It's hard to make a reliable cost prediction comparing nuclear vs. wind/solar + batteries since we don't know how to build nuclear any more.
Vogtle 3/4 are going to cost maybe $40 billion when all's said and done? With OpEx, you get to something like $0.18/kwh. That's more than 5x the cost of unsubsidized wind or solar installations which would buy you a bunch of storage.
So we still have to pay for dispatchable generation if we want to have power on a calm cloudy day week. We can add that cost to the cost of the storage and overbuilding of capacity that allows solar or wind to deliver rated power overnight. Or live with blackouts
Which is over 50% of the cost of running a combined cycle plant (page 12: https://www.lazard.com/media/sptlfats/lazards-levelized-cost...) -- but also misses that you'd need far fewer plants if you build renewable + storage generation to match the 99% use case so the total cost spend on peakers would drop dramatically even if some were still needed to provide backup generation.
Also has the added benefit of almost entirely decarbonizing power generation.
The advantage of the batteries is specifically in power density, which makes them suited for mobility and consumer convenience. But the more you get into seriously optimizing electrical storage for scale, the less it's going to be about one specific mode.
5 Hours of electricity is something like 13 TWh, so if we get to 5,500 GWh annual production by 2030, it would take ~2.5 years to provide 5 hours of global electricity storage. Handicap it all and double the electricity requirement and halve the annual production figures and it's still only 10 years' capacity to go to a 99% carbon-free grid.
Yes there is pumped storage, but I wonder how much more of that there really is to develop? Plus damns are environmental disasters of their own. The other storage methods are speculative at best. I just wanted to push back a bit on the idea that "just" need solar + storage as many people seem to believe. It is a big ask, and I think we will need more. If we don't want gas plants, then nuclear could be a good option.
My other point stands though -- even if you grant a much larger electricity demand, you can't just look at today's battery production capacity. There are pipeline projects that will 10x that by 2030 (which is what happened in the past 10 years). Even with pessimistic assumptions, you get to pretty reasonable time frames pretty quickly.
The only thing that limits battery production is demand. There will be plenty of materials available and plenty of machine-makers exist. That S will go as big as we need.