This 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…
The rise of batteries in six charts
51–60 of 275 posts
Re: The rise of batteries in six charts
#52Earlier quoted context omitted.
Batteries aren’t just used in cars man. Really hard to beat propane or diesel for heat in the wilderness right now.
We don't have billions of people living in the wilderness. And technology has reached a price level where off-grid solar is actually an affordable and superior alternative to propane and diesel for household use in rural Africa.
Plus they asked about airplanes and somehow you made it about cars.
Re: The rise of batteries in six charts
#53What 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.
Most of the non Li-Battery grid cell systems have not yet proven much. Many of the first generation of such system went bust. And many of the others have taken a long time and are still not deployed.
So far the successful grid battery companies are mostly repackaging other cells.
Re: The rise of batteries in six charts
#54Diesel 12.7 kWh/kg
Re: The rise of batteries in six charts
#55This is a great set of charts and analysis, although I have two problems with it. 1. On the chart of energy density, I'd like to see the the energy density of petrol for comparison. It's much higher, and even though extrapolation is dangerous, I'd like to see how long it could take to reach parity given some of the different forecasting models they mention. Specifically regarding their mention of air travel, I'd like…
Diesel 12.7 kWh/kg
Re: The rise of batteries in six charts
#56This is a great set of charts and analysis, although I have two problems with it. 1. On the chart of energy density, I'd like to see the the energy density of petrol for comparison. It's much higher, and even though extrapolation is dangerous, I'd like to see how long it could take to reach parity given some of the different forecasting models they mention. Specifically regarding their mention of air travel, I'd like…
The mention of air travel was strange. I wasn't aware of anyone who thought long range flight would ever be electrified. At least not without some fundamental breakthrough. S-curves are hard to predict. Basically every time someone attempts to do it, they are way off. This [0] is a neat paper that addresses the question. We've blown past every single prediction. [0] https://www.inet.ox.ac.uk/files/energy_transition_p…
Batteries will get more energy dense, the range will increase a bit. But yeah, it's hard to see it getting to a few 100 miles.
Re: The rise of batteries in six charts
#57If 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.
Re: The rise of batteries in six charts
#58How much hydrocarbon fuel is needed to produce these batteries each year?
How much fuel is needed to charge them?
Re: The rise of batteries in six charts
#59Earlier quoted context omitted.
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.
There are lots of companies trying to build out different kinds of flow batteries for storage. Think of a shipping container filled with some substance that stores charge and just sits there, waiting for you to use it, grid storage. But they all seem like research projects. https://news.mit.edu/2023/flow-batteries-grid-scale-energy-s...
But there are many battery companies for gird batteries. Flow is just one type and one that seems far less poplar now-days. They were all the hype like 10-15 years ago.
The problem is the Li-commodity race has already beaten most of those designs. You need to use very, very cheap materials. Form Energy considered some flow designs but rejected them.
That's why Form Energy are going to things like Iron batteries, because Li batteries will never reach those numbers.
But very few of those alternative have had any real commercial success yet.
Re: The rise of batteries in six charts
#60If 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.
Sigmoids (the most well know being the logistic curve) begin to tapper off overtime approaching no growth and reaching an upper bound.