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Topic: Battery Storage

[Episode #273] – Solar and Batteries Can Power the World

In the sunniest parts of the world, solar and batteries are already the cheapest way to build new power generation capacity on an unsubsidized full system cost basis, and that cost advantage is expanding quickly.

By the end of this decade, solar and batteries could affordably supply 90% of electricity for most of the world's population at less than €80/MWh—that's a full system cost, including fuel-based backup, for about US 8.7¢/kWh. While this is already cheaper than building a new gas-fired grid, given that European gas prices spiked to ten times their normal level during the 2022 energy crisis and remain volatile today, the gap is only likely to widen.

But beyond 2030—well within the lifetime of any new power generation system built today—solar and batteries will almost certainly be the cheapest, most reliable, and least volatile way to expand a power grid. Doubling down on fossil gas generation under these conditions, as many governments are contemplating, would be a terrible mistake, both economically and geopolitically.

That is the central finding of a model developed by Tom Brown, professor for Digital Transformation in Energy Systems at the Technical University of Berlin. Tom also led the development of the open-source toolbox Python for Power System Analysis (PyPSA), and based this analysis on a blog post titled "Solar and batteries can power the world." If you doubt the conclusions, you can run the model and test the assumptions yourself.

In today's episode, we'll dig into how the model works, what happens when you add wind to the mix, and why battery costs could halve again by 2050, making solar-dominated grids dramatically cheaper than anything we can build with gas. We'll also examine the land question and find that powering the world with solar would take just 0.3% of global land, a fraction of what we currently devote to livestock. And we'll revisit how to meet that last 10% of demand, a topic we last explored in Episode #188 with Paul Denholm of NREL, and hear Tom's case for methanol as a surprisingly practical backup fuel.

Guest:

Dr. Tom Brown is professor for “Digital Transformation in Energy Systems” at the Technical University of Berlin. His group researches future pathways for the energy system, with a particular focus on revealing the trade-offs between energy resources, network expansion, flexibility and public acceptance of new infrastructure. His recent research has emphasised the need for an integrated approach to planning for electricity, heat, and molecules as we head to a net-zero economy. Tom is a strong supporter of openness and transparency in research data and software, with the goal to enable a vigorous public debate on the trade-offs necessary to reach climate neutrality. He led the development of the widely-used open-source toolbox Python for Power System Analysis (PyPSA). Before joining TU Berlin in 2021, he led a Helmholtz Young Investigator Group at the Karlsruhe Institute of Technology. He did his BA and MMath at Cambridge University and his PhD at Queen Mary, University of London.

On the Web:

Personal blog

Department of Digital Transformation in Energy Systems at the Technical University of Berlin

On LinkedIn: Tom Brown

On Bluesky: @nworbmot.bsky.social

On Mastodon: @nworbmot@mastodon.social

Geek rating: 8

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[Episode #263] – The Role of Distribution Utilities

What is the role of distribution utilities in the energy transition?

Consider this paradox: Marc England, CEO of Australian distribution utility Ausgrid, has two batteries at his home but no solar panels. Instead, he buys grid power at 5 cents per kilowatt-hour during midday solar surplus, stores it, and then sells it back to the grid when prices are high, sometimes making $100 profit in a single day. Similarly, over 100,000 customers in Australia have installed batteries in their homes under a federal incentive program in just the past three months. But commercial players aren't building battery arrays on his network, despite slashing connection charges. And every time he flies into Sydney, he sees miles of empty warehouse rooftops that could host far more solar capacity if tariffs and other regulatory structures were reformed.

These market dislocations are part of an ongoing debate about who should build and own distributed energy assets (DERs). Should distribution utilities do it in order to maximize their integration? Or should they primarily provide a platform for consumer-owned DERs to connect and transact on an equal footing with utility-scale systems? Is it more practical and cost-effective for distribution utilities to build assets like battery storage systems and public EV chargers, especially where private-sector companies are not, or would it be cheaper and faster to maximize customer investment and rebuild the grid from the bottom-up?

For this conversation, Chris traveled to Sydney, Australia to debate these questions with Marc England in person. As Chris discussed with grid expert Lorenzo Kristov in Episode #205 and our Australia 2024 miniseries, there's no perfect answer, but these market structure questions will partly determine the speed of our response to climate change.

Guest:

Marc England is CEO of Ausgrid, Australia’s largest electricity network, based in New South Wales.

Marc joined Ausgrid as CEO in 2023, bringing a wealth of global experience spanning the energy, oil and gas and automotive industries.

Throughout his career, Marc has held a number of executive positions. Prior to joining Ausgrid, Marc was the CEO of Genesis Energy in New Zealand, delivering significant transformation and growth to a business that was at the forefront of the energy transition.

Marc also held Executive roles at AGL Energy where he was responsible for the establishment of the company’s New Energy Arm to deliver distributed energy resources to customers. Prior to that, Marc spent six years at British Gas in a range of leadership roles driving impactful commercial and operational outcomes.

On LinkedIn: linkedin.com/in/marc-england-9147711

On the Web:  Ausgrid.com.au

 

Geek rating: 3

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[Episode #234] – Transition in Australia 2024

In August 2024, Chris commenced a three-month research trip across Australia and New Zealand to explore their unique challenges and opportunities in the energy transition, and to conduct interviews with the people involved. This episode kicks off a miniseries based on those travels.

We start by speaking with Giles Parkinson, a journalist for more than 40 years who has arguably covered Australia’s energy transition more thoroughly and consistently than anyone else. Giles is the founder and editor of Renew Economy and the co-host of the weekly Energy Insiders Podcast as well as the founder of two other websites: One Step Off The Grid, which provides information to consumers contemplating what they can do to support the energy transition, and The Driven, which is billed as “Australia’s most-trusted and well-read electric vehicle news site.”

In this roughly 90-minute conversation, we frame up the big picture on Australia’s energy transition, including the major themes and vectors of change. We discuss several significant energy transition projects as well as the politics of the energy transition in Australia, including the roles of various government agencies.

Guest:

Giles Parkinson is founder and editor of Renew Economy, and is also the founder of One Step Off The Grid and founder/editor of the EV-focused The Driven. He is the co-host of the weekly Energy Insiders Podcast. Giles has been a journalist for more than 40 years and is a former business and deputy editor of the Australian Financial Review.

On Twitter: @GilesParkinson

On LinkedIn: Giles Parkinson

On the Web:  Giles’ page at Renew Economy

Geek rating: 6

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[Episode #209] – End of the Nuclear Age

If we genuinely need nuclear power—be it older conventional designs or new, unproven small modular designs—to make the energy transition a success, then that case has not been demonstrated. Instead, nuclear advocates have primarily used political argument to support continued investment in it. Because if we just went by the industry’s actual track record, and properly internalized its risks and high costs, we’d never build another nuclear power plant again.

Nuclear power never had a proper justification as an electricity generation technology. It is an industry built on a foundation of lies, extravagance, conceit, and failure. It always has been, and continues to be, a fig leaf for the nuclear weapons industry.

The fact is that we do not need nuclear power to make the energy transition a success. Even if we did continue to invest in it and force the public to shoulder its actual risks and excessive costs, doing so could actually hinder the energy transition, not advance it.

Our guest in this episode, Stephanie Cooke, has literally written the book on the untold history of nuclear power. As the former editor of Nuclear Intelligence Weekly and the author of In Mortal Hands: A Cautionary History of the Nuclear Age, she brings over four decades of experience as a professional nuclear industry journalist. She explains why, contra the recent pro-nuclear sentiment captivating climate hawks, the nuclear power industry is not at the dawning of a new age, but rather at the end of its old age.

Geek rating: 5

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[Episode #197] – Virtual Power Plants (VPPs)

Full Episode

The time may have arrived for Virtual Power Plants (VPPs) to fully realize their potential. In a VPP, groups of distributed energy resources (DERs) like EVs, batteries, and heat pumps can be managed to consume power when it is inexpensive, avoid consuming power when it is expensive, and even provide power back to the grid when supplies are limited.

While VPPs have been around for many years, operating commercially in places like Australia, the US power grid has not seen wide-scale integration. This is now changing because VPPs can help the grid do more with less - supporting new loads without requiring expensive new investments in grid expansion.

In this episode, Jigar Shah, Director of the Loan Programs Office at the US Department of Energy, joins us to share his vision of a much-expanded role for VPPs on the power grid and why he thinks the sector is ready to scale up. You’ll hear how a handful of VPPs and programs to support them have been launched in the US. You’ll also hear how the US Department of Energy is exploring ways to accelerate the development and integration of VPPs, including making financing available through Jigar’s office to support the adoption of VPP-enabled DERs under the Title 17 Clean Energy Financing program.

And because Jigar is with the Department of Energy, sharing information that should be accessible to everyone, we decided to make this one of our occasional lagniappe shows and put it in front of the paywall so that premium and free listeners alike can enjoy it. Hey free listeners, now you can see what you’ve been missing!

Geek rating: 8

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