acbytesla
Penultimate Amazing
- Joined
- Dec 14, 2012
- Messages
- 39,402
We are undergoing an electric revolution. It is disruptive to established industries and individuals. And those individuals and industries are fighting it through political protectionism.
The combination of solar, wind and other renewables is an existential threat to the fossil fuel industry. This isn't some pie in the sky, overly optimistic view of the future. This is fact.
Renewables have been cheaper than fossil fuels for at least a decade. The only obstacles to full scale disruption have been their intermittent nature, the inability to store that power and the absence of a charging infrastructure. But those obstacles are quickly melting away. Solar and wind are still intermittent power sources, but the problem of storing electricity is being resolved much faster than any could possibly have hoped for. Now we have always been able to store electricity, it however hasn't been economically viable for most.
But continued improvements in batteries have made them dramatically cheaper. First it was lead acid, then nickel cadmium, then lithium manganese cobalt, then lithium phosphate and now solid state and sodium phosphate batteries. We've seen the price of storing 1 kilowatt of electricity decrease from $3,000 US to $80 for lithium phosphate batteries. And now CATL, the world's largest largest battery manufacturer has announced that full scale production of sodium phosphate batteries to begin in December for $19 a kilowatt.
This is not merely disruptive, it's a bomb for energy producers. It's independence for many.
My question for all is, should we embrace the revolution or fight it?
The combination of solar, wind and other renewables is an existential threat to the fossil fuel industry. This isn't some pie in the sky, overly optimistic view of the future. This is fact.
Renewables have been cheaper than fossil fuels for at least a decade. The only obstacles to full scale disruption have been their intermittent nature, the inability to store that power and the absence of a charging infrastructure. But those obstacles are quickly melting away. Solar and wind are still intermittent power sources, but the problem of storing electricity is being resolved much faster than any could possibly have hoped for. Now we have always been able to store electricity, it however hasn't been economically viable for most.
But continued improvements in batteries have made them dramatically cheaper. First it was lead acid, then nickel cadmium, then lithium manganese cobalt, then lithium phosphate and now solid state and sodium phosphate batteries. We've seen the price of storing 1 kilowatt of electricity decrease from $3,000 US to $80 for lithium phosphate batteries. And now CATL, the world's largest largest battery manufacturer has announced that full scale production of sodium phosphate batteries to begin in December for $19 a kilowatt.
This is not merely disruptive, it's a bomb for energy producers. It's independence for many.
My question for all is, should we embrace the revolution or fight it?
