Wednesday, September 25, 2024

on building nuclear to create hydrogen

The head of the IESO, the operator of Ontario’s electricity system, recently delivered a speech at an event organized by both the Ontario Energy Association and the Association of power Producers of Ontario (APPrO). I read the notes as it’s always interesting when the contractor speaks to the potentially contracted. Being a nuclear advocate this jumped out at me:

“We continue to work with Bruce Power and Ontario Power Generation to assess the feasibility for 17,800 MW of new nuclear in the province – consistent with our Pathways to Decarbonization report”

As a nuclear advocate, and a consumer advocate, and as a commentator whose supply mix suggestions following a procurement orgy from 2009-2011 closely match where we ended up today, I felt obliged to follow up. It’s not feasible, but it is fashionably ridiculous.

The Pathways to Decarbonization is a report delivered by the IESO to the Ministry of Energy, at the request of the Minister, intended to, “evaluate a moratorium on new natural gas generation in Ontario and to develop a pathway to zero emissions in the electricity sector.” I didn’t pay much attention because I think those are facile topics, but seeing it cited as a reason for 2-3 times more nuclear, it was now worth ctrl f’ing the document.

There’s some lovely bar charts, with related data tables, displaying capacity that exists and is planned to still be operating in 2050, along with new capacity needed and the totals for both. The figure for capacity includes the 17,800 MW “New Capacity Online by 2050.” What slowed my enthusiasm was the energy number expected from this 17,800 MW: 63 TWh.

That’s very low. Upon checking, the only years of nuclear output below that level, since 1985, came when we’d deliberately idled the 5,000 MW of capacity a Pickering A and Bruce A (1998-2003), which would have put active capacity around 8,200 MW , so getting that same level of output out of 17,800 MW seemed a mistake. Unfortunately, it’s a little worse than that.


This presentation of the data lacks context for those not aware of today’s actual supply, but compared to now this is roughly doubling solar, imports and nuclear (not adjusted for the decreased real capacity due to refurbishment), and nearly tripling wind. Gas is disposed of and replaced, in its capacity role, largely with hydrogen.

Where, oh where, will we get the hydrogen? 

Saturday, September 7, 2024

Will the new version of Ontario Energy Minister prove to be Smitherman 2.0?

"Minister Lecce needs to step back and gain knowledge on the existing costs to us Ontarians of our electricity needs instead of charging ahead..." -Parker Gallant
Parker and I have been communicating on Ontario’s electricity sector for over 13 years. We both started due to the wreckage of a brash new minister casting aside the policy of a professional planners to boldly undertake a new direction intended to make Ontario a leader in wind and solar energy. Back in 2009 an Integrated Power System Plan (IPSP) was cast aside and a directive from a freshman Energy Minister, and trusted Deputy Premier, signed an enormous 2,500 MW deal with a Korean consortium that was supposed to kick off the rush to 10,700 MW of non-hydro renewables. There is not, anything certain I wish to communicate today, but I have collected and formatted data throughout, so I thought I’d collect a number of the graphics and data sources I’ve been using on social media to communicate the concerns I have about returning to a GEA-era procurement debacle.
“With energy demand growing rapidly, our government is stepping up by advancing our largest energy procurement in our history.” -Stephen Lecce, Minister of Energy and Electrification  [emphasis added]
I don’t generally focus on semantics, but “energy” is used very poorly in Lecce’s communication. Let’s look for “growing rapidly” in annual electricity supply in Ontario over the past 88 years.