alt Hacker Newswind 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...
Wind doesn't cut out at night, but it also experiences long periods of low production: https://www.eia.gov/todayinenergy/detail.php?id=46617 It is unquestionably an intermittent source that would require overprovisioning and large amounts of storage to even out periods of underproduction.
The projections for battery growth might be off, sure. But it's also possible the growth is a little bit under the projections year over year, and then we're looking at much less battery production five years. You're invoking uncertainty, but only considering it in one direction.