China’s Nuclear Power Death Watch

BNEF 2018 China LCOE chart
In China, Nuclear’s Up & Renewables are Down. Graph of levelized cost of energy from new power plants in China in US$ per MWh via Bloomberg NEF 2018.

How many times have you read an article and discovered that the label on the package didn’t match the meat? Here’s an open secret from the news biz: that story’s writer may have also cringed. Writers often don’t see the headline until it runs, and we’re not always ecstatic about the angles editors choose to hook eyeballs.

Take this headline that topped a story today on China’s nuclear power sector in Technology Review magazine:

China’s losing its taste for nuclear power. That’s bad news.

Personally I’d call China’s anti-nuclear turn “sad” rather than “bad.” But what do I know? I only wrote the story!

Whatever the headline, my article shows that the same woes killing Western nukes now confront the technology in China. As the editors’ spot-on subhed puts it: ‘Once nuclear’s strongest booster, China is growing wary about its cost and safety’.

The coming downturn is hard to recognize amid a flurry of new reactor startups, and nuclear industry players worldwide have been slow to acknowledge it. It means that China’s planners may no longer count on reactor power to wean the world’s leading greenhouse gas emitter off of coal and oil. And if one big option for decarbonizing energy systems may be biting the dust, that puts more pressure on the remaining options (eg. solar panels and wind turbines) and on innovators conjuring up new options.

As for whether dropping the nuclear option is bad or sad? I’d prefer to let the readers decide. Have your own look online, or pick up Technology Review’s January 2019 Special Issue on China.

Double Milestone for Safer Reactors

Call it the world’s slowest photo finish. After several decades of engineering, construction flaws and delays, and cost overruns—a troubled birth that cost their developers dearly—the most advanced commercial reactor designs from Europe and the United States just delivered their first megawatt-hours of electricity within one day of each other. But their benefits—including safety advances such as the AP1000’s passive cooling and the EPR’s airplane-crash-proof shell—may offer too little, too late to secure future projects.

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Sarkozy Keeping Nuclear Atop France’s Energy Pile

french-president-nicolas-sarkozy-at-flamanvilleFrench president Nicolas Sarkozy was in Normandy last week at the construction site of France’s first new nuclear reactor in two decades, highlighting plans to commence a second new reactor and,  according to Paris-based daily Le Monde (Google translation here), calling nuclear energy a key part of the country’s economic recovery plan. The move is evidence of further diversity in how countries are seeking to shape their energy futures via recovery plans, as President Barack Obama negotiates with Congress to keep renewable energy atop his plan and Canada’s latest budget pursues a heavy emphasis on carbon capture and storage.

A who’s-who list of French corporate heavyweights angling for a piece of Sarkozy’s action leaves no doubt that government dollars impact industrial strategy. French state-owned power giant Electricité de France (EDF) is building the reactor at Flammanville that Sarkozy visited last week, using the third-generation EPR reactor designed by French nuclear technology firm Areva. But Sarkozy says a second EPR to be built further up the Normandy coast at Penly will unite EDF and France’s number two player in electricity, GDF Suez; Reuters reported today that French oil and gas firm Total also wants a “double-digit” stake in the project.

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