But regulation, while it has its purposes, stifles many things. At the same time time it’s not even doing what they were meant for.
There are a number of countries being run far better than the US or the EU
It will be funny if China is what convinces the US to be more open to free industry. Opposite day vs the 1970s
If it's just your company or some trifling consortium trying to develop nuclear energy advances in a "free industry" environment, the guy who is just slapping up windmills, [T Boone Pickens RIP], is just gonna mop the floor with you. There's just no way to compete on moonshots like that.
The French interest in breeder reactors and nuclear reprocessing also originates from a similar concern about lack of domestic access to raw uranium. Though Super-phoenix [0] was a more traditional uranium -> plutonium approach and not thorium. They gave up because just using uranium is way, way cheaper than synthesizing your own fissile materials.
[0] https://www.world-nuclear-news.org/articles/indias-prototype...
If you have easy access to uranium, you just use it directly instead.
I guess soon the west has to copy chinas tech.
It's more expensive than just using fresh uranium in current market conditions. It's a way from keeping future uranium shortages from making nuclear power more expensive; it's not a way to make nuclear cheaper than it currently is.
Let me fix that for you: "The truth is that nuclear power is not that financially attractive in the high cost West"
This would allow Western China to also develop reactors to help underpin their renewable and coal energy.
> The interest in MSR technology and Thorium breeding did not disappear however. China's nuclear power production relies heavily on imported uranium,[10] a strategic vulnerability in the event of i.e. economic sanctions. Additionally, the relative lack of water available for cooling PWRs west of the Hu line is a limiting factor for siting them there.
Non-water microreactors broadly fall into two categories: ones using a different moderator, most commonly sodium, a sodium salt or helium; and those using heat pipes. Most microreactor designs don’t use water.
Uranium isn't as ubiquitous as, say, natural gas, and stockpiling it comes with a big heap of physical problems. I can definitely see countries spending on more expensive technology if it comes with more energy security.
That is, as long as we don't build more nuclear power plants.
If you want to increase nuclear power adoption, then you're not going to stay in “current market conditions” for long.
This unlocks a lot of options for the fuel cycle, including the use of thorium.
This work builds on a previous molten salt reactor experiment at Oak Ridge, decades ago. There's a whole lore about MSRs.
Notable, but not unique. The unique bit is it burns thorium.
What people need to understand about the cycle efficiency is that when you mine uranium, the fissionable part of uranium (U-235) is only 1% of that uranium, the rest is nonfissionable U-238.
Thorium is about twice as abundant as Uranium (all isotopes). The MSR uses Thorium to create U-233, a fissionable but not naturally occurring Uranium isotope.
So the "unlimited energy aspect" is that about 200-300x more breedable Thorium exists than fissionable U-235.
A MSR nation could also try to breed U-238 into plutonium, which would provide another 100x more breeding stock, although LFTR never talked about U-238 breeding. IIRC the plutonium may be difficult to handle because of gamma rays, but I don't recall exactly.
While I don't have confidence that even LFTR/MSR reactors can get economical enough to challenge gas peakers, it may be possible to make truly price-competitive MSR electricity with the right modular design. I wish the Chinese the best of luck, because if they do it will spur the rest of the world to adopt this about-as-clean-and-safe-as-it-gets nuclear design.
China has thorium, and while less than others [1], it’s better than they do with uranium [2].
> it may be possible to make truly price-competitive MSR electricity with the right modular design
Yes. But probably not in the near term with thorium. This isn’t designed to be cheaper. It’s designed to be more available to China than being dependent on Russian deposits.
[1] https://www.nature.com/articles/492031a
[2] https://www-pub.iaea.org/MTCD/Publications/PDF/Pub1800.pdf
Source for the fuel cycle?
Thorium 232 -> 233 is neutron negative. But after that you get all kinds of nonsense.
We also have the ability to electrify most transport except maybe long haul trucking and long haul aviation. Aviation (ALL aviation) accounts for less than 5% of global CO2 emissions, which means we could leave that alone and cut elsewhere until we have batteries and other infrastructure good enough for that.
Build all this out and it'll be cheaper and more scalable than what we currently have.
We in the USA choose to stick with ancient technology because we have a sunk cost and an existing political power structure built around it. Meanwhile China is eating our lunch. Make America Great Again! By... pretending it's 1945 and trying to LARP the previous century.
Classic innovators' dilemma at the national level.
Yes, and also vast oil and gas reserves China doesn't have.
Also there is strong public fear and dislike of nuclear power.
In countries where there are no or little fossil fuels it is mainly this public opinion which has crippled the nuclear industry. Germany is a prime example.
Public opinion is obviously much less important in China.
That really isn’t true. The reason Shanghai didn’t expand their maglev to Hangzhou is because residents were worried about electrical magnetic radiation, which I don’t think is really a thing. Nuclear took a long time to get started in China because people thought the government to be inept and corrupt, an image that has only recently faded away in the last decade. Without free elections, public opinion is actually much more important if you want to avoid economically destructive riots.
But this all happens in back rooms, the legal system isn’t very relevant, so if you have an issue but it isn’t a very popular one, you don’t really have any recourse. For example, niche environmental issues, or ones that aren’t widely recognized yet as dangerous…
You don't want to discount the cultural attachment people have to what their parents did and their childhood.
Marginal versus bulk. It can make sense, economically, to keep building coal plants even if solar is cheaper if you’re building solar as fast as you can and still need more power.
I don't see the U.S rushing to adopt either renewables or nuclear. We're just increasing our fossil fuel burning (natural gas).
I don't think it makes sense to extrapolate from one particular technical field to governance in general.
The US managed to defeat both Nazi Germany and Japan plus develop nuclear weapons, all in 1941-5. Was it a proof of extreme competence of the US government in general? The some government tolerated abuse of blacks and forced segregation in the South, I would call it a serious governance failure.
I'm glad China is doing this even though I'm skeptical about nuclear power ever being commercially viable. At least they're trying different things.
T-A•1h ago
https://www.stdaily.com/web/English/2025-11/17/content_43298...
cubefox•12m ago
For comparison: A commercial nuclear power plant is 1 gigawatt, a 10x difference. I assume this would be the next step.