There are solutions (fuel cells) coming to the market which can scale to 20-25 GW per annum over the next 5 years which will help the US level the energy playing field. Fuel cells cost are falling by 10 pct per year and have very attractive economics relative to gas turbines for carbon capture. Most of the hyperscalers have signed on and have orders in to test the solution at scale ie in the 100s of MW per site. Once they validate it in the field over the next 12 months, my guess is everyone will hear about it. Never bet against US innovation - we always win
If China thought batteries would be the solution to replace nuclear they wouldn’t be spending billions to build out new nuclear. They are building 10 large reactors, every year for the next 15 years and this has already begun. They have streamlined the system and can now build a large reactor in under 5 years for $5B.
There are solutions (fuel cells) coming to the market which can scale to 20-25 GW per annum over the next 5 years which will help the US level the energy playing field. Fuel cells cost are falling by 10 pct per year and have very attractive economics relative to gas turbines for carbon capture. Most of the hyperscalers have signed on and have orders in to test the solution at scale ie in the 100s of MW per site. Once they validate it in the field over the next 12 months, my guess is everyone will hear about it. Never bet against US innovation - we always win
If China thought batteries would be the solution to replace nuclear they wouldn’t be spending billions to build out new nuclear. They are building 10 large reactors, every year for the next 15 years and this has already begun. They have streamlined the system and can now build a large reactor in under 5 years for $5B.
If there’s one thing that underscores China’s commodity / energy strategy - it’s been all of the above, full throttle.