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realusernameyesterday at 1:25 PM1 replyview on HN

I had exact the same discussion here 5 and 10 years ago (it will be ready next year!), I'm willing to bet that storage isn't going to cut it in the next 10 years.

There's at least two of orders of magnitude missing with the current storage gen and unless a new tech revolution happens, that's not going to work.

The supposedly massive storage which is built in your link doesn't even cover half a day of winter load.

Anything below 200GWh is a proof of concept at best.


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ViewTrick1002yesterday at 2:04 PM

I remember those discussions. 5-10 years ago people were summing all electric cars, including ICE cars starting batteries, to prove the scale was irrelevant.

Now the goalpost is shifted to "not even a single winter day without any other input of electricity". Which is a high 90s percent decarbonized grid. Not fully decarbonized, but almost.

In California storage is now timeshifting 50 GWh daily. An expansion that has come in the last few years.

Battery prices are down to $50/kWh when not using extremely expensive western batteries. Which means in the near future 50-200 kWh systems attached to houses. Excluding the BEV providing demand response to also help shape grid demand.

I think you should update your priors to 2026 data. We're in the point of the S-curve where batteries goes from nowhere to everywhere in the blink of an eye.

Just like solar was almost insignificant in 2020 adding a mere 140 GW over the year while in the first 6 months of 2025 we added 380 GW of solar.

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