alt Hacker NewsWell the goal is to only run the backup a few hundred hours a year, the question is which technology can provide close to 100% of demand a few percent of the time in the cheapest way. Turbines or even gas motors are relatively cheap in capex and gas is easy to store in large quantities.
Gas turbines have a manufacturing backlog of at least a half decade. The longer is takes to build them, the more favorable battery storage is (as it can be installed today), and the faster more battery storage manufacturing spins up, this further drives down the cost.
https://www.enverus.com/blog/the-queue-before-the-queue-gevs...
https://www.energyconnects.com/opinion/thought-leadership/20...
> For its part, China – a battery manufacturing powerhouse – has no such supply chain issues. It dominates global lithium battery production accounting for two-thirds of it. This relative strength gives it the confidence to relentlessly amplify its BESS footprint as evidenced in the capacity build-up between 2021 and 2026.
> In fact, China’s battery storage build-out has no global parallel thanks to this one factor alone, according to Ember. It estimates that nearly all (i.e.149.8 GW) of China’s “new energy storage” consists of lithium-ion batteries.
> In terms of the future, following a June update to its 15th Five-Year Plan, China is now aiming to deploy 300 GW of new energy storage by 2030. That would keep the country’s BESS industry progression, that outgrows all other countries combined, firmly on track.
(battery storage printer goes brrr)