Hmm, I think of baseload as the following:
- Hospitals and emergency services
- Data centers and communications
- 24 hour transit needs
- 24 hour lighting in cities
- Ventilation, heating/cooling for certain climates
Some of these can be mitigated significantly, but some of these are just things that really can never be down and have to have like 99.999% reliability. As we electrify, I’m going to be looking at storage solutions for these things and seeing if we really feel confident in that up time and having extra reserves. Engineers usually over design, so if we expect to need like 0.1 gigawatts for a week for emergency services during an abnormal weather event, I would want to plan for 1 gigawatt for two weeks for instance.
If that can be done with storage, then that’s awesome, and once we start seeing that roll out widely I will stop advocating for the “do both” strategy.
I don’t care what bad-faith conservatives are saying, yes they’re full of it. Here are the facts:
From where I’m standing, we should be encouraging the private sector and investing some percentage of our portfolio in restarting and building nukes with all of that context.
This is the same logic behind building an investment portfolio. You could go all in on Bitcoin, or you could spread out your portfolio in the market. 80% into the solid, tried and true stocks, 15% into up and comers, 5% into moonshots like crypto or gamestop or whatever. Same deal here.