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Russia will dominate energy security until the grid is fit for renewables
Coal is political and environmentally untenable. Nuclear is politically unpalatable in many places, unaffordable, and following Russia’s attack on the Zaporizhzhia, Europe's largest nuclear plant, an unacceptable security risk. The inflexibility of nuclear power station output also makes nuclear difficult to integrate with the variable demand of electric vehicles. I worry that many countries will sacrifice their climate goals to achieve security through a system that combines electrification of transport and coal-fired power. We do not have to do this.
Energy regulators seem to expect Christmas all year
Across the world, the public have been promised that they will be able to benefit from the falling price of renewable energy, but they have been misled. Regulators and politicians acted with the best possible motives as they sought to provide cheap and green energy, but many people failed to understand the true underlying dynamics of a system dominated by renewable energy. In moving from a system where supply could easily adjust to follow demand to one where supply would be driven by the weather, policymakers appear not to have properly accounted for the value of the stability services provided by thermal generation, nor the cost of provisioning stability for a system based on renewables.


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