Business Jason Deign - 02/November/2023

The case for baseload is being undermined

Baseload generation becomes redundant on grids when solar meets demand during the day. As the hours where baseload generation is required falls, it is becoming even more expensive

Rising levels of solar generation are threatening one of the world’s largest sources of carbon-free energy

DUCK CURVE Grids are starting to see the onset of large volumes of daytime solar energy with zero marginal cost

REACTOR RISK Duck curves are displacing baseload power and destabilising the already fragile business case for nuclear energy

KEY QUOTE If you get an increasing number of hours every day for an increasing number of months each year of zero demand for nukes, that is going to be a problem


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