Re nuclear- perhaps but a base case scenario of flat generation seems reasonable given setbacks in France - down 20% to ca 350TWh in recent times and EDF monopoly. Re electricity demand growth - there may be some structural shift here since Ukraine- surely a lower scenario of say 2.2% would be worth considering and eg higher wind solar growth so we can avoid placing chips on nuclear resurgence and CCS
Nov 21, 2023
at
7:44 PM
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