Out of 2 TW_e of coal power plant capacity in operation globally today, more than half is less than 14 years old. Climate policy related to limiting CO₂-emissions makes the longer-term operation of these plants untenable. In this study, we assess the spectrum of available options for the future of both equipment and jobs in the coal power sector by assessing the full scope of “retrofit decarbonization” options. Retrofit decarbonization is an umbrella term that includes adding carbon capture, fuel conversion, and the replacement of coal boilers with new low-carbon energy sources, in each case re-using as much of the existing equipment as economically practicable while reducing or eliminating emissions. This article explores this idea using the Polish coal power fleet as a case study. Retrofit decarbonization in Poland was shown to be most attractive using high-temperature small modular nuclear reactors (SMRs) to replace coal boilers, which can lower upfront capital costs by ~28–35% and levelized cost of electricity by 9–28% compared to a greenfield installation. If retrofit decarbonization is implemented globally by the late 2020s, up to 200 billion tons of otherwise-committed CO₂-emissions could be avoided.

The near and mid-term future of the existing Polish coal-fired power fleet is uncertain. The longer-term operation of unabated coal power is incompatible with climate policy and is economically challenging because of the increasing price of CO₂ emission allowances in the EU. The results of the techno-economic analysis presented in this paper indicate that the retrofit of existing coal-fired units, by means of replacing coal-fired boilers with small modular reactors, may be an interesting option for the Polish energy sector. It has been shown that the retrofit can reduce the costs in relation to greenfield investments by as much as 35%. This analysis focuses on the repowering of a 460 MW supercritical coal-fired unit based on the Łagisza power plant design with high temperature small modular nuclear reactors based on the 320 MW_th unit design by Kairos Power. The technical analyses did not show any major difficulties in integrating. The economic analyses show that the proposed retrofits can be economically justified, and, in this respect, they are more advantageous than greenfield investments. For the base economic scenario, the difference in NPV (Net Present Value) is more favorable for the retrofit by 556.9 M€ and the discounted payback period for this pathway is 10 years.

In the first months of 2022, there was a sharp turn in the energy policy of the European Union, initially spurred by increasing energy prices and further escalated by Russia’s invasion of the Ukraine. Further transformation of the energy system will likely be accompanied by the gradual abandonment of natural gas from Russia and an increase of renewable and nuclear energy. Such a transition will not only increase energy security, but also accelerate the pace at which greenhouse gas emissions are reduced in Europe. This could be achieved more effectively if some of the new nuclear energy capacity is optimized to play an increased balancing role in the energy system, thus allowing for deeper market penetration of intermittent renewable energy sources with a reduced need for flexible fossil backup power and storage. A double effect of decarbonization can be achieved by investments in nuclear repowering of coal-fired units, with the replacement of coal boiler islands with nuclear reactor systems. Repowered plants, in turn, operate flexibly via integration with thermal energy storage systems using molten salt. This paper presents the results of a technoeconomic analysis for three cases of nuclear repowering of a 460 MW supercritical coal-fired unit in Poland. The first reference case assumes that three reactors are replacing the existing coal boilers, while the second reference leverages two reactors. The third uses two nuclear reactors equipped with a molten salt thermal energy storage system as a buffer for the heat produced by the reactor system. The analysis of the third case demonstrates how the TES system’s capacity varies from 200 to 1200 MWh, highlighting the possibility of obtaining a high degree of flexibility of the nuclear unit due to TES system without significant drops in the efficiency of electricity production. The economic analysis demonstrates that integration with TES systems may be beneficial if the current levels of daily variation in electricity prices are maintained. For current market conditions, the most attractive investment is a case with two reactors and a TES system capacity of 800 MWh; however, with the increasing price volatility, this grows to a larger capacity of 1000 or 1200 MWh.