4 hours at a time hopefully buys you your way through such a peak, even if it doesn’t get you through weeks at a time… and presumably you can top it up from base load after demand peaks for the day, right?
In the equatorial and desert regions they’re talking about, I think both seasonal supply changes and demand profile might be more consistent than, say, dreary cold parts of Europe..
This is of course not how reality will play out, since the grid is market driven, but it’s quite interesting to see the results.
Denmark 2026:
https://www.sciencedirect.com/science/article/pii/S036054422...
Finland 2025:
https://www.sciencedirect.com/science/article/pii/S036054422...
Australia 2025–26:
https://www.csiro.au/en/research/technology-space/energy/Ele...
But no one is claiming that there will only be 4h-storage
(1) ordinary diurnal variation (overnight, lets say 12 hours)
(2) extremely unfavorable weather (see https://en.wikipedia.org/wiki/Dunkelflaute)
(3) annual variation (you might get 3x the sunlight in summer than winter? do you build 180 days of storage or do you overbuild solar systems 3x and get Casey Handmer to dream up something useful to do with that excess energy that doesn't have a stupendous capital cost?)
The "have a natural gas backup plan" is worse than people think for a lot of reasons, in terms of the laws of political science and economics you're going to find that that tail winds up wagging the dog, the whole market will get designed around the needs of those turbine owners, it's going to cost the same if they are running turbines for 5 minutes a year or 20 days a year, and ultimately you're never going to get rid of it. If you really plan to run the system 5 minutes a year what are the odds it will really work when you need it? You have to not just support the turbines you hardly ever use, pipelines you hardly ever use, drilling and storage operations for gas, etc.
Otherwise you need to deal with long distance power transmission across many political jurisdictions, or local generation for night or other low-solar times. To my mind, nuclear base load with solar and batteries used for things like charging cars or demand-shifting probably makes more sense. It's really a shame that we mostly withdrew from building nuclear plants for the past three or four decades; instead we have reached the point where we have to re-learn how or recreate the tooling needed to build them and they are still too damn expensive.
If nuclear is ever going to be competitive it is going to have to be some kind of reactor that runs at higher temperatures with a gas turbine power set. Could be a fast breeder or HTGR or molten salt but not water cooled. Anyway it is not a bird in the hand.
For that matter, it's shocking how small the actual core is for FBRs. The capital cost of FBRs was long projected to be higher because traditionally you had to add a third cooling loop and some other systems but it is projected an sCO2 system today could be cheaper overall.
People are highly aware that we haven't fixed the problems construction new nuclear power plants, they are less aware that we've gotten much better at operating them on all the metrics from uptime to occupational radiation exposure.
what about the variation regarding winds?
My crazy idea is that you could put some energy producing or consuming facilities (hydrogen factory!) on floating platforms that can move where energy is available.
Renewables & batteries have high upfront costs but really low operating costs, so that's what you want supplying 90-98% of your power if your goal is lowest cost. (see Ember Energy reports). NatGas has low capital costs but relatively high operating costs, so yes, sitting idle and running a few days a year really is optimal.
In the darker parts of Europe, at least, this is broadly balanced out by an increase in wind. But there are dark and still days every year.
I don't know how much storage is needed, but it's a hell of a lot more than four hours.