Who is building and operating a plant (these need to be more or less 1:1 per MW to back your intermittent power sources) that sits idle 95% of the time? That would be a pretty interesting pitch deck.

That’s a pretty damn low utilization rate. The cost per Mwh would make the Texas polar vortex incident look downright cheap. Or you’ll be having the government build and operate idled natural gas (or coal!) plants via taxpayer money since investors are generally not quite that poor at math. An idle plant still needs the same number of staffing and engineering as one operating at 90% capacity factors, before you even begin to look at capex.

Perhaps that will happen. Running your baseload generation balls to the wall at 100% seems to be a far better use of capital to me, and have your cheap intermittent power sources fill in for those peak loads that don’t require reliability.

I can come up with all sorts of great ideas on how to utilize spare solar capacity. None are financially practical in the scale of a human lifetime at a societal level, even with a magic wand to instantly enable the political will to do so.

Humans continue to amaze me with their inability to account for tail risk. The same political magic wand makes nuclear viable within a decade or two, accounting for said tail risk within it.

That said, the current unserious political climate gives me zero hope any solution will be found, so I’m simply preparing for semi regular power outages becoming a thing within my lifetime.