California Needs to End Its Outdated Nuclear Power Plant Moratorium
Published in the San Francisco Chronicle
With California electricity prices continuing to rise and energy demands set to skyrocket in the coming years, it's time for the state to rethink its outdated views on nuclear power.
It has been 50 years since California passed a moratorium on the construction of new nuclear power plants due to concerns about waste disposal. Since then, however, climate change has worsened and power prices have risen sharply as California has expanded use of renewable energy while cutting back on fossil and nuclear power.
This month, we met in Napa with state legislators, policymakers, agencies, energy companies and labor unions to discuss a hard truth: The 1976 ban on building new nuclear power alternatives no longer makes sense.
California prides itself on being a clean energy leader. Yet the average household pays around 32 cents per kilowatt-hour - nearly double the national average. Solar, touted as perhaps the cheapest energy source, produces about a third of California's electricity. But what really matters is the cost of the state's entire system: the extra transmission lines through fire-prone terrain, the immense overbuild of renewable production to compensate for its intermittent output, the batteries that cover hours but not weeks, and the gas plants needed for evenings and heat waves.
Those extra costs show up on monthly bills.
According to California's grid operator, the state will need $30 billion to $50 billion in new transmission infrastructure by 2040, paid mostly by households and businesses. Some of that investment is necessary for wildfire hardening and grid modernization. But a significant portion is driven by the need to connect remote solar and wind projects and to transmit power when production surges in one region and drops in another.
The last nuclear plant built in California, Diablo Canyon in San Luis Obispo County, was scheduled to close in 2025. Then grid operators warned of possible blackouts and the state reversed course, extending operations through 2030. That reprieve bought time (a decision to extend for another 20 years is pending), but revealed something unsettling: California had nearly lost its most reliable clean power source, with no replacement ready.
Diablo Canyon generates 9% of the state's electricity and 17% of its clean energy. Keeping it running for another four years is a necessary stopgap, but it's not a strategy.
Energy grids that rely on sunshine and wind must build substantially more capacity to cover drops in output. They also require additional spending on batteries and backup plants, like natural gas, to provide electricity when it is needed most. Studies have shown that as renewables scale beyond roughly 30% of generation, these system costs accelerate significantly.
Firm power, such as nuclear, reduces the need for backup and transmission. A 2021 MIT study found that achieving a low-carbon grid with nuclear power included in the mix was 62% less expensive than one relying solely on renewables and storage. The International Energy Agency has reached similar conclusions, stating that the clean energy transition will be far more expensive and take much longer without including nuclear energy in the mix.
Grids with a large share of nuclear power also outperform on decarbonization. California's carbon dioxide emissions per unit of power are roughly 10 times higher than those of France, Sweden and the Canadian province of Ontario - all of which have largely decarbonized their grids by incorporating nuclear and hydropower.
Paradoxically, California remains home to world-leading nuclear innovation. Advanced nuclear startups, national nuclear labs and world-class nuclear engineering programs are all based here. Yet while California tech giants have signed agreements to purchase more than 10 gigawatts of new nuclear power, none of it will be built here.
Concerns about safety and waste deserve serious attention. But unlike older facilities, modern reactors use passive safety systems that greatly reduce risks. It's also worth noting that while America's aging nuclear plants continue to provide one-fifth of the country's electricity needs, they have never caused a single fatality.
Nuclear fuel disposal and recycling technology have advanced since 1976. There has also never been, it should be noted, a fatal accident in the global history of civilian spent fuel management. And while countries like Finland are set to store waste in underground repositories, others like France and Russia consider that waste a precious asset to recycle and reuse as fuel, a strategy the United States is now considering.
California's ban on new nuclear plants may have made sense in its time. But today's challenges are of a different order. Rising electricity costs are hurting California families and businesses, driving many of them away. In Napa, we told state leaders something simple: Energy policy is not about nostalgia. It is about whether the entire system can deliver affordable, clean and reliable power at scale and on demand.
In many ways, California remains the place where the world's future is built. But when it comes to energy, it's still stuck in the past.
It's time to embrace the future once again - and lift the outdated ban.

