alt Hacker NewsMore like a few decades, if ever. Battery production is estimated to reach 6.8 TWh per year in 2035 [1]. But only 12% of this is expected to go to battery storage systems, yielding just 800 GWh. 12 hours of storage worldwide at current electricity demand is 30,000 GWh. And by 2035, electricity demand is going to be more than that, as transportation and industry is increasingly electrified and migrated off of fossil fuels.
To reiterate, this is just for 12 hours of storage. Seasonal fluctuations can depress renewable generation for days or even weeks.
1. https://www.mckinsey.com/features/mckinsey-center-for-future...
wind runs through the night, and so does hydro and existing nuclear. So lets say, 15,000gwh that needs shifting? Still a big number, but...
BESS increased 45% y/y in 2025, and is looking like higher growth than that in 2026 already ~60% (1). Im optimistic that the mckinsey conservative linear estimates of growth are missing the s-curve of scaling new tech, just like they did for solar. They only have to be wrong by a little y/y and we get to 1000ghw a year by 2030 (note, they released a more recent study that pulled 800gwh/year in to closer to 2030 [2], the previous study was already too conservative) . At 1twh a year we're seriously chipping away at emissions, we're done in 15 years if nothing else changes (which of course it will, both on the demand and supply side). Still, thats actually incredible!
1 https://www.energy-storage.news/over-17gwh-of-bess-deployed-... 2 https://www.mckinsey.com/featured-insights/week-in-charts/ba...