WEBVTT

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[SQUEAKING]

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[RUSTLING]

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[CLICKING]

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PROFESSOR: All right, well, it's
11:05, so let's get started.

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So far, we have talked
exclusively about nuclear

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for electrical markets.

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And the problem is
that, in those markets,

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wind and solar have become
so cheap in recent years

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that they've kind of
displaced nuclear.

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That's the bottom line story.

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But there's another market that
nuclear hasn't traditionally

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been in that we ought to
consider if we're thinking

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about decarbonizing all systems,
and that is thermal markets.

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So thermal markets,
which is to say

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that just the
provision of heat to do

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some kind of industrial
process, often a chemical

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process which requires heat, to
either accelerate or initiate

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that reaction,
endothermic reactions.

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These heat sources
typically consume--

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are responsible for
about 50% of emissions

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from the industrial sector.

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So in the
decarbonization effort,

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this is a potentially
large opportunity

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for nuclear, which is, by
its nature, a heat generator.

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So here is this essentially
the situation with nuclear

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when we're making electricity.

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We have some amount of energy
coming out of the nuclear power

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plant, which is thermal energy.

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And then, in a way,
we could price it.

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We know the price
from all these data

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that we have been looking
at for electricity,

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and we can back out
the price for heat

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by dividing by some efficiency.

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And so, in most
reactors, the efficiency

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is somewhere around 30% to
40%, something like that.

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And so this gives us
a price for the seat.

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And what is nice about
that is that if we

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look at the other things,
like wind and solar,

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well, they don't
produce heat ever.

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So you can get heat, but you
do it by resistive heating.

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So for every dollar you spend to
get a megawatt of electricity,

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you get the heat at
exactly the same price

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because resistive
heating is effectively

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100% effective, 100% efficient.

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So there's no economic gain for
wind and solar to provide this.

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And so it turns out
to be fairly expensive

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when we compare it to nuclear.

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So here, nuclear on
the high end is more

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expensive than wind and solar.

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This is, of course,
$130 per megawatt.

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Does anyone remember
what this is?

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This is the Sheiner
calculation, where

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the whole grid is stabilized
with overbuild and storage.

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So this is what is required if
you want to reliably just plug

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in to your wind and solar grid
and run a resistive heater.

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You need something of
this scale to do it.

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We'll talk a little bit
more about that in a moment.

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But that's why I'm
assuming for the price.

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And here's $200 per megawatt
this is your target.

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This is more realistic.

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But even at the
realistic levels,

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you're getting heat at a
cheaper price than what

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wind and solar can do.

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And that's the real win here.

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This is the headline that
you should take away.

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Yeah?

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AUDIENCE: How does this compare
to natural gas-based furnaces,

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for instance?

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PROFESSOR: For pricing?

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So you can do the same
calculation for natural gas.

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And it is cheaper
than nuclear by a lot,

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but it's not carbon-free.

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So the whole idea is all of
these options are carbon-free

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or nearly carbon-free.

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So we're talking about how
do we decarbonize that part

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of the Industrial sector.

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Of course, geothermal
also produces heat.

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It produces a very low-grade
heat that is converted at very

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low efficiency-- by low-grade,
I mean low temperature--

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to electricity.

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And so if you back out,
given its low efficiency,

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you wind up with a super
cheap price for heat.

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But the heat is a cool,
a very cold of heat.

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And that's not necessarily
useful in all kinds

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of resources.

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You can use super heating.

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We'll talk about
that in a moment.

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But most specifically, it's
geographically limited.

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And so this is not,
nuclear is not.

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And so that's where we are
interested in exploring.

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So let's look a little bit more
about this heat market, which

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on the face of it
looks very promising.

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So it has a number of features.

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So the first one is
that generally plants

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that use heat in
industrial processes

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have a high capital cost.

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You have to build this
big refinery or this big--

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there's a lot of
infrastructure in place.

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And the way those
plants make money

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is to operate essentially
all of the time.

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And so they need the
heat to be always on,

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which makes for a
baseload-like load, which

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is a perfect match to nuclear,
which is also a high capital

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cost technology you want
to run all the time.

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So this is a win-win.

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Another thing is that
demand in heat markets

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tends to be intensive
in small points

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but distributed geographically
around legacy heat sources.

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So you'll have a
natural gas pipeline,

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and then you'll find
that a lot of plants

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get built by that pipeline.

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But then you'll also
have something else,

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like a paper mill in
the Pacific Northwest.

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And it burns a lot of
biomass, for example,

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to produce heat, make the paper.

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So there will be this particular
kind of geographic setting,

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which may not be
compatible with, say,

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a grid-based distribution
system, where

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you'd have to bring in and build
a lot of grid infrastructure

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to bring electricity in to
do this grid renewables.

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And the other important thing is
that temperature really matters.

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And so we have to make sure
we differentiate the heat

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market by temperature
to see what we can do.

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So what can nuclear do?

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So traditionally,
for PWRs, we're

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looking at something
like 300 degrees

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C as an outlet temperature.

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And that temperature is
limited in most reactors

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by the departure from
nucleate boiling.

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But there are higher
temperature reactors.

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So the high temperature
graphite reactors--

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these are things like the
x-energy reactors, and the FHR.

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These are things like the Kairos
reactor and the one with the FHR

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that is under development
for [INAUDIBLE] here.

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These things, in principle,
can go to higher temperatures.

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There's a number of things
that limit the temperatures

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of these reactors.

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So fundamentally,
the TRISO particles,

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which are the little
grains of sand in the fuel,

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those things are theoretically
capable of 1,600 degrees C

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before they begin to decompose.

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And then because the particles
are not perfectly made,

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you have some safety margin that
brings it down to 1,200 degrees

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C.

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But then your max temperature--
so that's your maximum fuel

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temperature for safety-- but
your maximum temperature is not

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going to be the same thing as
your maximum outlet temperature.

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So you have some kind
of temperature gradient

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across the core.

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And so typically, an
in-core fuel temperature

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at the edge of the fuel
will typically be around

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like 950 degrees C.
And that will give you

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an outlet temperature of
around, say, 750 degrees C.

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And this all just because of
method of resistors and so on.

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The outlet temperature
tends to be

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limited by things
like the bypass gas

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that you use to cool
the core structurals

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and things like this.

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And if you raise that
temperature too much,

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what you find is that you begin
to get creep in the structurals.

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So this is one of the reasons
why the Kairos reactor, which

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is a salt-cooled
FHR type reactor,

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is currently expected to
have a lifetime of really

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only about four years unless
they change the material.

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Currently, the material is 316h.

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And creep from that material
at these temperatures

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basically limits the lifetime,
which, of course, drives up

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the capital cost
for the reactor.

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So pushing the temperature
margins too high

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is a problematic for a
variety of these reasons.

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Then there are some
other things in HTGRs.

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These are the gas-cooled,
helium-cooled reactors.

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You have some-- I mentioned
this, in helium-cooled ones,

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you can get these hot spots
on pebble bed reactors

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because as neutronics is
ultimately a stochastic process.

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So you have some
excess reactivity

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in one spot, which
disproportionately heats up

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the gas, which reduces
its density, which

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reduces its cooling power.

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And also, helium has this effect
where so, suddenly, it forms

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this hotspot in the reactor.

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And so when you deal
with that kind of stuff,

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you have to put more
margin into the reactor

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and limit the total temperature.

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And so there's additional
constraints there.

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You could, in principle, for the
structural parts, the reactor,

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which undergo creep,
you could start

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thinking about alloys that are
capable of higher temperatures.

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There are such alloys.

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But typically, these
alloys involve nickel.

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And the problem with nickel
is that it transmutes

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in the reactor, and it makes
the structures very radioactive.

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So typically, we
try to avoid nickel.

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Not only does it make
it just radioactive,

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but that radiation also
causes the in-growth

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of helium embrittlement
and things like this.

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So there are all sorts
of structural issues.

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You could do isotopic
separation on the nickel

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to try to fix that problem, but
then the cost of those alloys

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get extremely expensive.

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We're talking $25 per
gram or something.

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So right now, the
materials issues

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are really what are limiting
these high temperature reactors.

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So that's just a bit
of insight to say

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that if you really want to look
at pushing these numbers so

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that nuclear has really high
temperatures, which makes

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it really interesting
for heat markets,

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it's a materials problem.

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And you could go do
research in materials group.

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Finally, there are
some other things

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beyond materials that could
potentially be issues.

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I mentioned that the TRISO
particles are in principle good

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to 1,600 degrees C, but there's
some data to suggest that

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certain fission products,
particularly strontium

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and europium, somehow diffuse
through the TRISO layers

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a little bit more rapidly
than we would like.

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It's not exactly clear if
that problem is solved or not.

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I think that it's
still some open science

00:11:39.790 --> 00:11:42.250 align:middle line:90%
questions on that front.

00:11:42.250 --> 00:11:46.330 align:middle line:84%
So we could also run
into fuel-related issues

00:11:46.330 --> 00:11:47.490 align:middle line:90%
if we go too high.

00:11:47.490 --> 00:11:49.930 align:middle line:84%
But for now, this
issue is really

00:11:49.930 --> 00:11:55.130 align:middle line:84%
an issue of finding metal
alloys that are compatible

00:11:55.130 --> 00:11:57.250 align:middle line:84%
with nuclear,
meaning low nickel,

00:11:57.250 --> 00:12:00.310 align:middle line:84%
but which also don't creep
at high temperatures.

00:12:00.310 --> 00:12:03.490 align:middle line:84%
And that's really what limits
our ability to go higher.

00:12:03.490 --> 00:12:06.370 align:middle line:84%
People have talked about these
very high-temperature graphite

00:12:06.370 --> 00:12:08.770 align:middle line:90%
reactors and so on.

00:12:08.770 --> 00:12:10.770 align:middle line:84%
But again, the
long-term viability

00:12:10.770 --> 00:12:13.950 align:middle line:84%
of these reactor concepts
is very much in question.

00:12:13.950 --> 00:12:18.290 align:middle line:84%
So I consider this
stuff to be not--

00:12:18.290 --> 00:12:20.750 align:middle line:84%
sure, you could build a
prototype demonstration,

00:12:20.750 --> 00:12:23.010 align:middle line:84%
but it's not going to be
economically viable because

00:12:23.010 --> 00:12:24.390 align:middle line:90%
of materials lifetime.

00:12:24.390 --> 00:12:28.770 align:middle line:84%
So this is kind of where I'm
putting my limit for nuclear

00:12:28.770 --> 00:12:31.850 align:middle line:90%
with current technologies.

00:12:31.850 --> 00:12:36.090 align:middle line:84%
So some processes, that's
plenty good-- we'll

00:12:36.090 --> 00:12:40.130 align:middle line:84%
talk about that in a second,
how hot do we need to go.

00:12:40.130 --> 00:12:42.980 align:middle line:84%
But this doesn't actually
limit us all that much.

00:12:42.980 --> 00:12:44.840 align:middle line:84%
And the reason is
because we can still

00:12:44.840 --> 00:12:46.895 align:middle line:90%
do what's called superheat.

00:12:46.895 --> 00:12:48.520 align:middle line:84%
And so what you can
do is here's your--

00:12:48.520 --> 00:12:50.620 align:middle line:90%
you can do it in multiple ways.

00:12:50.620 --> 00:12:53.080 align:middle line:84%
You get some baseline
heat, somewhere between 300

00:12:53.080 --> 00:12:57.240 align:middle line:84%
if you're PWR and 700
if you're, say, an HTGR,

00:12:57.240 --> 00:12:59.300 align:middle line:90%
all coming from nuclear.

00:12:59.300 --> 00:13:03.480 align:middle line:84%
And then either you burn
some additional fossil fuel

00:13:03.480 --> 00:13:07.800 align:middle line:84%
and make it hotter, or you use
some extra resistive heating

00:13:07.800 --> 00:13:10.200 align:middle line:90%
and make it hotter.

00:13:10.200 --> 00:13:12.500 align:middle line:84%
And what is the
bottom one I forget?

00:13:12.500 --> 00:13:14.560 align:middle line:84%
Oh, you can use
heat pumps, which

00:13:14.560 --> 00:13:19.920 align:middle line:84%
is a little bit fancy
high capital cost.

00:13:19.920 --> 00:13:24.160 align:middle line:84%
So there are these ways of
making your working fluid hotter

00:13:24.160 --> 00:13:25.920 align:middle line:90%
than the outlet temperature.

00:13:25.920 --> 00:13:33.280 align:middle line:84%
Of course, this changes your
cost and/or carbon footprint.

00:13:33.280 --> 00:13:36.260 align:middle line:84%
So obviously, if you burn
fossil fuel to get hotter,

00:13:36.260 --> 00:13:38.620 align:middle line:90%
you're going to have some CO2.

00:13:38.620 --> 00:13:40.300 align:middle line:84%
Or if you use
electricity, now you

00:13:40.300 --> 00:13:42.460 align:middle line:84%
need to find cheap
electricity, and that

00:13:42.460 --> 00:13:48.180 align:middle line:90%
can cause the cost to go up.

00:13:48.180 --> 00:13:52.340 align:middle line:84%
I said reduces cost a
little, nuclear up to 2/3.

00:13:52.340 --> 00:13:56.900 align:middle line:84%
Oh I see, this is to say that
during versus the nuclear

00:13:56.900 --> 00:14:02.020 align:middle line:84%
reduces the costs of having
a pure resistive is what that

00:14:02.020 --> 00:14:05.500 align:middle line:84%
means-- having a pure resistive
heat of 1,000 because you

00:14:05.500 --> 00:14:09.740 align:middle line:84%
provided roughly, say, 1/3 to
2/3 of that from nuclear heat,

00:14:09.740 --> 00:14:12.280 align:middle line:84%
which has a lower
per-heat unit heat cost.

00:14:12.280 --> 00:14:12.780 align:middle line:90%
Yeah?

00:14:12.780 --> 00:14:15.363 align:middle line:84%
AUDIENCE: These concepts that
use heat from nuclear reactors--

00:14:15.363 --> 00:14:18.007 align:middle line:84%
how is heat typically
transferred over long distances?

00:14:18.007 --> 00:14:20.340 align:middle line:84%
PROFESSOR: This is a good
question that I haven't really

00:14:20.340 --> 00:14:21.640 align:middle line:90%
investigated too much.

00:14:21.640 --> 00:14:25.160 align:middle line:84%
Often, it's steam
in many systems,

00:14:25.160 --> 00:14:27.920 align:middle line:84%
but one of the challenges
that we will face,

00:14:27.920 --> 00:14:30.200 align:middle line:84%
and I will mention
this in a few minutes,

00:14:30.200 --> 00:14:33.740 align:middle line:84%
is that we might have to do
more distribution than we

00:14:33.740 --> 00:14:34.860 align:middle line:90%
conventionally do.

00:14:34.860 --> 00:14:38.720 align:middle line:84%
So with gas, you can pump
the gas right into something

00:14:38.720 --> 00:14:43.040 align:middle line:84%
and then burn it underneath
some vat of stuff

00:14:43.040 --> 00:14:45.040 align:middle line:90%
that you're trying to heat up.

00:14:45.040 --> 00:14:47.720 align:middle line:84%
Whereas if your nuclear is
somewhere else on the site,

00:14:47.720 --> 00:14:51.280 align:middle line:84%
and you have to pump that
heat hundreds of meters,

00:14:51.280 --> 00:14:55.080 align:middle line:84%
I don't know how much the
losses come into play.

00:14:55.080 --> 00:14:57.080 align:middle line:84%
So I'll mention that
again in a moment--

00:14:57.080 --> 00:14:58.660 align:middle line:90%
I've got a slide about that.

00:14:58.660 --> 00:15:01.320 align:middle line:90%


00:15:01.320 --> 00:15:02.320 align:middle line:90%
So these are all--

00:15:02.320 --> 00:15:04.060 align:middle line:90%
we call these topping cycles.

00:15:04.060 --> 00:15:06.240 align:middle line:84%
And they can be added
at various costs

00:15:06.240 --> 00:15:11.440 align:middle line:84%
to get us in to make use of
nuclear in advantageous heat.

00:15:11.440 --> 00:15:15.420 align:middle line:84%
So let's look at how much
you need at each temperature.

00:15:15.420 --> 00:15:18.920 align:middle line:84%
That's kind of where we
start to get to realities.

00:15:18.920 --> 00:15:22.400 align:middle line:90%
So this is a plot from NREL.

00:15:22.400 --> 00:15:25.120 align:middle line:84%
They have, as a
function of temperature,

00:15:25.120 --> 00:15:27.300 align:middle line:84%
the cumulative
energy consumption.

00:15:27.300 --> 00:15:30.120 align:middle line:84%
And we see that enormous
amount actually does

00:15:30.120 --> 00:15:32.780 align:middle line:90%
get used at low temperatures.

00:15:32.780 --> 00:15:37.850 align:middle line:84%
You can see there's not really
a lot of contrast on this spot,

00:15:37.850 --> 00:15:42.870 align:middle line:84%
but there is a line here
that you can barely see.

00:15:42.870 --> 00:15:46.230 align:middle line:84%
And this is to say that
temperatures below here, which

00:15:46.230 --> 00:15:50.390 align:middle line:84%
is this blue dot, this
region up to about

00:15:50.390 --> 00:15:54.610 align:middle line:84%
the bottom of this pink box,
this is basically so cool.

00:15:54.610 --> 00:15:56.730 align:middle line:84%
You can do this stuff
with just waste heat.

00:15:56.730 --> 00:16:01.910 align:middle line:84%
There's all kinds of industrial
processes that produce heat that

00:16:01.910 --> 00:16:05.310 align:middle line:84%
we just try to dump into the air
that you couldn't-- you could

00:16:05.310 --> 00:16:06.690 align:middle line:90%
get in a particular setup.

00:16:06.690 --> 00:16:09.270 align:middle line:84%
You could reuse, for
example, to drive paper

00:16:09.270 --> 00:16:10.570 align:middle line:90%
coming out of your paper mill.

00:16:10.570 --> 00:16:13.830 align:middle line:84%
You don't need high
quality heat to do that.

00:16:13.830 --> 00:16:18.010 align:middle line:84%
So that's roughly a
third of consumption,

00:16:18.010 --> 00:16:19.235 align:middle line:90%
something like that.

00:16:19.235 --> 00:16:21.110 align:middle line:84%
After that, you get into
heat that you really

00:16:21.110 --> 00:16:22.930 align:middle line:90%
need to generate.

00:16:22.930 --> 00:16:28.430 align:middle line:84%
And between here and
here, we get-- let's see.

00:16:28.430 --> 00:16:32.848 align:middle line:90%
This pink area is--

00:16:32.848 --> 00:16:37.850 align:middle line:84%
notice, this yellow area,
which, again you can't see,

00:16:37.850 --> 00:16:43.530 align:middle line:84%
which goes up to
roughly here, is

00:16:43.530 --> 00:16:46.270 align:middle line:84%
what is good for PWR
or hot geothermal,

00:16:46.270 --> 00:16:50.970 align:middle line:84%
something like up to 300
degrees C. So that would be 300,

00:16:50.970 --> 00:16:52.370 align:middle line:90%
something like that.

00:16:52.370 --> 00:16:56.050 align:middle line:84%
And that gets you
up to 800 terra BTU,

00:16:56.050 --> 00:17:00.990 align:middle line:84%
which is something
like 2/3 of the energy.

00:17:00.990 --> 00:17:03.570 align:middle line:84%
So actually,
conventional nuclear

00:17:03.570 --> 00:17:06.390 align:middle line:90%
does a big chunk of that.

00:17:06.390 --> 00:17:09.490 align:middle line:84%
And then, if you can get
to high temperature nuclear

00:17:09.490 --> 00:17:13.170 align:middle line:84%
with these specialties, you can
pick up a little bit of extra.

00:17:13.170 --> 00:17:15.730 align:middle line:84%
But you see the high
temperature stuff isn't--

00:17:15.730 --> 00:17:19.210 align:middle line:84%
it does buy you more,
but it doesn't buy you

00:17:19.210 --> 00:17:21.849 align:middle line:84%
enormous amount
more of the market

00:17:21.849 --> 00:17:25.430 align:middle line:84%
unless temperature losses
become really important.

00:17:25.430 --> 00:17:29.495 align:middle line:84%
So even without solving
these material problems

00:17:29.495 --> 00:17:30.870 align:middle line:84%
in dealing with
high temperature,

00:17:30.870 --> 00:17:33.010 align:middle line:84%
it's still a pretty
decent market.

00:17:33.010 --> 00:17:35.240 align:middle line:84%
And then, to go
above that, you'll

00:17:35.240 --> 00:17:38.840 align:middle line:84%
need a nuclear plus some
kind of topping cycle.

00:17:38.840 --> 00:17:40.880 align:middle line:84%
And there are some
of those things.

00:17:40.880 --> 00:17:47.360 align:middle line:84%
So this is what the market
looks like in total.

00:17:47.360 --> 00:17:53.200 align:middle line:84%
So the consumption-- there are
some caveats on this graph.

00:17:53.200 --> 00:17:56.600 align:middle line:84%
The first caveat
is not all of these

00:17:56.600 --> 00:18:01.960 align:middle line:84%
are currently using sources
of heat which produce CO2.

00:18:01.960 --> 00:18:06.960 align:middle line:84%
So some of this demand
will not be obtainable

00:18:06.960 --> 00:18:09.920 align:middle line:84%
using nuclear,
things like biomass.

00:18:09.920 --> 00:18:12.760 align:middle line:84%
It makes no sense to displace
biomass sources of heat

00:18:12.760 --> 00:18:15.720 align:middle line:84%
because you're not getting
anything from a climate change

00:18:15.720 --> 00:18:18.360 align:middle line:90%
perspective.

00:18:18.360 --> 00:18:22.040 align:middle line:84%
I guess the other thing is that
the market size between 700

00:18:22.040 --> 00:18:30.480 align:middle line:84%
and 1,000 is pretty small, and
that suggests that people--

00:18:30.480 --> 00:18:32.780 align:middle line:84%
I've suggested using
a topping cycle,

00:18:32.780 --> 00:18:35.580 align:middle line:84%
but some people will say,
well, why don't we just design

00:18:35.580 --> 00:18:38.300 align:middle line:84%
a very high-temperature graphite
reactor or something like that

00:18:38.300 --> 00:18:39.540 align:middle line:90%
to do this?

00:18:39.540 --> 00:18:42.660 align:middle line:84%
And if you just calculate how
much extra you're getting,

00:18:42.660 --> 00:18:47.300 align:middle line:84%
that's something like 13 thermal
gigawatts, which would be,

00:18:47.300 --> 00:18:49.500 align:middle line:84%
if we think in conventional
reactor senses,

00:18:49.500 --> 00:18:53.780 align:middle line:90%
as five full-size reactors.

00:18:53.780 --> 00:18:56.140 align:middle line:84%
That's not sufficiently
large market

00:18:56.140 --> 00:19:00.900 align:middle line:84%
to justify the development
and licensing of a totally

00:19:00.900 --> 00:19:03.140 align:middle line:84%
new ultra-high-temperature
reactor.

00:19:03.140 --> 00:19:05.420 align:middle line:84%
It's just not a
big enough market.

00:19:05.420 --> 00:19:07.940 align:middle line:84%
So the topping cycle
is almost certainly

00:19:07.940 --> 00:19:11.400 align:middle line:90%
going to be the way to go.

00:19:11.400 --> 00:19:16.300 align:middle line:84%
So, as it turns out,
50% of the heat market

00:19:16.300 --> 00:19:22.980 align:middle line:84%
actually uses what I would call
nondebatable sources of heat.

00:19:22.980 --> 00:19:26.460 align:middle line:84%
That is to say biomass
waste generation and so on.

00:19:26.460 --> 00:19:29.660 align:middle line:84%
But that still leaves a
relatively large market size

00:19:29.660 --> 00:19:33.960 align:middle line:84%
about 92 thermal gigawatts,
which is roughly a third

00:19:33.960 --> 00:19:36.680 align:middle line:84%
of the current
electrical fleet of four

00:19:36.680 --> 00:19:40.560 align:middle line:84%
nuclear reactors in the
United States to be built.

00:19:40.560 --> 00:19:43.460 align:middle line:84%
Now, if we built
them at full size,

00:19:43.460 --> 00:19:45.120 align:middle line:84%
that means we're
building something

00:19:45.120 --> 00:19:48.520 align:middle line:84%
like 30 reactors, which
is not that interesting,

00:19:48.520 --> 00:19:51.340 align:middle line:84%
but we will not be building
these things at full size.

00:19:51.340 --> 00:19:53.420 align:middle line:84%
We'd be building much
smaller reactors.

00:19:53.420 --> 00:19:55.300 align:middle line:84%
And so there will be
many more reactors.

00:19:55.300 --> 00:19:59.280 align:middle line:84%
And when the numbers go up,
things look more promising.

00:19:59.280 --> 00:20:02.760 align:middle line:84%
Also, this heat market
that uses mostly

00:20:02.760 --> 00:20:06.760 align:middle line:90%
waste heat, that is typically--

00:20:06.760 --> 00:20:09.520 align:middle line:84%
a lot of that is in here,
stuff that we wouldn't we

00:20:09.520 --> 00:20:11.260 align:middle line:84%
weren't really
talking about anyway.

00:20:11.260 --> 00:20:17.040 align:middle line:90%


00:20:17.040 --> 00:20:18.440 align:middle line:90%
I'm going too fast.

00:20:18.440 --> 00:20:22.280 align:middle line:84%
I'm going to run out
of lecture content.

00:20:22.280 --> 00:20:28.820 align:middle line:84%
So here is my estimate
for what can be done.

00:20:28.820 --> 00:20:32.090 align:middle line:84%
What I've done is I've
gone through all of the--

00:20:32.090 --> 00:20:35.910 align:middle line:90%


00:20:35.910 --> 00:20:42.350 align:middle line:84%
the Energy Department,
it tabulates by category

00:20:42.350 --> 00:20:44.690 align:middle line:84%
all sorts of
different heat users.

00:20:44.690 --> 00:20:46.510 align:middle line:84%
And I've gone
through all of them.

00:20:46.510 --> 00:20:48.910 align:middle line:84%
And what I've done
is I've calculated

00:20:48.910 --> 00:20:50.590 align:middle line:90%
the total amount of heat.

00:20:50.590 --> 00:20:53.430 align:middle line:84%
I've estimated the
nonwaste fraction

00:20:53.430 --> 00:20:55.210 align:middle line:90%
of heat used in that process.

00:20:55.210 --> 00:20:57.850 align:middle line:84%
So some of these
processes will have,

00:20:57.850 --> 00:20:59.710 align:middle line:90%
for example, petroleum refining.

00:20:59.710 --> 00:21:03.110 align:middle line:90%
They have gases that they vent.

00:21:03.110 --> 00:21:05.190 align:middle line:84%
And then that can
be a source of heat

00:21:05.190 --> 00:21:09.670 align:middle line:84%
that they can recycle
into their process.

00:21:09.670 --> 00:21:13.710 align:middle line:84%
And then I have a
characteristic temperature.

00:21:13.710 --> 00:21:17.687 align:middle line:84%
A little bit more is
hidden behind this number.

00:21:17.687 --> 00:21:19.270 align:middle line:84%
Often, there are
multiple temperatures

00:21:19.270 --> 00:21:20.730 align:middle line:84%
that have to be
taken into account,

00:21:20.730 --> 00:21:23.790 align:middle line:84%
and you average them
together, and then

00:21:23.790 --> 00:21:26.070 align:middle line:84%
you can back out a
characteristic temperature that

00:21:26.070 --> 00:21:32.610 align:middle line:84%
describes, essentially, how much
of that can come from nuclear.

00:21:32.610 --> 00:21:35.770 align:middle line:84%
The temp fraction
is a variable that

00:21:35.770 --> 00:21:41.370 align:middle line:84%
is 1 if the
temperature required is

00:21:41.370 --> 00:21:44.490 align:middle line:84%
under 600 degrees C,
which is to say all of it

00:21:44.490 --> 00:21:46.730 align:middle line:90%
can be serviced by nuclear.

00:21:46.730 --> 00:21:49.330 align:middle line:84%
And as you go above
600 degrees C,

00:21:49.330 --> 00:21:53.170 align:middle line:84%
it goes down depending on the
amount of superheat that needs

00:21:53.170 --> 00:21:54.970 align:middle line:90%
to come from other sources.

00:21:54.970 --> 00:21:57.850 align:middle line:84%
So this gives you
the amount of heat--

00:21:57.850 --> 00:21:59.750 align:middle line:84%
when you multiply
it by the fraction,

00:21:59.750 --> 00:22:01.650 align:middle line:84%
it gives you the
amount of heat that you

00:22:01.650 --> 00:22:04.730 align:middle line:90%
can service with nuclear.

00:22:04.730 --> 00:22:06.590 align:middle line:84%
So that's how you get
to nuclear gigawatts

00:22:06.590 --> 00:22:09.210 align:middle line:84%
possible, and then here's
the number of sites.

00:22:09.210 --> 00:22:13.170 align:middle line:84%
And then I divide the heat
from nuclear gigawatt thermal

00:22:13.170 --> 00:22:14.190 align:middle line:90%
by the sites.

00:22:14.190 --> 00:22:21.090 align:middle line:84%
And I get the average heat
per site in megawatts.

00:22:21.090 --> 00:22:26.480 align:middle line:84%
So I've also removed a couple
of big source users of heat

00:22:26.480 --> 00:22:28.240 align:middle line:90%
in this chart.

00:22:28.240 --> 00:22:32.920 align:middle line:84%
This adds up to 104
gigawatt thermal.

00:22:32.920 --> 00:22:36.143 align:middle line:84%
But if you google around and you
ask, what is the industrial heat

00:22:36.143 --> 00:22:37.560 align:middle line:84%
usage in the United
States, you'll

00:22:37.560 --> 00:22:40.560 align:middle line:84%
find it's closer to 180
gigawatts [INAUDIBLE].

00:22:40.560 --> 00:22:42.040 align:middle line:90%
What have I removed?

00:22:42.040 --> 00:22:46.680 align:middle line:84%
I removed refining of
petroleum solely for purposes

00:22:46.680 --> 00:22:50.880 align:middle line:84%
of producing liquid
transportation fuels because,

00:22:50.880 --> 00:22:55.880 align:middle line:84%
in a decarbonizing world,
arguably, that all goes away.

00:22:55.880 --> 00:22:59.740 align:middle line:84%
So you'll still have petroleum
refining for plastics,

00:22:59.740 --> 00:23:02.280 align:middle line:84%
but that's in here
under petrochemicals.

00:23:02.280 --> 00:23:04.860 align:middle line:84%
So I've taken the
transportation fuels out.

00:23:04.860 --> 00:23:07.620 align:middle line:84%
Now we are interested in
replacing that with biofuels,

00:23:07.620 --> 00:23:11.000 align:middle line:84%
but we're going to talk
about that separately.

00:23:11.000 --> 00:23:17.360 align:middle line:84%
And I removed the production of
corn ethanol as a 10% additive

00:23:17.360 --> 00:23:23.380 align:middle line:84%
to gasoline, which also
uses a lot of heat,

00:23:23.380 --> 00:23:29.260 align:middle line:84%
and almost all of that
ethanol, like 98%-99% of it,

00:23:29.260 --> 00:23:32.260 align:middle line:84%
is used for
transportation fuels.

00:23:32.260 --> 00:23:33.920 align:middle line:90%
So that has also been taken out.

00:23:33.920 --> 00:23:38.660 align:middle line:84%
When you take that out,
this drops from 180 to 104.

00:23:38.660 --> 00:23:40.580 align:middle line:84%
There's also a few
tiny categories

00:23:40.580 --> 00:23:42.980 align:middle line:84%
that are just not
in here because it's

00:23:42.980 --> 00:23:44.820 align:middle line:90%
too small to matter.

00:23:44.820 --> 00:23:46.620 align:middle line:90%
So what do we see?

00:23:46.620 --> 00:23:50.400 align:middle line:84%
Well, iron and steel is
the most interesting.

00:23:50.400 --> 00:23:53.620 align:middle line:84%
It particularly is a
high temperature process.

00:23:53.620 --> 00:23:56.900 align:middle line:84%
But we could have some kind of
super heat, electric super heat

00:23:56.900 --> 00:23:57.740 align:middle line:90%
maybe.

00:23:57.740 --> 00:24:02.860 align:middle line:84%
And it's also an industry that
is fairly well-consolidated.

00:24:02.860 --> 00:24:07.060 align:middle line:84%
So these are ordered by
which ones have the highest

00:24:07.060 --> 00:24:09.260 align:middle line:84%
per-site usage
and, therefore, are

00:24:09.260 --> 00:24:13.100 align:middle line:84%
most compatible with a
nuclear reactor being on site.

00:24:13.100 --> 00:24:16.500 align:middle line:84%
And you go down from there--
ammonia, paper, nonethanol corn

00:24:16.500 --> 00:24:19.060 align:middle line:84%
milling, glass
products, chlor-alkali,

00:24:19.060 --> 00:24:22.050 align:middle line:84%
cement/lime production,
and so on and so forth.

00:24:22.050 --> 00:24:29.210 align:middle line:84%
And many of these things are
in the tens of megawatts.

00:24:29.210 --> 00:24:33.330 align:middle line:84%
So you might imagine
designing a reactor that

00:24:33.330 --> 00:24:35.250 align:middle line:90%
is, say, 10 megawatts thermal.

00:24:35.250 --> 00:24:37.750 align:middle line:84%
Equivalent would be about
three megawatt electric,

00:24:37.750 --> 00:24:41.170 align:middle line:84%
which would be basically a
nuclear battery size thing.

00:24:41.170 --> 00:24:43.810 align:middle line:90%
And you would probably have--

00:24:43.810 --> 00:24:46.910 align:middle line:84%
if you had this plant
that needed 12 megawatts,

00:24:46.910 --> 00:24:48.930 align:middle line:84%
you probably have
two of them there.

00:24:48.930 --> 00:24:50.810 align:middle line:84%
And you would take
the excess energy,

00:24:50.810 --> 00:24:52.590 align:middle line:84%
and you would produce
electricity with it,

00:24:52.590 --> 00:24:53.930 align:middle line:90%
sell it back to the grid.

00:24:53.930 --> 00:24:56.510 align:middle line:84%
But you would have two so
that if one of them went down,

00:24:56.510 --> 00:24:59.290 align:middle line:84%
you would always be able to keep
that plant running, something

00:24:59.290 --> 00:25:03.010 align:middle line:84%
like that-- two or three,
something like this.

00:25:03.010 --> 00:25:07.210 align:middle line:84%
Now one of the problems
with doing this division

00:25:07.210 --> 00:25:14.090 align:middle line:84%
is that it's not the case that
plants have the average size.

00:25:14.090 --> 00:25:15.990 align:middle line:84%
There's some power
law distribution.

00:25:15.990 --> 00:25:18.410 align:middle line:84%
There's some plants that
will use [INAUDIBLE],

00:25:18.410 --> 00:25:23.590 align:middle line:84%
some glass plants that will
use way more than 25 megawatts,

00:25:23.590 --> 00:25:26.770 align:middle line:84%
hundreds of megawatts because
they're the largest producer.

00:25:26.770 --> 00:25:29.830 align:middle line:84%
And there will be tons of
tiny little glass plants that

00:25:29.830 --> 00:25:30.930 align:middle line:90%
use just a little bit.

00:25:30.930 --> 00:25:34.390 align:middle line:84%
And those are not really
available using nuclear.

00:25:34.390 --> 00:25:38.470 align:middle line:84%
So the size of the
optimal reactor size

00:25:38.470 --> 00:25:40.450 align:middle line:84%
will probably be a
couple of reactors,

00:25:40.450 --> 00:25:43.670 align:middle line:84%
maybe one in 100 megawatt range
and one in the 10 megawatt

00:25:43.670 --> 00:25:45.630 align:middle line:90%
range, something like that.

00:25:45.630 --> 00:25:47.290 align:middle line:84%
But you can have
too many reactors,

00:25:47.290 --> 00:25:51.190 align:middle line:84%
otherwise you don't have
enough reactors being made.

00:25:51.190 --> 00:25:56.150 align:middle line:84%
So at the end of
the day, we're still

00:25:56.150 --> 00:26:00.110 align:middle line:84%
talking about about
60 gigawatts of power

00:26:00.110 --> 00:26:03.430 align:middle line:84%
that can be potentially
abated with nuclear.

00:26:03.430 --> 00:26:08.810 align:middle line:84%
And if I divide, say,
60 gigawatts of nuclear,

00:26:08.810 --> 00:26:19.630 align:middle line:84%
but I was going to propose
that we ignore these 60, 50--

00:26:19.630 --> 00:26:25.150 align:middle line:90%


00:26:25.150 --> 00:26:28.890 align:middle line:84%
So in a prior calculation,
I'm not actually

00:26:28.890 --> 00:26:31.028 align:middle line:84%
sure if this is
recently updated--

00:26:31.028 --> 00:26:31.570 align:middle line:90%
I'm not sure.

00:26:31.570 --> 00:26:33.870 align:middle line:84%
In part calculation,
what i did is I said,

00:26:33.870 --> 00:26:36.770 align:middle line:84%
well, let's put a cutoff here
and say that these industries

00:26:36.770 --> 00:26:40.370 align:middle line:84%
are maybe too small
in terms of per

00:26:40.370 --> 00:26:43.610 align:middle line:90%
site usage to justify nuclear.

00:26:43.610 --> 00:26:46.650 align:middle line:84%
And then when I did
that previously,

00:26:46.650 --> 00:26:52.050 align:middle line:84%
I got 24 gigawatts of
heat that was actually

00:26:52.050 --> 00:26:55.290 align:middle line:84%
used in sufficient intensities
that you could probably

00:26:55.290 --> 00:26:57.450 align:middle line:90%
put a reactor at the site.

00:26:57.450 --> 00:26:59.250 align:middle line:90%
That's just a rough estimate.

00:26:59.250 --> 00:27:02.770 align:middle line:84%
Let's say it's somewhere between
20 and 60, something like that.

00:27:02.770 --> 00:27:08.410 align:middle line:84%
But we're still talking like
2,000 to 6,000 10-megawatt

00:27:08.410 --> 00:27:12.330 align:middle line:84%
reactors, which is
a lot of reactors.

00:27:12.330 --> 00:27:16.450 align:middle line:84%
And now we're talking really
about factory fabrication.

00:27:16.450 --> 00:27:19.360 align:middle line:84%
I have large numbers
at reasonable rates.

00:27:19.360 --> 00:27:23.800 align:middle line:84%
And that's where things start
to really look promising.

00:27:23.800 --> 00:27:27.800 align:middle line:84%
So I think this is a
real market for nuclear,

00:27:27.800 --> 00:27:30.960 align:middle line:84%
for small kind of
battery-style nuclear,

00:27:30.960 --> 00:27:32.720 align:middle line:84%
especially if they
can get a little bit

00:27:32.720 --> 00:27:35.240 align:middle line:90%
higher temperature and so on.

00:27:35.240 --> 00:27:36.360 align:middle line:90%
Yep?

00:27:36.360 --> 00:27:38.020 align:middle line:84%
AUDIENCE: Whenever you adjust
for nomenclature purposes,

00:27:38.020 --> 00:27:39.260 align:middle line:84%
whenever you refer
to nuclear battery,

00:27:39.260 --> 00:27:40.468 align:middle line:90%
you talk about microreactors?

00:27:40.468 --> 00:27:43.150 align:middle line:84%
Are you talking about
just pure decay?

00:27:43.150 --> 00:27:44.900 align:middle line:84%
PROFESSOR: No, I'm not
talking decay heat.

00:27:44.900 --> 00:27:46.360 align:middle line:90%
I'm talking microreactors.

00:27:46.360 --> 00:27:47.057 align:middle line:90%
Yeah, sorry.

00:27:47.057 --> 00:27:48.140 align:middle line:90%
AUDIENCE: Oh, you're good.

00:27:48.140 --> 00:27:50.390 align:middle line:84%
PROFESSOR: Yeah, I'm talking
little microreactors that

00:27:50.390 --> 00:27:53.760 align:middle line:84%
are basically remotely-operated
or automatically

00:27:53.760 --> 00:27:57.440 align:middle line:84%
computer-operated that
you can drop into a site

00:27:57.440 --> 00:27:59.920 align:middle line:84%
and you don't need to have
a whole infrastructure

00:27:59.920 --> 00:28:03.280 align:middle line:90%
to run the reactor.

00:28:03.280 --> 00:28:03.792 align:middle line:90%
Yeah?

00:28:03.792 --> 00:28:05.500 align:middle line:84%
AUDIENCE: --sites tend
to be distributed,

00:28:05.500 --> 00:28:08.840 align:middle line:84%
or do they tend to congregate
in an industrial park

00:28:08.840 --> 00:28:12.180 align:middle line:84%
where you could have
higher usage per site?

00:28:12.180 --> 00:28:16.460 align:middle line:84%
PROFESSOR: Yeah,
so industrial parks

00:28:16.460 --> 00:28:20.260 align:middle line:84%
are an idea that
have been proposed.

00:28:20.260 --> 00:28:23.460 align:middle line:84%
The idea, the reason for
this is because if you

00:28:23.460 --> 00:28:25.660 align:middle line:84%
have a large
industrial park, then

00:28:25.660 --> 00:28:28.340 align:middle line:84%
you could actually
use larger reactors.

00:28:28.340 --> 00:28:31.020 align:middle line:84%
And so now your economies
of scale that we talked

00:28:31.020 --> 00:28:33.180 align:middle line:90%
about earlier are solved.

00:28:33.180 --> 00:28:36.220 align:middle line:84%
The problem with the
industrial park idea

00:28:36.220 --> 00:28:38.820 align:middle line:84%
is you have to ask
questions like,

00:28:38.820 --> 00:28:42.660 align:middle line:84%
could you really
colocate a paper mill

00:28:42.660 --> 00:28:45.160 align:middle line:84%
that is taking wood
pulp coming out of, say,

00:28:45.160 --> 00:28:47.300 align:middle line:84%
the Pacific Northwest,
United States,

00:28:47.300 --> 00:28:49.680 align:middle line:84%
and colocated with
an oil refinery?

00:28:49.680 --> 00:28:54.020 align:middle line:84%
So that takes crude coming
out of the Gulf of Mexico.

00:28:54.020 --> 00:28:57.380 align:middle line:84%
Maybe you could, but now you
have to move those plants,

00:28:57.380 --> 00:28:59.600 align:middle line:84%
and there's a lot of
transportation involved,

00:28:59.600 --> 00:29:01.560 align:middle line:90%
and we'd have to look into it.

00:29:01.560 --> 00:29:07.800 align:middle line:84%
Or could you take
concrete production

00:29:07.800 --> 00:29:10.380 align:middle line:84%
of limestone, which comes
out of the Northeast,

00:29:10.380 --> 00:29:15.610 align:middle line:84%
and combine it with corn milling
that makes corn syrup, which

00:29:15.610 --> 00:29:17.970 align:middle line:90%
comes out of Iowa?

00:29:17.970 --> 00:29:22.090 align:middle line:84%
These are the types of questions
you would have to be looking at.

00:29:22.090 --> 00:29:24.970 align:middle line:84%
There are two problems with
the industrial park idea.

00:29:24.970 --> 00:29:28.410 align:middle line:84%
One is, in principle,
it could be done,

00:29:28.410 --> 00:29:32.490 align:middle line:84%
but you'd have to get
all these plants to move

00:29:32.490 --> 00:29:33.870 align:middle line:90%
their base of operations.

00:29:33.870 --> 00:29:36.330 align:middle line:84%
Even if the transportation
costs weren't problematic,

00:29:36.330 --> 00:29:39.650 align:middle line:84%
you'd have to get them to
move their base of operations

00:29:39.650 --> 00:29:41.530 align:middle line:90%
kind of simultaneously.

00:29:41.530 --> 00:29:43.770 align:middle line:84%
And that's going to be
tough because there's

00:29:43.770 --> 00:29:45.980 align:middle line:84%
large capital investments
there and infrastructure

00:29:45.980 --> 00:29:47.730 align:middle line:84%
and people and everything,
and they're not

00:29:47.730 --> 00:29:49.490 align:middle line:90%
going to easily move.

00:29:49.490 --> 00:29:51.770 align:middle line:84%
So this might be something
that works on something

00:29:51.770 --> 00:29:55.330 align:middle line:84%
like a centrally-planned
economy, where China, which

00:29:55.330 --> 00:29:57.710 align:middle line:84%
has so much capacity
and so much growth,

00:29:57.710 --> 00:29:59.545 align:middle line:84%
or India, which
has so much growth,

00:29:59.545 --> 00:30:02.170 align:middle line:84%
can say we're going to build an
industrial park for the reactor

00:30:02.170 --> 00:30:07.410 align:middle line:84%
and paper milling and all these
things, limestone calcination,

00:30:07.410 --> 00:30:09.550 align:middle line:84%
and so on, and do
it from scratch.

00:30:09.550 --> 00:30:14.230 align:middle line:84%
But in the US, I think it's
probably not a good starter.

00:30:14.230 --> 00:30:16.430 align:middle line:84%
The other problem with the
industrial park argument

00:30:16.430 --> 00:30:23.470 align:middle line:84%
is that if you really can move
all of these things to one site,

00:30:23.470 --> 00:30:24.870 align:middle line:84%
then why don't
you just move them

00:30:24.870 --> 00:30:27.070 align:middle line:90%
to where there's geothermal?

00:30:27.070 --> 00:30:31.270 align:middle line:84%
And so now you have geothermal
becomes more of a competitor.

00:30:31.270 --> 00:30:34.030 align:middle line:84%
And so these are the
two considerations

00:30:34.030 --> 00:30:35.510 align:middle line:90%
that you're up against.

00:30:35.510 --> 00:30:36.590 align:middle line:90%
Yeah?

00:30:36.590 --> 00:30:38.950 align:middle line:90%
AUDIENCE: But you were saying--

00:30:38.950 --> 00:30:41.910 align:middle line:84%
but then you were saying
geothermal has low grade.

00:30:41.910 --> 00:30:43.670 align:middle line:84%
PROFESSOR: It has low
grade, but it also

00:30:43.670 --> 00:30:45.410 align:middle line:84%
can produce a lot
of electricity.

00:30:45.410 --> 00:30:47.590 align:middle line:84%
So if you use a big
super heat line,

00:30:47.590 --> 00:30:50.650 align:middle line:84%
and you have to work out
the ergonomics, but yeah.

00:30:50.650 --> 00:30:53.270 align:middle line:90%


00:30:53.270 --> 00:30:56.630 align:middle line:84%
Yeah, so that becomes
the challenge.

00:30:56.630 --> 00:31:00.120 align:middle line:84%
So I don't think this
is a US approach.

00:31:00.120 --> 00:31:02.370 align:middle line:84%
Let me show you what is
happening in the US right now.

00:31:02.370 --> 00:31:07.310 align:middle line:84%
So this is the first
nuclear process heat

00:31:07.310 --> 00:31:10.450 align:middle line:84%
operation that is being looked
at here in the United States.

00:31:10.450 --> 00:31:12.220 align:middle line:90%
This is Dow Chemical.

00:31:12.220 --> 00:31:14.940 align:middle line:84%
This is their seadrift plant,
where they make plastic

00:31:14.940 --> 00:31:24.000 align:middle line:84%
precursors, and their plan is
to buy four 200-megawatt thermal

00:31:24.000 --> 00:31:26.760 align:middle line:90%
HTTR reactors from x-energy.

00:31:26.760 --> 00:31:31.100 align:middle line:84%
So that's a total of 800
thermal megawatts, of which they

00:31:31.100 --> 00:31:33.460 align:middle line:84%
plan to use 300
thermal megawatts

00:31:33.460 --> 00:31:36.380 align:middle line:84%
for their plastic
production process

00:31:36.380 --> 00:31:40.180 align:middle line:84%
and then convert the rest
to electricity to sell back

00:31:40.180 --> 00:31:41.660 align:middle line:90%
to the grid.

00:31:41.660 --> 00:31:44.540 align:middle line:84%
Now, part of the reason
why they are doing this

00:31:44.540 --> 00:31:48.740 align:middle line:84%
is because they are getting
those reactors for almost free.

00:31:48.740 --> 00:31:52.140 align:middle line:84%
They're so heavily
subsidized by the government

00:31:52.140 --> 00:31:57.460 align:middle line:84%
and by X-energy and
others that for them, it's

00:31:57.460 --> 00:32:01.300 align:middle line:84%
kind of just the retooling
of their processes

00:32:01.300 --> 00:32:04.440 align:middle line:84%
and what the electricity
sales on top of that,

00:32:04.440 --> 00:32:05.560 align:middle line:90%
they get some income.

00:32:05.560 --> 00:32:06.700 align:middle line:90%
So it was interesting.

00:32:06.700 --> 00:32:08.940 align:middle line:84%
Whether this becomes
a sustainable model

00:32:08.940 --> 00:32:12.080 align:middle line:84%
is something that
we have to see.

00:32:12.080 --> 00:32:16.680 align:middle line:84%
Now of note is that
they've purchased 2.5 times

00:32:16.680 --> 00:32:19.660 align:middle line:84%
their heat demand
in nuclear capacity.

00:32:19.660 --> 00:32:24.920 align:middle line:84%
And they've done that because
this is a very expensive plant

00:32:24.920 --> 00:32:27.440 align:middle line:84%
to operate and takes
days to get this plant up

00:32:27.440 --> 00:32:29.680 align:middle line:90%
and running if it shuts down.

00:32:29.680 --> 00:32:31.960 align:middle line:90%
They cannot afford an outage.

00:32:31.960 --> 00:32:35.160 align:middle line:84%
They have to have absolutely
reliable electricity.

00:32:35.160 --> 00:32:38.160 align:middle line:84%
So the consequence of
that is that you wind up

00:32:38.160 --> 00:32:42.480 align:middle line:84%
having to build a lot
of excess generation.

00:32:42.480 --> 00:32:44.880 align:middle line:84%
The same is true
for data centers.

00:32:44.880 --> 00:32:47.220 align:middle line:84%
If you want to have nuclear
power and data centers,

00:32:47.220 --> 00:32:48.980 align:middle line:84%
but you need it to
be on all the time,

00:32:48.980 --> 00:32:52.360 align:middle line:84%
you wind up needing
extranuclear reactors.

00:32:52.360 --> 00:32:56.520 align:middle line:84%
And that would seem
fine if nuclear reactors

00:32:56.520 --> 00:32:59.800 align:middle line:84%
could sell electricity on the
grid at competitive prices.

00:32:59.800 --> 00:33:03.800 align:middle line:84%
But when they sell electricity
at noncompetitive prices, what

00:33:03.800 --> 00:33:09.260 align:middle line:84%
it does is it effectively raises
the effective price of the heat.

00:33:09.260 --> 00:33:11.900 align:middle line:84%
So one of the things
that you have to work out

00:33:11.900 --> 00:33:15.380 align:middle line:84%
is what are the
reliability demands

00:33:15.380 --> 00:33:19.020 align:middle line:84%
for each particular
application, and what

00:33:19.020 --> 00:33:20.800 align:middle line:84%
is the backup
generation going to be?

00:33:20.800 --> 00:33:22.500 align:middle line:90%
Is it going to be nuclear?

00:33:22.500 --> 00:33:25.000 align:middle line:84%
Or could it be, say, natural
gas or something else

00:33:25.000 --> 00:33:27.260 align:middle line:84%
that would be a cheaper
emergency backup

00:33:27.260 --> 00:33:30.160 align:middle line:84%
option so you don't have to
buy all this extra capacity,

00:33:30.160 --> 00:33:33.020 align:middle line:84%
which would make the nuclear
option less attractive?

00:33:33.020 --> 00:33:35.740 align:middle line:84%
But there are ways of
engineering your way out

00:33:35.740 --> 00:33:37.795 align:middle line:84%
of all of these
sorts of problems,

00:33:37.795 --> 00:33:39.420 align:middle line:84%
but it's just something
to think about,

00:33:39.420 --> 00:33:43.820 align:middle line:84%
that reliability is a big
cost factor in doing this.

00:33:43.820 --> 00:33:46.700 align:middle line:84%
And then the point that
was raised earlier--

00:33:46.700 --> 00:33:48.700 align:middle line:90%
look how big this plant is.

00:33:48.700 --> 00:33:52.040 align:middle line:84%
If I'm putting my nuclear
reactors over here,

00:33:52.040 --> 00:33:54.780 align:middle line:84%
and now I need to use
the heat over here,

00:33:54.780 --> 00:33:56.820 align:middle line:84%
how much temperature
loss am I going

00:33:56.820 --> 00:33:59.560 align:middle line:90%
to sustain in this transmission?

00:33:59.560 --> 00:34:03.500 align:middle line:84%
What does that mean for
temperature loss and heat loss?

00:34:03.500 --> 00:34:06.140 align:middle line:84%
What does that mean
for the viability

00:34:06.140 --> 00:34:08.570 align:middle line:90%
of centralized heating.

00:34:08.570 --> 00:34:11.850 align:middle line:84%
So all these details
are obviously very

00:34:11.850 --> 00:34:14.770 align:middle line:84%
process-dependent,
site-specific,

00:34:14.770 --> 00:34:16.732 align:middle line:84%
and temperature-specific
because the heat loss

00:34:16.732 --> 00:34:18.190 align:middle line:84%
is proportional to
the temperature.

00:34:18.190 --> 00:34:22.810 align:middle line:84%
So my little
previous calculation

00:34:22.810 --> 00:34:25.010 align:middle line:90%
kind of ignores all that.

00:34:25.010 --> 00:34:28.750 align:middle line:84%
But even if we cut out
50% of these things,

00:34:28.750 --> 00:34:31.969 align:middle line:84%
we're still talking order
1,000 reactors or more.

00:34:31.969 --> 00:34:35.730 align:middle line:84%
And so I think there is still
a market here for heat, even

00:34:35.730 --> 00:34:38.449 align:middle line:84%
with all these things
that I'm glossing over.

00:34:38.449 --> 00:34:41.690 align:middle line:84%
But also, this is where
there's huge opportunity

00:34:41.690 --> 00:34:44.810 align:middle line:84%
to really start doing
studies to understand where

00:34:44.810 --> 00:34:48.770 align:middle line:84%
the nuclear heat is best
deployed, which types of sites,

00:34:48.770 --> 00:34:52.130 align:middle line:84%
what are the size distributions
of these types of sites

00:34:52.130 --> 00:34:53.710 align:middle line:90%
in each of these categories.

00:34:53.710 --> 00:34:55.773 align:middle line:84%
If I'm going to look
at corn milling,

00:34:55.773 --> 00:34:57.690 align:middle line:84%
what is the size
distribution of corn milling?

00:34:57.690 --> 00:35:01.370 align:middle line:84%
Is it tons of little small
operators all throughout Iowa?

00:35:01.370 --> 00:35:04.690 align:middle line:84%
Or there are a couple
of big, giant mills

00:35:04.690 --> 00:35:06.690 align:middle line:84%
that could be
easily nuclearized?

00:35:06.690 --> 00:35:10.670 align:middle line:84%
And what fraction
of the total heat

00:35:10.670 --> 00:35:14.310 align:middle line:84%
is available for
dealing with this kind

00:35:14.310 --> 00:35:17.150 align:middle line:90%
of nuclear decarbonization?

00:35:17.150 --> 00:35:20.110 align:middle line:84%
So that kind of market
analysis hasn't really

00:35:20.110 --> 00:35:21.870 align:middle line:84%
been done in the
level of granularity

00:35:21.870 --> 00:35:24.190 align:middle line:90%
that we need it to be done at.

00:35:24.190 --> 00:35:28.510 align:middle line:84%
But it is something that the
data that we have thus far

00:35:28.510 --> 00:35:30.930 align:middle line:90%
look good, I'll just say that.

00:35:30.930 --> 00:35:35.330 align:middle line:84%
I think there's a
real opportunity here.

00:35:35.330 --> 00:35:38.130 align:middle line:84%
So let's just look
briefly at the costs.

00:35:38.130 --> 00:35:40.870 align:middle line:90%


00:35:40.870 --> 00:35:43.950 align:middle line:90%
This is your bottom line cost.

00:35:43.950 --> 00:35:46.110 align:middle line:84%
This is what your brain
should be thinking.

00:35:46.110 --> 00:35:50.110 align:middle line:84%
The renewables option is
something-- order 130.

00:35:50.110 --> 00:35:51.790 align:middle line:84%
I have to build this
microreactor that

00:35:51.790 --> 00:35:53.450 align:middle line:90%
produces 10 megawatts thermal.

00:35:53.450 --> 00:35:57.690 align:middle line:84%
And it needs to produce it
at some cost less than 130,

00:35:57.690 --> 00:35:59.630 align:middle line:84%
which is what the
renewable cost.

00:35:59.630 --> 00:36:02.830 align:middle line:84%
And I'll just put
these numbers back on.

00:36:02.830 --> 00:36:06.440 align:middle line:84%
Here are the same cost
estimates for microreactors,

00:36:06.440 --> 00:36:11.180 align:middle line:84%
except I changed the number from
dollars per electric megawatt

00:36:11.180 --> 00:36:16.580 align:middle line:84%
to dollars per megawatt,
assuming a 33% efficiency

00:36:16.580 --> 00:36:21.620 align:middle line:84%
conversion, which is roughly
probably roughly right.

00:36:21.620 --> 00:36:25.340 align:middle line:84%
And what you see is that,
remember, the CAREM reactors,

00:36:25.340 --> 00:36:30.940 align:middle line:84%
that small PWR, 25-megawatt
PWR are being built in Brazil.

00:36:30.940 --> 00:36:34.400 align:middle line:84%
This is based on a real
reactor under construction.

00:36:34.400 --> 00:36:37.805 align:middle line:84%
It looks like it just barely
but does indeed make it.

00:36:37.805 --> 00:36:39.180 align:middle line:84%
And certainly,
this reactor could

00:36:39.180 --> 00:36:42.780 align:middle line:84%
be cheaper if we built
it on a better schedule

00:36:42.780 --> 00:36:45.500 align:middle line:90%
and built more of them.

00:36:45.500 --> 00:36:48.660 align:middle line:90%
So little PWRs look promising.

00:36:48.660 --> 00:36:54.318 align:middle line:84%
Then we go to microreactor
concept, batteries.

00:36:54.318 --> 00:36:55.860 align:middle line:84%
We talked about
Bongiorno's estimate.

00:36:55.860 --> 00:36:59.240 align:middle line:84%
This was $85 per megawatt,
which he said is too low,

00:36:59.240 --> 00:37:01.160 align:middle line:90%
but this would be $28.

00:37:01.160 --> 00:37:02.680 align:middle line:90%
Here's the NEI estimates.

00:37:02.680 --> 00:37:04.320 align:middle line:90%
These all look favorable.

00:37:04.320 --> 00:37:06.780 align:middle line:84%
These, again, were
based on nothing.

00:37:06.780 --> 00:37:08.200 align:middle line:84%
Now, this is the
one that is based

00:37:08.200 --> 00:37:11.700 align:middle line:84%
on the MARVEL reactor, which is
an actual microreactor design.

00:37:11.700 --> 00:37:15.120 align:middle line:84%
It is not good enough
for a first of a kind.

00:37:15.120 --> 00:37:17.905 align:middle line:84%
We don't know what it will
cost for an n-th of a kind.

00:37:17.905 --> 00:37:20.280 align:middle line:84%
Remember that they got their
n-th of a kind cost estimate

00:37:20.280 --> 00:37:23.400 align:middle line:84%
just by asking people, what
do you think it should cost?

00:37:23.400 --> 00:37:25.060 align:middle line:90%
So let's not trust this number.

00:37:25.060 --> 00:37:27.520 align:middle line:84%
But this number is
definitely too high.

00:37:27.520 --> 00:37:31.640 align:middle line:84%
So what will mass production
do to this number?

00:37:31.640 --> 00:37:33.440 align:middle line:90%
That's the question.

00:37:33.440 --> 00:37:35.260 align:middle line:84%
And here's the
Project Pele thing,

00:37:35.260 --> 00:37:39.320 align:middle line:84%
which is not a relevant
reactor for this case.

00:37:39.320 --> 00:37:43.360 align:middle line:84%
So if these numbers are
even close to being real,

00:37:43.360 --> 00:37:45.400 align:middle line:90%
it looks promising.

00:37:45.400 --> 00:37:50.320 align:middle line:84%
Many of these numbers
are under the $130 limit.

00:37:50.320 --> 00:37:52.880 align:middle line:84%
Now, on one side,
there's also the caveat

00:37:52.880 --> 00:37:57.440 align:middle line:84%
that when we tend to price
things at this early stage,

00:37:57.440 --> 00:38:00.552 align:middle line:84%
we are typically low by
factors of, say, 2 to 5.

00:38:00.552 --> 00:38:02.510 align:middle line:84%
Remember, I showed you
how the price escalation

00:38:02.510 --> 00:38:04.177 align:middle line:84%
for all those different
reactor concepts

00:38:04.177 --> 00:38:06.370 align:middle line:84%
went up as the reactor
became more mature.

00:38:06.370 --> 00:38:08.430 align:middle line:90%
So that's working against us.

00:38:08.430 --> 00:38:12.430 align:middle line:84%
But on the other side, these
reactors are really capable

00:38:12.430 --> 00:38:15.510 align:middle line:84%
of being factory fabricated
if they're at the 10-megawatt

00:38:15.510 --> 00:38:16.790 align:middle line:90%
thermal size.

00:38:16.790 --> 00:38:18.550 align:middle line:90%
And so that's working in favor.

00:38:18.550 --> 00:38:20.610 align:middle line:84%
So all of this has
to be worked out.

00:38:20.610 --> 00:38:22.250 align:middle line:90%
And designs are needed.

00:38:22.250 --> 00:38:24.270 align:middle line:84%
And realistic
economic modeling is

00:38:24.270 --> 00:38:27.510 align:middle line:84%
needed both for demand
and the manufacturing.

00:38:27.510 --> 00:38:32.910 align:middle line:84%
So we don't really know, but
it looks promising so far.

00:38:32.910 --> 00:38:34.395 align:middle line:90%
Any question-- yeah?

00:38:34.395 --> 00:38:36.270 align:middle line:84%
AUDIENCE: For a design,
like eventually where

00:38:36.270 --> 00:38:39.530 align:middle line:84%
it's particularly low outlet
temperature, at that point,

00:38:39.530 --> 00:38:42.072 align:middle line:84%
is it pretty much out of the
game because then you'd have to,

00:38:42.072 --> 00:38:44.447 align:middle line:84%
I guess, do a lot of [INAUDIBLE]
electricity [INAUDIBLE]?

00:38:44.447 --> 00:38:45.550 align:middle line:90%
PROFESSOR: Yeah, probably.

00:38:45.550 --> 00:38:48.110 align:middle line:84%
AUDIENCE: Because it's only
like a couple hundred Celsius

00:38:48.110 --> 00:38:48.670 align:middle line:90%
I think.

00:38:48.670 --> 00:38:50.250 align:middle line:84%
PROFESSOR: As below
PWR temperature?

00:38:50.250 --> 00:38:51.730 align:middle line:84%
AUDIENCE: Yeah, I think
it's like 150 Celsius.

00:38:51.730 --> 00:38:54.070 align:middle line:84%
PROFESSOR: Is that because
of heat pipe limitations?

00:38:54.070 --> 00:38:54.950 align:middle line:90%
Yeah.

00:38:54.950 --> 00:38:57.850 align:middle line:84%
Yeah, so the cool heat
pipe concepts, I guess,

00:38:57.850 --> 00:39:00.190 align:middle line:84%
might not work unless you
have fancier heat pipes.

00:39:00.190 --> 00:39:05.510 align:middle line:90%


00:39:05.510 --> 00:39:08.050 align:middle line:90%
So I think this is--

00:39:08.050 --> 00:39:10.330 align:middle line:90%
I think this is a market.

00:39:10.330 --> 00:39:12.810 align:middle line:84%
In fact, this is what I
think the future of nuclear

00:39:12.810 --> 00:39:15.330 align:middle line:84%
is about, personally,
because I don't

00:39:15.330 --> 00:39:19.070 align:middle line:84%
think it can compete with wind
and solar for electricity.

00:39:19.070 --> 00:39:21.010 align:middle line:84%
We talked about
electricity markets.

00:39:21.010 --> 00:39:22.730 align:middle line:90%
I just want to show you--

00:39:22.730 --> 00:39:23.950 align:middle line:90%
I mean, industrial parks.

00:39:23.950 --> 00:39:26.530 align:middle line:84%
I just want to show you where
that heat is currently being

00:39:26.530 --> 00:39:27.750 align:middle line:90%
used in the United States.

00:39:27.750 --> 00:39:30.730 align:middle line:84%
And this kind of shows you
here enormous heat users

00:39:30.730 --> 00:39:33.110 align:middle line:84%
in the Gulf of Mexico,
where, of course,

00:39:33.110 --> 00:39:34.990 align:middle line:90%
you have a lot of oil coming in.

00:39:34.990 --> 00:39:38.810 align:middle line:84%
And so a lot of this is going to
be actually petroleum refining.

00:39:38.810 --> 00:39:41.790 align:middle line:84%
But there's other-- there are
some heat users over here.

00:39:41.790 --> 00:39:45.410 align:middle line:90%


00:39:45.410 --> 00:39:51.350 align:middle line:84%
I think this is mineral stuff,
like calculation of limestone

00:39:51.350 --> 00:39:53.490 align:middle line:90%
maybe, things like this.

00:39:53.490 --> 00:39:56.170 align:middle line:84%
This is in the
region where there's

00:39:56.170 --> 00:40:00.630 align:middle line:84%
good geothermal-- may or may
not be addressable by nuclear.

00:40:00.630 --> 00:40:03.150 align:middle line:84%
And then you have some in
the Pacific Northwest, which

00:40:03.150 --> 00:40:05.710 align:middle line:84%
is mostly paper production,
and then bits and bobs

00:40:05.710 --> 00:40:06.830 align:middle line:90%
scattered around.

00:40:06.830 --> 00:40:10.250 align:middle line:84%
But really, the story is that
there's some concentration,

00:40:10.250 --> 00:40:14.350 align:middle line:84%
but there's also opportunities
elsewhere in the country.

00:40:14.350 --> 00:40:15.300 align:middle line:90%
Yeah?

00:40:15.300 --> 00:40:17.550 align:middle line:84%
AUDIENCE: So I guess since
a lot of that concentration

00:40:17.550 --> 00:40:20.490 align:middle line:84%
is in the regulated
parts of the market,

00:40:20.490 --> 00:40:23.550 align:middle line:84%
would that make it easier
for someone like Dow to sell

00:40:23.550 --> 00:40:25.850 align:middle line:84%
that electricity at a
more reasonable price

00:40:25.850 --> 00:40:27.950 align:middle line:84%
since, at least in
those areas, it's

00:40:27.950 --> 00:40:31.590 align:middle line:84%
quote unquote easier
for nuclear to compete?

00:40:31.590 --> 00:40:33.950 align:middle line:84%
I just think that--
that's Louisiana?

00:40:33.950 --> 00:40:36.087 align:middle line:90%
Or no, that's part of Texas.

00:40:36.087 --> 00:40:37.670 align:middle line:84%
But I was just
wondering if that was--

00:40:37.670 --> 00:40:40.285 align:middle line:84%
PROFESSOR: --an
interesting question.

00:40:40.285 --> 00:40:42.410 align:middle line:84%
AUDIENCE: And a lot of
those states are red states,

00:40:42.410 --> 00:40:47.710 align:middle line:84%
so they wouldn't be as excited
about putting in solar.

00:40:47.710 --> 00:40:49.230 align:middle line:84%
PROFESSOR: So in
both cases, they're

00:40:49.230 --> 00:40:53.230 align:middle line:84%
going to be able to sell their
electricity without issue.

00:40:53.230 --> 00:40:56.180 align:middle line:84%
The only question
is whether they

00:40:56.180 --> 00:41:01.700 align:middle line:84%
can get better rents off
the price of the electricity

00:41:01.700 --> 00:41:03.720 align:middle line:90%
in regulated markets.

00:41:03.720 --> 00:41:06.660 align:middle line:84%
So I guess they
become utilities,

00:41:06.660 --> 00:41:09.580 align:middle line:84%
and then they probably
negotiate their price

00:41:09.580 --> 00:41:14.640 align:middle line:90%
with the regulatory board.

00:41:14.640 --> 00:41:18.780 align:middle line:84%
So probably, they could get
more money in those markets.

00:41:18.780 --> 00:41:22.900 align:middle line:84%
But I'm not 100% sure
how it works when you're

00:41:22.900 --> 00:41:24.240 align:middle line:90%
doing two things at once.

00:41:24.240 --> 00:41:27.740 align:middle line:90%
But it would make sense.

00:41:27.740 --> 00:41:30.060 align:middle line:84%
Was there another
question over there?

00:41:30.060 --> 00:41:32.440 align:middle line:90%
No?

00:41:32.440 --> 00:41:36.420 align:middle line:84%
So all of this is heat
sans petroleum products

00:41:36.420 --> 00:41:37.900 align:middle line:90%
for transportation fuels.

00:41:37.900 --> 00:41:41.700 align:middle line:84%
Let's talk about making
transportation fuels.

00:41:41.700 --> 00:41:46.380 align:middle line:84%
So this is what we call
the hydrogen economy.

00:41:46.380 --> 00:41:49.420 align:middle line:84%
So right now, 10% of our
gasoline in the United States,

00:41:49.420 --> 00:41:53.420 align:middle line:84%
roughly, is biofuels--
comes from corn ethanol.

00:41:53.420 --> 00:41:57.480 align:middle line:84%
And to produce that 10%
of gasoline substitution,

00:41:57.480 --> 00:42:01.800 align:middle line:84%
we use 45% of our
corn cropland area.

00:42:01.800 --> 00:42:03.980 align:middle line:84%
Obviously, this is not
a scalable process.

00:42:03.980 --> 00:42:09.920 align:middle line:84%
It's also dubious levels of
carbon neutrality because

00:42:09.920 --> 00:42:13.540 align:middle line:84%
of all the energy that goes
into doing this conversion.

00:42:13.540 --> 00:42:15.440 align:middle line:84%
In fact, much of
that is actually not

00:42:15.440 --> 00:42:17.200 align:middle line:90%
that carbon neutral.

00:42:17.200 --> 00:42:18.860 align:middle line:90%
It's not a scalable process.

00:42:18.860 --> 00:42:23.060 align:middle line:84%
If you want to produce all the
transportation fuels, gasoline

00:42:23.060 --> 00:42:29.200 align:middle line:84%
but also diesel and also
jet fuel, from bio sources,

00:42:29.200 --> 00:42:32.600 align:middle line:84%
you need something like
cellulosic feedstock

00:42:32.600 --> 00:42:34.660 align:middle line:90%
instead of starchy feedstocks.

00:42:34.660 --> 00:42:38.440 align:middle line:84%
And you're going to
need a lot more hydrogen

00:42:38.440 --> 00:42:40.520 align:middle line:84%
to protonate all
of those carbons

00:42:40.520 --> 00:42:43.120 align:middle line:84%
to make the liquid
fuels that you want.

00:42:43.120 --> 00:42:50.160 align:middle line:84%
So we need to find a way
of making that hydrogen,

00:42:50.160 --> 00:42:52.640 align:middle line:90%
and heat is involved.

00:42:52.640 --> 00:42:56.990 align:middle line:84%
So just to give you a sense
of the scale of this industry,

00:42:56.990 --> 00:43:02.790 align:middle line:84%
this is roughly one third
of all CO2 emissions.

00:43:02.790 --> 00:43:08.950 align:middle line:84%
There are some sectors which
can be easily decarbonized

00:43:08.950 --> 00:43:11.350 align:middle line:84%
just through electric
vehicles and so on.

00:43:11.350 --> 00:43:16.950 align:middle line:84%
But the NREL folks figure
we need 70 billion gallons

00:43:16.950 --> 00:43:19.070 align:middle line:90%
of gasoline equivalent--

00:43:19.070 --> 00:43:22.590 align:middle line:84%
this is GGE, Gallons of
Gasoline Equivalent--

00:43:22.590 --> 00:43:24.530 align:middle line:84%
for the
hard-to-electrify sector.

00:43:24.530 --> 00:43:28.390 align:middle line:84%
So this is like interstate
trucking, people

00:43:28.390 --> 00:43:30.830 align:middle line:84%
who use vehicles for
long distance driving

00:43:30.830 --> 00:43:34.230 align:middle line:84%
or in areas where there's
not easily access to charging

00:43:34.230 --> 00:43:37.690 align:middle line:84%
stations and, of
course, jet fuel

00:43:37.690 --> 00:43:40.310 align:middle line:84%
and possibly train
transportation and things

00:43:40.310 --> 00:43:42.070 align:middle line:90%
like this.

00:43:42.070 --> 00:43:45.730 align:middle line:84%
There are many, many different
ways of making this stuff.

00:43:45.730 --> 00:43:48.070 align:middle line:84%
All of them, basically
almost all of them,

00:43:48.070 --> 00:43:51.890 align:middle line:84%
require some source
of hydrogen. So here

00:43:51.890 --> 00:43:55.890 align:middle line:84%
are some of the biofuel
production processes.

00:43:55.890 --> 00:43:59.570 align:middle line:84%
Different feedstocks--
oilseeds, starches, woody crops

00:43:59.570 --> 00:44:01.210 align:middle line:90%
and [INAUDIBLE] residues.

00:44:01.210 --> 00:44:04.650 align:middle line:84%
This is where you're getting
into cellulosic materials, which

00:44:04.650 --> 00:44:05.810 align:middle line:90%
are interesting.

00:44:05.810 --> 00:44:09.650 align:middle line:84%
Municipal solid waste,
which is the stuff that

00:44:09.650 --> 00:44:11.810 align:middle line:90%
is happening over at that--

00:44:11.810 --> 00:44:16.370 align:middle line:84%
is basically poop--
sewage and algae.

00:44:16.370 --> 00:44:19.330 align:middle line:90%
Oh, I guess this is trash.

00:44:19.330 --> 00:44:24.330 align:middle line:84%
There are various ways of
converting these things.

00:44:24.330 --> 00:44:28.390 align:middle line:84%
But the ones that are
interesting are the woody ones.

00:44:28.390 --> 00:44:34.970 align:middle line:84%
And you need 62 grams of
hydrogen per gallon of gasoline

00:44:34.970 --> 00:44:36.710 align:middle line:90%
equivalent, essentially.

00:44:36.710 --> 00:44:41.810 align:middle line:84%
So that gives us our baseline
hydrogen feedstock requirements.

00:44:41.810 --> 00:44:44.390 align:middle line:90%
So we can do that calculation.

00:44:44.390 --> 00:44:47.010 align:middle line:90%
They said 70 billion gallons.

00:44:47.010 --> 00:44:52.230 align:middle line:84%
At 62 grams per gallon, we
would need 5 million tons

00:44:52.230 --> 00:44:54.030 align:middle line:90%
of hydrogen per year.

00:44:54.030 --> 00:44:56.610 align:middle line:90%
So where do we get the hydrogen?

00:44:56.610 --> 00:44:58.802 align:middle line:84%
Well, there are these
named sources of hydrogen,

00:44:58.802 --> 00:45:01.510 align:middle line:84%
which you probably heard about--
pink hydrogen and green hydrogen

00:45:01.510 --> 00:45:05.110 align:middle line:84%
and blue hydrogen, gray
hydrogen. So right now,

00:45:05.110 --> 00:45:07.730 align:middle line:84%
most of the hydrogen is
produced by gray hydrogen.

00:45:07.730 --> 00:45:09.590 align:middle line:84%
We basically do it
on steam methane

00:45:09.590 --> 00:45:11.150 align:middle line:90%
reforming of natural gas.

00:45:11.150 --> 00:45:12.287 align:middle line:90%
So you have natural gas.

00:45:12.287 --> 00:45:13.870 align:middle line:84%
You combine it with
hot steam, and you

00:45:13.870 --> 00:45:17.190 align:middle line:84%
get CO2 out, which is what
we're trying to avoid,

00:45:17.190 --> 00:45:19.630 align:middle line:90%
and hydrogen molecules.

00:45:19.630 --> 00:45:27.350 align:middle line:84%
And so one proposal is to
turn this into blue hydrogen

00:45:27.350 --> 00:45:31.750 align:middle line:84%
by taking that CO2 and doing
carbon capture and storage.

00:45:31.750 --> 00:45:33.510 align:middle line:84%
Now there's an
important difference

00:45:33.510 --> 00:45:35.870 align:middle line:84%
between carbon
capture and storage

00:45:35.870 --> 00:45:39.270 align:middle line:84%
on steam methane reforming
and carbon capture and storage

00:45:39.270 --> 00:45:41.070 align:middle line:90%
on, say, a natural gas plant.

00:45:41.070 --> 00:45:43.230 align:middle line:84%
In a natural gas plant,
what you're doing is

00:45:43.230 --> 00:45:45.150 align:middle line:84%
you're taking the
flue gas, which

00:45:45.150 --> 00:45:50.980 align:middle line:84%
is water vapor and CO2
and some other residues.

00:45:50.980 --> 00:45:54.420 align:middle line:84%
And you're trying to
extract the CO2 using

00:45:54.420 --> 00:45:56.620 align:middle line:84%
amines in various
chemical processes

00:45:56.620 --> 00:45:58.740 align:middle line:90%
and store the CO2 underground.

00:45:58.740 --> 00:46:02.660 align:middle line:84%
This is just giving
you pure CO2.

00:46:02.660 --> 00:46:06.820 align:middle line:84%
So it's much cheaper
to capture that CO2--

00:46:06.820 --> 00:46:09.842 align:middle line:84%
is not an entropy process
that you're trying to undo.

00:46:09.842 --> 00:46:12.300 align:middle line:84%
You still have the problem of
whether you believe that once

00:46:12.300 --> 00:46:15.180 align:middle line:84%
you pump it underground, that
CO2 will actually stay there.

00:46:15.180 --> 00:46:19.900 align:middle line:84%
So that's the issue is whether
carbon capture and storage can

00:46:19.900 --> 00:46:21.780 align:middle line:90%
decarbonize.

00:46:21.780 --> 00:46:25.380 align:middle line:84%
This hydrogen production is-- so
I still think an open question,

00:46:25.380 --> 00:46:29.460 align:middle line:84%
but it is cheaper to do
it than with natural gas

00:46:29.460 --> 00:46:31.260 align:middle line:90%
for electricity.

00:46:31.260 --> 00:46:34.880 align:middle line:84%
Then you get to
water hydrolysis,

00:46:34.880 --> 00:46:37.955 align:middle line:84%
which is powered by
electricity, which

00:46:37.955 --> 00:46:39.080 align:middle line:90%
could come from renewables.

00:46:39.080 --> 00:46:42.420 align:middle line:84%
This makes green hydrogen. So
there's your hydrolysis process.

00:46:42.420 --> 00:46:47.520 align:middle line:84%
And we could also
do it with nuclear.

00:46:47.520 --> 00:46:50.480 align:middle line:84%
So let's just look at
what these things cost.

00:46:50.480 --> 00:46:53.980 align:middle line:84%
So it depends a little bit on
the cost of the feedstocks.

00:46:53.980 --> 00:46:57.340 align:middle line:84%
If you're doing steam
methane reforming,

00:46:57.340 --> 00:46:59.840 align:middle line:84%
then you need to know what
methane costs, natural gas

00:46:59.840 --> 00:47:00.340 align:middle line:90%
costs.

00:47:00.340 --> 00:47:02.040 align:middle line:90%
And so the price fluctuates.

00:47:02.040 --> 00:47:06.600 align:middle line:84%
But it's roughly currently
we're paying basically

00:47:06.600 --> 00:47:10.000 align:middle line:84%
under $1 in the United
States per kilogram

00:47:10.000 --> 00:47:13.640 align:middle line:90%
of hydrogen at current prices.

00:47:13.640 --> 00:47:17.680 align:middle line:84%
You can see, if you try to do
this carbon capture and storage,

00:47:17.680 --> 00:47:22.880 align:middle line:84%
it increases it by 50% to
double to triple hydrogen.

00:47:22.880 --> 00:47:26.840 align:middle line:84%
The green hydrogen more than 3
and 1/2 times more expensive.

00:47:26.840 --> 00:47:31.160 align:middle line:84%
And so green hydrogen
must be pretty expensive.

00:47:31.160 --> 00:47:34.920 align:middle line:84%
And this pricing
assumes the 1.7 times

00:47:34.920 --> 00:47:38.380 align:middle line:84%
overbuild required to have this
process running all the time.

00:47:38.380 --> 00:47:43.980 align:middle line:90%


00:47:43.980 --> 00:47:45.430 align:middle line:90%
It does not assume--

00:47:45.430 --> 00:47:47.510 align:middle line:84%
one of the things
that you could do

00:47:47.510 --> 00:47:50.430 align:middle line:84%
is that the fact that
you have a 1.7 times

00:47:50.430 --> 00:47:53.630 align:middle line:84%
overbuild to keep your renewable
grid running all the time

00:47:53.630 --> 00:47:57.750 align:middle line:84%
is take some of
that excess capacity

00:47:57.750 --> 00:48:01.430 align:middle line:84%
and use it to make green
hydrogen. Does that make sense?

00:48:01.430 --> 00:48:03.590 align:middle line:84%
Have you built
extra rain and solar

00:48:03.590 --> 00:48:05.370 align:middle line:84%
to keep the grid
on all the time?

00:48:05.370 --> 00:48:07.910 align:middle line:84%
That means sometimes
you have too much.

00:48:07.910 --> 00:48:11.070 align:middle line:84%
The problem with that
idea is that that

00:48:11.070 --> 00:48:14.210 align:middle line:84%
means your capital utilization
of your electrolyzers,

00:48:14.210 --> 00:48:16.470 align:middle line:84%
which are the things
which are converting

00:48:16.470 --> 00:48:22.030 align:middle line:84%
the electricity into doing
electrolysis for you,

00:48:22.030 --> 00:48:24.910 align:middle line:84%
will go down if you're not
using them all the time.

00:48:24.910 --> 00:48:26.930 align:middle line:84%
And so there's a trade-off
to be made there.

00:48:26.930 --> 00:48:30.990 align:middle line:90%
So it's not so simple.

00:48:30.990 --> 00:48:34.630 align:middle line:84%
Let's look a little bit at what
is happening in that space.

00:48:34.630 --> 00:48:39.750 align:middle line:84%
So right now, you can
see electricity cost

00:48:39.750 --> 00:48:44.450 align:middle line:84%
is the dominant factor in the
production of green hydrogen.

00:48:44.450 --> 00:48:47.410 align:middle line:84%
But NREL believes
that there are ways

00:48:47.410 --> 00:48:51.470 align:middle line:84%
of bringing various costs
down-- improving efficiency,

00:48:51.470 --> 00:48:54.710 align:middle line:84%
improving the lifetime,
reducing the capital costs.

00:48:54.710 --> 00:48:56.890 align:middle line:84%
And so they have
these mid-term targets

00:48:56.890 --> 00:49:00.070 align:middle line:84%
where they would bring the
hardware costs way down.

00:49:00.070 --> 00:49:04.450 align:middle line:84%
But some of these things,
like increasing lifetime,

00:49:04.450 --> 00:49:08.010 align:middle line:84%
are essentially
capacity factor issues.

00:49:08.010 --> 00:49:13.450 align:middle line:84%
And so if you undo that by
using only excess generation

00:49:13.450 --> 00:49:17.970 align:middle line:84%
on the grid, then you wind
up looking more like this.

00:49:17.970 --> 00:49:21.930 align:middle line:84%
So even though they say they
can bring the cost down,

00:49:21.930 --> 00:49:23.890 align:middle line:84%
it's not clear how much
of that will actually

00:49:23.890 --> 00:49:28.370 align:middle line:84%
come from cheaper versus better
utilization of that capital.

00:49:28.370 --> 00:49:32.010 align:middle line:84%
And only cheaper
to capital gets you

00:49:32.010 --> 00:49:34.730 align:middle line:84%
into a place where you actually
can use the extra generation.

00:49:34.730 --> 00:49:36.210 align:middle line:84%
But then, nonetheless,
they believe

00:49:36.210 --> 00:49:39.890 align:middle line:84%
that there's an ultimate
target for green energy

00:49:39.890 --> 00:49:44.640 align:middle line:84%
that is competitive with
current gray hydrogen,

00:49:44.640 --> 00:49:47.760 align:middle line:84%
or making green hydrogen
can be made the same price

00:49:47.760 --> 00:49:50.800 align:middle line:84%
as gray hydrogen
in the long run.

00:49:50.800 --> 00:49:54.520 align:middle line:84%
I think TBD because a lot
of optimistic assumptions

00:49:54.520 --> 00:49:56.420 align:middle line:90%
baked into this calculation.

00:49:56.420 --> 00:49:59.040 align:middle line:90%
And we'll see what happens.

00:49:59.040 --> 00:50:02.600 align:middle line:84%
What's the situation for nuclear
hydrogen, or it's pink hydrogen?

00:50:02.600 --> 00:50:05.800 align:middle line:84%
At the moment, it's
more expensive.

00:50:05.800 --> 00:50:08.800 align:middle line:90%
It can technically be done.

00:50:08.800 --> 00:50:11.720 align:middle line:84%
And there are actually
three ways of doing it.

00:50:11.720 --> 00:50:16.040 align:middle line:84%
So one method, which is
you have very hot nuclear,

00:50:16.040 --> 00:50:18.120 align:middle line:84%
and just because
it is so hot, it

00:50:18.120 --> 00:50:21.520 align:middle line:84%
breaks up the water at
these high temperatures.

00:50:21.520 --> 00:50:23.900 align:middle line:84%
But this requires these very
high temperature reactors,

00:50:23.900 --> 00:50:25.420 align:middle line:90%
which have low lifetimes.

00:50:25.420 --> 00:50:29.120 align:middle line:84%
And it doesn't look
really promising.

00:50:29.120 --> 00:50:32.460 align:middle line:84%
The second thing you can do
is you could make electricity,

00:50:32.460 --> 00:50:35.400 align:middle line:84%
you make green
electricity from nuclear

00:50:35.400 --> 00:50:38.780 align:middle line:84%
and do the traditional
just green hydrogen,

00:50:38.780 --> 00:50:40.360 align:middle line:90%
just do water electrolysis.

00:50:40.360 --> 00:50:42.740 align:middle line:84%
But we already know that
electricity from nuclear

00:50:42.740 --> 00:50:46.160 align:middle line:84%
is probably not going to be cost
competitive with renewables,

00:50:46.160 --> 00:50:49.460 align:middle line:84%
and therefore, this is
probably not the strategy.

00:50:49.460 --> 00:50:51.700 align:middle line:84%
So the real way you
would use nuclear

00:50:51.700 --> 00:50:56.500 align:middle line:84%
is that you would preheat
water using nuclear heat,

00:50:56.500 --> 00:51:00.580 align:middle line:84%
and then you would
use electric, probably

00:51:00.580 --> 00:51:04.280 align:middle line:84%
actually from renewables,
to do the electrolysis.

00:51:04.280 --> 00:51:06.340 align:middle line:90%
It would be a two-step process.

00:51:06.340 --> 00:51:09.860 align:middle line:84%
So why do I say
preheat the water?

00:51:09.860 --> 00:51:13.900 align:middle line:84%
Well, it turns out that the
efficiency of electrolysis

00:51:13.900 --> 00:51:15.560 align:middle line:90%
is a function of temperature.

00:51:15.560 --> 00:51:18.680 align:middle line:84%
And you can see here this
maximum theoretical efficiency.

00:51:18.680 --> 00:51:21.060 align:middle line:84%
And this is more like where
things actually operate.

00:51:21.060 --> 00:51:23.860 align:middle line:84%
And the blue line, you
see the efficiency goes

00:51:23.860 --> 00:51:25.860 align:middle line:90%
way up as you heat the water.

00:51:25.860 --> 00:51:29.380 align:middle line:84%
And so, actually, in
these electrolysis plants

00:51:29.380 --> 00:51:31.280 align:middle line:84%
being run off of
renewable energy,

00:51:31.280 --> 00:51:33.180 align:middle line:84%
they're heating
the water anyway.

00:51:33.180 --> 00:51:36.340 align:middle line:84%
And instead of heating it
using resistive heating,

00:51:36.340 --> 00:51:38.460 align:middle line:84%
we would heat it
using nuclear heat.

00:51:38.460 --> 00:51:40.720 align:middle line:84%
And that's where
you would actually

00:51:40.720 --> 00:51:43.960 align:middle line:84%
get the gains from
nuclear because, remember,

00:51:43.960 --> 00:51:47.600 align:middle line:84%
nuclear heat is cheaper
than renewables heat.

00:51:47.600 --> 00:51:49.540 align:middle line:90%
So that's the idea.

00:51:49.540 --> 00:51:53.100 align:middle line:84%
So here's the kind of
calculation to be done.

00:51:53.100 --> 00:51:55.620 align:middle line:90%


00:51:55.620 --> 00:51:57.120 align:middle line:84%
Your target temperature
is something

00:51:57.120 --> 00:51:59.780 align:middle line:90%
like 700 to 800 degrees.

00:51:59.780 --> 00:52:03.520 align:middle line:84%
777 is kind of like
our target temperature

00:52:03.520 --> 00:52:04.700 align:middle line:90%
to operate our process.

00:52:04.700 --> 00:52:06.800 align:middle line:90%
So let's just look at this plot.

00:52:06.800 --> 00:52:12.600 align:middle line:84%
777, and you're here where
the curve is turning over.

00:52:12.600 --> 00:52:15.960 align:middle line:84%
So this is just a
way of calculating

00:52:15.960 --> 00:52:17.500 align:middle line:90%
how much nuclear we need.

00:52:17.500 --> 00:52:21.263 align:middle line:90%


00:52:21.263 --> 00:52:23.680 align:middle line:84%
So we're going to start with
room temperature water, which

00:52:23.680 --> 00:52:24.660 align:middle line:90%
is 20 degrees.

00:52:24.660 --> 00:52:27.360 align:middle line:84%
And we're getting heated up
an additional 800 degrees

00:52:27.360 --> 00:52:31.200 align:middle line:90%
to get to boiling.

00:52:31.200 --> 00:52:32.920 align:middle line:84%
Now it turns out
you can obviously

00:52:32.920 --> 00:52:36.320 align:middle line:84%
change-- you could
change the amount of heat

00:52:36.320 --> 00:52:39.930 align:middle line:84%
you have to put in to
get it up to boiling by,

00:52:39.930 --> 00:52:41.790 align:middle line:90%
say, putting it under vacuum.

00:52:41.790 --> 00:52:43.470 align:middle line:84%
But it turns out,
then, what happens

00:52:43.470 --> 00:52:45.972 align:middle line:84%
is that this number
goes up when you're

00:52:45.972 --> 00:52:47.430 align:middle line:84%
at lower than
atmospheric pressure,

00:52:47.430 --> 00:52:49.430 align:middle line:84%
and you don't really
gain anything.

00:52:49.430 --> 00:52:53.510 align:middle line:84%
So basically, this is your
number to get it up to boiling,

00:52:53.510 --> 00:52:59.630 align:middle line:84%
plus the heat of vaporization,
plus to take the steam from 100

00:52:59.630 --> 00:53:05.710 align:middle line:84%
degrees up to 777, use
another 677 degrees C of heat

00:53:05.710 --> 00:53:08.650 align:middle line:84%
in the steam, and if
you add that all up,

00:53:08.650 --> 00:53:13.790 align:middle line:84%
it gives you 4,000 kilojoules
of heat per kilogram of water

00:53:13.790 --> 00:53:16.590 align:middle line:90%
to get it up to 777.

00:53:16.590 --> 00:53:22.270 align:middle line:84%
No, that is your
water feedstock.

00:53:22.270 --> 00:53:26.310 align:middle line:84%
And for 5 million tons,
which we previously

00:53:26.310 --> 00:53:29.810 align:middle line:84%
calculated for 70 billion
gallons, at 26 grams per gallon,

00:53:29.810 --> 00:53:31.670 align:middle line:84%
you have five
million tons of H2.

00:53:31.670 --> 00:53:35.350 align:middle line:84%
That gives you 45
million tons of water.

00:53:35.350 --> 00:53:38.450 align:middle line:84%
And then you multiply that
number times that number,

00:53:38.450 --> 00:53:44.050 align:middle line:84%
and you get 6 gigawatts
of thermal heat needed

00:53:44.050 --> 00:53:48.610 align:middle line:84%
to produce all of the hydrogen
for all the transportation fuel

00:53:48.610 --> 00:53:53.450 align:middle line:84%
production that is difficult
to decarbonize with batteries.

00:53:53.450 --> 00:54:00.290 align:middle line:84%
So the bottom line here is that,
yes, nuclear could contribute,

00:54:00.290 --> 00:54:08.410 align:middle line:84%
but 6 gigawatts is not that
much in terms of a market size.

00:54:08.410 --> 00:54:11.450 align:middle line:84%
So I don't think the
transportation fuel story is

00:54:11.450 --> 00:54:14.470 align:middle line:90%
actually the thing for nuclear.

00:54:14.470 --> 00:54:17.330 align:middle line:84%
It's actually all the rest of
those industrial processes.

00:54:17.330 --> 00:54:20.050 align:middle line:84%
Sure, you could use your nuclear
batteries to help with this,

00:54:20.050 --> 00:54:25.090 align:middle line:84%
but it's 10% perturbation on
the existing market, something

00:54:25.090 --> 00:54:27.050 align:middle line:84%
like this, despite
the fact that this

00:54:27.050 --> 00:54:29.290 align:middle line:90%
is one third of transportation.

00:54:29.290 --> 00:54:32.730 align:middle line:84%
And that's because, really, the
principal energy consumer here

00:54:32.730 --> 00:54:35.240 align:middle line:84%
is just electricity,
which is just cheaper

00:54:35.240 --> 00:54:38.320 align:middle line:90%
coming from renewables.

00:54:38.320 --> 00:54:42.400 align:middle line:84%
So that's the kind of bottom
line for the transportation

00:54:42.400 --> 00:54:44.000 align:middle line:90%
story.

00:54:44.000 --> 00:54:46.640 align:middle line:84%
Everything that I've
shown you so far,

00:54:46.640 --> 00:54:50.200 align:middle line:84%
the industrial processes
and the transportation,

00:54:50.200 --> 00:54:53.640 align:middle line:90%
are both for the United States.

00:54:53.640 --> 00:54:56.520 align:middle line:84%
The industrial processes are
the ones that are interesting.

00:54:56.520 --> 00:55:00.120 align:middle line:84%
So what happens if we're
looking at a global market?

00:55:00.120 --> 00:55:01.020 align:middle line:90%
So here it is.

00:55:01.020 --> 00:55:07.080 align:middle line:84%
Here's the distribution
of emissions,

00:55:07.080 --> 00:55:16.320 align:middle line:84%
which is in my proxy for CO2
abatable sources of heat.

00:55:16.320 --> 00:55:20.200 align:middle line:84%
And you see around 2014, which
is essentially when all the data

00:55:20.200 --> 00:55:21.960 align:middle line:90%
I showed you were--

00:55:21.960 --> 00:55:24.020 align:middle line:84%
it takes them a long
time, satellite data.

00:55:24.020 --> 00:55:26.080 align:middle line:90%
So that data was all--

00:55:26.080 --> 00:55:31.800 align:middle line:84%
basically, in this region,
the US is about 10%

00:55:31.800 --> 00:55:35.580 align:middle line:84%
of the total industrial
heat emissions.

00:55:35.580 --> 00:55:43.860 align:middle line:84%
So my kind of global estimate is
that potentially up to 10 times

00:55:43.860 --> 00:55:45.440 align:middle line:90%
what we estimated for the US.

00:55:45.440 --> 00:55:49.060 align:middle line:84%
So we were talking a couple
thousand mini microreactors

00:55:49.060 --> 00:55:53.300 align:middle line:84%
in the US-- we might be
talking something like 20,000

00:55:53.300 --> 00:55:55.340 align:middle line:90%
microreactors globally.

00:55:55.340 --> 00:55:57.580 align:middle line:84%
And so that really
just underscores

00:55:57.580 --> 00:56:02.820 align:middle line:84%
that there is really a potential
there in the heat market.

00:56:02.820 --> 00:56:08.780 align:middle line:84%
So bottom line, globally,
around 600 gigawatts

00:56:08.780 --> 00:56:11.700 align:middle line:90%
of thermal heat potential--

00:56:11.700 --> 00:56:14.880 align:middle line:84%
majority will be at
these tiny sizes.

00:56:14.880 --> 00:56:18.000 align:middle line:84%
There is a strong preference
to get to higher temperatures.

00:56:18.000 --> 00:56:21.580 align:middle line:84%
If we can do it with keeping
the capital, we're keeping--

00:56:21.580 --> 00:56:26.360 align:middle line:84%
microphone going out-- keeping
the lifetime of the reactor

00:56:26.360 --> 00:56:27.300 align:middle line:90%
good.

00:56:27.300 --> 00:56:31.100 align:middle line:84%
We don't want to harm
the reactor lifetime.

00:56:31.100 --> 00:56:36.410 align:middle line:84%
That affects the capital
cost by pushing [INAUDIBLE].

00:56:36.410 --> 00:56:37.710 align:middle line:90%
It still depends on economics.

00:56:37.710 --> 00:56:39.690 align:middle line:84%
We still need to build
these things cheap,

00:56:39.690 --> 00:56:42.650 align:middle line:84%
and we don't really know
how is it going to be.

00:56:42.650 --> 00:56:44.930 align:middle line:84%
And so we have
this rule of thumb,

00:56:44.930 --> 00:56:49.010 align:middle line:84%
under $130 per megawatt,
which we should bear in mind.

00:56:49.010 --> 00:56:51.130 align:middle line:84%
This is a problem
worth working on.

00:56:51.130 --> 00:56:53.430 align:middle line:84%
So that's it for
the heat markets.

00:56:53.430 --> 00:56:56.210 align:middle line:84%
If there are any
other questions?

00:56:56.210 --> 00:56:56.750 align:middle line:90%
Take care.

00:56:56.750 --> 00:56:57.290 align:middle line:90%
Yeah?

00:56:57.290 --> 00:56:58.873 align:middle line:84%
AUDIENCE: With
transportation of heat,

00:56:58.873 --> 00:57:00.630 align:middle line:84%
I know it depends on
a lot of the factors.

00:57:00.630 --> 00:57:03.730 align:middle line:84%
But just first order estimate,
how far can you translate it?

00:57:03.730 --> 00:57:05.250 align:middle line:90%
PROFESSOR: I have no idea.

00:57:05.250 --> 00:57:06.390 align:middle line:90%
Good paper topic.

00:57:06.390 --> 00:57:08.930 align:middle line:90%


00:57:08.930 --> 00:57:12.450 align:middle line:90%
So any other questions?

00:57:12.450 --> 00:57:15.200 align:middle line:90%
All right, get out early.

00:57:15.200 --> 00:57:31.000 align:middle line:90%