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It didn't make sense to shut down nuclear before coal/gas for Germany. It should deploy both ren and nuclear, even restarts unless it wants to use gas firming.

Germany's low carbon twh is unchanged since 2015. What changed is it became net importer and demand dropped, hence a lot of coal closed.

Wholesale is irrelevant. Taxes are needed to fund infrastructure. In case of Germany a big chunk is transmission which will be subsidized from 2026 just like eeg already is. Example of why- sudlink, but that's just for redispatching, ren require by default more transmission due to distributed deployment

France is open to subsidize epr2 project. The challenge is, edf must first show a bill by EOY and, EC must approve state funding, unlike ren subsidies. Epr2 is expected to cost about 60-80bn, half being offered by the state as 'nice loans'. 40bn is about what Germany pours into EEG alone in merely 2y.

Germany can reuse own konvoi designs or try to make a deal with khnp and Westinghouse

French debt and electricity/edf are not connected. Most of the debt is from pension system because well, work hours, pension age and vacation days vs neighbors. Edf debt is peanuts in comparison. In fact it's debt to ebitda ratio is in normal range.





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