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Can we do without nuclear? Mind the economic conditions of a technological transition. Jean-Charles Hourcade DR CNRS, Directeur d’études EHESS. Lessons from the past , why a technical success …. … leads to so ambiguous economic outcomes. Trade balance vs. energy external bill.
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Can we do without nuclear?Mind the economic conditions of a technological transition Jean-Charles Hourcade DR CNRS, Directeur d’études EHESS
Betweentechnical and economicalsuccess, whatparameters? • A ‘electrificationnuclear’ a lesser import-substitution effectthan the « substititutionnuclear » • Exchange rates variations in $ … and othercurrencies • Trade balance surplus and the purchasing power of oil and gaz • Industrial « strategies », includingtheir impact on energydemand • A « crowding out effect » ???? … good question but hard to settle
An IAMC exercise: carbonconstraints and availability of technological options
A lowcost for banningnuclear … even for a 550 ppm all gasesCarbon Concentration Target? GDP variation from the baseline Cost of the ban of nuclear
Insights for the Future: ‘suggestions’ fromexisting world scenarios • Can the world « live » withoutnuclear? • « likely » yes in the absence of carbonconstraint • « lesslikely » yes in the presence of carbonconstraint … because the politicallimits to nuclear have already been internalized in baseline scenarios • Will the world « live » withoutnuclear? This willdependupondecisions in China, India as well as in the US and EU • France, a specific case becausenuclearis central in the electrical system
France withoutnuclear: Let us pick one plausible but arbitrarybaseline …. And the « Taxe Quinet » • GDP growth rate: ~ from 1,9 % to 1,7 after 2035 • Electricitydemand: multiplied by 2 in 2050 • Emissions over 2010 and 2050 (baseline): 12,4 GtCO2 • Share of the nuclear: between 60% and 70% • Energyefficiency set of asymptotes • New and renewableenergies: a potential of 30% • Significant infrastructure investments in transport and buildings • Implementation of the Quinet’scarbontax • France has a nul externaldebt and a nul public debt in 2050
Conclusions: a threestepdebate to beconducted • Are carbon – free no nuke options (includingenergyefficiency) available the transition technicallyfeasible? • Highlycontroversial but, ultimately • A matter of direction of innovation and of pace of deployment • Economiclubricantsmatter • To support the re-direction of microeconomicdecisions • To minimize the social costs of the transition • Societalpre-conditions (not considered in the previous simulations) • The availablity of skilledlabor: does the education system ‘produces’ enoughingeniersandtechnicians in the concernedsectors • Beyondenergyefficiency, the consumption styles