There are several lines of storage research that only need to be ramped up to mass production at this point. Since stationary storage doesn’t have the weight restrictions that electric car batteries do, there are many different viable options. Flow batteries, sodium batteries, pumping water uphill, big tower of concrete blocks on pullies, hydrogen electrolysis, big ceramic block that gets hot. Some will work wherever, others are only viable in certain situations, but there are many options and we only need one of them to work at scale.
When nuclear tries to make improvements, it tends to do one thing per decade. If it fails, wait another decade to try the next thing. Last decade, it was the AP1000 reactor. It was hoped it would make a single, repeatable design that would avoid the boutique engineering that caused budget and schedule overruns in the past. Didn’t work out that way. This decade, it’s Small Modular Reactors. The recent collapse of the Utah project doesn’t give much hope for it.
Even if it does, it won’t be proven out before 2030. We’ll want to be on 90% clean electrical technology by then if we have even a hope of keeping climate change at bay. There is no longer a path with nuclear that could do so. Given project construction times, the clock ran out already.
While I don’t disagree that it’s going to be too late, I do think SMRs are likely to go the distance, at least abroad.
The reality is that we aren’t going to hit 90% carbon free by 2030 without a huge social and political shift. There’s just no way that is happening in 6 years. I really hate being a downer about it but I think we need to face the facts on it.
I think most of the technologies you mention are currently still too expensive, can’t be used everywhere or don’t make sense to be used at a large scale. E.g. for pumped hydro you need height differences. Concrete blocks on pullies sound like you need a lot of space for only a small amount of energy (I didn’t do the maths, this is just my feeling, so correct me if I’m wrong).
About nuclear energy: in the article I saw that it accounts for 18% of the US electricity production. That’s half of the 40% emissions-free part. So for sure we cannot reach the targets without nuclear energy. My opinion is that we should keep using it and keep investigating it further, just as we should keep investigating new electricity storage technologies.
Some of those technologies are only awaiting mass production. Economies of scale are all that’s needed, not any further breakthroughs in the lab.
The part of that carbon-free total that isn’t nuclear or hydro has almost all been installed on the last decade. It got deployed fast and is only accelerating.