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Power United States

US Will See More New Battery Capacity Than Natural Gas Generation In 2023 (arstechnica.com) 97

The US' Energy Information Agency (EIA) expects the nation's electrical grid to add more power (just under 55 GW), "and solar will be over half of it, at 54 percent," reports Ars Technica. "Another trend that's apparent is the reversal of the vast expansion in natural gas use following the development of fracking." From the report: In most areas of the country, solar is now the cheapest way to generate power, and the grid additions reflect that. The EIA also indicates that at least some of these are projects that were delayed due to pandemic-induced supply chain disruptions. As has been typical, Texas and California will account for the lion's share of the 29 GW of new capacity, with Texas alone adding 7.7 GW, and California another 4.2 GW. Another trend that's apparent is the reversal of the vast expansion in natural gas use following the development of fracking. Last year, natural gas generation accounted for 9.6 GW of the new capacity; this year, that figure is shrinking to 7.5 GW. And, strikingly, the EIA indicates that 6.2 GW of natural gas generating capacity is going to be shut down this year, meaning that there's a net growth of only 1.2 GW. Should current trends continue, we may actually see a net decline in natural gas generating capacity next year.

The last big trend is the rapid growth of batteries. While these don't generate electricity, they are increasingly providing the equivalent function of a power plant, in the sense that they send power to the grid when it's needed. However you want to view them, they're booming, going from 11 percent of the new capacity last year (5.1 GW) to 17 percent this year. At 9.4 GW of new batteries, the additions have nearly doubled in just a year, pushing the new battery capacity ahead of natural gas and into second place. While it doesn't represent a trend, there's also big news for nuclear power: The last two reactors that had been under construction at the Vogtle site in Georgia will be coming online. Their operators expect that one of the 1.1 GW plants will start operating in March, and the second in December. Given the plant's history of delays, it will be no surprise if the latter slips into next year.

The other major source of additions, wind power, appears to have entered a period of stagnation. It saw a burst of new construction at the start of the decade in advance of expiring tax credits. But, even though those credits were restored by the Inflation Reduction Act, construction of new facilities hasn't returned to its previous levels. Only six gigawatts of new wind are expected this year, down slightly from last year. Things may pick up in the second half of the decade as planners take the Inflation Reduction Act into account and offshore wind facilities start construction. The final piece of the story is the continued decline in coal plants. No new ones will be completed this year, and none are in planning. By contrast, nearly nine gigawatts of existing coal facilities will be shut down.

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US Will See More New Battery Capacity Than Natural Gas Generation In 2023

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  • One big problem, where raw components are located
    https://www.visualcapitalist.c... [visualcapitalist.com]

    • Re: (Score:3, Informative)

      by drinkypoo ( 153816 )

      Copper: don't need copper, or at least not more than we use for ICEVs. We can use Aluminum for motor windings, high current carrying cables, etc. It takes a little more material, big whoop. Seen how small the motors are now? They can be a little bigger.

      Nickel: A thin coating over a carbon electrode in LFP batteries, we should stop making EVs with NMC batteries anyway.

      Cobalt: none in LFP batteries

      Rare earths: Little or none in LFP batteries

      Lithium: This is the sticking point, but oceanic and geothermal sourc

  • by 140Mandak262Jamuna ( 970587 ) on Saturday February 11, 2023 @07:41AM (#63284361) Journal
    Its the neck of the famous duck curve, [google.com] where gas turbine based powerplants make a killing.

    Solar is ramping down, but demand is still high, late evening. The grid is despo for power, and there is no time to solicit and accept bids. Spot market, the killing fields for the Enron crooks.

    But, if the grid gets 1 hour of storage, there is enough time to solicit and accept bids. The steam turbines will have enough advance warning to ramp up. Energy will be bought and sold at contracted prices well negotiated in advance. In this marketplace gas turbines will lose to steam turbines.

    • The "steam turbines" have always "enough warning".

      Because the time when a certain solar plant will go offline is perfectly well known ... in advance.

      • When solar goes off line, battery steps in within milliseconds, and keeps the grid up till steam turbines spin up.

        That is the effect of having enough battery storage for one hour.

        • That is the effect of having enough battery storage for one hour.

          You are using the wrong "time construct".

          More correct would be: "That would be the (a side) effect of having enough battery storage for one hour."

          The grid knows when the solar power goes offline. It does not need a battery back up with the: "oh My gosh, we are on battery, we have to power up steam turbines!" bullshit.

  • I have a feeling that "solar is now the cheapest way to generate power in some places" might not be a completely well thought out statement. It would be interesting to see if the figures for solar include all cost factors like battery production, transportation, life expectancy, capacity degradation. Solar panel production costs, replacement costs, disposal costs. Land acquisition costs for panels, land management, environmental impact management. Economic subsidies, etc, etc. It would be interesting to see
    • by armada ( 553343 )
      I dug into where the cheaper than gas statement came from and it is from this ARS article that does not even take storage into the equation: It says "Power Generation" that will certainly be cheaper than gas as there is no fuel cost. The price drops of solar are awesome and I hope they continue but the article's claims are lazy at best and deceptive at worst. https://arstechnica.com/scienc... [arstechnica.com]
    • I have a feeling that "solar is now the cheapest way to generate power in some places" might not be a completely well thought out statement. It would be interesting to see if the figures for solar include all cost factors like battery production, transportation, life expectancy, capacity degradation. Solar panel production costs, replacement costs, disposal costs. Land acquisition costs for panels, land management, environmental impact management. Economic subsidies, etc, etc. It would be interesting to see the numbers.

      Of course not. You see, only the coal energy is not allowed to externalize costs. All the pollution created by solar manufacture is green, because solar is green, so drink that eco, green, mercury-laden water downstream from solar panel plant, you f*cking Chink, and revel in the knowledge that it's Greenpeace-approved, therefore harmless!

    • Or you could do it as everyone else is doing it:
      How much cents per kW does power from solar cost? Simple. Because that is the only question you ask yourself when you consider to either build/buy a solar on your roof or a diesel generator in the garage.

      And most of your silly points: are all factored in already!! Or do you think the cost for a solar panel does not include e.g. transportation?

      Battery production is irrelevant. It is only relevant for people who install batteries, and has nothing to do with the

  • by Ol Olsoc ( 1175323 ) on Saturday February 11, 2023 @09:55AM (#63284593)
    There will be some nuc stations coming online, so there is that too.

    But there is an interesting issue. In on way shape or form will this make mains electricity cheaper for many people.

    The Rural Electrifcation project is no longer around in the USA, and if you don't live in an already served area, you'll be paying for every inch of wire, and every pole and all the labor to install the mains electricity. Build a house down the holler a mile away? If you have to run electric mains, you're looking at ~$37/foot, or around $187,000.

    Suddenly that solar and battery system looks pretty darn good.

  • I'm okay with it, but I'm seeing a lot of BS excuses for it.
  • I'm not aware of any utility-scale batteries being built near me. I wonder where they're building them and how large they are. And, for that matter, how much they cost.

    • There will only be a handful of manufacturing sites worldwide, but Tesla Megapacks are made at their gigafactory in Nevada.

      https://en.wikipedia.org/wiki/... [wikipedia.org]

      That plant is also undergoing a huge expansion. It's pretty mind-boggling to make enough little cells for millions of cars, thousands of semi tractors, and utility-scale storage.

      https://www.forbes.com/sites/a... [forbes.com]

      Lithium production itself is lagging in the US, but on the increase

      https://www.cnbc.com/2022/01/1... [cnbc.com]

      • Sorry, didn't mean where the batteries are manufactured. I was wondering where are the batteries being deployed. In other words, is there a huge building packed with batteries 50 miles from me?

    • by Whibla ( 210729 )

      I'm not aware of any utility-scale batteries being built near me. I wonder where they're building them and how large they are.

      Here's one example [prnewswire.com], from one particular company, using one particular technology. I'm sure you're already aware of Tesla's 'frequency balancing' lithium battery installation in Australia, as well.

      And, for that matter, how much they cost.

      That I can't answer, I'm afraid. While the prices for Tesla's Australian Array have previously been discussed on /. pricing information on the Ambri installation seems to be a little less public.

  • by SubmergedInTech ( 7710960 ) on Saturday February 11, 2023 @12:35PM (#63284955)

    Load-shifting 1GW of solar power from the daytime to the 6-hour evening requires 6GWh of batteries.

    I have 6kW of south-facing solar panels on my roof. In December, they generated 440 kWh, or the equivalent of 0.6kW flat load = 10% nameplate capacity. It's about 20% year-round, 30% in the summer, but I'd need something like 2MWh of battery (= 150 Tesla Powerwalls) to save power from summer to use in winter; that'll never be economical. 10% of solar is the number that matters to keep my lights on in December.

    So, replacing 1GW of fossil power requires *10GW* of solar, and *6GWh* of batteries.

    Replacing the 7.5GW of natural gas that will come online this year will require 75GW of solar (2.5x what's planned) and 45GWh of batteries (5x what's planned).

    Yes, wind power would help with that. But that seems to be harder to permit and build in California than rooftop solar, so in reality we're gonna need a lot of batteries. Many more than you'd think if you read "9GW of batteries" and thought that was actually comparable to 9GW of any other kind of power.

    • The day to night issue is very real. The December to July issue is not. That isn't a case for energy storage, that is a case for alternate energy forms and ensuring there is a mix on the network. In many placed in the world the summer / winter change in output of solar is already countered by the summer / winter change in output of wind, and as such you don't need to size storage to build in summer and get you through a winter.

      • The day to night issue is very real. The December to July issue is not. That isn't a case for energy storage, that is a case for alternate energy forms and ensuring there is a mix on the network. In many placed in the world the summer / winter change in output of solar is already countered by the summer / winter change in output of wind, and as such you don't need to size storage to build in summer and get you through a winter.

        Yes, but we're clearly not doing that. 30GW of solar planned this year, 2GW of wind.

        We can use solar in the winter. Sure, it's less efficient by a factor of 3 than in the summer, but if panels are cheap enough that doesn't really matter. That's the direction we're headed in California, where all new homes are required to install solar even though we already have plenty of power for summer days. Of course, then we can't pay homeowners for the surplus power they generate, so NEM3.0 screws new installs. W

    • wind power would help with that. But that seems to be harder to permit and build in California than rooftop solar, so in reality we're gonna need a lot of batteries.

      The regulatory situation across most of the country is abysmal by design. Regulatory capture is killing us in many ways.

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