The rise of batteries in six charts
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Re: The rise of batteries in six charts
#2What I find really interesting is the huge growth in stationary storage - I believe it's the fastest growing segment.
Re: The rise of batteries in six charts
#3What I find really interesting is the huge growth in stationary storage - I believe it's the fastest growing segment.
Stationary systems for grid scale storage have amazing options - e.g. Form Energy - that needn't rely on power density benefits of Lithium chemistries. I wouldn't be surprised to see this sector dominate the GWh/yr chart in the next 6 years.
Re: The rise of batteries in six charts
#4This is all very encouraging and in particular batteries role in solar
Two interesting data points to that end
1) The "duck curve" for CA is almost neutral - eg the timing imbalance between peak demand and solar power generation - battery utilization is the most straightforward solution here - https://twitter.com/baker_edmund/status/1750644294673748366
2) There has been a massive decline in rooftop solar applications in CA since solar energy reimbursements dropped - https://twitter.com/thomasopeters/status/1750920941868347539 - some of that is potentially pent up demand, but I think illustrates the role state policy has to play in moving towards "renewables"
Re: The rise of batteries in six charts
#5What I find really interesting is the huge growth in stationary storage - I believe it's the fastest growing segment.
Stationary systems for grid scale storage have amazing options - e.g. Form Energy - that needn't rely on power density benefits of Lithium chemistries. I wouldn't be surprised to see this sector dominate the GWh/yr chart in the next 6 years.
It's difficult to see any of the alternatives displacing batteries for short-term storage. Batteries aren't a good fit for long-term storage, which is where alternatives should be competitive. But that market is essentially 0 right now.
Re: The rise of batteries in six charts
#6[flagged]
Re: The rise of batteries in six charts
#7[flagged]
Wind? Solar? Hydro? Tide? Geothermal?
Re: The rise of batteries in six charts
#8If battery growth is exponential, but mining of ore isn't, that's a pretty big red flag imo. Once raw material production hits a wall, prices go back up, profits droop, advancement declines. After a while there'll probably be a new OPEC for batteries. Batteries are here to stay, but the growth rate isn't.