this post was submitted on 16 Oct 2024
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Not that much. Do remember there's a lot of oil money pouring into FUDing about nuclear.
They're talking about 5+ years on the new nuclear in these. And they haven't done it before, so a 30% deadline slip is realistic.
You can put up a lot of wind and solar in that time.
Which needs a stable baseline to counteract lack of supply and/or a lot of lithium. And space.
The existing large-scale batteries are largely lithium. There are a bunch of iron-chemistry ones and sodium-ion ones which have been deployed over the past year, with factories going up to scale them up. I'm not expecting to be limited by lithium availability for stationary batteries.