Solar power is becoming bigger than nuclear
bbc.com188 points by geox 13 hours ago
188 points by geox 13 hours ago
It's been cheaper than nuclear for a while now, it was only a matter of time.
Personally i'm waiting for the next iterations of Kesterite cells.
If we can get single cells to crack ~20% efficiency. With a tandem cell architecture, it's going to become the new standard overnight.
Durability of silicon cells or better, but orders of magnitude $ cheaper to produce, and without the need to use toxic agents as in perovskite cells.
We're movin' fast.
For over a decade we were stuck at ~12% efficiency. And in the last 4 years (probably with AI help) we've cracked 15% efficiency
https://interestingengineering.com/energy/chinese-researcher...
Few more years, and with a bit of luck, we'll all be around to see solar panels that cost 1/10th of what they do now.
More stoked for when the same is said for storage.
Solar is cool but solar that can make it through the night and a couple cloudy days is way cooler
> Solar is cool but solar that can make it through the night and a couple cloudy days is way cooler
The fun part is that we're still well before the point when this even matters.
Almost 60% of the US grid is still fossil fuels, with around half of that still happening during the day. Which means you can get down to ~30% fossil fuels without any storage at all because all you do is go from burning fossil fuels during the day and at night to burning fossil fuels only at night.
Yeah the US will lag behind on this.
Other countries are better positioned. e.g. UK has really spiky wind energy. Right this second more than half the grid is wind. Which is both cool and problematic for managing the grid.
Grid scale cheap storage would dramatic help manage that chaos
It doesnt make economic sense to serve the entirety of daytime electricity demand from solar without batteries. Youd have to tons of fossil fuel plants that turn off during the day and then back on every night. For solar to take the next step batteries are a requirement
It's not quite as bad as that, since you don't consume fossil fuel resources when plants aren't running, but this is mostly a benefit for oil/gas plants, not coal (since the coal is likely useless without the power plant consumer anyway)
Depending on the type of power plant, it can take quite a while to spin up (or down) one of them and get them to optimal power production.
https://www.eia.gov/todayinenergy/detail.php?id=45956
If you shut down by day, it can take multiple hours for it to be able to provide full load... and multiple hours for it to shut down cleanly. During this time it is producing power at less than optimal rates and/or using the fossil fuels to keep the wheels spinning and in sync with the grid so that they don't have to go through a phase matching period.
(aside for coal - note that it takes more than 12 hours for a coal plant to get running from a cold start)
Solar+A couple of hours of batteries is already economically viable. The storage problem that is still expensive is bridging days/weeks of insufficient sun and wind.
That's not really a problem. A spin up over a couple hours matches nicely with the slow sunset over a continent. The sun takes ~4 hours to go from a bit above the horizon in the east coast to a bit below the horizon on the west coast (solar panels make some power in twilight).
Wind also helps since wind makes more power at night, as does demand which is dramatically lower at night.
For coal, Great. Making coal economical is excellent. We should have banned it worldwide 20 years ago.
USA should explore Pumped Storage Hydropower more, it has same or better efficiency than battery storage and can use existing facilities like hydroelectric dams
Part of the pumped storage problem is "where can you do it?"
There's a good number of 'em: https://en.wikipedia.org/wiki/Category:Pumped-storage_hydroe...
https://www.ferc.gov/media/licensed-pumped-storage-projects-...
You'll see that most of them are in the Appalachian mountains and in the Sierra mountain range.
The one in Missouri is one of the interesting ones that isn't in either.
https://en.wikipedia.org/wiki/Taum_Sauk_Hydroelectric_Power_...
> The Taum Sauk pumped storage plant is a power station in the St. Francois mountain region of Missouri, United States about 90 miles (140 km) south of St. Louis near Lesterville, Missouri, in Reynolds County.
It has a hydraulic head of 860 feet and that represents the challenge - you need to find places in the US where you can get several hundred feet of elevation in a short distance.
Hypothetically, lets build one in Minnesota... Taum Sauk Mountain is the highest point in Missouri. The highest point in Minnesota is Eagle Mountain (in the boundary waters - you can't build there, pretend we can) ... the elevation to the top os 550 feet (about half what Taum Sauk provides) over 3.5 miles (Taum Sauk is just over 1 mile). ( https://maps.app.goo.gl/vHfWarwubaLvsf5z7 )
Much of the US is too flat for it to be useful.
That might work in The SouthWest of the USA, but the Northern bits dont get enough sun to get through the day, so you'll need fossil fuel plants all day night for the Winter. If they're there already its cheaper to use all day in the summer as well.
Hmm, how much of that is base load versus the dramatic rise of natural gas plants that respond to dynamic demands? Even in daytime, I think you need storage to get rid of those, right?
I don't know why this is downvoted. Solar and wind both essentially suck at anything other than baseline throughput. That doesn't mean they're useless, it just means that solar can't be our only solution unless we have, like... 30 breakthroughs tomorrow. We otherwise need something to handle spikes, which are both common and important, as well as periods when there is extended cloud cover even for typically-dark months.
Even if we handwave all the science needed to build batteries big enough to power cities for days, I don't think it's realistic to handwave the science needed to power a city for weeks. We don't even have enough oil for that.
"Power when it is inconvenient" is pretty much the basis for a modern society.
A week of low solar and low wind is a yearly or every-couple of years event that you definitely need to solve for a completely renewable grid.
Solar panels still work just fine when it is cloudy, just with a lower output. And usually when it is cloudy it also tends to be a bit windy, so solar and wind nicely complement each other.
Heavy clouds and zero wind, for weeks? That's a once-a-century freak event. Just build gas peaker plants if you are worried about it. You could even add carbon capture, but constructing it might emit more than it will ever capture...
That's every single winter where I live in the US. We don't have a word for it like the Germans do, though, we just call it January.
The good news is: you're on a national (or semi-national) grid, and conditions like that are more unusual than they are common across the USA.
You want us to transport energy 1500 miles? Cold, dark winters cover enormous swathes of the US - inconveniently, often at similar times. So what - we're turning Florida into a solar park so the rest of the nation can use that while they're dark?
Our energy grid can't currently handle the ability to charge electric haulers locally at any scale let alone to move an entire city's worth of energy, so the solution is not to 85x the national electric grid all at once.
> Solar panels still work just fine when it is cloudy, just with a lower output.
I assume you never tried measuring the output of a solar panel when it's cloudy. It's 10-15% of a sunny day. Closer to not working than working.
Depends on the cloud. Where I live I routinely get 50% generation on a "cloudy" day.
On a rainy day that drops closer to 20%.
As an aside - cloudy days avoid a problem I have with shade. In winter, at 3:30pm, the sun goes behind a tree and my production plummets to near zero. If there's cloud cover the sunlight is far more dispersed and there's no "shade".
Worst I've had over a day in the last few months on my home solar is about 25% of my maximum daily generation. It was one day in a very rainy week here in Brisbane Australia.
I did have one rainy day back in the middle of Winter that was 16% but that will end up being literally the worst day of the year.
Carbon capture makes little sense until fossil fuels have been replaced. I guess there are some Bio char technologies that might change the equation a bit, but watt for watt, you need to replace your carbon emissions first (generally speaking)
Strictly speaking - a battery is stored potential energy
A common battery for grid level storage is pumped hydro - that is, use the peak power during the day(s) to push water from the bottom of an elevation to the top, and hold it there - bonus points if it captures water delivered from other solar processes (evaporation -> rain)
There are about 90 billion battery solutions - none of them are very efficient, cheap to manufacture, easy to manufacture/acquire materials for, and long-lasting all at the same time.
Typical non-informed incorrect opinion.
The overwhelming majority of generation and storage is best deployed at the point of use.
Grid scale anything, is a massive inefficiency.
The only reason grid and city scale is so prevalent in public discourse is because this is the only electricity the utility is paid for, and they are very actively impeding any other solution.
In the US, there is a very large inventory of flat roof industrial buildings, in the industrial parks that are using huge amounts of electricity. Covering all of those roofs with solar (especially here in the west US) would prevent a tremendous amount of grid scale generation, and implementing storage there would eliminate a large part of the transmission line upgrades the utilities are calling for.
The biggest problem in the US isn't technical, it's the governments desire to primarily support the solutions that are best at serving utility shareholder returns, instead of the technically superior solutions.
Good news: batteries on are a similar exponential curve. Just a decade or so behind.
Its important to qualify that:
A decade or so behind, in the US.
If the US didn't block import of Chinese tech, we could have electrified a decade ago.
The tech available at the current moment, is even more capable of replacing petroleum based electricity.
But our government is banning Chinese tech to serve our outdated industries instead of importing it to serve the population.
As any wise country would do when faced with superior technology, we should import it with the condition of technology exchange. Chinese manufacturers should be training US workers and industrial ownership how to produce cheap, efficient, sodium batteries.
This benefits the populous immediately, and the industries are able to advance into the current century's tech.
>>> As any wise country would do when faced with superior technology, we should import it with the condition of technology exchange.
If it were a matter of industrial protectionism against a country which was not hostile, not authoritarian, didn't rely on slave labor, etc., then I'd agree with you. Countries have other pressing reasons besides immediate economic advantage to prevent this sort of thing.
To greatly oversimplify: Japan fought against opening their markets, as did China, out of political and social concerns for the stability of their states, far more than economic ones.
All fine and dandy until your grid goes mysteriously offline the day after China moves on taiwan.
> But our government is banning Chinese tech to serve our outdated industries instead of importing it to serve the population.
It protects American companies who operate in the green energy generation and storage arena from Chinese competition.
No, it protects fossil fuel energy companies from having to retool and change.
It does that too, but it would be unbalanced to not also recognize it protects green energy companies in America from Chinese competition.
Not only does Chinese competition get blocked, but governments are incentivizing green energy. For instance, just recently it was reported that Tesla’s $10B solar factory could get 35 years of tax breaks in Texas (Oil Capital!!!)
https://electrek.co/2026/10/23/tesla-solar-factory-texas-35-...
Honestly, it's not even doing that. Thing that would really push the US ahead would be the tax breaks we had until a couple years ago.
Usually solar and storage are a package deal these days for grid scale solutions. Mostly, storage is not really about providing long term storage but short term. It used to be that the sweet spot that makes the most economic sense was something like 2 or 4 hours of power (relative to the maximum output of the solar panels) but these days batteries are a lot cheaper and 8 hours or more is becoming fairly common. The point of storage is not really to cover for all the downtime when the sun doesn't shine but to give grid operators enough lead time to bring online extra generation or buy capacity on the open market and adjust their planning. Mostly a few hours is all they need to ensure the grid stays up and running through daily peak usage windows.
In aggregate, grid operators have a lot of other tools at their disposal via flexible pricing, flexible demand, and automated systems that can adapt to this to e.g. charge cars when there is a surplus of energy, turn on/off water boilers, etc. There's a lot of innovation around this topic in this space. This by the way is as much as making sure generated power doesn't go to waste than it is about ensuring there is enough power. They use batteries to time shift excess power to when they can utilize it.
Interconnected grids means that e.g. an operator in Denmark can import/export to and from the UK, Norway, Germany, etc. On a windy day they'll be exporting wind power. On a sunny day, they might add some solar to that mix. When there's no wind or sun in Denmark, they might pull in Scottish/German wind, Norwegian hydro, Swedish nuclear, etc. Batteries are being deployed all over the place at a pace that is only exceeded by the pace at which solar is being deployed. Whenever there's a surplus energy, batteries get charged up. It's very rare for all of the available generation to disappear all at the same time for long enough to drain all the batteries. And for those times of course fossil generation is still a thing as well, and will be for decades to come. There are a lot of gas based plants throughout Europe. As well as some nuclear plants of course. Singling out the EU market here but it's going to be similar elsewhere.
The point here is that there's no need to pair solar setups with days/weeks/months worth of storage. A few hours goes a long way.
Diurnal storage is solved by batteries. Longer term storage will very likely be solved. For several days, cheaper batteries (perhaps with lower specific power). For longer periods, either thermal storage or e-fuels.
My guess is seasonal will be handled with flow batteries. A big tank and cheap-ish electrolyte, with the expense being in the electrodes sized for whatever max power is required. Tanks good for multiple cubic meters worth of liquid storage aren't exactly difficult to find, nor to place in a garden.
Then again, I'm basing this opinion on a recent-ish video from NightHawkInLight: https://www.youtube.com/watch?v=eq7fR9ISuCw
Flow batteries might be ok for a week or so, but their market window has been shrinking as Li-ion has gotten cheaper.
The technology I'm most excited about is ultra low capex thermal, as being done by Standard Thermal. Capital cost per unit of energy storage capacity as low as $0.10/kWh(th), so it can work with seasonal storage and just a few tens of charge/discharge cycles over its lifespan.
Standard Thermal has raised $11M and is building in Germany, where they say they can deliver 365/7/24 solar resistive heat (400 C or perhaps 600 C) for half the cost of heat from burning natural gas there.
Flow batteries keep coming up again and again, but they just don't work well in practice. The power density of electrodes is too low to be practical, and this is a fundamental problem.
A regular 18650 cell has about 0.1 square meters of electrode surface. And you have thousands of these cells in a car battery, resulting in literal football fields of electrode area.
Agreed, e-fuels seem to be far and ahead the front-runner.
We can get to 95% using just short term storage. I suspect that most jurisdictions will just say "95% is good enough" rather than paying for ridiculously expensive long term storage.
We've got the nat gas capability already; keeping it around for the 5% is quite inexpensive, making the massive investment in long term storage for marginal benefit hard to justify.
OTOH, while the premium for e-fuels seems excessive, if you're only running that nat gas plant 2 days a year that premium is not so scary.
> Agreed, e-fuels seem to be far and ahead the front-runner.
For covering Dunkelflauten? Yes.
For seasonal storage with a prolonged discharge (so, low power/storage capacity ratio)? I think thermal storage wins there.
Sure, thermal is great where it's possible. But there aren't that many places where district heating is viable.
I'm not talking about district heating. I'm talking about high temperature storage for conversion back to electricity. Round trip efficiency could be around 40%, better than green hydrogen burned in combined cycle plants.
Standard Thermal's website's front page only covers heat delivery; did you mean to link to somewhere else?
Those are 2 very different use cases.
Thermal is low rate extraction. It's 1 cycle per year, but the extraction is performed over months so is low rate.
Electricity long term storage is high rate extraction. It's only used a few times a year, but when it is used it needs to cover roughly 100% of the entire grid's needs. I doubt thermal storage is suitable for high rate extraction, but I'd love to be wrong.
Edit: rereading your parent comment you seem to think thermal is suitable for a different use case? Could you elaborate further? When is "prolonged discharge" useful?
That's what they're focusing on to start with, but the temperature is high enough to drive heat engines to make power. There's more on the concept at the seed company's (Orca Sciences) web site and at Austin Vernon's blog.
https://www.orcasciences.com/articles/standard-thermal
https://austinvernon.substack.com/p/building-ultra-cheap-ene...
They talk about temperature up to ~600 C, which I believe is limited by the desire to use cheap steal (much hotter and creep becomes a problem). This is also perhaps not coincidentally about the temperature of steam from a coal fired boiler, so one of the eventual goals is to repower retired coal fired power plants with this storage providing the heat instead of coal combustion.
You're right this is not good for something needed "a few times a year" for relatively short periods, for example to cover Dunkelflauten. Combustion of an e-fuel is better for that. But it's well suited to seasonal storage of solar energy, as that would be extracted over months, more or less continuously. The resistive heaters should also be much cheaper per W than electrolyzers.
I thought that post was interesting when I read it over a year ago, but the startup seems to have gone dark since then.