The scale of China’s future nuclear will depend on how renewables evolve

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Nikkei Asia quotes Gang’s comments on nuclear.
Author

Nikkei Asia

Published

April 20, 2022

Quotes

The only question is, how much nuclear power will be needed in the mix?

“From my research, China’s future power system will be quite sensitive to how much nuclear [power] China can put online,” Gang He, assistant professor at Stony Brook University in the U.S., told Nikkei Asia. “I have seen the nuclear power projections by 2050 outlining an increase from 300 GW to 500 GW.”

Gang added that China’s need for nuclear power could be kept down at around 300 GW, “if China manages to accelerate the expansion and integration of solar, wind and other renewables,” but that would require an installed capacity of 800-1,000 GW in renewables to cope with generating fluctuations.

Full Response

Q: China, as we know has a long-term plan to increase the proportion of nuclear energy into its energy mix. What are the advantages and risks of such ambition?

A: Energy strategy and policy are about trade-offs and fit in specific conditions and constraints. The political economy dynamics of different energy technologies will have a large impact on the outcomes.

From my research, China’s future power system will be quite sensitive to how much nuclear can China put online. I have seen 2050 nuclear projections and plans range from about 300GW to 500GW, this 200GW differences will need about 800-1000GW more wind and solar capacity to fill the gap, as nuclear plants can run at 90% capacity factor with little or no impact from weather. However, if China manages to accelerate the expansion and integration of solar, wind, and other renewables, then the need for nuclear will be reduced to its lower end, with less pressure on nuclear risks and nuclear waste management.

We will see renewables and nuclear expand hand in hand in the short term to achieve carbon peak and carbon neutrality in the medium and long-term, but the comparative scale will be shaped by the changing political economy of those technologies.