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Analysis finds anytime electricity from solar available as battery costs plummet

pv-magazine-usa.com

71–80 of 226 posts

Re: Analysis finds anytime electricity from solar available as battery costs plummet

#71
Batteries are probably going to kill long-range transmission lines and open up remote generation at a scale never thought possible. Desert solar, remote hydro, etc etc. As the price continues to fall and the density continues to rise the economics of transmission completely change and will decouple the location of power generation from the use of that power dramatically. This decoupling of location and use will drastically reshape energy production. Right now is likely the time to buy sunny land in the middle of nowhere but near train tracks.

Re: Analysis finds anytime electricity from solar available as battery costs plummet

#72

Does anyone know whether it makes sense to setup solar arrays closer to users or to concentrate them in sunny places and send them throughout the country? e.g. an analysis of whether we should setup all the solar farms in Nevada for the whole country... set them up in the general south and transmit north... or will each state have their own farms?

We don't put all our coal and gas plants out in the desert, they're next to and within our cities. Physically transporting electricity across distance is very expensive and a not-insignificant amount of power is simply lost on the way. These problems only get worse as the amount of power goes up, and the danger grows very quickly as power goes up. Plus the strategic and logistical benefits of distributed generation.…

In the GB (UK mainland) grid only ~2% of energy is lost in transmission; distribution is more typically ~5%. And we did put most of our big thermal power generation in the middle of the country, which is now causing difficulties as we need to re-jig transmission to accept offshore wind and interconnectors.

Solar PV on rooftops is great, injecting power directly at the load, eliminating transmission and distribution losses until there is excess to spill back to grid. It would be helpful if we stopped running an entirely artificial timetable in winter that demands heavy activity well outside daylight hours, so that demand better matched availability.

Re: Analysis finds anytime electricity from solar available as battery costs plummet

#74
post #6

Earlier quoted context omitted.

Why would you think that? Solar and wind are both far cheaper than fossil fuels even ignoring the problems caused by coal and methane. https://en.wikipedia.org/wiki/Cost_of_electricity_by_source

Fuel cost for gas/coal can be rounded to $2/MWH - so then you need to amortize the cost of the plant over all the energy produced and you get to roughly 2x fuel cost for nat gas plants and 3x - 5x for coal ones. See page 10 here for sensitivity to fuel costs though; https://www.lazard.com/news-announcements/lazard-releases-20...

No, Lazard estimates the fuel cost is $22-$23/MWh for Gas Combined Cycle, and $13-$18/MWh for Coal. See pages 39-40 of https://www.lazard.com/media/0sopmth5/lazard-releases-2025-l...

Re: Analysis finds anytime electricity from solar available as battery costs plummet

#75
post #55

All nice and beautiful, but I don't understand how will this work in the winter in the temperate areas. You maintain parallel natural gas installations and ramp them up in the winter? Does this doubles the cost?

This probably depends a lot on how close you are to the equator. Here in Germany output of solar in winter is negligible, and if there is no wind, which can happen for several consecutive weeks, we need a backup. No utilities company will build a fossil power plant that will be used only a few weeks per year, so our government will have to step in to make sure this happens. On top of this you have very high costs for…

Here are some numbers: January 2025, the output of solar was ~1500 GWh, it peaked in June at 10500 GWh. So the lowest output was about 15% of the maximum, this year.

https://www.energy-charts.info/charts/energy/chart.htm?l=en&...

https://www.energy-charts.info/charts/energy/chart.htm?l=en&...

Looking at wind, the ratio between min and max per week is about 1:5 (~1200 vs ~6000 GWh). Just as there is always some solar power generation, there is never no wind, though looking at those charts there were 4 weeks in the late summer of 2023 when production was low consecutively, between 700 and 1000 GWh.

Re: Analysis finds anytime electricity from solar available as battery costs plummet

#77
post #35

The scaling up of battery manufacturing for EVs and now solar storage has lead to prices I would have never imagined I'd see in my lifetime. It's one of the success stories that, having lived through it, has been a real joy. I know that folks might have been able to point to a graph years ago and said we'd be here eventually, but I had my doubts given the scale required and hacking through all the lobbying efforts we…

Alas is right, China is poised to dominate battery, solar, and EV technology and to translate it to military technology as well. Meanwhile the Republicans are blowing up US alliances and sabotaging the battery/EV industrial development policy that was actually making progress in giving the US hope in catching up.

It’s the innovators dilemma. We have so much not just technical but cultural and political sunk cost in fossil fuels and traditional industrial era infrastructure. The Chinese are just developing now and don’t have so much of that sunk cost. So they can think like it’s the future. We are stuck in the past.

Eventually there may come a day when it’s China that is stuck in the past, looking back to the early 21st century like we look back to the middle twentieth, and someone else will be ascendant.

I really felt like Trump’s 2024 election was the moment it became the Chinese century. It was the moment we chose to exit our position of world leadership both culturally and technologically.

Re: Analysis finds anytime electricity from solar available as battery costs plummet

#78
post #35

Earlier quoted context omitted.

Alas is right, China is poised to dominate battery, solar, and EV technology and to translate it to military technology as well. Meanwhile the Republicans are blowing up US alliances and sabotaging the battery/EV industrial development policy that was actually making progress in giving the US hope in catching up.

Same here in Germany/Europe. Our conservatives actually destroyed the solar industry for the third time. Our conservative party has actually destroyed significantly more jobs in solar industries over the last 20 years than it keeps alive with subsidies of 70k€ - 100k€ per person working in that industry (direct and indirect subsidies make the 70 - 100k€ range). But hey, our populist right tell us, that the subsidies…

> cleared of inflation energy costs are lower than 2013, 12 years ago

Dude, soaring energy prices are driving inflation. That's like saying the prices are lower if you just keep ignoring everything that actually makes them more expensive. Duh.

Re: Analysis finds anytime electricity from solar available as battery costs plummet

#79

The scaling up of battery manufacturing for EVs and now solar storage has lead to prices I would have never imagined I'd see in my lifetime. It's one of the success stories that, having lived through it, has been a real joy. I know that folks might have been able to point to a graph years ago and said we'd be here eventually, but I had my doubts given the scale required and hacking through all the lobbying efforts we…

Yes! It's awesome!

(Also, "alas" is a lament, expressing sadness, which is clearly not your intent.)

Re: Analysis finds anytime electricity from solar available as battery costs plummet

#80
post #45
post #20

Earlier quoted context omitted.

Seems like an opportunity for someone

No, it's a bad fit. it would be pure marketing. Lipo slowly destroy themselves when charged. Lead acid slowly destroy themselves when not charged.

Many of these power stations (including the one I linked) are LFP chemistry
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