Understanding Solar Energy
268 comments
·March 20, 2025bryanlarsen
Calwestjobs
Hot water tank heated by electricity and powering on at noon is flattening curve. You can say hot water tanks are cheapest, simplest and fastest deployed energy storage device.
Solar + hot water tank can provide any house in US with 100% solar hot water (from PV!) for 80% of time, remaining 20 % of time you can have 10-99% solar heated water.
So we should focus on saying to people that if they buy solar and add electric heating element to hot water tank, then PV system will pay itself much sooner and their batteries will last longer. Becasue it is known and predictable load, you need hot water every day. And hot water is order of magnitude more energy then TV, lighting...
By lowering household usage like this we can make energy transition faster, cheaper.
Also proper construction - house heated only 10 days in a year - https://www.youtube.com/watch?v=5KHScgjTJtE
epistasis
Converting a gas water heater to electric and/or solar is one of the best bang for the buck on decarbonization too. Something that should be done before buying an electric car or swapping out your gas furnace for a heat pump. Though I'm terrible at following my own advice, I still have a gas water heater, just because I needed to replace my car and furnace before I needed to replace my water heater. That said, the sunk cost fallacy applies to carbon emissions just as hard as it does to dollars so I have little excuse for not replacing it except laziness (and space on the breaker panel...)
opwieurposiu
If you want to DIY a solar PV water heater I made a whole website about it with instructions and a simulator to estimate what your payback period could be.
fho
Problem being that electric water heating is a lot more expensive in e.g. Germany where gas prices are lower than electricity prices per kWh delivered. (~12 vs. 39 eurocent per kWh)
So blindly converting a gas water heater to electric will roughly quadruple your water heating cost.
ipdashc
Is it a fallacy though? It doesn't make sense to buy a new EV if you still have a gas car that's working fine. In the same vein, I wouldn't want to throw out my gas furnace or water heater to replace with electric, creating waste and requiring the manufacturing of a new unit
MostlyStable
Slightly less convenient/has more impact on how we percieve our environment, but HVAC (the number 1 power use, hot water is #2), can also be a decently good battery, if your house is well insulated. Where I live, power is incredibly cheap over night, so I over-heat or over-cool my house (depending on season) overnight, and then let it gradually equilibrate during the day.
I realize that some people won't be willing to have a very warm/very cold house that gradually shifts to the more ideal comfortable range, but for people who are willing to deal with that (it personally doesn't bother me), it's a pretty easy way to shift a lot of power use and, if you have Solar or Time of Use billing, save a lot of money.
Calwestjobs
Yeah that too, but that has limits, for example european union regulates building industry in such way that every new build, rebuild has to be done in a way that your heating energy requirement is already lower than your hot water energy requirement. Because hot water energy usage can not go lower in current society, but buildings can be improved a lot. So yes as you said if building is modeled in software tools like OpenStudio ( Revit, archicad uses this sw developed in collaboration by NREL, ANL, LBNL, ORNL, and PNNL ) before build, to make building not waste energy and capture as much sun in cold period as possible then even such strategies can be used. You can not preheat/ precool 1870s handhewn cabin, all energy will be lost very fast. It sounds obvious to you and me but most people do not really understand this deeply enough to "click" in their heads.
time of use billing - tool to incentivie you to use "off-peak" power, but i guess it will be deprecated in favor of "realtime" billing in future, because there will be so much solar (almost zero $ per kWh on market) that your energy provider will incentivize you to draw energy during peak solar "activity" AND off-peak hours. it will be simpler for them to give you market price every 15 minutes window than 4hour window at same time every day.
opwieurposiu
I installed PV solar hot water at my house, works great. Makes about $2 a day worth of power.
Calwestjobs
Congrats, using as much energy directly on site is crucial for fast and cheap energy transition of economy.
kavalg
Why are people even considering an electric heating element, when you can get at least 2-3 times the efficiency of a DHW heat pump that would probably cost you ~ $4000. In my experience, I have found that for PV panels it is often the roof area / orientation that limits the energy capacity that you can install. Installing a heat pump instead of resistive heater can effectively reduce this 2-3 times.
Yes, heating DHW with a heat pump is not that trivial. There could be problems when the tap water is hard (limescale problems in heat exchangers), you often need 2-3 times larger tank in order to cover the daily cycle, but still looks more efficient than a big battery and an electric heater.
PS: I've accumulated lots of knowledge on the topic. DM me if you are interested in exchanging on this.
kragen
What size of DHW heat pump costs you ≈$4000? Which currency are we talking about here?
If you aren't limited by roof and other outdoor area for PV panels, US$4000 buys you about 50000 watts of "low cost" solar panels at current wholesale prices: https://www.solarserver.de/photovoltaik-preis-pv-modul-preis...
At a nominal capacity factor of 15%, that works out to about 5000 liters per day of domestic hot water:
~ $ units -t '50000W 15%/(30K 1kcal/kg/K)' kg/day
5162.5239
Even in countries like the US with aggressive anti-renewable-energy regulation, it's hard to see how the heat pump comes out cheaper.megaman821
How about lifetime costs? A resistive water heater is going to last longer and you can get non-metallic water heaters for extremely long life.
If you don't have net metering (or just a terrible power purchase rate), why not just sink that extra solar energy into a water heater?
jajko
Heat pumps come with a lot of restrictions. What about constant noise? Plus stating that they are cheap ain't correct. Our housing unit in Switzerland recently needed to replace older oil heater and one of the options was heat pump... which was by far the worst choice based on various criteria and we at the end voted for the oil again.
megaman821
Using a hot water tank as a battery is an incredibly simple idea. I wonder how much electric hot water heaters on a timer could flatten California's duck curve.
applied_heat
They have been controlling hot water tanks in New Zealand for decades… probably since the 70s. They use what they call a ripple signal by adding 400 hz on top of the 60 and then relays on your hot water tank detect the 400hz and switch it off
ok_dad
There’s a company doing that in Hawaii, I think it’s called “shift energy”. I interviewed with them, it seemed like a great operation, but a bit hobbled by being a startup in Hawaii. I respect it though, I’d do the same.
dzhiurgis
My hot water heats up in less than 2 hours and if I don’t fire it up at night I won’t have hot water in morning.
At this point getting some batteries would likely be cheaper than new boiler + plumber to install it.
PaulDavisThe1st
It loses heat overnight, or you use all the hot water contents overnight?
robomartin
Photovoltaic water heating is the worst possible idea (and use) for solar panels. Frankly, I have no clue why they are pushing this concept. Add to that electric stoves, ovens and cars and you have an expensive disaster in your hands.
Most of the homes around me have somewhere around 3.5 to 6.0 kW of installed solar. This is barely enough to support these homes. With changing rates and TOU billing, everyone is paying hundreds of dollars per month for electricity (between billed power and leasing costs). Wasting --because it would be wasting-- the energy they produce to heat water would cause every single one of these homes to go back to bills they were getting in the pre-solar era.
Electric water heaters run somewhere between 3KW and 5KW...which is crazy. In a place like SoCal, in the summer, your air conditioning system is going to consume that much power. The monumental increase in energy usage cannot be understated.
I have THERMAL hot water heating, similar to this:
https://www.stiebel-eltron-usa.com/products/solar-thermal-ho...
Just two to four panels are enough for most homes. Instead of burning gas or electricity to heat water, you run a little circulation pump and get water hotter than you can handle, by far. This is supplemented with gas to keep the desired temperature when the sun isn't up. I've been using these systems for well over 30 years, they work well and they are the smart way to make hot water from the sun. My 13 kW solar array isn't being used to inefficiently turn photons into electrons to then burn the energy making water hot.
kragen
This is what I thought originally, too, because it's just common sense, and it was true 30 years ago. But that common sense turns out to be wrong now, as you'll see if you do the math.
The manufacturer-suggested retail price of the Stiebel Eltron SOLkit 2 you link is US$7870, according to https://www.stiebel-eltron-usa.com/sites/default/files/pdf/s.... This includes two SOL 27 Premium flat-plate solar thermal collector panels, about which that page says, "The net absorber surface of over 25 square feet results in a maximum output of 31,300 btu/day per panel (SRCC clear day rating)."
In modern units, that's 2.3m² (per panel) and 382 watts (per panel), so you're paying US$7870 for 764 watts (on a clear day). That's US$10.30 per average watt. We don't really care about peak power, since the system comes with thermal energy storage built in, but if we assume a capacity factor of 20% (which would be about right if it were fixed photovoltaic) then it's about US$2 per peak watt. (Incidentally, that's a very-well-designed panel, because, assuming the same 20% capacity factor, it's about 80% efficient!)
That's a very high price. The SEIA calculated a cost breakdown for US residential solar PV installations in early 02024 (https://www.seia.org/research-resources/solar-market-insight...), of which 20¢ per peak watt (Wp) was the PV module. The rest of the US$3.25/Wp price (even higher than Stiebel Eltron's!) was things like batteries, inverters, installation labor, etc. You don't need those for water heating; you only need low-voltage wiring, an electric heating element (a resistor) in the water tank, and some kind of safety thermal cutoff. So if all you're interested in is getting a solar water heater, you can almost certainly get it more cheaply by running wires to your roof, or to panels in your yard, instead of pipes.
20¢/Wp at a 20% capacity factor would give you a nice round US$1 per round-the-clock watt, so 764 round-the-clock watts would cost you US$764 of panels, as compared to Stiebel Eltron's US$7870 MSRP. (Which one were you saying was "the smart way to make hot water from the sun" again?)
But the situation actually favors solar PV much more strongly than that, for two reasons. First, PV modules are cheaper than that; the "mainstream" price on https://www.solarserver.de/photovoltaik-preis-pv-modul-preis... is now 0.115€/Wp (US$0.125/Wp) wholesale, though the US's anti-renewable-energy policies presumably make them a little less cheap than that where you live. Second, in most cases, even if a home PV system provides less power than you need on average, it still provides more power than you need at times. If you're choosing between turning some of the panels off in the daytime and heating up the hot-water heater, the latter sounds like a better choice. If you're just burning up surplus energy, instead of buying extra panels just for your hot water, it won't even cost you US$764.
But wait, you might ask, why not batteries? And batteries are certainly more flexible than a hot-water heater. If you use your excess solar power production to charge batteries, you can use the energy later to run your computer, cool your house, run a circular saw, heat your house, or take a hot shower. If you use it to heat up a hot-water heater, you can only use it to heat your house or take a hot shower.
But batteries have a countervailing disadvantage: they're expensive. If your hot-water tank is at 65° when incoming water is at 20°, and the tank is 300 liters like the one in the Stiebel Eltron system you linked, it's storing 56MJ of energy, or, in cursed folk units, 16kWh. Lead–acid or lithium-ion batteries generally cost in the range of US$50–150/kWh (US$15–40/MJ) so the same amount of energy storage in batteries would cost US$700–2400. The hot-water tank only costs about US$500, if you don't have it already.
There are cheaper solar hot-water systems than Stiebel Eltron's. Looking locally, this no-brand locally-made 300-liter one sold by "Energía al Sol" only costs about $2.1 million: https://articulo.mercadolibre.com.ar/MLA-1683162470-termotan...
That's about US$1600 at today's exchange rate, one fifth of the much more complex system you're talking about. Still more expensive than the PV option.
The solar-thermal option might still beat PV if you're limited on space, because, at around 80% efficiency, it requires about a fourth of the area as the equivalent mainstream 23%-efficient photovoltaic panels. Even garden-variety solar thermal collectors can often exceed 50%. They're just much more expensive than photovoltaic. I know that's crazy, but what can I say? We live in a crazy world.
As for your unfortunate neighbors, I suspect that the reason they are paying hundreds of dollars a month for under 6kW is that they installed their solar systems when prices were much higher than they are today, and that all their energy storage is in electrical batteries. Some thermal energy storage—whether in primitive "sensible heat storage" systems like an insulated tank full of hot water, or more advanced phase-change and TCES systems—would probably have gone a long way toward bringing those costs down. See https://news.ycombinator.com/item?id=43468177 for a recent comment where I did a brief sketch of an LCoE estimate.
andbberger
has PV finally overtaken solar hot water?
Calwestjobs
well just piping for hot water system is more expensive then PV panels.
But biggest expense is instalation costs(humans) so it depends how you calculate. But PV system can be used for hot water, tv, car, charging kids bikes, lawnmower etc. Solar thermal can be used only for hot water (or cooling if you use multistage heat pump but that is viable only in office buildings or hockey stadiums and such).
epistasis
And similarly the battery prices are very outdated. I don't blame the author for using those estimates, I frequently do too just because getting access to current data usually requires paying money.
But making decisions on that data without understanding that current prices and near-term prices will be about half of that price will lead to bad decisions. And when thinking 5-10 years out, not taking the full exponential drop in battery and solar prices is beyond foolish.
r00fus
Actual battery prices may be dropping but cost to install batteries to your solar installation in CA have not dropped - in fact they've gone up.
Not sure why this is the case.
epistasis
This is by design in the regulatory infrastructure, from local permitting offices all the way up to CPUC and rate structures.
We pay about $3/W for solar installation in the US, but Australia pays about $1/W.
For batteries, there's still a supply crunch and the only people getting really good prices are those people who buy in huge bulk or are willing to take a risk on a lesser known manufacturer. If you want well-proven brands the prices can still be very high for small purchases, and a solar installer is not going to want to take a risk with a new supplier.
These systems are not super complex, most technical people could figure them out fairly easily, and in fact off-grid disconnected systems are really easy to do. It's the grid tie that will kill you or first responders to your house, we have made the process of setting the whole thing up very expensive because nobody on the regulatory side has an incentive to make it straightforward and cheap. And since NEM3 killed solar in California, all the installers are barely scraping by and need to rely on very high margins on few projects.
pyrale
> And when thinking 5-10 years out, not taking the full exponential drop in battery and solar prices is beyond foolish.
The curve on solar is gradually getting flatter, though. Lazard's last LCOE report even saw it increase, partly because of inflation.
kragen
PV panels have dropped in cost in nominal euros by 21% over the last year, which is roughly the long-term trend since solar became profitable without subsidies around 02014: https://www.solarserver.de/photovoltaik-preis-pv-modul-preis...
Possibly you are only looking at prices inside the US, where anti-renewable-energy regulations drive the cost of solar energy through the roof.
ZeroGravitas
They also use the duck curve to represent energy demand, when it only reflects grid demand minus utility solar and wind.
There's nothing particularly confusing about the duck curve but it must be the most misunderstood (and/or misrepresented) graph in all energy.
doctoboggan
The company I work for (as a data engineer) does utility scale solar + battery installation and site management. We recently finished a large scale installation just outside of Las Vegas (by some measures the largest in the US). It was backed by a PE firm. Costs are getting so low, the tech so predictable, and with battery warranties around 20 years the PE firm is able to get pretty high return with a fairly low risk. They enter into a "power purchase agreement" with the utility so they know how much they will be able to sell the power for, and as long as we collect data on the batteries they will be able to be warrantied if there is an issue (but there rarely are issues).
The batteries are by far the most expensive portion of the setup. The solar by comparison is dirt cheap. We have single axis tracking like mentioned in the article. Every day we fully charge the batteries, and discharge them in the evening.
algo_trader
> I work for (as a data engineer) does utility scale solar + battery installation and site management.
Did you build your own excel/python nightmare or is everyone using 3rd party management software for this?
> as long as we collect data on the batteries they will be able to be warrantied
Can you share some of the data? Beyond power in/out, do you monitor humidity, vibrations, temperature ?
doctoboggan
Our data pipeline looks like this:
hardware/PLC --modbus--> kepware --mqtt--> mosquito broker --mqtt--> mqtt2prometheustool --http--> Victoria Metrics
The mqtt2prometheustool is something we developed in house. I am looking at removing one or more of the above steps and using telegraf instead, as it can ingest OPCUA or modbus data directly.
We use excel files just as the output of our reporting tools. For analysis it's the standard python data science stack of pands/numpy/scipy. Most people work in Jupyter notebooks, and their tools are eventually moved to services in our k8s cluster.
Temp and voltage are the main "cell level" datapoints we collect. I don't think we have any vibration sensors at site now.
ilayn
I'm working in the IIoT domain too. Your workflow is interesting towards the end. Any particular reason, why you don't write it to some db like Timescale or Influx at the end without any prometheus conversion?
notTooFarGone
As someone working in the IoT space - why pay for kepware for something that can be done in a few weeks by a developer? Telegraf or even a bit of programming will save a lot of pain
lstodd
Does this include thermals on batteries? And how much power is spent on keeping them at the optimals? What about SoC/SoD figures?
Because without that the 20 year promise is bullshit.
I can sort of name ballpark figures for the above, the thing I can't get is how this can even approach profitable w/o hype and subsidies.
dalyons
how do you like it? I have a 20 year career in large scale consumer app/web/b2c tech, but i've always wanted to work in renewables. Is it easy enough to break into? Is there many non-hardware roles (i have no hardware skills)? any advice / vibes?
doctoboggan
It's a great job. I joined with no prior experience in the field, and none of the positions on my team require hardware experience.
null
GratiaTerra
Personal energy abundance and off grid independence is the good life and it means using all electric appliances and vehicles, heat pump and hot tub, powered by nonpolluting energy generation.
As the article alluded to, scale is important for this to work (although I get by fine using only thirty 400 watt panels (12kw) and this covers less than 30% of my roof).
As a remote worker, not commuting daily large distances is key to this system working. If I had to commute 60 miles every day I would need additional 10-15 panels to power the Ford Lightning EV truck, and if I was charging at night I would need six additional 100A 48v batteries.
Calwestjobs
In Czech republic - europe - they made law that says anyone can built up to 100 kWp solar array, without any building permits, township meetings, HOA nonsense etc. You want it, you can build it.
Best way to be independent of your neighbors polluting your air with their wood burning furnace is show them PV works, and is cheap.
GratiaTerra
Yes, this wasn't economically feasible 10 years ago due to the rapid improvement in batteries, inverters, heat pumps for air conditioning and water heating, etc. I've been living off grid over 20 years but its only recently that its at least as good as a connected 200 amp grid power service with ample 220v for residential needs.
triceratops
If you had to commute daily, wouldn't you buy a smaller commuter EV? Something from Hyunda or Nissan? The depreciation on that Lighting will be rough if you had to drive it 80 miles/day.
GratiaTerra
Yes, utility vehicles are by definition not ideal for personal commuting.
null
pfdietz
The bit how about incredibly quickly PV has grown is a figurative slap in the face to Vaclav Smil. He had just ten years earlier said PV wasn't going to grow quickly because historically energy replacements took a long time.
https://vaclavsmil.com/wp-content/uploads/2024/10/scientific...
This retrospective on Smil's predictions four years ago is notable:
https://www.quora.com/Is-Vaclav-Smil-right-in-his-criticisms...
"To get 1 PWh/year of electricity you need to install about 450 GW worth of solar panels. You need dozens of years to acomplish such task. Reality check: 3 years in current speed, in the future probably faster."
Indeed, as the thread top link shows in 2024 the world installed 595 GW of PV.
As John Kenneth Galbraith said, "If all else fails, immortality can always be assured by spectacular error."
Ringz
The IPCC & IEA grossly underestimates PV (and Wind) by any metric for years. Many scenarios assumed costs for 2050 that are already outdated today.
In the same time they overestimate Nuclear Energy and carbon capture by any metric (debatable). It’s getting so bad that there are numerous studies about that problem.
https://www.carbonbrief.org/guest-post-why-solar-keeps-being...
https://www.pv-magazine.com/2021/03/31/solar-still-largely-u...
https://www.theenergymix.com/leading-climate-models-underest...
https://climatenexus.org/climate-change-news/iea-historicall...
epistasis
I think a lot this comes down to huge cultural biases. And the two cultures are "hard energy" and "soft energy" folks. Coal, gas, fission, fusion, etc. are all hard energy. Coupled GDP and energy consumption was a core assumption. Renewables, energy efficiency, technological advancement via learning curves all fall under "soft energy".
Most of the energy industry was hard energy because that's what paid everyone's bills. Any estimates that did not cater at least a bit to those biases would just be completely ignored.
But there's another effect too: solar just completely outperforms even the most optimistic assessments. There's one famous solar financial analyst, whose name I'm blanking on, who continues to underestimate even though she knows the effect.
ZeroGravitas
Jenny Chase perhaps:
> On Friday my colleagues suggested I get a tattoo reading "COWARDS", to save me time saying it in solar forecast calibration meetings.
Ringz
iCal them „simple“ and „complex“ power. For someone who isn’t truly informed, a „Simple Energy“ solution seems much simpler than one based on renewable energy. With „simple“ power, solving climate change appears straightforward: just build more nuclear plants, which conveniently replace coal and gas on a 1:1 basis since they are baseload power generators.
Renewable energy, on the other hand, is (for now, the transition time) complex. It requires a better, smarter, and much larger interconnected grid, as well as intelligent management of supply, demand, and storage. It means considering and understanding multiple aspects at once. This complexity often leads people who are convinced that more simple power is the answer to dismiss the idea of renewables too quickly—because nuclear seems so much simpler.
I understand the appeal of simple energy. The sad part is that many people likely believe this is the scientifically correct position. And they are often so convinced that, even when presented with current studies and reasonable arguments against new nuclear plants, they quickly assume that the other person is just an irrational, biased anti-nuclear activist. After all, the simplest solution must also be the right one, right?
Being informed in this context doesn’t just mean knowing the pros and cons of nuclear, wind, or solar power. It requires a deep understanding of what is technically and financially feasible today—including energy forms, grid transformation, storage solutions (not just lithium-ion batteries), follow-up costs, sustainability (mining, waste disposal), as well as political, economic, military, and social implications. And how all of these factors interact.
But none of that is necessary if you just want to build more simple power plants.
The transition to 100% renewable energy is as complex as the development of the internet. If we were still relying on letters, telephones, fax machines, newspapers, radio, and TV, the idea of transitioning to a globally available, instant multimedia internet would have seemed just as utopian and impossible.
pfdietz
It was also underestimation of China. Outright chauvinism there.
looofooo0
What people tend to forget is, that coal, oil and gas are all restricted by mining or drilling as the old are consumed, and it gets harder to access new oil wells etc. For PV there is no such limit (only copper basically, but this is recyclable and aluminum can do many tasks.) For batteries, there is lithium (lifepo4) and even that is questionable (sodium batteries) and again there is the potential for recycling. Hence, I do not see anything stopping the exponential growth of PV and batteries.
Ringz
You are right.
But one misconception I often read is that everyone focuses on batteries. It would make more sense in general to talk about energy storage instead of just batteries. Like Kinetic, chemical, thermal and so on.
Batteries cannot be solely responsible for back-up. You need different types of storage: short term, medium term and long term storage.
There are different concepts for each application. Batteries, compressed air storage, pumped storage, kinetic, thermal storage as well as power-to-X systems are able to absorb the increasing summer power and provide the energy again in the medium term or seasonally shifted.
bryanlarsen
There are only three energy storage forms that are relevant for the next decade. All the others looked promising, but the learning curve on batteries has rendered them irrelevant. Your link is from 2020, it is out of date.
The best energy storage form is "final form". Some energy products can be stored. For example if you are using the energy to create heat, you can store heat for use in the future. Heat storage sucks as a way to store energy destined for electricity, but is a great way to store energy destined for use as heat.
The utility of batteries for daily storage is obvious and well proven.
Thirdly, the best annual storage is pumped hydro. It's the cheapest and it can be used pretty much everywhere -- all you need is water at one end of an elevation change and a way to build storage at the other end.
All the other forms that you'd think would fit in between the two are being quickly subsumed by the rapid price drops in battery pricing. The cutover points are rapidly shifting -- batteries are now cheapest for biweekly-ish.
And the primary sources are getting so cheap that overbuilding is an alternative to storage. Rather than storing for the reduced amount of daylight in the winter, just overbuild. More overbuilding and a few days of storage will let you handle a stretch of cloudy, windless days in January. No annual storage required.
pjc50
I think this is going to turn out like the exotic panel chemistries: batteries are simple and have powerful continual improvement in performance and price, while the others turn out to be more complicated. In particular solid state wins over mechanical anything almost every time.
pfdietz
PV doesn't require much copper, either. Maybe for front contact wires, if silver gets too expensive? But if it can afford to use silver now, copper won't be a huge ask (basically just need to deposit a barrier layer to keep the copper from reacting with the silicon.)
The cables connecting PV to the grid, as well as the grid itself, can all use aluminum conductors. Even large transformers can be designed with aluminum if copper gets too expensive.
jillesvangurp
There is a lot of stuff that people said about this solar that got overtaken by reality. And some of those people were proponents even.
People have underestimated economics, learning effects, and the effects of increased scale. Mostly the exponentials were actually pretty clear to some investors as early as 15 years ago. And the success those investors have had, has driven more investment.
The thing with exponential trends is that doubling a little bit results in a little bit more. It doesn't add up to something people notice until suddenly it jumps from fractions of a percent, to full percents, to double digit percentages in the space of a few years. That threshold got crossed a few years ago and people started to notice. And that's now leading to further price drops and more adoption. Of course, it's not a real exponential but an s-curve. But until the curve flattens, you won't be able to tell the difference.
Back of the envelope calculations can be misleading because they tend over simplify and make silly assumptions. Like assuming we are going to move 100% of energy to solar all at once. In reality, what we're doing is a decades long transition where most of the decision making is cost driven and the energy supply is coming from mixed sources.
We don't have just solar. We have existing nuclear. Existing deployments of coal and gas, which like them or not are not going to disappear overnight. And a lot of onshore and offshore wind. And a rapidly growing amount of batteries and cables which give us the ability to time shift supply and demand and move energy around over large distances.
The world's electricity consumption is about 30 PWh per year and will probably grow to 35 or 40 soonish. Most of that growth (>90%) will be powered by renewables. It's outgrowing everything else by a large margin. And because they are cheaper, there is also pressure to replace existing generation with renewables. That basically happens based on cost and age of plants.
This is another effect that people keep underestimating. The reason coal generation is rapidly disappearing from many markets (and is completely gone in some of them) is that replacing them with cheap renewables is cheaper than continuing to operate them.
That same effect is going to affect gas generation. Anyone building gas plants with the expectation that they'll have a 60 year life span is dreaming at this point. These investments should be considered as under water at this point. By the 2050s, most currently new gas plants will have probably have been mothballed (maybe kept around as rarely used peaker plants) or demolished. They are simply too expensive to operate relative to renewables. Some places keep gas prices low via subsidies (the US for example). But even there gas plants are going to face a reality check. And for a lot of countries, gas imports are a drag on their economy. Germany is a good example.
Worth observing what investors do here. They tend to have long term outlooks.
ZeroGravitas
Smil was just bullshitting though, really poor quality arguments made for rhetorical effect with a side helping of smug fake reasonableness.
He's a cranky old academic propelled to fame because he said what the establishment wanted to hear like an energy Jordan Peterson.
sanj
One thing I haven't seen much coverage on is how to tap into the giant batteries we're driving around in our electric vehicles. These are much bigger than what's currently being deployed in houses.
The V2H standards are just now coming online: https://electrek.co/2025/02/21/nema-bidirectional-ev-chargin...
r00fus
V2L is one of the reasons I bought the car I did - instead of getting battery backup for the random outages that PG&E gifts us (literally power drops likely to happen whenever we gust over 25mph), I installed a 12 circuit transfer switch and my 75kWh battery in the car can provide reasonable backup without running cables throughout the house (reasonable = 1.9kW max so no hair dryers or running toaster oven + microwave at the same time).
Newer vehicles (like 2025 Ioniq5) can do 12kW throughput (and many trucks can do 9+ kW already).
Once V2H standards are confirmed and deployed I would be able to integrate the Car batteries with home batteries and solar.
PaulDavisThe1st
A Generlink would have simplied your transfer switch rewiring. Just connect the external 240V supply (be it your vehicle, batteries, or a fossil fuel powered generator), and the Generlink shuts down the grid connection and delivers to your regular main service panel. You might need to turn some circuits off when using it, but which circuits and when remains flexible and context dependent.
raphaelj
There might not even be any need for V2G or V2H.
Just charging your car when the demand is low is probably enough to drastically reduce the overall cost of the system. And this has basically no impact on the battery lifespan.
kieranmaine
A trial in the UK resulted in customers earning up to £725/year [1]. With increased renewables on the grid leading to increased flutucations in the wholesale price of electricity, providing V2G/V2H will further reduce a customer's electricity bill on top of the savings offered by smart charging eg. Charge Anytime Tariff is 7p per kWh for EV charging [2] vs 27p kWh average Apr - Jun 2025 [3].
1. https://www.kaluza.com/case-studies/case-study-kaluza-enable...
2. https://www.ovoenergy.com/electric-cars/charge-anytime
3. https://www.nimblefins.co.uk/average-cost-electricity-kwh-uk
zekrioca
High demand is not the sole reason for outages.
malchow
Arbitrary vehicle to home/home battery/grid connection is indeed coming in very short order.
https://enphase.com/ev-chargers/bidirectional
There are other products already available to do it (DCBel), and it can be hacked of course, but at the current moment everything comes with substantial corner case blind spots, mostly related to grid-forming/following switching and to the resilience of the power electronics.
Veedrac
The author misses a perhaps unintuitive point: the cost of storage depends also on the cost of energy. By the time you've overbuilt 2x, a full extra 100% of your demand is sitting around literally free at odd hours.
Traditionally, moving energy around means batteries, and yes maybe your battery costs more than just generating new electricity from a less efficient new solar panel at odd hours. But batteries are optimized for energy being expensive, where losses are wasteful.
Consider this really simple, dirt cheap alternative: plug your free energy into a pool of water and collect the hydrogen from it. Burn the hydrogen later, and point the light at your idle solar panels. It's hellishly inefficient, but I repeat: the energy is free. You are only minimizing capital costs, at least until other people catch up and start shifting load some other way.
The sane point on this curve probably looks something along the lines of a mix of batteries and synthetic fuels powering existing fossil fuel plants. The nice thing about going all the way to synthetic fuels and not hydrogen is that long term storage becomes trivially cheap, so it starts offsetting your winter load as well.
perlgeek
Less than 1% of all the hydrogen produced worldwide is from "green" sources [1].
If your dirt cheap alternative is really so dirt cheap, why doesn't anybody do it?
[1]: https://www.iea.org/reports/global-hydrogen-review-2024/hydr...
Veedrac
We don't yet live in a world where electricity is reliably overproduced by 2x. Renewables are ~100% of the US's new electricity production, but still only a small fraction of its total electricity production.
pyrale
> It's hellishly inefficient, but I repeat: the energy is free.
Can you give pointers about who gives away hydrogen generation systems for free?
Because the cost of energy usually factors in the cost of amortizing equipment required to produce and distribute it.
> The nice thing about going all the way to synthetic fuels and not hydrogen is that long term storage becomes trivially cheap
Once you've financed all of the horribly expensive capital expenditure, and provided you disregard that operating costs actually require paying people to monitor, repair and operate that infrastructure, the rest is basically free.
Veedrac
Hydrogen generation systems exist on the same balance. When the input electricity is expensive, you want to build them to be more efficient, and that costs money, in catalysts and low-loss reaction chambers and such. If a huge amount of energy at peak times is free, then the optimal point is very different, and indeed if you try to minimize capital costs you end up needing something barely more sophisticated than a kettle. Kettles aren't particularly expensive to run!
While competition will quickly drive this towards a more even balance, as cheap storage displaces yet-more excess solar buildout, the point of the argument was just to show why naïvely extrapolating to extreme overproduction (>2x) is misleading.
ben_w
> Can you give pointers about who gives away hydrogen generation systems for free?
If you don't care about efficiency (because the electricity is free), a 9 year old can make hydrogen generators out of old pencils and jam jars.
Citation: me, I did that.
pyrale
I can also make some methane depending on what's on the lunch menu, but that doesn't mean cheap renewable natural gas is a solved problem.
Matumio
It's a very long stretch from "generate hydrogen" to "powering existing fossil fuel plants".
The most unlikely part is not even creating renewable fuels (that is a stretch already), but the idea that those fuels are going to be compatible with existing plants and infrastructure. It's not impossible, but it would probably be the least economical way to go about it. I recommend reading some industrydecarbonization.com articles for going a bit more in-depth about the why.
akamaka
Hydrogen-ready power plants are already being built, so that’s actually the least difficult part of the problem. The current bottleneck is actually producing the hydrogen, and next will be building the transport infrastructure.
https://www.latitudemedia.com/news/hydrogen-ready-power-plan...
pjc50
Good longread.
What I'd like to have a better understanding of, and I'm hoping to crowdsource here, is exactly how the solar panel cost has come down so precipitously. Part of it is simply manufacture scaling - almost everything is much cheaper in large quantities. But part of it must be a thousand incremental tech advances. Things like the reduced kerf diamond wire saw.
Also of note: I think monocrystalline has won completely? People experimented with all sorts of alternate chemistries and technologies, like ion deposition and the extremely poisonous CIGS, but good old "Czochralski process + slice thinly" has won despite being energy intensive itself.
Perovskites remain an unknown quantity.
philipkglass
The article posted by wolfram74 is part one of two, covering solar PV history up through the early 1980s.
Here's part two of the series with more recent history: https://www.construction-physics.com/p/how-did-solar-power-g...
Even this fairly long two-part discussion misses some of the more important technical developments of the past 20 years.
Converting trichlorosilane to pure silicon via CVD growth in Siemens-type reactors is now much more energy efficient due to changes in rod geometry and heat trapping via reactor design. A significant minority of purified silicon is now manufactured via even more efficient fluidized bed reactors.
The solar industry is dominated by Czochralski process monocrystalline silicon, but it's now continuous Czochralski: multiple crystals grown from a single crucible, recharging the molten silicon over time; the traditional process used a crucible once and then discarded it.
The dominant silicon material has switched from boron doped p-type silicon to gallium doped p-type silicon (mentioned by pfdietz) to phosphorus doped n-type silicon (used by the currently dominant TOPCon cell technology as well as heterojunction (HJT) cells and most back contact cells).
Changes in wafering that you mentioned (like the reduced kerf diamond wire saw) have reduced silicon consumption per wafer and therefore per watt, even holding cell technology constant.
The dominant cell technology has moved from Al-BSF to PERC to mono-PERC to TOPCon. Heterojunction and back-contact cells are not yet dominant, but they are manufactured on a multi-gigawatt scale and will probably overtake TOPCon eventually. Each one of these changes has eked out more light conversion efficiency from the same area of silicon.
Cells mostly still use screen-printed contacts made from conductive silver pastes, much like 20 years ago, but there has been continuous evolution of the geometry and composition of applied pastes so that silver consumption per watt is now much lower than it used to be. This is important because silver has the highest cost per kilogram of any material in a typical solar panel, and it's the bottleneck material for plans to expand manufacturing past the terawatt scale.
Wafer, cell, and module manufacturing have become much more automated. That reduced labor costs, increased throughput, and increased uniformity.
angleofrepose
Thank you and other commenters for the great rundowns here. I'm interested in a related question and I wonder if you or others could point me in the right direction: why was the mainstream consensus around solar power (and/or batteries) apparently so wrong for so long? More specifically -- and maybe a better question -- why didn't progress in solar and batteries happen sooner?
I'm less interested in blame than in a systems analysis of how in the last half century powerful players seem to have missed the opportunity to start earlier investment in solar and battery technology. Solar and batteries are unique in energy infrastructure, as even any casual observer knows by now, and is certain to change many aspects of politics, industry and culture. It seems an inevitability that energy infrastructure will evolve from large complex components towards small and simple components, and I'm interested in engaging with the history of why "now" is the moment, rather than decades ago.
pjc50
> why didn't progress in solar and batteries happen sooner?
The rate of progress in cost reduction has been astonishing. It's unlike anything except Moore's Law. This catches people out.
As well as the usual suspects: cheap fossil fuels, failure to take global warming seriously, belief that nuclear power would see similar exponential cost reduction rather than opposite, and of course anti green politics.
But if 95% cost reduction is the result of not taking it seriously, would taking it seriously earlier have been even better? Hard to say.
KennyBlanken
Battery progress was in some ways slowed but also accelerated by oil companies who kept buying up patents on solar and battery stuff that looked promising, and then sat on the patents, refusing to license it.
One oil company bought Cobasys, which owned all the NiMH patents. Thereafter, Cobasys refused to license NiMH batteries to anyone making a vehicle, except large ones like transit busses. Several early EVs used NiMH batteries until Cobasys was acquired and set up the restrictions.
This really lit a fire under researchers and battery industry to try and improve lithium ion, which had hit the market in the early 90's. Once the price of Lithium Ion started falling, the market very quickly forgot about NiMH batteries. In about ten years prices have fallen to one fifth of what they were. That fall has slowed, but it's still dropping.
mjamesaustin
It's a false assumption that technological progress happens automatically or even that it's based upon the passage of time.
Progress happens as a result of many choices made by individuals to invest time and energy solving problems. Why is solar rapidly improving now? Because way more people are invested in making it better.
Nascent technologies almost always face an uphill battle because they compete against extremely optimized legacy technologies while themselves having no optimization at first. We only get to the current rapid period of growth because enough people pushed us through the early part of the S curve.
epistasis
Solar and batteries got cheaper when we scaled up and built a lot. You have to pay current prices to get the next price drop, because it's all learning by doing.
If we had pushed harder in the 80s, 90s, and 2000s, solar might have gotten cheaper sooner. Solar fit in at the edges of the market as it grew: remote locations for power, or small scale settings where running a wire is inconvenient or impractical. The really big push that put solar over the edge was Germany's energiwende public policy that encouraged deploying a ton of solar in a country with exceptionally poor solar resources; but even with that promise of a market, massive scale up was guaranteed.
It's in many ways a collective action problem. Even in this thread, in 2025 you will see people wondering when we will have effective battery technology, because they have been misinformed for so long that batteries are ineffective that they don't see the evidence even in the linked article.
Also, most people do not understand technology learning curves, and how exponential growth changes things. Even in Silicon Valley, where the religion of the singularity is prevalent and where everyone is familiar with Moore's law, the propaganda against solar and batteries has been so strong that many do not realize the tech curves that solar and batteries enjoy.
A lot of this comes down to who has the money to spend on public influence too, which is largely the fossil fuel industry, who spends massive amounts on both politicians and in setting up a favorable information environment in the media. Solar and batteries are finally getting significant revenues, but they have been focused more on execution than on buying politics and buying media. They have benefited from environmental advocates that want to decarbonize, without a doubt, but that doesn't have the same effect as a very targeted media propaganda campaign that results in zealots that, whenever they see an article about climate change, call up their local paper and chew out the management with screaming. Much of the media is very afraid of right wing nuts on the matter and it puts a huge tilt on the coverage in the mass media in favor of fossil fuels and against climate science.
justanotherjoe
In terms of resource extraction needed for the batteries and the panels, how sustainable is it? The way I understand it is that you can't really repair broken panels and batteries... Can we still make these after, let's say, 500 years? I have no conception at all in this topic...
pjc50
No, but I don't see a good reason why you can't recycle the cells especially given they contain a thin layer of silver. Google already finds local recycling firms, since it's required by WEEE.
(The 500 years question has issues for all the other sources of energy as well!)
ben_w
The resources all start off chemically bound in rocks that aren't famous for spontaneously generating or storing electricity.
I don't see it being meaningfully more expensive to process smashed up old PV or batteries than starting from the natural state, and my expectation is that it would be easier.
The exception would be if some of the chemical pathways turn into low-concentration atmospheric gasses that then diffuse all over the world, which is how we got the problem with CO2 (and unrelated problems with CFCs).
ZeroGravitas
Yes, batteries are getting better at such a rate that you can recycle old batteries at end of life, lose 10% of the material in that process and build a new battery with new tech and less material that is better than the original.
The resource extraction issue is more than these are so useful we're going to build an ever growing amount of them.
Luckily they're made from widely available materials, with even more widely available substitutions possible e.g sodium batteries.
pfdietz
Aside from silver for contact wires, PV panels are made (or could be made) with mundane materials available in essentially unlimited amounts. The total mass flowing through new PV panels each year if the US were fully solar powered would be much less than the volume of mundane material flowing through the system already. For example, the EPA estimated that in 2018 the US generated 600 million tons of construction and demolition waste (of which 143 million tons went to landfills.)
https://www.epa.gov/facts-and-figures-about-materials-waste-...
adgjlsfhk1
You can't repair, but you can recycle (although doing so likely isn't very profitable until the exponential price decrease stops)
wolfram74
You're in luck! The author's earlier piece on the subject attempts to address that exact question. Learning curve effects and piggy backing off the computer chip industry are major factors if I recall, but I haven't reread the piece in a while.
https://www.construction-physics.com/p/how-did-solar-power-g...
doctoboggan
My understanding is that China recognized the potential of solar power around 20 years ago and decided they wanted to be the world's manufacturing hub for solar panels. The government invested in R&D early, and today we are reaping the fruits of that investment.
The same thing is happening now with storage, but western governments are weary of losing that battle as well. To address this massive tariffs were put in place by the previous US administration, and are likely to be increased by the current administration. Hopefully this doesn't slow down the production of batteries, but instead just moves the production out of China and into other countries, but that remains to be seen.
tim333
The US policy doesn't seem very smart.
invest in R&D -> reap fruit
tariff barriers -> inefficient industries
The current administration seems to be doubling down on that.
cman1444
Wary not weary
pfdietz
CdTe is still out there, from First Solar, but it's not much of the market (and has scalability problems due to the need for tellurium, even if the active layer is much thinner than in silicon cells.)
One little advance that swept the industry a couple of years ago was replacement of boron as a dopant by gallium. Boron doped silicon has light induced degradation, which was determined to cause a small loss in efficiency due to formation of boron trapping centers under prolonged light exposure. Gallium-doped silicon doesn't have this problem.
CrzyLngPwd
I have been off-grid with a small solar generation system of 2.5kwh of solar and 3.6kwh of battery storage for a year.
I had to run a generator a number of times during the darker weeks, but now we have longer days. I don't recall when I last ran it.
With solar, or any off-grid system, the number one thing that needs to change is you.
Switch stuff off, get energy efficient things, use power tools and charge their batteries when the sun is shining, use gas for hot water and cooking, and a log burner for heat (If I had my time again I would use a back boiler for water heating during the winter, and solar for water heating the rest of the time).
When I lived in a typical house, I averaged around 12.5kwh per day. Now, it's around 2.5kwh per day.
PaulDavisThe1st
> a log burner for heat
for areas that experience winter, this is a decisive issue.
If you live in a passivhause-style home, air source heat pumps ("minisplits" for our US readers) may work, and you might be able (at least in the southwest of the USA, with high insolation during winter) to get away with local battery storage to cover your heating needs with PV.
But if you don't, PV-driven heating during the winter, even with the very high COP's of air source heat pumps, is not realistic without much larger battery systems than you could reasonably have on site.
Covering non-heating domestic electricity costs with PV these days is relatively easy, and we should do it as much as possible. Covering the heating part for places with winter climates (especially in areas with low insolation) is much, much harder and really requires effective grid infrastructure.
nick3443
Ground source heat pump might help close the gap
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danans
> Therefore, they believe, we should deemphasize solar in favor of “firm” sources of energy like gas turbines, next-generation nuclear or advanced geothermal.
One cool thing about advanced geothermal is that it can load follow solar like natural gas does today: ramp down when solar is abundant and ramp up when it is not. That could come from slowing the turbines, or even by storing the extracted heat (in molten salt) during peak solar hours and using it to turn the turbines to meet peak demand or overnight.
They are in many ways a great complement for each other.
losvedir
This is a great summary of the situation. I've been thinking about installing solar panels on my house, and been thinking about these same sorts of issues. Unfortunately, for my situation here near Chicago, things are much worse than the author's Atlanta: winter requires tons of energy here because it's very cold, and we have even less sun then.
It's one of the things that makes me think about wanting to move to Texas or Phoenix or something. Ample year round sun, and the big energy expense: climate control, corresponds much better to when you have it (you need to "cool" in the summer and the day). It rubs me the wrong way that here, our big energy cost is heating in the winter. It doesn't fit well with the utopian solar future I'm envisioning.
danans
Assuming you would stay in Chicago for other reasons, the solution for a high heating bill is 1) air seal and upgrade insulation in your house, and then 2) replace your furnace with a low temperature heat pump.
Chicago has electricity prices 25% lower than the national average. If you want to see an example in your area, watch Technology Connections heat pump videos on YouTube.
bityard
Air seal and upgrading insulation: correct me if I'm wrong, but that implies either tearing open all of the exterior walls or ripping off all of the siding, no? If so, it feels like it would take a LONG time to recoup the cost of materials and labor for that job, unless there was literally no insulation in there to begin with.
Alex is a smart guy, and he makes a lot of convincing agruments in favor of heat pumps, but the thing he consistently sweeps under the rug is that for about half the US (and all of Canada), the annual cost to run a heat pump sits well between a natural gas furnace and resistive heating. And the further north you go, the more it shifts to the right. I run the numbers every few years and for my specific house, I'd pay 30% more to run a heat pump instead of a furnace. (Before factoring in the cost of the unit itself and installation labor.)
Where I live, the only way heat pumps make economical sense is if natural gas gets dramatically more expensive, or if solar gets cheap enough that every household can afford a roof full of solar panels and a basement full of batteries. (Which to be honest is kinda my dream situation anyway.)
pfdietz
We had an insulation upgrade recently when we ripped out our gas furnace and put in a heat pump. The biggest improvement was from spraying foam into the space below the first floor, where it rests on the outer basement walls. There had been too much air leakage there. There was also attic insulation upgrading. No walls had to be penetrated.
The house (built just a decade ago) feels much better insulated now.
danans
> Air seal and upgrading insulation: correct me if I'm wrong, but that implies either tearing open all of the exterior walls or ripping off all of the siding, no?
If you do the exterior walls yes, but most heat loss is through the attic and roof. Air sealing and super- insulating the attic floor is pretty cost effective. Likewise sealing cracks around windows and doors.
hnaccount_rng
> the annual cost to run a heat pump sits well between a natural gas furnace and resistive heating.
Why is that? Maybe I'm missing something fundamentally, but this should be a strict function of COP, $/kWh (elect.) and $/kWh (gas) right? The insolation thing is kind of red herring, because that saves kWh-needed and that goes into both, right?
And yes COP will probably be bad/worst on some days of the year. But on most days even Chicago should get a pretty decent COP from a low-temperature heat pump. Is natural gas just so cheap in Chicago?
doctoboggan
I second the other reply. I live in Chicago and installed an air source heat pump. (Mitsubishi hyper heat). Its served me well for two winters so far. My next step is probably to replace all my windows and doors to get better efficiency.
Ringz
The great (!) article misses the holy grail of the Energiewende in the chapter „Addressing the challenges of solar intermittency“: a intercontinental smart grid. As shown by data of ENTSO-E in Europe a power system plays a crucial part to overcome intermittency problems of renewables.
zizee
How do the costs of long distance, high voltage lines compare to batteries for addressing solar intermittency?
pyrale
It really depends on what you call "long distance". Anyway, transportation loss for entsoe is public data [1]. You'd need to cross it with production/consumption data [2] in order to get relative numbers.
For instance, France consumed 442 TWh and reported 1.07TWh of losses in 2022, which would be about 2.5% transportation losses.
[1]: https://eepublicdownloads.blob.core.windows.net/public-cdn-c... [2]: https://eepublicdownloads.blob.core.windows.net/public-cdn-c...
hnaccount_rng
Keep also in mind that batteries do two things: They can move loads in time, but they can also reduce transmission capacity requirements by increasing utilisation. As long as there is some time where the transmission line is not fully loaded (which today is true for _any_ transmission line even the limiting ones), then a battery on both ends allows you to use the capacity longer by charging the battery before the bottleneck with excess and once the input falls below discharging the battery to keep the line utilisation high.
The downside of this is that you now have a system that comes with all kinds of nasty additional complexities and failure cases from control theory.
1970-01-01
I mentioned this yesterday, but storage is the new holy grail for cheap energy. If humans could focus on building safe and reliable battery tech instead of AI and bitcoin, we will have solved the energy crisis until fusion is ready.
epistasis
We already have safe and reliable battery tech being deployed in massive amounts as is in plentiful evidence in this article.
Solar with IRA subsidies is $30/MWh in the US, without subsidies it's $50/MWh. Current storage prices are probably no more than $60-$70/MWh for storing solar for later. New natural gas is $95/MWh at current gas prices.
Similarly, fusion does not promise cheaper energy, at least I have never seen a numerical argument that could support that. If you have one, I'd love to see it. Fusion is mostly interesting because it doesn't exist so people can project whatever characteristics they want on it.
pfdietz
Helion hasn't released details, but they imply they'd be much cheaper. At this point I can't disprove that, as their scheme does do away entirely with turbines and generators and could have much lower cooling requirements.
kibwen
Fusion is ready, and it's been ready for about 4-ish billion years. Once you deploy the panels needed to collect space-based fusion, there will likely never be an economical argument for Earth-based fusion. There's only so much simplication you can apply to a machine designed to contain a miniaturized star, especially compared to a dead-simple dirt-cheap solar panel.
gridspy
You say "likely never" but eventually we'll have covered the earth's surface in solar panels. Unless we are transitioning to space based solar and transmission we'll want fusion to increase energy generation beyond surface irradience of earth.
In the meantime, solar panels for massive generation also incur transmission costs to centralize that energy for any major energy usages. We might want to keep having high power generators next to super-high energy consumers. For instance our (theoretical) hyperspace communication and computation array. Right now those usages are things like Arc Furnaces, Aluminum smelters, data-centers, ...
Plus, we'll want to have figured out that fusion tech so we can build it into our spaceships travelling out beyond Mars as an energy source and hopefully also a thrust source. We want to master that tech on Earth's surface for sure.
ben_w
> You say "likely never" but eventually we'll have covered the earth's surface in solar panels. Unless we are transitioning to space based solar and transmission we'll want fusion to increase energy generation beyond surface irradience of earth.
> In the meantime, solar panels for massive generation also incur transmission costs to centralize that energy for any major energy usages. We might want to keep having high power generators next to super-high energy consumers. For instance our (theoretical) hyperspace communication and computation array. Right now those usages are things like Arc Furnaces, Aluminum smelters, data-centers, ...
Well before we cover the entire globe in PV, the mere fact that the panels absorb a lot of light means they will change the planet's albedo, heating things up.
But any source of power on that scale will also increase the planet's equilibrium temperature (regardless of if it's PV, fusion, or even if we figure out how to harness dark energy/zero point shenanigans) so we want space-based power before then — and the industrial capacity to use that power in space, because simply beaming it down to Earth is still going to heat up the planet just like any other power source.
Before we even get to that point (in fact, already today) humanity is manufacturing enough metal to make a global power grid with only 1 Ω of resistance the long way around. The limiting factor is geopolitical, not technical, because it's literally just China making enough of the relevant metals.
kibwen
> covered the earth's surface
In any discussion of far-future considerations like this we need to remember that thermodynamics requires all energy used for work to become heat. Covering the Earth's surface in solar panels is one thing, but by the time we're covering every inch in fusion power plants, we've turned the Earth's surface to lava from all the waste heat. There's a physical upper bound on energy usage within the Earth's biosphere that prevents useful energy production from scaling to infinity, and as a result we'll find ourselves optimizing for economics rather than being limited by energy production per unit of area.
As for industry, yes, it seems likely that industry will still represent a large and relatively centralized consumer of power which may benefit from a large dedicated installation. But I'm not convinced that fusion will ever be more economical than even traditional nuclear fission energy (just because your fuel is relatively cheap doesn't mean a thing if the plant itself is essentially disposable because of the energies involved).
As for space, maybe, though considerations of space exploration aren't driven by economics, so whether or not anybody ever figures out a viable fusion reactor design for a spaceship could have as little relevance to civilian power generation as your classic RTG did.
Ringz
There are studies (at the bottom of my post: https://news.ycombinator.com/item?id=43424310) showing that storage is mostly a political issue.
Great article. Unfortunately his California duck curve graph only shows 2023. A graph including 2024 shows how batteries are dramatically flattening the duck curve:
https://cdn-ilcjnih.nitrocdn.com/BVTDJPZTUnfCKRkDQJDEvQcUwtA...
https://reneweconomy.com.au/battery-storage-is-dramatically-...