The reason nuclear is dead…and I’m adamant about that…is more a detail you’re not factoring in, XT.
It’s more a mental image and less about numbers. Doesn’t make me less right. See, what I see, which I know for a fact will work, is the use of machine learning to optimize to the last details the assembly and mass production of products like solar panels, inverters, and batteries. It’s being used at all levels - from robotic mining equipment, to the production of the sub-components, to the actual module production, to fully assembled, automated systems that are truly plug and play. (they come prepackaged, ready to go, won’t energize the electrical contactors between modules until they are properly plugged together, have the cleaning robot built in, are self diagnosing…)
And then robotic trucks actually deliver them, robotic arms actually install them, and done. Scaling to 10,000 square miles of panels becomes a simple math exercise and a project mostly supervised by people in front of spreadsheets.
You can’t do this with nuclear. You can’t aggressively cost-optimize because if you shave some metal off a part, you can’t prove it didn’t need that metal without running it in a real plant for thousands of hours. You can’t rely on robots to do all the work without supervision because of the liability. A manufacturer in the non “will irradiate thousands of square miles if it fails” industry can take lots of risks, use the latest beta algorithms to eke out more performance, try running plants without any workers at all to supervise, and so on. Worst case scenario is some extra warranty claims. You can’t install a new automated supervisor to oversee a nuclear plant because the regulators won’t let you…even if is far more reliable than humans in testing.
As a side note, you also can’t explore for oil this easily. One of the reasons why the manufacturing environment is so tractable for using the latest algorithms is because it’s predictable and mostly causal. Oil rigs are vastly more complex, dirty, and chaotic.
So I know where this is going. I know we’re going to go to mass clean power deployment not because we’re good people, but because it actually is cheaper. And the reason it’s cheaper is because this kind of thing is more tractable to megascale automation.