alt Hacker NewsThe most underreported part of this story is the battery piece at the end. Batteries are beginning to displace natural gas in evening peak hours - that's the exact window where solar critics have long argued renewables fall short. If this trend accelerates (and battery prices are dropping faster than most models predicted), the "intermittency problem" starts looking more like a solvable engineering challenge than a fundamental barrier.
The next milestone to watch: when battery-backed solar becomes cheaper than gas peakers for evening demand across most of Europe. We might be closer than people think.
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Those are two thresholds: cheaper than peakers using piped gas from Russia, and cheaper than peakers using LNG shipped via tanker ship. I imagine the latter threshold has already been met, only depending on the amortization period you choose for the battery purchase.
I looked into sodium-ion batteries for which factories are coming online in China. The theoretical manufacturing cost of those is very very low, which will make solar + batteries very cheap. I suspect China will reach those costs ahead of schedule.