Earlier quoted context omitted.
14 hours of battery (~40 TWh for China) with the hydrogen storage or without? Because the calculator was reporting ~78,000 GWh battery storage with China's weather selected, and 2030 technology assumptions. I changed the spatial capacity factor from 1 to 2 and the battery storage requirement dropped down to 68 TWh, but still well above 40 TWH. Regardless, 14 hours of China's electricity demand is a whopping 40,600 GW…
Battery production capacity grows by 10x every five years. It was four years ago when I first heard that, and we are exactly on track still. In 2031 we will be at 20-30 TWh/year production capacity. There are few things that grow this fast when it comes to manufactured things, atoms are far harder to arrange and scale than bits. But it's happening at a tremendous scale. Natural gas turbine production capacity is tapp…
Regardless of your confidence in battery production's continued growth, I think you'd agree that if someone is making a calculation about the required amount of overproduction required to maintain a stable grid, they should at least mention that their calculation is contingent on provisioning tens of terawatt hours worth of grid storage.