Agreed that the 2040s have great potential due to massively cheaper energy and lots of it, but I disagree that nuclear will contribute much. I'm not convinced that nuclear has such great qualities compared to renewables plus storage, and I think the only reason this is not more commonly held is that people have not yet internalized a world with storage at the prices we will see it within 5-10 years.
Battery storage can scale large, but more importantly, it can scale really small. This means that you can throw a couple shipping containers of it at one side of a congested transmission link, and save tons of money. It means that we can make all our houses self reliant for hours at a time.
Storage will help us solve the problem of transmission lines causing massive wildfires. It will provide massive reliability and resilience across the grid. Small nuclear won't help much with that, unless is also paired with storage.
If nuclear can provide electricity at rates competitive with solar and wind, then storage will help nuclear too. But if nuclear is not beating the cost of solar and wind, then we will have less wealth if we spend our labor building nuclear than if we build renewables and storage.
A world built on solar wind and storage will probable have peak power capacity 2x-4x more than we need, with 2-3 days worth of storage. The ratio between power and storage will largely depend on the relative costs of storage versus power.
And I think it's time to start thinking about the sort of word where we have an over abundance of energy that renewables will provide. We will have lots of excess energy being produced, and with the right applications that can tolerate intermittency, that excess energy will incredibly cheap.