 m / MWh). LCOEs of scenarios 4 -7 with increasing amounts of nuclear were still 10% – 49% higher than the corresponding RE scenarios.

This analysis has been overly generous to nuclear. The costs of radioactive waste disposal and Government underwriting have not been included.

There are unrealistic assumptions that small nuclear reactors could actually be constructed at the reducing costs predicted by GenCost without over-runs and that there would be no new transmission and connection costs for the high nuclear scenarios.

Nevertheless, even omitting these externalized costs, all nuclear scenarios are still more expensive than those based on wind and  solar generation, which do not incur cost over-runs and have proved reliable.

In conclusion the most cost effective near zero electricity (NZE) scenarios for the WA SWIS grid are 95% and 100% RE generation, 95% being achievable by 2035…………….  https://reneweconomy.com.au/coalition-nuclear-plan-would-force-consumers-to-wait-20-years-longer-for-30-higher-electricity-bills/

April 11, 2024 Posted by | business | Leave a comment

TODAY. Australia is EVER so grateful to the global nuclear lobby!

First of all, we Australians LOVE spending money! Not on health, education, preserving our unique biodiversity, certainly not on shelter for our growing homeless.

With our relatively small population, we are still delighted to cough up nearly $400billion to buy a second-hand American nuclear submarine and to buy all the USA and UK nuclear submarine wastes that these dear friends vouchsafe to dump on us.

And, it was interesting to read today, that the UK has spurned paying $millions to Rolls Royce as the maker for its proposed fleet of small modular nuclear reactors.

No problem to the nuclear lobby. Rolls Royce now plans to flog them off to Australia instead – Opposition leader Peter Dutton has pledged, if elected, to deliver Rolls Royce small modular reactors into the grid by the mid-2030s.

Any old or useless stuff that the nuclear industry has to get rid of – no probs – Australia will buy it!

April 10, 2024 Posted by | Christina reviews, politics, spinbuster | Leave a comment

Coalition “in a panic” about response to confused and unpopular nuclear power plan

The Australian noted the Australian Workers Union’s support for nuclear power but didn’t mention the opposition of the Australian Council of Trade Unions, Australian Education Union, Australian Manufacturing Workers Union, Australian Nursing and Midwifery Federation, Australian Services Union, Communication Workers Union, Electrical Trades Union, Independent Education Union (Vic – Tas), Maritime Union of Australia, National Union of Workers, Tasmanian Unions, Unions ACT, Unions WA, Unions SA, Unions NT, United Voice, United Firefighters Union, and the Victorian Trades Hall Council.

Jim Green, Apr 8, 2024,  https://reneweconomy.com.au/coalition-in-a-panic-about-response-to-confused-and-unpopular-nuclear-power-plan/

 The Coalition’s nuclear power policy is being released in instalments in the Australian newspaper ahead of its formal release sometime before the May budget.

Under a plan taken to the Coalition shadow cabinet in March, seven coal regions have been identified as potential locations for nuclear power plants, the Australian reports.

Presumably those regions are Collie in WA, the Latrobe Valley in Victoria, the Hunter Valley and Lithgow in NSW, and three regions in Queensland — the Darling Downs, Gladstone and Central Queensland.

The Australian reports that a shadow cabinet subcommittee will produce ‘economic impact statements’ to promote the potential economic benefits in the seven regions.

The Coalition will try to win local support by using taxpayer funds to reduce power bills for people living near the proposed nuclear plants. Workers will be offered higher-paid jobs, presumably at taxpayers’ expense. And taxpayers will be on the hook for workforce training, regulation, waste disposal and much more.

The plan “will involve the creation of new precincts for advanced manufacturing centred on cheap energy from small nuclear reactors”, the Australian reports. Cheap nuclear power will attract heavy industry, adding to the high-paid jobs bonanza.

A “community engagement process” would be rolled out once the coal sites had been identified, opposition leader Peter Dutton says.

But just like everything else associated with the Coalition’s nuclear policy, the plan to win over communities in coal regions has hit a snag.

The Murdoch press reported on April 7 that focus group research carried out in the Hunter Valley in NSW and the Latrobe Valley in Victoria found that voters are “hostile” to plans for reactors in their own areas.

An unnamed Coalition MP said of the Liberal and National Party rooms: “My read is they’re in a panic about it. They don’t know what to do.” A Coalition frontbencher said Dutton is “obsessed with this ­nuclear thing — obsessed with it.”

Rolls-Royce reactors

“There is every reason to be optimistic about bringing small modular net-zero emission nuclear into the power mix in the 2030s,” Dutton told the Australian.

Indeed he has “pledged” that if the Coalition were returned to government at the next election, the first nuclear reactors would be up and running by the mid-2030s. That’s a big pledge since there is zero chance of reactors operating in Australia by the mid-2030s.

Dutton recently met privately with executives from Rolls-Royce to discuss “the pursuit of low-cost small modular reactor technology for Australia”, the Australian reports.

Rolls-Royce claims it could build a reactor in Australia in just four years (once licensing and a myriad of other issues were sorted). Let’s compare that speculation with real world experience:

Continue reading

April 10, 2024 Posted by | politics | Leave a comment

Peter Dutton to press ahead with nuclear despite opposition in regional Australia

Locals who live in areas earmarked for nuclear reactors have delivered a blow to Peter Dutton’s energy plan.
James Campbell National political editor, April 7, 2024, The Sunday Telegraph
https://www.adelaidenow.com.au/news/nsw/peter-dutton-to-press-ahead-with-nuclear-despite-opposition-in-regional-australia/news-story/53a7108e83484542ee99870d5002fba9

Peter Dutton will press on with his plans for nuclear power, despite recent Coalition research finding widespread opposition to the proposals in regional areas earmarked for reactors.
Coalition sources said focus group research carried out in the Hunter Valley in NSW and the Latrobe Valley in Victoria in recent weeks found hostility to the proposed polices.
It found that while voters were aware of the general arguments for nuclear power, they were hostile to plans for reactors in their own areas.

A Coalition source familiar with the research said the findings had come as a shock.
“They had convinced themselves that people would be queuing up for these things,” the source said.
Another said it was clear “more work needs to be done” on winning the argument.
But Mr Dutton is still set to release his plan for net-zero energy before the May budget.
The Weekend Australian reported the Coalition’s plan would offer heavily discounted power bills to communities with nuclear power plants.
It also reported the plan is to install small nuclear reactors at as many as seven sites, which will be operating by the mid-2030s.

“The ability to produce zero-emissions baseload with 24/7 electricity to firm up renewables is within our grasp,” he told the paper.
However a Coalition MP who strongly supports nuclear power said there was increasing concern in both the Liberal and National Party rooms that it was already too late to win the public argument about nuclear power in the time left before the next election.
“We haven’t even seen the policy yet,” the MP said. “My read is they’re in panic about it. They don’t know what to do.”

The Sunday Telegraph spoke to a number of Coalition MPs, including frontbenchers, who expressed concerns about the saleability of nuclear power from opposition.
But they all agreed Mr Dutton is not for turning on ¬nuclear power.
According to one frontbencher who supports the plan “the best case scenario” from pushing nuclear power would be a “nil-all draw” with the Government.
“Let’s not kid ourselves that this is some kind of vote-catching policy,” the frontbencher said.
But he said there was no chance Mr Dutton would walk away from it.

“He’s obsessed with this nuclear thing – obsessed with it,” the frontbencher said.
“Peter is very determined to go down this path,” another said.
On Wednesday, Mr Dutton told reporters: “I think we need to have a proper, mature discussion about how we migrate to a new energy system where we can have renewables that are firmed up by zero emissions, latest generation nuclear technology”.
He added: “In terms of regions, we’ve been very definite in our advice that we’re looking at about half a dozen sites, on brownfield sites, those where you’ve got a coal-fired generator coming to an end of life”.

April 9, 2024 Posted by | politics | Leave a comment

Aukusing for War: The Real Target Is China

Dr Binoy Kampmark, April 7 2024  https://theaimn.com/aukusing-for-war-the-real-target-is-china/

A remarkably perverse reality is in the offing regarding AUKUS. In terms of submarines, it will lag, possibly even sink, leaving the US and, to a lesser extent the UK, operating their fleets as Australians foot the bill and provide the refreshment

Not only is Australia effectively promising to finance and service that particular capacity, it will also do so in the service of a potentially catastrophic conflict which will see its automatic commitment. A truly high price to pay for an abdication of sovereignty for the fiction of regional stability.

The occasional burst of candour from US diplomats provides a striking, air clearing difference to their Australian and British counterparts. Official statements about the AUKUS security pact between Washington, London and Canberra, rarely mention the target in so many words, except on the gossiping fringes. Commentators and think tankers are essentially given free rein to speculate, masticating over such streaky and light terms as “new strategic environment”, “great power competition”, “rules-based order”.

On the occasion of his April 3 visit to Washington’s Center for a New American Security (CNAS), US Deputy Secretary of State Kurt Campbell was refreshingly frank. His presence as an emissary of US power in the Pacific has been notable since the AUKUS announcement in September 2021.

In March last year, Campbell, as Deputy Assistant to the US President and Coordinator for the Indo-Pacific National Security Council, was unfurling the US flag before various Pacific states, adamant that US policy was being reoriented from one of neglect to one of greater attentiveness. The Solomon Islands, given its newly minted security pact with Beijing, was of special concern. “We realise that we have to overcome in certain areas some amounts of distrust and uncertainty about follow through,” he explained to reporters in Wellington, New Zealand. “We’re seeking to gain that trust and confidence as we go forward.”

In Honiara, Campbell conceded that the US had not done “enough before” and had to be “big enough to admit that we need to do more, and we need to do better.” This entailed, in no small part, cornering the Solomon Islands Premier Manasseh Sogavare into affirming that Beijing would not be permitted to establish a military facility capable of supporting “power projection capabilities.”

In his discussion with the CNAS Chief Executive Officer, Richard Fontaine, Campbell did the usual runup, doffing the cap to the stock principles. Banal generalities were discussed, for instance, as to whether the US should be the sole show in projecting power or seek support from like-minded sorts. “I would argue that as the United States and other nations confront a challenging security environment, that the best way to maintain peace and security is to work constructively and deeply with allies and partners.” A less than stealthy rebuke was reserved for those who think “that the best that the United States can do is to act alone and to husband its resources and think about unilateral, individual steps it might take.”

The latter view has always been scorned by those calling themselves multilateralists, a cloaking term for waging war arm-in-arm with satellite states and vassals while ascribing to it peace keeping purposes in the name of stability. Campbell is unsurprising in arguing “that working closely with other nations, not just diplomatically, but in defensive avenues [emphasis added], has the consequence of strengthening peace and stability more generally.” The virtue with the unilateralists is the possibility that war should be resorted to sparingly. If one is taking up arms alone, a sense of caution can moderate the bloodlust.

Campbell revealingly envisages “a number of areas of conflict and in a number of scenarios that countries acting together” in the Indo-Pacific, including Japan, Australia, South Korea and India. “I think that balance, the additional capacity will help strengthen deterrence more general [sic].” The candid admission on the role played by the AUKUS submarines follows, with the boats having “the potential to have submarines from a number of countries operating in close coordination that could deliver conventional ordinance from long distances. Those have enormous implications in a variety of scenarios, including in cross-strait circumstances.” And so, we have the prospect of submarines associated with the AUKUS compact being engaged in a potential war with China over Taiwan.

When asked on what to do about the slow production rate of submarines on the part of the US Navy necessary to keep AUKUS afloat, Campbell acknowledged the constraints – the Covid pandemic, supply chain issues, the number of submarines in dry dock requiring or requiring servicing. But like Don Quixote taking the reins of Rosinante to charge the windmills, he is undeterred in his optimism, insisting that “the urgent security demands in Europe and the Indo-Pacific require much more rapid ability to deliver both ordinance and other capabilities.”

To do so, the military industrial complex needs to be broadened (good news for the defence industry, terrible for the peacemakers). “I think probably there is going to be a need over time for a larger number of vendors, both in the United States in Australia and Great Britain, involved in both AUKUS and other endeavours.”

There was also little by way of peace talk in Campbell’s confidence about the April 11 trilateral Washington summit between the US, Japan and the Philippines, following a bilateral summit to be held between President Joe Biden and Japan’s Prime Minister Fumio Kishida. When terms such as “modernize” and “update” are bandied about in the context of an alliance, notably with an eye towards a rival power’s ambitions, the warring instincts must surely be stirred. In the language of true encirclement, Campbell envisages a cooperative framework that will “help link the Indo-Pacific more effectively to Europe” while underscoring “our commitment to the region as a whole.”

A remarkably perverse reality is in the offing regarding AUKUS. In terms of submarines, it will lag, possibly even sink, leaving the US and, to a lesser extent the UK, operating their fleets as Australians foot the bill and provide the refreshments. Campbell may well mention Australia and the UK in the context of nuclear-powered submarines, but it remains clear where his focus is: the US program “which I would regard as the jewel in the crown of our defense industrial capacity.” Not only is Australia effectively promising to finance and service that particular capacity, it will also do so in the service of a potentially catastrophic conflict which will see its automatic commitment. A truly high price to pay for an abdication of sovereignty for the fiction of regional stability.

April 8, 2024 Posted by | politics international, weapons and war | Leave a comment

The high-stakes power play that will shape our future

April 5, 2024, The Australian, Simon Benson; Political editor

The climate wars may be over but an equally divisive battle is arising out of the nation’s new political consensus. Both sides of politics are locked into a net-zero emissions target by 2050, Labor by choice, the Coalition by the force of political reality. But Peter Dutton’s introduction of the nuclear option creates a stark contest between the main parties on how to get there.

The competing pathways to net zero offer profoundly different outcomes for the nation’s future. They go beyond climate change and raise the fundamental question: what sort of Australia will emerge once a point of no return in the rollout is reached?

…………………………………. a new ideological contest into the debate, reigniting a clash of ideas not only over the future of energy but for the communities that have generational ties to its production.

There are two essential issues at stake.

While the question of energy security has become the axis around which Albanese’s radical transformation of the economy pivots, the economic future of the nation’s coal communities has become the new political frontline between Labor and the Coalition.

In this sense, Australia is not unique. The US is grappling with its own socio-economic dilemma……….

Last week, as the Prime Minister was preparing to fly to the Hunter Valley coalfields to announce a $1bn solar panel scheme to generate jobs as coal exits the community, Dutton was meeting privately with executives from Rolls-Royce for a deep dive into the feasibility of small modular reactors in an Australian context.

This juxtaposition symbolises the chasm of policy approaches to the challenge of decarbonising the economy. Both sides are embarking on equally ambitious road maps. While Albanese has rubbished the idea of an Australian civil nuclear energy program, Dutton is convinced it can work.

In an interview with Inquirer on Wednesday, he pledged that if the Coalition were returned to government at the next election, the first nuclear reactors would be up and running by the mid-2030s.

It is understood Rolls-Royce is confident its small modular reactor technology could be ready for an Australian market in this time-frame with a price tag of $5bn for a 470-megawatt plant. Each plant would take four years to build and have a life-span of 60 years.

Rolls-Royce signed a contract with the Albanese government in February to build the nuclear reactors for the second tranche of AUKUS submarines.

According to this timeline, nuclear power generation could begin being rolled out at about the same time as the first nuclear-powered submarines are delivered. The feasibility of this timeline will be strongly contested.

Social licence is essential to the Coalition’s ambitions…………………..

Under a plan taken to Dutton’s shadow cabinet two weeks ago, seven coal communities were identified as potential locations for coal-to-nuclear transition on or near the sites of exiting coal-fired power stations, with the promise of cheaper electricity for those communities, higher paying jobs and upgraded infrastructure……………………………………

Not all of Dutton’s colleagues are convinced there is enough time in the political cycle to start building the political case for nuclear power……………………..

Both sides are highly alert to the acute political consequences of an ill-managed transition.

What looms is an election battle over energy security set against vastly contrasting ideologies…………………………………………………

The Albanese government’s Net Zero Economy Authority bill passed by the parliament before Easter set out the agency’s purpose as one clearly designed around the transition to renewables. It was unambiguous in its assessment of the cost and scope of Labor’s plan. The bill was equally clear about what is at stake with the exiting of coal-fired power stations across the country and the consequences if steps aren’t taken to protect these communities.

It defines coal-fired power stations and associated thermal coalmines as being located in six regions around Australia: Collie in Western Australia, the Latrobe Valley in Victoria, the Hunter Valley and Lithgow in NSW and three regions in Queensland – the Darling Downs, Gladstone and Central Queensland.

The political expression of this reality is the number of regional seats that will be affected. Some sooner than others. Neither side can claim a monopoly on ownership of these constituencies.

In NSW, Labor is at risk in the Hunter Valley in the seats of Hunter, Shortland and Paterson, while Calare west of Sydney, held by the Nationals until Andrew Gee resigned to sit on the crossbench, covers the coal community of Lithgow.

In Queensland, the LNP has Flynn stretching west from Gladstone to consider with legacy coal community economics also stretching into Capricornia, which takes in Rockhampton up to southern Mackay. Both seats have been in Labor hands before. Nationals leader David Littleproud’s massive Queensland seat of Maranoa is another that takes in coal communities through Queensland’s southern and central west.

In Victoria, coal communities stretch across the Nationals’ seat of Gippsland, which now takes in the industrial region of the Latrobe Valley………………………………………………………………………………..

April 8, 2024 Posted by | politics | Leave a comment

Updated Climate Council statement re nuclear power

Nuclear power stations are not appropriate for Australia – and never will be

March 2024By Climate Council

The prospect of nuclear power in Australia has been a topic of public debate since the 1950s. While Australia has never had a nuclear power station, we do have 33% of the world’s uranium deposits and we are the world’s third largest producer of it. Periodically, as with the changing of the seasons, various individuals appear in the media singing the virtues of nuclear energy – claiming it is the only option for clean and reliable electricity in Australia.In fact, over one third of Australia’s electricity is already powered by renewables, and new initiatives like the Capacity Investment Scheme are set to push us towards 82% renewable energy by the end of this decade. While the move to clean energy is still not happening fast enough, it is underway and starting to speed up. We do not need distractions like nuclear to derail our progress now, so let’s set the record straight.

Why doesn’t nuclear power make sense for Australia?

1. Nuclear power stations can’t be built anywhere in Australia.

They are banned in every state, and in every territory. Such bans were introduced because of community concerns about the health and environmental risks. Many parliamentary inquiries at a federal and state level – see this Victorian Inquirythis Federal Inquiry, and this South Australian Inquiry for instance – have been held into nuclear energy, and all have concluded that it makes no sense in Australia.

2. Nuclear power stations are expensive and take too long to build.

Australia’s independent science information agency, CSIRO, has found that solar and wind are by far the cheapest ways of producing electricity(even when factoring in storage). In contrast, the cost of building and operating nuclear in Australia remains prohibitively high.
Analysis conducted by the nuclear industry itself shows nuclear power stations take an average of 9.4 years to build – compared to 1–3 years for a major wind or solar project. Australia needs to replace its ageing coal-fired power stations as quickly as possible to rapidly reduce emissions this decade. As shown in the Australian Energy Market Operator’s Integrated System Plan, by far the cheapest and quickest way to do this is to ramp up renewable energy paired with storage like pumped hydro, and batteries.

3. Nuclear power poses significant community, environmental, health and economic risks.

Radiation from major nuclear disasters, such as Chernobyl in 1986 and Fukushima in 2011, have impacted hundreds of thousands of people and contaminated vast areas that take decades to clean up. Even when a nuclear power station operates as intended, it creates a long-term and prohibitively expensive legacy of site remediation, fuel processing and radioactive waste storage.

4. Nuclear power is not renewable, and it is not safe.

Uranium is a finite resource just like coal, oil and gas. It needs to be mined and, just like mining coal, oil and gas, this carries serious safety concerns, including contaminating the environment with radioactive dust, radon gas, water-borne toxins, and increased levels of background radiation. On the other hand, energy generated from the sun and wind releases no pollutants into the air and is overwhelmingly considered to be safe.

There you have it: nuclear power is expensive, illegal, dangerous and decades away from powering our homes and businesses. It makes no sense. On the other hand, energy from the sun and wind is cheap, abundant, safe and available now. So, let’s get on with building more renewable energy!

April 7, 2024 Posted by | climate change - global warming | Leave a comment

Jim Green demolishes Rolls Royce’s claims about so-called “small” and “cheap” nuclear reactors for Australia.

Nuclear Fuel Cycle Watch Australia, Jim Green  7 Apr 24

According to reports in The Australian, Rolls-Royce claims it could build a 470-megawatt reactor in Australia for A$3.5-5 billion. That equates to A$7.4-10.6 billion / gigawatt (GW). For comparison, the cost for the two EPR reactors under construction at Hinkley Point, the only reactor construction project in the UK, is A$27.8 / GW.

So Rolls-Royce claims its cost-per-GW will be just 27-38% of the cost of Hinkley Point, for a reactor type that it has never built and doesn’t have a licence to build, anywhere in the world. Clearly Rolls-Royce’s cost claims need to be treated with scepticism.

Rolls-Royce claims it could build a reactor in Australia in just four years (once licensing and a myriad of other issues were sorted). Let’s compare that speculation with real world experience:

* Hinkley Point was supposed to be a seven-year construction project. That has blown out to 12-13 years with further slippage likely.

* The one EPR under construction project in France was meant to be completed in five years but it remains incomplete after 17 years.

* The one EPR recently completed in Finland was meant to be a four-year construction project but ultimately took 17 years to complete.

* The two AP1000 reactors in the US were meant to be completed in three years, but ultimately took 10 and 11 years to complete.

Rolls-Royce’s 470-MW design is being marketed as a small modular reactor (SMR) even though it falls well outside the <300 MW definition of SMRs. Only two SMR plants are said to be operating anywhere in the world (though there’s nothing modular about either of them). Russia’s floating ‘SMR’ was supposed to be a three-year construction project but that blew out to 12 years (and costs increased six-fold). China’s ‘SMR’ was supposed to be a four-year construction project but that blew out to nine years (and costs increased three-fold).

Clearly Rolls-Royce’s claim that it could build a reactor in just four years needs to be treated with scepticism.

April 7, 2024 Posted by | spinbuster, technology | Leave a comment

Peter Dutton vows to bring small nuclear reactors online in Australia by mid 2030 if elected.

April 5, 2024, The Australian, Simon Benson
https://www.theaustralian.com.au/nation/politics/peter-dutton-vows-to-bring-small-nuclear-reactors-online-in-australia-by-mid2030-if-elected/news-story/eaf9eaf2084916fa118fbeebf2ed72c9

Cheaper power prices would be offered for residents and businesses in coal communities to switch from retiring coal-fired generators to nuclear power if the Coalition wins government.

Peter Dutton has pledged that if elected, the Coalition could deliver the first small modular reactors into the grid by the mid-2030s, with British manufacturer Rolls-Royce understood to be able to deliver them at an estimated $3.5bn to $5bn each.

Economic impact statements will also be conducted on at least seven communities identified by a shadow cabinet subcommittee established by the Opposition Leader to develop the Coalition’s energy security policy.

Mr Dutton confirmed to The Weekend Australian that under the Coalition’s net-zero energy plan, to be released before the May budget, cheaper electricity bills would be offered to those communities that took up nuclear when coal-fired power stations were retired.

The plan will involve the creation of new precincts for advanced manufacturing centred on cheap energy from small nuclear reactors.

Mr Dutton met privately last week with executives from nuclear power plant manufacturer Rolls-Royce and its Australian partner Penske over the pursuit of low-cost small modular reactor technology for Australia.

It is understood Rolls-Royce is confident that its small modular reactor technology could be ready for the Australian market by the early to mid-2030s with a price tag of $5bn for a 470 megawatt plant.

Each plant would take four years to build and have a life span of 60 years.

Rolls-Royce will also build the nuclear reactors for the second tranche of the future AUKUS nuclear-powered naval submarines under contracts signed in February with the Albanese government.

“There is every reason to be optimistic about bringing small modular net-zero emission nuclear into the power mix in the 2030s,” the Opposition Leader said in an interview with The Weekend Australian, adding: “I think the mid-2030s.

Grattan Institute Deputy Energy Director Alison Reeve says the nuclear energy debate is a “bit of a distraction” when there are “immediate problems” to worry about. Ms Reeve joined Sky News Australia to discuss the future of energy in the country. “The federal opposition has said they want to take the ban off nuclear power – they could do that,” she said. “The thing is that there’s a hell of a lot of things that would need to happen before you end up with being able to actually build a nuclear power station. “In the meantime, we’ve got an awful lot of other stuff that we need to concentrate on building.”

“If we win the election, it is clear to me that (South Australian Labor Premier) Peter Malinauskas would be the first to sign up, and we could deal with regulatory burdens quickly.

“There is no question about that. And there is every reason to believe other jurisdictions would follow suit.

“I think when you look at where technology has advanced and what Rolls-Royce is doing with the nuclear submarines the government has signed up to buy, the future is much closer than we think.

“The ability to produce zero-emissions baseload with 24/7 electricity to firm up renewables is within our grasp.

“My honest view is we have to embrace a new energy system and we have to have an orderly transition but the government doesn’t have a credible pathway to net zero by 2050.”

Mr Dutton said a community engagement process would soon be rolled out once the potential coal sites had been finalised. He confirmed that those communities supportive of future transitions from coal to nuclear would be offered cheaper power prices and higher-paid jobs…………………

The first phase of the Coalition’s net-zero energy plan was taken to shadow cabinet two weeks ago and will be released before the May budget.

The debate facing the Coalition now is over the cost and timely delivery of nuclear into the energy mix, as well as the future of some coal communities facing bleak socio-economic outcomes one coal-fired generators exit the system……………….

Anthony Albanese told The Weekend Australian his government had a clear focus on the future of coal communities and insisted that no one would be “left behind”, claiming Labor’s renewable energy plans would drive new manufacturing jobs in those regions.

“Eleven coal-fired power plants have already closed and the former Coalition government didn’t lift a finger to help workers in these communities,” the Prime Minister said

“Rather than playing politics with the transition, the government is putting in place practical measures to ensure workers are looked after. The Net Zero Economy Authority will support workers to access new employment and to help create jobs in new businesses and industries.

“The Energy Industry Jobs Plan introduced into parliament last week outlines a redeployment scheme to align workers with jobs in new industries.

“The authority will work with business unions and communities.

“We will not leave them behind.

“A practical example is the Liddell site in the Upper Hunter which is being transformed into an energy and manufacturing hub, employing more people than the old power station did.

“Recently, Rio Tinto signed Australia’s biggest renewable energy deal to power its Boyne aluminium smelter in Gladstone.”
https://www.theaustralian.com.au/nation/politics/peter-dutton-vows-to-bring-small-nuclear-reactors-online-in-australia-by-mid2030-if-elected/news-story/eaf9eaf2084916fa118fbeebf2ed72c9

April 7, 2024 Posted by | politics | Leave a comment

China’s quiet energy revolution: the switch from nuclear to renewable energy

By Derek Woolner and David Glynne Jones, Apr 6, 2024  https://johnmenadue.com/chinas-quiet-energy-revolution-the-switch-from-nuclear-to-renewable-energy/

There is now a policy dispute about the roles of nuclear and renewable energy in future Australian low emission energy systems. The experience of China over more than a decade provides compelling evidence on how this debate will be resolved. In December 2011 China’s National Energy Administration announced that China would make nuclear energy the foundation of its electricity generation system in the next “10 to 20 years”. Just over a decade later China has wound back those ambitious targets and reoriented its low emission energy strategy around the rapid deployment of renewable solar and wind energy at unprecedented rates.

Australia has seen a campaign against the use of renewable energy technologies and for the benefits of nuclear energy in developing Australia’s future low emission energy systems. The Federal Opposition has now adopted this position as their policy. The recent experience of China provides a compelling commentary on this decision.

In December 2011 China’s National Energy Administration (NEA) announced that China would make nuclear energy the foundation of its electricity generation system in the next “10 to 20 years”, adding as much as 300 gigawatts (GWe) of nuclear capacity over that period.

This was followed by a period of delay as China undertook a comprehensive review of nuclear safety in the aftermath of the Fukushima nuclear disaster.

Subsequently, moderated nuclear energy targets were established, aiming for a nuclear energy contribution of 15% of China’s total electricity generation by 2035, 20-25% by 2050 and 45% in the second half of the century.

However by 2023 it was becoming clear that China’s nuclear construction program was well behind schedule. The target for 2020 had not been achieved, and targets for subsequent 5-year plans were unlikely to be achieved.

In September 2023 the China Nuclear Energy Association (CNEA) reported that China was now aiming to achieve a nuclear energy contribution of 10% by 2035, increasing to around 18% by 2060.

The CNEA also indicated that ‘greenlighting’ of new construction would now be at the rate of 6-8 large nuclear power reactors per year – not the 10 per year previously targeted for 2020-2035 and beyond. This will result in new nuclear generation increasing by 60-80 terawatt-hours (TWh) annually.

Meanwhile the deployment of renewable energy (primarily solar and wind energy) was dramatically accelerated in 2023, with the installation of 217GWe of new solar capacity and 70GWe of new wind capacity.

This represents an increase of around 400TWh in annual low emission generation – the quantitative equivalent of 40 large nuclear power reactors, or four times the average annual output of the Three Gorges Dam hydroelectric system (the world’s largest power station).

In 2023 energy analysts started reporting that China was now expected to achieve or exceed its 2030 target of 1200GWe for the total installed capacity of solar and wind energy by 2025, and was now planning to triple the 2030 objective, to reach 3900GWe.

Previously China expected that its energy emissions would peak in 2030, but revised forecasts are now indicating that this could happen as early as 2024, 5-6 years ahead of target.

By the end of 2023 it was clear that nuclear energy was no longer going to be the foundation of China’s future electricity generation system, and that this task had shifted to renewable energy.

So what has happened? There’s no single answer, but two key factors appear to be at play.

The first is the emergence of renewable energy technologies at competitive scale and cost since 2011.

Between 2011 and 2022, the cost of solar PV modules declined by 85%, wind energy costs by 60-70%, and battery costs by 90%.

China now dominates the global production of solar PV panels, wind turbines and batteries, with costs expected to continue to decline significantly for the foreseeable future while performance improves.

The consequence is that renewable energy generation can now be deployed economically at rates five to eight times faster than nuclear energy, which is constrained by logistical and regulatory capability, safety, site availability and other factors.

The second is the slow delivery of new nuclear generation which contributed to continued ‘greenlighting’ of new coal-fired generation to underwrite energy security, as it became clear that deployment rates for new low emission electricity generation were insufficient to blunt demand from provincial governments for new coal-fired generators, even though many existing plants are operating at uneconomically low capacity factors

By 2035, under the original plan, combined nuclear, solar and wind generation would have been comparable to current coal generation but insufficient to meet significantly increased new electricity demand.

Under the new plans, combined solar, wind and nuclear generation is likely to match current coal generation and meet new demand, with solar and wind energy contributing around 85% of this low emission generation.

By 2030 another factor will come into play, with China’s battery giant CATL developing long duration utility battery systems that will provide dispatchable electricity from renewable sources at competitive or lower costs than either coal or nuclear generated electricity.

The central message here is that even in China – the world’s largest industrial economy and preeminent builder of advanced civil infrastructure in the 21st century – nuclear energy cannot compete with renewable energy to deliver low emission electricity generation at the deployment rates needed to meet mid-century emission targets.

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April 7, 2024 Posted by | energy | Leave a comment