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Nuclear will continue to go sideways while solar and wind continue to go parabolic. The reasons are a) technological and then b) NIMBY-ism and local regulation. The critical question, as this continues for a while, is when the marginal cost of solar and wind becomes effectively zero (next few years), and the ramp up time for a new MW then also becomes zero what the economics, energy density and time to market of nuclear will have to be to remain competitive. In other words, when will far-field nuclear (ie solar) eat near-field nuclear (ie SMRs and such).

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Solar and wind now both individually generate more electricity than nuclear. https://t.co/lGNCR4VfoL

JessePeltan ↗
Library as of 2026-10-24