And what was the storage requirement? I just ran those parameters myself with China's 2.9 TW of constant electricity demand, and the storage requirement was over 70,000 GWh of battery storage.
By comparison, global battery production is around 1,000 GWh per year.
Battery production capacity grows by 10x every five years. In 2021 there was ~100 GWh of batteries produced a year. In 2031, it's going to be 20-30TWh per year. Current batteries have 10+ year warranties, and last 20-25 years. We're likely to see 30 years+ for the newer sodium ion batteries.
For something like 20 years, people have been looking at the exponential growth in the annual solar deployments and saying "well that's it, starting next year we're only going to deploy exactly as much as last year, plus 5%-30%". And every year these predictions are proven wrong. And every year they do the same dumb thing again:
It was around 14 hours of battery storage. Seems reasonable.
Realize that replacing all ICE road vehicles in the US with 70 kWh BEVs would require storage equal to ~40 hours of our average grid usage. The future is going to need large numbers of batteries, which is why China has been all in on this.
14 hours of battery (~40 TWh for China) with the hydrogen storage or without? Because the calculator was reporting ~78,000 GWh battery storage with China's weather selected, and 2030 technology assumptions. I changed the spatial capacity factor from 1 to 2 and the battery storage requirement dropped down to 68 TWh, but still well above 40 TWH.
Regardless, 14 hours of China's electricity demand is a whopping 40,600 GWh. By comparison, 2024's lithium ion battery production figure was 1.5 TWh [1]. Even assuming 100% of this went to EV's we're still talking about roughly 25 years worth of global battery production to fulfill only China's demand for storage in this model. As you point out, we still have loads of battery demand for EV adoption, so nowhere near 100% of production will be able to be diverted to grid storage.
The scale of storage required to make intermittent sources viable without being backed by a dispatchable energy source really is tremendous, and this often gets overlooked in pushes for a fully renewable grid.
epistasis|3 months ago
For something like 20 years, people have been looking at the exponential growth in the annual solar deployments and saying "well that's it, starting next year we're only going to deploy exactly as much as last year, plus 5%-30%". And every year these predictions are proven wrong. And every year they do the same dumb thing again:
https://pv-magazine-usa.com/2020/07/12/has-the-international...
Let's not repeat the same projection mistake with batteries that's been going on with solar for so long.
pfdietz|3 months ago
Realize that replacing all ICE road vehicles in the US with 70 kWh BEVs would require storage equal to ~40 hours of our average grid usage. The future is going to need large numbers of batteries, which is why China has been all in on this.
Steven_Vellon|3 months ago
Regardless, 14 hours of China's electricity demand is a whopping 40,600 GWh. By comparison, 2024's lithium ion battery production figure was 1.5 TWh [1]. Even assuming 100% of this went to EV's we're still talking about roughly 25 years worth of global battery production to fulfill only China's demand for storage in this model. As you point out, we still have loads of battery demand for EV adoption, so nowhere near 100% of production will be able to be diverted to grid storage.
The scale of storage required to make intermittent sources viable without being backed by a dispatchable energy source really is tremendous, and this often gets overlooked in pushes for a fully renewable grid.
1. https://www.argusmedia.com/ja/news-and-insights/latest-marke...