Helion and other new fusion projects are, surely, interesting, however tokamaks are so much more ready and, with high-field magnets, likely economical
Helion and other new fusion projects are, surely, interesting, however tokamaks are so much more ready and, with high-field magnets, likely economical
If you apply the same level of assumptions to, say, light water fission reactors, I'm sure you'd get cost estimates vastly lower than what they actually cost in practice.
(*) For example, one paper assuming the efficiency of converting thermal energy to power in the fusion reactor is 60%, a level that combined cycle power plants achieve by expanding combustion gas that starts at a temperature that would soften or even melt the turbine blades.
(In any case, Helion is planning direct energy conversion, without a heat cycle.)
It could all pencil out if you had some massive incentive for production on those specific days and some legally mandated quota for other times, but at that point you'd probably be beaten by a few factories saying they'll shut down for a few days if you gave them the same cash and/or renewables producers using the money to add storage.
Practically, it needs to run full out constantly and compete with an average of other power producer prices to be viable.
There's a reason I mentioned "cloudy winter days." The cheapest way to address those is probably to overbuild PV. That overcapacity probably won't be used on bright summer days, raising the capital cost of PV across the board.
I don't think you're going to find many factories that can be economically shut down for entire seasons. None of this is an issue right now because we use natural gas for backup, but we need to stop doing that.
I had assumed we were both taking that as the baseline alternative, since every country in the world is basically building that out right now, hence my suggestion that demand response would be a better choice than any plausible nuclear option to cover any gaps in that provision due to unseasonal weather which is both less windy and more cloudy than predicted.
But we appear to be starting from radically different assumptions about what power grids will look like (and already look like today)