It doesn't matter. Both HVDC and batteries are cheaper than nuclear, by a lot.
The cost of solar, *including storage* is $40/MWh in Arizona *today*. Running that $40/MWh power to NY over HVDC is cheaper than a nuclear power plant. And according to the author, generating and storing the power in New York via solar or wind would be even cheaper.
This essay's math literally relies on linear continuation of current price trends for over a decade with no justification of the linear assumption in order to reach this conclusion.