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state_less | 2 months ago

The scaling up of battery manufacturing for EVs and now solar storage has lead to prices I would have never imagined I'd see in my lifetime. It's one of the success stories that, having lived through it, has been a real joy.

I know that folks might have been able to point to a graph years ago and said we'd be here eventually, but I had my doubts given the scale required and hacking through all the lobbying efforts we saw against solar/battery. Alas, we made it here!

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ak217|2 months ago

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

api|2 months ago

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

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

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

calvinmorrison|2 months ago

good. maybe we can copy some shit for cheap and leap frog a few generations instead of leading the world!

sdoering|2 months ago

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

But hey, our populist right tell us, that the subsidies for "green technology" are bad and that we need to get rid of them, because they are making energy so expensive in Germany (cleared of inflation energy costs are lower than 2013, 12 years ago).

But hey - people vote for those parties. Because they know their economics, not like the leftists, who don't.

Germany (or Europe in general) is fucked. In a few years, we will reap what we now sow. And not because of our social systems or immigration, but because our oh so great political leaders are not willing to invest in the future.

antonvs|2 months ago

> Alas is right, China is poised to dominate …

Are you saying “alas for citizens of the US who see things in competitive nationalist terms”?

Seems like a win for everyone else, no? What happened to “competition”, or is that something that’s only supposed to be beneficial within the US?

epistasis|2 months ago

You are certainly not alone in your beliefs, but it always amazes me which technologies get the benefit of doubt and which are severely penalized by unfounded doubt. Solar and especially batteries are completely penalized and doubted in a way that defies any honest assessment of reality. The EIA and IEA forecasts are as terrible as they are because the reflect this unrealistic doubt (random blog spam link, but this observation is so old that it's hard to find the higher quality initial graphs)

https://optimisticstorm.com/iea-forecasts-wrong-again/

Similarly, nuclear power gets way too much benefit of the doubt, which should simply vanish after a small amount of due diligence on construction costs over its history. It's very complex, expensive, high labor, and has none of the traits that let it get cheaper as it scales.

alexose|2 months ago

In addition to coming so far down in price, it's amazing to me how good the technology has gotten. Batteries that can easily discharge 5C in cold weather, cycle 10000 times, survive harsh conditions with zero maintenance. Panels that last for decades.

Which is why it makes me especially angry that the current US government is throwing away this gift in order to appease a bunch of aging leaders of petro-states. Literally poisoning the world for a 10-15 year giveaway to the richest of the rich.

I take some solace knowing that fossil fuels are now a dead end. And even though certain people are trying to keep the industry going, that end is sooner than ever.

venturecruelty|2 months ago

We are the petro-state, and they're our aging leaders.

pfdietz|2 months ago

> cycle 10000 times

This is truly important, allowing the plummeting cost of the batteries to be amortized over so many cycles.

jasondigitized|2 months ago

I take solace in the invisible hand which, in the longer term, ultimately directs greedy capitalists. Water finds its level, etc. etc.

chrisweekly|2 months ago

Yes! It's awesome!

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

jauntywundrkind|2 months ago

In general it's obvious this is the trend & amazing.

It is a little surprising to me that some markets don't see the benefit. I was pretty delighted ~8 years ago to get some 4500mah 6s batteries RC (under 100Wh) for ~$65 but the price doesn't feel like it's changed much since, based on some light shopping around. Just wanted to note what I perceived as an unevenness. https://rcbattery.com/liperior-4500mah-6s-40c-22-2v-lipo-bat...